James Marshall

• Serve as a trusted advisor and go-to resource for solving complex problems across order-to-cash processes to the Global Account Sales team and to LinkedIn's largest, leading global clients
• Manage various projects with cross-functional teams (Legal, Revenue, Sales Ops, Data Quality, Billing, and Pricing) in the rollout of new products, policies and in the improvement of our O2C processes
• Expert in advanced Deal Desk activities, which impact quota setting, bookings attainment, and complex deal structuring
• Ensure LinkedIn's Global Sales team's are operating within the Rules of Engagement, directly partnering with cross-functional teams to ensure policies are adhered to and enforced
• Volunteered to be a coach and mentor to new team members, assisting them with onboarding, day-to-day training, coaching, and collaborating to solve business problems

Key take away:

• Currently collaborating with Head of Global Deal Strategy to spearhead an innovative project which involves custom strategic contracts for LinkedIn's top tier clients, with the sole purpose of increasing future revenue
• Member of LinkedIn's Onboarding Tiger Team where we optimize training/learning tools for new Deal Desk members

• Promoted to Lead Account Management Analyst for showcasing expertise in analysis and effective relationship management
• Managed, prioritized and ensured our teams responsibilities were completed successfully within the companies SLA
• Directly communicated with clients to expedite solutions for account issues daily
• Liaise between U.S. and Global Operations team, IT support, and client contacts when research required further investigation
• Maintained good working relationships with internal business groups, to ensure data accuracy and timely resolution of system/data issues
• Independently generated and managed large system cleanup projects on a monthly basis
• Hosted webinars to effectively train internal Marsh departments across all Marsh U.S offices

Key take away:

• Received the opportunity to be the Project Manager of two large company acquisitions, and partnered with Marsh India to manage and complete the yearlong project of the company conversions

• Categorized and managed master reference data to support optimal usage of client information within strategic applications and reporting
• Investigated and completed changes requested by clients/technical experts
• Audit U.S client accounts to correct data quality irregularities monthly
• Entity matching of new/restructured clients or prospect business information against global database
• Launched prospect/active client account records within internal systems
• Consulted and effectively trained internal business colleagues

• Promoted to Senior Client Representative due to my dedication and proven track record of exceptional client service
• Directly communicated with high level client executives to expedite solutions for account/policy issues
• Traveled with captive Client Managers on prospect trips to assist in expanding book of business
• Analytically used all casualty premium, cash flow, audits and performa while working with both Captive Resources, LLC and our fiduciary department (MUSA) to generate accurate financial reports
• Solely in charge of allocating over $300 million of policy premiums annually via monthly financial report

• Directly communicated with high level client executives - service of day-to-day policy administration, and expedite solutions for account issues (including Certificates of Insurance/Scheduled Endorsement issues)
• Issued insurance certificates for renewals/daily client requests for over 100 Group Captive clients
• Requested changes on policies and endorsements from appropriate insurance carrier
• Facilitated auto ID card renewal and processed ad hoc auto ID card requests.

• Responsible for processing accounts receivable and managed accounts payable
• Communicated and maintained relationships with all vendors to ensure proper and timely payments were made
• Audited and posted vendor invoices daily
• Processed all HRSA grant funding, bank transfers and money orders

Key Take Away:

• Identified and implemented new strategy for the company, resulting in significant cost savings on their telecommunication expenditure

• Promoted to Site Manager/Sales Representative for demonstrating leadership and achieving success in driving sales
• Responsible for managing multiple projects while overseeing job sites including all employees
• Developed relationships with approximately 100+ clients in the commercial/resident industry annually
• Assisted with outside/inside sales by winning bids and exceeded sales quota expectations
• Partnered with large property development company due to my determination to grow the business
• Helped generate business by developing and strategically implementing new marketing ideas
• Responsible for purchasing all materials and maintaining proper inventory management