RACHEL SAENZ
Lubbock,TX
Summary
Seasoned Client Account Lead with background in managing large client portfolios and facilitating effective communication between clients and internal teams. Demonstrates strong leadership abilities in overseeing account management processes, resource allocation, and project delivery. Known for strategic planning skills and ability to foster client relationships while achieving operational efficiency. Past roles underscore significant impact on customer satisfaction and business growth through proactive account management.
Overview
9
9
years of professional experience
3
3
Certifications
Work History
Client Account Lead
Ascend, Inc
02.2025 - Current
- Led strategic planning sessions to align services with client needs.
- Collaborated with cross-functional teams to develop and implement tailored solutions that addressed client challenges.
- Analyzed client feedback to improve service offerings and processes.
- Coordinated project timelines and resources to ensure successful system optimization and meet client expectations.
- Provided technical support to clients on system issues and product information, enhancing client satisfaction and resolution time.
Payroll Consultant
Ascend, Inc
03.2021 - 01.2025
- Defined and implemented best practices for payroll compliance and regulations, ensuring adherence to industry standards.
- Collaborated with clients to process payroll, manage Pro Payroll operations, and serve as payroll liaison for organization.
- Addressed client payroll requests accurately, including off cycles, manual checks, and reporting needs, enhancing client satisfaction.
- Trusted Payroll Managed Services and UKG Pro payroll support for UKG clients: during and post implementation
Payroll Specialist
ProPay Professional Payroll Systems
Amarillo, TX
09.2017 - 12.2020
- Prepared and processed weekly, bi-weekly, semi-monthly, monthly and quarterly payrolls for over 500 companies in a timely manner.
- Reviewed and analyzed payroll summary reports, W-2 forms, employee information forms, quarterly reports, IRS information, and TWC reports to meet client needs.
- Interpreted customer requirements to develop tailored payroll solutions that align with client expectations.
- Processed manual checks, addressed inquiries from management, employees, and clients, and updated and reconciled monthly benefits while loading and importing client files.
- Carefully entered employees, direct deposits, child supports, and benefits.
- Assisted in packaging payroll for clients and delivered payroll.
- Specialized in forming trustworthy and reliable relationships with clients and employees
Education
Bachelor’s Degree - Health Sciences
West Texas A&M University
Canyon, TX05-2020
Skills
- Project coordination
- Quality and efficiency
- Accuracy and attention to detail
- Safety and security compliance
- Procedure adherence
- Excel proficiency
- Microsoft Word experience
- Computer literacy
- Email proficiency
- Organizational skills
- Time management expertise
- Adaptability and flexibility
- Team collaboration
- Project coordination
References
- Kay Albach, Manager, Managed Payroll Services, (630) 210-4518, kalbach@ascendps.com
- Denise Moore, Implementation Consultant, (239) 744-9222, dmoore@ascendps.com
- Kimberly Washington, Tax Accountant, (806) 673-4072, kimberly@ckacpas.com
- Lauren Williams, Operations Manager – ProPay Professional Payroll Systems, (806) 679-2867, lwilliams@propaytexas.com
Certification
Pro SDP People Center/Pay Fundamentals Certification
Timeline
Client Account Lead
Ascend, Inc
02.2025 - Current
Payroll Consultant
Ascend, Inc
03.2021 - 01.2025
Payroll Specialist
ProPay Professional Payroll Systems
09.2017 - 12.2020
Bachelor’s Degree - Health Sciences
West Texas A&M University