Erika Walker, Pmp Email & Phone Number

Portland, Oregon, United States

Foster City, California, Us

San Francisco, California, Us

Thought leader committed to optimizing payment workflow efficiency with innovative automation.

Richmond, Virginia, Us

Transitioned into the new organization after the purchase of Inworks to provide integrated payables for a diverse group of clients. Supervised the performance and tasks of four direct reports throughout acquisition changes, created updated metrics/reporting in Salesforce, mapped employees to new roles and training, and guided employee policy and procedure adoption, while maintaining a seamless customer experience. Restructured highly complex accounts by leveraging product knowledge and hands-on operational knowledge to implement effective payment automation and implementation workflows. Spearheaded cross-functional lifecycle of client SaaS platform transitions, including internal/external presentations, contract review, implementation, and account management while providing strategic planning and the execution of new products.Contributed to business development presentations and strategic planning as the subject matter expert (SME) on operational workflow, process efficiency, customer revenue and retention. Provided Salesforce administration and training to promote effective data management and reporting automation.

Accepted the executive role in operations for the organization managing B2B integrated payables for client organizations in addition to white labeling products for efficiency in managing A/P.Managed all operations for the PDX office, including customer support, enrollment, payment processing and implementations in addition to engaging in strategic planning and execution for new products.Restructured three independent departments into a single client services group, realigned workflow to gain cross-training and succession structure, benchmarked salaries, designed and implemented metrics, and deployed management-based objectives (MBO) with SMART goals and performance reviews. Engaged in dynamic cross-functional team collaboration to brainstorm business needs, assist in the design and implementation of new technical functions, user acceptance testing (UAT), and change management with internal and external stakeholders. Created and managed key partnerships to enhance platform options, eliminate vendor enrollment costs, and increase client revenue and automation.Facilitated the continuous improvement of Salesforce CRM to ensure the ability to scale, including the self-directed creation of a ticketing system which resulted in the savings of $24K annually, and the ability to create operational metrics. Audited the operations cycle and third-party resources to replace outdated, costly, and time-consuming processes with automated, real-time solutions. Established alert protocols for escalated issue communication, root cause analysis, and standardized customer incident reporting, and formulated short and long-term corrective action. Directed the performance of five staff members, providing training when necessary.

Received a promotion to the senior director level, providing a strong focus on vendor enrollment and revenue generation. Engaged in strategic planning to implement customers and ensure a high percentage of electronic payment enrollment. Supervised the tasks and performance of three team members, providing training and coaching as needed.Designed and implemented vendor enrollment workflow and a secure online enrollment center for integrated payables platform. Created an integrated payables vendor outreach program to initiate calls to vendors and offer multiple payment types for increased client revenue and heightened payment volume, providing instruction to a partner organization in the process.Negotiated a no-cost enrollment service through the partner company to manage onboarding, saving upfront costs and hiring requirements.Planned and executed a simplified Salesforce structure to allow the use of native Salesforce functionality and streamlined processes. Managed the pipeline report, drove revenue through onboarding campaigns and strategy, and managed data in Salesforce.

Onboarded as the first employee in the startup organization. Performed an array of administrative and customer service tasks.Delivered outstanding customer support, engaging in problem solving and product planning/deployment.Provided key input into the company’s development of process, procedures and policies.

Associate Of Arts - Aa, General Studies

Associate Of Arts - Aa, Culinary Arts