Leah Montgomery
Gastonia,NC
Summary
Professional with strong background in account coordination, adept at managing client relationships and streamlining processes. Proven ability to collaborate effectively with teams to achieve high-impact results. Skilled in project management, communication, and problem-solving, ensuring adaptability to changing needs while maintaining reliability and focus on outcomes.
Overview
10
10
years of professional experience
Work History
Account Coordinator
Point B
Charlotte, NC
12.2022 - 04.2026
- Partnered with Account Leadership teams to drive client account support functions, analyzing account sales and financial data, including project level estimates to completion
- Monitored time and expense compliance
- Worked with associates and/or ASA to resolve miscoded T&E and flag anomalies for Account Leader
- Tracked hours that need to be logged with Business Partner company and system and checks for accuracy
- Produced client invoices in partnership with ASA. Reviewed and reconciles outstanding invoices and worked with account/client to follow up on past due payments
- Assisted associates in account onboarding / offboarding at the beginning and end of engagements
- Supported account meetings by scheduling, preparing materials, confirming speaking roles, and sending out related comms before and after the meeting
- Maintained data hygiene in Salesforce in order to
- Ensure sales contribution ratings and project closure activities are completed before its deadline
- Coordinated client communications and project timelines to ensure alignment with client expectations.
- Deeply understand and carry out client’s business processes (invoicing, SOW, onboarding, etc.) and proactively guide account approach to benefit Point B and the client
- Manage active project data by ensuring milestones are correct, assignments and schedules are up to date
- Create and maintain financial and sales pipeline dashboards and presentations to support account pursuit planning and financial performance visibility
- Maintained and organized essential data elements that are critical for our predictable performance efforts
- Created and maintained Teams collaboration sites for various accounts
Business Development Coordinator - Contract
Millennium Management, LCC
New York, NY
10.2020 - 06.2025
- Helped build out infrastructure and pipeline process for the rapidly growing statistical arbitrage business
- Worked closely with the assistant to the Global Head of Quantitative Strategies to optimize the recruiting process and maintain a positive rapport among candidates, recruiters and hiring managers
- Served as the liaison between dozens of recruiters, 150+ hiring managers and dozens of candidates per hiring manager to coordinate interviews across 7 global offices and 200+ US based satellite pods
- Maintained candidate management system (Salesforce) and offline trackers/reports
- Maintained Salesforce database of candidate profiles/resumes, test scores, assessment results, and interview feedback forms
- Set up and administered required case studies, coding tests and projects pertinent to each recruiting process
Recruiting Coordinator
Point B
Charlotte, NC
08.2021 - 12.2022
- Facilitated the hiring process by coordinating with candidates and hiring managers to schedule interviews via Veeva and shared calendars
- Managed reference checks and defined opportunities for process improvement
- Managed background check process partnering with the HR and Talent Acquisition teams as needed on non-typical responses
- Oversaw resume creation process - partnering with Resource Management - defining opportunities for process improvement and automation tool refinement
Business Development Coordinator
Millennium Management, LCC
New York, NY
07.2018 - 06.2020
- Coordinated schedules of hundreds of candidates and 150+ hiring managers to schedule interviews for the recruitment process across 7 global offices and 200+ US based satellite pods
- Maintained candidate management system (Salesforce) and offline trackers/reports
- Maintained database of candidate profiles/resumes, test scores, assessment results, and interview feedback forms
- Built projects in LinkedIn Recruiter laying out searches for ideal candidates
- Set up and administered required case studies, coding tests and projects pertinent to each recruiting process
Office Administrator
Millennium Management, LLC
New York, NY
12.2015 - 01.2018
- Maintained company principles of integrity, discipline and excellence by ensuring the efficiency and sustained quality of service provided to employees, guests and investors
- Managed the booking reservations and calendars for 30+ conference rooms, scheduled meetings for 1000+ employees and coordinated video conference rooms with office management teams in 7 global locations
- Promptly answered phone calls, logged deliveries and greeted guests; provided hospitality for and escorted guests to meetings, ensured that all deliveries were properly documented and promptly delivered to their respective recipients
Education
Bachelor of Arts - English, Writing, Mass Communication, Journalism
North Carolina Central University
Durham, NC05-2015
Skills
- Salesforce proficiency
- Power BI data visualization
- Workday proficiency
- Project coordination
- Schedule coordination
- Resume evaluation
- Excel proficiency
AWARDS
Lambda Pi Eta National Communication Association Member 2015, University Honors Program 2011-2015, Chancellor Scholar 2011-2015, Soaring Eagle Scholarship 2011-2015
Timeline
Account Coordinator
Point B
12.2022 - 04.2026
Recruiting Coordinator
Point B
08.2021 - 12.2022
Business Development Coordinator - Contract
Millennium Management, LCC
10.2020 - 06.2025
Business Development Coordinator
Millennium Management, LCC
07.2018 - 06.2020
Office Administrator
Millennium Management, LLC
12.2015 - 01.2018
Bachelor of Arts - English, Writing, Mass Communication, Journalism
North Carolina Central University