Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kellie Rohe

Monaca,PA

Summary

Experienced, self motivated manager of clients, people, business, and data. Goal oriented, motivational, and dedicated employee with a proven track record of creating, improving, and maintaining client relationships. Experience with SaaS software implementations as well as internal objective completion. Contributor to company goals and planning. Understanding of complex regulatory information.

Overview

8
8
years of professional experience

Work History

Manager of Inventory Services

FSI
Pittsburgh, Pennsylvania
04.2024 - Current
  • Lead a team of 18 employees, ensuring high productivity and excellent customer service.
  • Develop training materials for new staff onboarding and skill development.
  • Implement process improvements to enhance efficiency in daily operations.
  • Assist in budget management by tracking expenses and resource allocation.
  • Coach, mentor, and train team members.
  • Develop and implement strategies to increase customer satisfaction and loyalty
  • Created monthly reports for senior management summarizing operational performance metrics.
  • Ensured compliance with industry regulations and company policies.
  • Analyzed business performance data and forecasted business results for upper management.

Manager of Client Onboarding

FacilityONE
Charlotte, NC
01.2022 - 03.2024
  • Manage a team of Client Onboarding Specialists, Field Implementation Specialists, and Drafters responsible for onboarding new clients.
  • Oversee high level project planning.
  • Direct and coordinate client onboarding projects from start to finish including project planning, client communications, website creation, travel scheduling for client visits, and budgeting.
  • Participate in software releases, test case creation, and product testing.
  • Exhibit deep knowledge of products, establishing trust and respect.
  • Identify opportunities to up-sell additional services benefiting the client.
  • Coach, develop and motivate team to achieve time bound goals.
  • Communicate with other internal departments to create a top notch client experience.

Client Services Specialist

FacilityONE
Charlotte, NC
02.2020 - 12.2021
  • Successfully onboarded 100+ clients.
  • Created sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
  • Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
  • Organized projects to be completed by deadlines.
  • Traveled to client locations to further implement our software.
  • Trained clients to use the CMMS system.

Senior Sales and Use Tax Specialist

PPG Architectural Finishes
Pittsburgh, PA
01.2018 - 02.2020
  • Interpreted sales and use tax code for all U.S. tax jurisdictions to properly exempt tax for customers, saving the company over $300,000 a year in tax penalties..
  • Assisted in tax audits through document preparation.
  • Educated internal and external customers of proper documentation of sales and use tax exemptions.
  • Resolved customer tax refund inquiries.
  • Maintained a database of 10,000+ tax exemption forms.
  • Provided timely and accurate delivery of client communications.
  • Focused on achieving highest level of expectations to meet client and company satisfaction.

Education

Bachelor of Arts - English

California University of Pennsylvania
California, PA

Skills

  • Project management including tools: Salesforce, Monday, HubSpot, and SMARTSHEET
  • Client onboarding, implementation, and retention
  • Process Improvements
  • Data Analysis
  • Interdepartmental Collaboration
  • Problem Solving
  • Operating Procedures and Policies
  • Relationship Building
  • Customer Retention
  • Microsoft Suite
  • Team Management

Timeline

Manager of Inventory Services

FSI
04.2024 - Current

Manager of Client Onboarding

FacilityONE
01.2022 - 03.2024

Client Services Specialist

FacilityONE
02.2020 - 12.2021

Senior Sales and Use Tax Specialist

PPG Architectural Finishes
01.2018 - 02.2020

Bachelor of Arts - English

California University of Pennsylvania