Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ashlee Robinson

Saratoga Springs,UT

Summary

Dedicated SaaS professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

13
13
years of professional experience

Work History

Operations Manager

Cortex
Salt Lake City, UT
12.2024 - Current

Finance & bookkeeping

  • Oversaw all bookkeeping functions including accounts payable/receivable, bank reconciliations, and general ledger maintenance
  • Prepared and filed sales tax returns across multiple jurisdictions, ensuring timely and accurate remittance
  • Managed payroll withholding tax calculations, filings, and reconciliations in compliance with IRS and state requirements
  • Generated financial reports and supported leadership with budget tracking and cash flow analysis
  • Reduced overdue collections by 97% in less than a year

Human resources

  • Managed full-cycle recruitment including job postings, candidate screening, interview coordination, and offer letters
  • Designed and executed onboarding programs to integrate new hires into company culture, policies, and systems
  • Maintained employee records and ensured compliance with federal and state employment regulations
  • Administered employee benefits, leave tracking, and HR policy documentation

IT & systems setup

  • Coordinated IT setup for new hires including hardware provisioning, software installation, and account configuration
  • Served as primary point of contact for onboarding technology needs, ensuring employees were system-ready on day one

Customer Success Manager - Mid Market

NEOGOV
Draper, UT
03.2024 - 12.2024
  • Developed customer onboarding processes to enhance user experience and retention.
  • Analyzed customer feedback to identify trends and recommend product improvements.
  • Collaborated with cross-functional teams to resolve client issues efficiently.
  • Led training sessions for customers, ensuring effective product utilization and satisfaction.
  • Established long-term relationships with clients, fostering trust and loyalty.

Key Customer Success Manager

SalesRabbit
Lehi, UT
01.2023 - 03.2024
  • Enhanced customer satisfaction by proactively addressing concerns and providing tailored solutions.
  • Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
  • Implemented effective communication strategies that fostered long-lasting connections with customers.
  • Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.

Customer Success Manager

Cortex Health Inc
Lehi, UT
05.2022 - 01.2023
  • Responsible for guiding customers through their implementation and adoption process.
  • Ensured customer satisfaction that lead to annual renewals and contract expansion.
  • Answered questions and facilitated data requests, user feedback, and bug reporting to our development team.
  • Acted as the voice of the customer, holding both external and internal meetings to ensure we are meeting the customers expectations .
  • Created customer support strategies to increase customer retention.

Operations Manager

Cortex Health Inc
Lehi, UT
12.2020 - 05.2022
  • Responsible for invoicing customers and any corresponding collections efforts.
  • Maintained positive customer relationships when discussing financial matters.
  • Developed systems to track and log work issues.

Customer Support Representative

Cortex Health Inc.
Lehi, UT
04.2019 - 12.2020
  • Connected with customers to address questions and resolve issues through phone and email.
  • Supported customer questions and issues by gathering data, analyzing needs, evaluating possible resolutions and implementing best solutions.
  • Resolved customer complaints by distinguishing, prioritizing and reporting technical issues.
  • Contributed ideas and practical solutions to support process improvement efforts.

Patient Support Technician/Billing Specialist

Wasatch Infusion
Murray, UT
05.2016 - 04.2019

Shift Manager

Dollar Tree
Cedar City, UT
09.2015 - 05.2016

Shift Manager

JCW's The Burger Boys
South Jordan Utah
03.2014 - 05.2016

Sales Associate

Journeys Shoes
Sandy, UT
07.2013 - 03.2014

Education

Bachelor of Science - Applied Mathematics

University of Utah
Salt Lake City, UT
05-2020

Skills

  • Client Relations
  • Strategic Planning
  • Customer Account Management
  • Invoice processing
  • Inter-Department Collaboration
  • Problem-solving
  • Operations management
  • Expense reports

Timeline

Operations Manager

Cortex
12.2024 - Current

Customer Success Manager - Mid Market

NEOGOV
03.2024 - 12.2024

Key Customer Success Manager

SalesRabbit
01.2023 - 03.2024

Customer Success Manager

Cortex Health Inc
05.2022 - 01.2023

Operations Manager

Cortex Health Inc
12.2020 - 05.2022

Customer Support Representative

Cortex Health Inc.
04.2019 - 12.2020

Patient Support Technician/Billing Specialist

Wasatch Infusion
05.2016 - 04.2019

Shift Manager

Dollar Tree
09.2015 - 05.2016

Shift Manager

JCW's The Burger Boys
03.2014 - 05.2016

Sales Associate

Journeys Shoes
07.2013 - 03.2014

Bachelor of Science - Applied Mathematics

University of Utah