Sandy Segura
Weston,Florida
Overview
24
24
years of professional experience
Work History
Customer Success
Ultimate Software Group, Inc
- Served as liaison for clients, government agencies and stakeholders regarding existing & new client escalation cases
- Participated in team process creation and status update meetings.
Customer Success
71 Pounds, Inc.
10.2023 - Current
- Review of client accounts, including metrics and valid data
- Daily client communications to address & resolve client inquiries and cultivate positive relationships with customers
- Cross selling of add on products
- Client onboarding on company dashboard
- Creation and implementation of new processes to evaluate and assign leads to sales team
- Review and streamline of CRM data
- Collaborate with Sales team on client status
- Collaborate with Ops on daily reporting.
Office & AR Manager
The Maritime Executive
06.2020 - 08.2023
- Increased company revenue within 6 months by approximately 12%
- Daily client communications to address & resolve client inquiries and cultivate positive relationships with customers
- Customer billing, follow-ups, and payment processing
- Conducted audit, financial analysis & analyzed trends/patterns and reported issues and potential opportunities
- Continuously reviewed & refined AR process to enhance efficiency & accuracy
- Conducted audit and approval of company sales commissions
- Collaborated with sales & customer service teams to address and resolve customer concerns
- Continuously communicated with bank institutions regarding working capital and aging
- Participated in implementation & integration of new CRM
- Translated technical client documents for publication
- Provided training and training documents to sales team.
Project Manager, Account Manager, BA, CEO Assistant
TRANZACT, LLC
09.2000 - 07.2018
- Worked closely with CEO, in tracking and follow ups of client projects, team meetings, and follow-ups of internal teams/external clients
- Gatekeeper to CEO, screened calls/meeting requests
- Attended meetings with and without CEO and kept meeting minutes
- Maintained/updated CEO, client, and company confidential information
- Managed busy international & domestic travel and calendar logistics
- Reviewed travel expenses/reimbursements
- Assisted Finance team when necessary
- Assisted HR with new hire orientation and set-up, including security and system initial set-up
- Conducted background checks and VISA follow-ups
- Assisted with recruitment including job fairs
- Created offers, followed up and maintained all offers and new hire documentation
- Key contact for recruiters
- Assisted with planning and set-up of company activities
- Conducted, maintained, and reported on voluntary exiting interviews
- Managed, maintained, and enhanced Enterprise client relationships
- Researched, followed-up, and managed internal/external customer escalations
- Participated with team leads and members during project lifecycle, analysis, development, change management, quality assurance, unit testing, and post- production
- Reviewed and created client spec requirements for development to production - suggested enhancements for business proficiency
- Administrator for company's time management system
- Researched, delegated, and managed Production Help Desk Tickets
- Performed quality and assurance of developed reporting
- Created Release Production Notes for client and internal business units
- Prepared and participated in IT Quarterly Governance at Headquarters or client locations
- Updated client training guides for order management system used by approximately 50k representatives nationwide.
Logistics/Supply Specialist
50th Chemical Company
01.2006 - 01.2014
- Stored and issued all organizational supplies and equipment for missions/training
- Received & inspected inventory/Armory weapons and ammunition
- Maintained automated supply system for accounting
- Prepared regular reporting for higher headquarters
- Secured and controlled weapons and ammunition
- Scheduled and performed organizational weapon maintenance
- Platoon Leader.
Education
Bachelor of Arts - Government and Politics
St. John's University
Queens, NYSkills
- Financial Records and Reporting
- Performance Analytics
- Product Lifecycle
- Accounts Payable and Receivable
- Banking Operations
- Business Administration
- Policy and Procedure Modification
- Data Communications
- Business Analyst
- Project Management
- Account Management
- Client Relationship
- Customer Success
- Document Management
- Evaluated, researched & updated client accounts
- Tested client set up of financial accounts and analyzed/set up tax jurisdiction rates
- Quantified and validated prior quarter taxes for client jurisdictions
- Used industry expertise and analytical nature providing quality and assurance of new client profiles
Websites
Affiliations
- Commissioner NJ Housing Authority
- Volunteer American Red Cross
- Volunteer Meals on Wheels
- Tutor Conversational English
- Member FEMA CERT
Proficiency
- Visio
- XML
- Microsoft Project
- Microsoft Office
- Google Docs
- Microsoft Office Suite
- Clarity
- SharePoint
- JIRA
- Cognos
- Time Management Systems
- Concur
- CRMs
- Track-It
- HubSpot
Timeline
Customer Success
71 Pounds, Inc.
10.2023 - Current
Office & AR Manager
The Maritime Executive
06.2020 - 08.2023
Logistics/Supply Specialist
50th Chemical Company
01.2006 - 01.2014
Project Manager, Account Manager, BA, CEO Assistant
TRANZACT, LLC
09.2000 - 07.2018
Customer Success
Ultimate Software Group, Inc
Bachelor of Arts - Government and Politics
St. John's University
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