Jeremy Casey

Account Management & Payroll Operations
Stakeholder Management | Enterprise Renewals | Payroll Compliance | Revenue Growth

• Manage a portfolio of enterprise and mid-market accounts totaling $3M+ ARR, owning full-cycle renewals, retention, and expansion strategy
• Execute quarterly end-to-end renewal motions, increasing gross retention by 19% through data-driven account planning and client engagement
• Generate $210K+ expansion pipeline by aligning payroll, benefits adoption, and workforce growth with client business objectives
• Lead executive-level QBRs, translating payroll accuracy, service performance, and adoption metrics into actionable renewal and growth strategies
• Oversee revenue-critical escalations across payroll processing, billing discrepancies, and contract amendments, protecting contract value and client trust
• Administer contract amendments, billing updates, and account changes in SAP, ensuring accuracy and compliance across financial operations
• Standardize account governance frameworks, improving stakeholder alignment, review cadences, and KPI tracking tied to contractual outcomes

Payroll & Compliance Expertise

• Manage full-cycle, multi-state payroll processing, including reconciliation, garnishments, benefits administration, and tax compliance (federal, state, and local)
• Ensure accuracy across W-2 / 1099 reporting, general ledger (GL) alignment, and payroll audits, reducing discrepancies and improving reporting integrity
• Partner with clients to maintain compliance with FLSA, IRS regulations, ACA reporting, and payroll tax filings, minimizing risk and ensuring regulatory adherence
• Support time & attendance systems and internal controls to improve payroll accuracy and operational efficiency

Quality Assurance | Compliance | Data Analysis | Escrow & Tax Operations

• Researched and resolved property tax discrepancies impacting escrow accounts across a high-volume pipeline, ensuring compliance with state and local tax regulations
• Verified liens, exemptions, and parcel-level payments, preventing overpayments and securing client funds through accurate refund identification and processing
• Developed Excel-based reporting dashboards to track error trends across multiple QC systems, driving measurable improvements in team accuracy and operational performance
• Conducted detailed quality control audits, partnering with tax agencies and internal stakeholders to resolve delinquent accounts and maintain data integrity
• Managed a workload of 70+ QC reviews daily, consistently meeting productivity targets while identifying and resolving discrepancies with high accuracy

Branch Operations | Client Growth | Sales Strategy | Compliance & Risk Management

• Directed daily branch operations, including scheduling, audits, compliance reviews, and financial reporting, improving overall operational efficiency and service delivery
• Led full-cycle recruitment, hiring, and onboarding, building high-performing teams focused on accountability and customer experience excellence
• Drove revenue through targeted cross-selling strategies across banking products, consistently exceeding individual and branch sales goals
• Expanded commercial client base by conducting 20+ weekly outbound prospecting calls, establishing new business partnerships and increasing local market penetration
• Produced and analyzed weekly performance reports, delivering insights that informed strategic decision-making and contributed to regional leadership initiatives
• Represented the branch in regional management meetings, influencing operational strategy and aligning branch performance with organizational goals
• Designed and implemented training programs on product knowledge and sales techniques, improving team performance and increasing overall sales effectiveness