Energetic people leader who is self-motivated and results-driven. Brings 27 years of Client Service and Account Management success. Skilled at motivating associates by identifying and fostering their strengths and devoted to providing client satisfaction with every interaction.
Overview
28
28
years of professional experience
Work History
Team Lead
ADP
San Dimas, CA
10.2022 - Current
Conduct associate reviews, provide coaching and feedback on performance, assess their progress
Provide direct support to associates and help cultivate strengths, identify opportunities, and encourage professional development.
Ensure successful completion of vital department projects and goals
Engaged during recruitment efforts, interview potential talent, and a trusted source when providing input on hiring decisions
New Hire Program forecasting. planning client assignment, and mentor curriculum
Cover service teams when Manager is out of office for an extended time.
Sales Partner, support sales effort during prospect calls, and escalations.
Lead P&I Governance and mitigate ADP exposure.
NPS process improvement resulting in increased client responses by 20%.
Lead and resolve client and corporate escalations.
Partnered to create the newest client service team located in India.
Drove Account Manager usage of chat bot.
Senior Account Manager
Automatic Data Processing, ADP
San Dimas, CA
12.1996 - 10.2021
Managed key account relationships, ensuring customer loyalty and retention
Conducted regular meetings with clients to review performance metrics, progress, and goals
Ensured client satisfaction, retention, and profitability for assigned client base.
Prepare and conduct presentations with clients and executives regarding payroll tax accounts and company analytics along with Annual User Conference.
Subject Matter Expert on multiple trainings for Employment Tax including Canada Employment Tax, along with facilitating the training for N8
Knowledge of various ADP applications and ERP software including N8, People Soft, Workday and SAP
Resolve client issues by investigating problems and find solutions to ensure client commitments are met
Abatement Analyst
Automatic Data Processing, ADP
San Dimas, CA
Researched incoming penalty assessment cases for ADP and ADP Clients
Established reasonable cause based on facts provided and wrote letters to all tax agencies to request abatement
Strong verbal and written communication skills
Maintained a high level of timely responses to inquiries via phone or email with internal partners and the agencies