Salesforcecom
Ashley Whitlock
Maricopa,AZ
Summary
Results-oriented professional with five years of experience in overseeing complex projects from inception to completion along with implementing within the operational space. Customer-facing Operations Specialist with 5 + years of experience developing facility policies, strategies, and training materials, mapping operational processes, monitoring training effectiveness, managing quality assurance programs, and leveraging employee engagement to enhance operating procedures within Salesforce and SAP. Proficient in shaping the organization's trajectory, reducing cost, maximizing the company's efficiencies, and increasing revenue. Demonstrate expertise in planning, organizing, and directing the completion of specific projects, collaborating with stakeholders to create an integrated project plan focused on attaining the outlined goals organization while ensuring these projects are on time, on budget, and within scope. Adept at process development, improving operations, policy implementation, performance evaluations, and enforcing policies. Proven ability to manage quality assurance programs, enhance management reporting, communicate operational policies, and improve the company’s operational efficiency. Pursuing a Salesforce Administrator certification to increase the effectiveness of linking and transforming departments through process-driven technology.
Overview
7
7
years of professional experience
9
9
Certifications
Work History
Tax Consultant I
ADP
Tempe, AZ
05.2022 - Current
- Analyze client tax accounts during the implementation process
- Ensure employer tax accounts are accurately and timely integrated into PEO tax services
- Consult with clients and provide direction on critical data and document gaps, effective filing status, business changes, and outstanding tax discrepancies to ensure compliance with employer tax filing requirements
- Apply industry and product knowledge to implement, guide, and support client tax account setups and changes in compliance with PEO requirements, tax regulations, ADP policies, and client expectations
- Liaise with clients or designated agents by educating and providing tax account support to resolve service account discrepancies
- Monitor, research, and resolve complex escalated tax account matters to reduce additional liability and meet service requirements
- Lead day-to-day operations including quality assurance reporting through tax projects and special tasks as assigned
- Partner with Manager to identify and develop training and development plans to address knowledge and performance gaps
- Identify and act on opportunities within Salesforce to reduce employment tax liabilities (i.e
- Voluntary contributions, tax credits, exemptions, etc.) as outlined in services
- Calculate and communicate the impact of additional employment socialized costs, surcharges, and other added liability
- Partner with agencies to ensure that tax accounts meet all employment tax obligations and remain in good standing
- Communicate with third-party administrators with tax account data and responses as outlined in service-level agreements to ensure accuracy with timely filings and support.
- Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
- Saved client $Amount by uncovering eligibility for Type credit.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
- Interviewed Type clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Facilitated integration of modern tax software with client accounting software.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
Notary Public/ Loan Signing Agent
This Is The Way Mobile Notary
Maricopa, AZ
02.2021 - Current
- This Is the Way Mobile Notary, Consulted with 80 or more individuals within the first month through mortgage loans and general notary services
- Facilitated and reviewed buy/sell, purchases, refinances, reverse mortgages, debt consolidations, and HELOC transactions
- Verified government-issued documents such as birth certificates, social security cards, passports, and licenses to ensure true-party identification
- Maintained proper procedures, files, and regulations, safeguarding borrowers’ private financial information
- National Notary Associations Background-checked and Fidelity-approved agent collaborating services with title companies where annually obtained a $100,000 E & O insurance policy
- Explained the function of each document in a loan signing package (that could consist of two hundred pages maximum) to clients
- Interviewed clients briefly to ensure they understand the mechanics of the legal documents and affidavits they are required to sign.
- Updated journal with names and dates for permanent record.
- Supported timely and accurate administrative task completion.
- Administered oath to document signers to obtain affirmation of truth.
- Looked for signs of fraud or coercion and refused notarization.
- Remained solutions-oriented in face of complex problems to assist management and overall business direction.
- Streamlined office operations by effectively monitoring and addressing client correspondence and data communications.
