Andrew Klimm
Bedford,NH
Summary
Resourceful Senior Deal Desk Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions. Ability to act as a trusted advisor to Sales, FP&A, Revenue, Audit, Services, and maintain a clean and fluid Quote to Cash flow, through standardization, automation, and documentation for robust and transparent reporting.
Overview
11
11
years of professional experience
Work History
Senior Deal Desk Specialist
AppFolio
09.2014 - Current
- Developed and maintained strong working relationships with cross functional teams (Finance, Accounting, Sales, Support, etc.) to expedite our approval process.
- Owned our Contract Bot road map and enhancements to achieve touchless review rate and increase signing rate. Tracked all deals on a daily basis in a summary report for our team.
- Lead role in many of our more complex deal structuring processes, working closely with Sales representatives and managers to articulate customer requirements while making sure we are staying within our defined discounting procedures.
- Collaborated with cross-functional teams to achieve project goals on time.
- Developed effective improvement plans in alignment with goals and specifications.
- Enhanced team productivity by streamlining processes and implementing time-saving strategies.
- Worked with our billing team to help streamline our aging and collection process.
- Help automated our Investment Management renewal process by creating a bulk upload for our business system team to import into the billing system on a monthly basis.
- Lead the contract disbursement role within our team to make sure non-standard contracts were assigned out and processed in a timely manner.
- Proved successful working within tight deadlines and a fast-paced environment.
Staff Accountant
ULVAC Technologies, Inc.
09.2013 - 09.2014
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Collaborated with cross-functional teams to identify potential cost-saving measures and areas of improvement.
- Tracked funds, prepared deposits and reconciled accounts.
- Collaborated with accounting manager on bank reconciliations to entail accuracy.
- Monitored cash flow closely to ensure sufficient funds were available for operational needs.
Education
Bachelor of Arts - Finance
University of New Hampshire
Durham, NH06.2013
Skills
- Strong organizational and execution skills with the ability to manage competing priorities
- High level of time management and task prioritization
- Organization skills
- Attention to Detail
- Experience working in a fast pace atmosphere while having the ability to quick and accurate decisions for our internal teams
- Ability to work well on a team and provide as much help to others as needed, while also being extremely receptive to feedback from others
- Communication skillset amongst cross functional teams
- Excellent problem solving skills to enable informed decision making
Timeline
Senior Deal Desk Specialist
AppFolio
09.2014 - Current
Staff Accountant
ULVAC Technologies, Inc.
09.2013 - 09.2014
Bachelor of Arts - Finance
University of New Hampshire