Operational Learning & Development Manager
Univar Solutions
Phoenix, AZ
09.2019 - 01.2021
- Trained and developed 85% of the staff on multiple new operations staff on the company’s policies and procedures, resulting in the retention of skilled employees
- Facilitated closely with sales, warehousing, and transportation teams to maintain operational excellence and provide prominent levels of customer service
- Managed special projects using Gantt Charts and set up processes that offered concise instructions for the customers saving time while observing compliance with the company policies and procedures, saving $10,000 weekly within the Salesforce and SAP space
- Coordinated a 6-month project by planning and organizing chemical waste-filled drums from Alaska to disposal sites in California and Chicago, Illinois, facilitating a serene and hygienic environment
- Oversaw appropriate task management for 4-5 small projects every week to prevent unnecessary costs by allocating the correct funding to each project through effective planning and financial control, minimizing delays
- Oversaw performance development programs for multiple executives, managers, and employees to help identify training needs
- Resolved 2-year projects within a month by centralizing project plans, details, files, and feedback resulting in timely project completion
- Fostered relationships with the Warehouse Manager Drivers and the trucking companies to minimize operational hazards and ensure timely deliveries
- Collaborated with multiple waste holders in various states like California, Washington, Chicago, and Alaska disposal sites to ensure the waste is managed according to Federal Regulation standards
- Conducted investigations into unsafe work conditions and hazardous waste to ensure compliance with OSHA workplace.
- Implemented and evaluated artificial intelligence and machine learning algorithms and neural networks for diverse industries.
- Transformed raw data to conform to assumptions of machine learning algorithm.
- Created customized applications to make critical predictions, automate reasoning and decisions and calculate optimization algorithms.
- Incorporated Type data to understand and translate complex business problems into machine learning problems.
- Researched, designed and implemented machine learning applications to solve business problems affecting Number of users.
- Collaborated with multi-disciplinary product development teams to identify performance improvement opportunities and integrate trained models.
- Contributed ideas and suggestions in team meetings and delivered updates on deadlines, designs and enhancements.
- Supervised work of programmers, designers and technicians, assigned tasks and monitored performance against targets.
Patient Transporter
Veyo
Phoenix, AZ
03.2017 - 08.2019
- Transported inpatients, ICU patients, and visitors to and from various locations throughout the hospital
- Executed AZ State Department of Health Services medical transport best practices to ensure patient safety
- Verified patient names before service while ensuring correct pick-up times, locations, and transport times to ensure on-time delivery to medical appointments
- Coordinated logistics of transporting patients while providing empathy on their medical journey.
Operational Learning & Development Specialist II
Waste Management
Phoenix, AZ
08.2016 - 02.2017
- Training development and execution for new operations staff and recurring training program for all staff members within the Siebel and DOS space
- Designed and created training materials, guides, and corporate event delivery standards
- Managed quality assurance program including quarterly internal audits and customer surveys
- Facilitated training initiatives for executives, managers, and employees in quality service
- Provided coaching for performance management
- Created employee training and materials to increase customer service and sales growth.
- Implemented and evaluated artificial intelligence and machine learning algorithms and neural networks for diverse industries.
- Developed advanced graphic visualization concepts to map and simplify analysis of heavily-numeric data and reports.
- Researched, designed and implemented machine learning applications to solve business problems affecting Number of users.
- Collaborated with multi-disciplinary product development teams to identify performance improvement opportunities and integrate trained models.
- Coordinated deployments of new software, feature updates and fixes.
- Supervised work of programmers, designers and technicians, assigned tasks and monitored performance against targets.
- Used interpersonal and communication skills in interactions, enriching team collaboration, customer relationships on Type project.
Education
Graduate Certificate - Project Management
Keller Graduate School of Management
Master of Business Administration - undefined
Keller Graduate School of Management
Bachelor of Arts - Interdisciplinary Studies
Governor State University
Skills
Staff Trainingundefined
Accomplishments
- Modified the customer order process within Salesforce and SAP to educate the customer on product specifics which significantly improved the accuracy of their request, increasing the number of completed client orders
Software
SAP Integration
Siebel Applications
Microsoft Office Suite
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
UVX
DOS
Saas
Database Management
Data Collection and Analysis
Certification
Salesforce CRM training
Timeline
Salesforce Mobile Badge
11-2022
Salesforce Data Management
11-2022
Salesforce Apex
11-2022
Salesforce Integration
11-2022
Salesforce Visualforce
11-2022
Salesforce Reporting
11-2022
Salesforce Security Badge
10-2022
Tax Consultant I
ADP
05.2022 - Current
Notary Public/ Loan Signing Agent
This Is The Way Mobile Notary
02.2021 - Current
SAP Integration
09-2020
Salesforce CRM training
09-2019
Operational Learning & Development Manager
Univar Solutions
09.2019 - 01.2021
Patient Transporter
Veyo
03.2017 - 08.2019
Operational Learning & Development Specialist II
Waste Management
08.2016 - 02.2017
Graduate Certificate - Project Management
Keller Graduate School of Management
Master of Business Administration - undefined
Keller Graduate School of Management
Bachelor of Arts - Interdisciplinary Studies
Governor State University
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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