Spencer Sterling
Austin,TX
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Project Accountant
Freese and Nichols
05.2024 - Current
- Reviewed project employee credentials and approved or rejected account access as appropriate.
- Monitored project costs, developed job cost forecasts, managed cash flow and approved invoices for payment.
- Conceived project accounts in company accounting system according to direction from senior accountant.
- Read, escalated and reported invoices for projects of varying size and complexity.
- Set up and managed project accounting systems.
- Authorized and reviewed funds transfers into and out of project accounts.
- Assessed, cleaned and closed out accounts with depleted funds upon project completion.
- Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
- Responded to customer concerns and questions on daily basis.
- Generated accounts payable reports for management review to aid in financial and business decision making.
Revenue Operations Specialist
Blackhawk
05.2022 - 07.2023
- Developed over 20 custom dashboards to track revenue, forecast revenue, analyze deal stage timelines, and measure individual sales team members' close rates in HubSpot
- Leveraged automation workflows, custom fields, and historical company data to build efficient HubSpot pipelines
- Effectively managed a high-volume HubSpot pipeline, comprising more than 650 deals, encompassing new opportunities, upsells, and retention efforts
- Utilized Figma to create compelling sales materials and proposals, resulting in the acquisition of more than 50 new clients and generating $1,000,000 in additional revenue
- Facilitated seamless cross-functional communication by actively engaging with the CEO, accounting, sales, design, and servicing teams, fostering collaboration among 25 team members on a weekly basis
- Collaborated with the client success team, consisting of 8 members, to enhance the company's retention rate by 40%
- Handled the creation and management of client contracts through HubSpot, ensuring accurate and efficient contract management processes
- Maintained oversight of monthly billing, totaling an average of $350,000, by closely monitoring QuickBooks, Stripe, and Chargebee
- Orchestrated monthly billing procedures for more than 150 clients, efficiently utilizing Chargebee
- Managed the company's accounts receivable, overseeing $4,000,000 in annual revenue, utilizing HubSpot, QuickBooks, Stripe, and Chargebee.
Sales Associate
Blackhawk
03.2022 - 05.2022
- Collaborated effectively with a sales team comprising 3 team members to optimize inbound lead management
- Successfully managed the entire sales cycle, from initial discovery calls to closing deals, resulting in revenue growth for the company through the acquisition of new contracts
- Actively contributed to the company's annual revenue by diligently securing new contracts
- Collaborated closely with the sales team to develop and execute an impactful outbound strategy, enhancing overall sales performance
- Pioneered the implementation of HubSpot's first sales pipeline, enabling efficient tracking of both inbound and outbound leads.
Insurance Agent
Alpha Omega Insurance Agency
12.2020 - 03.2022
- Achieved consistent monthly sales of $60,000 by effective cold calling, emailing, and organic efforts
- Secured client retention by upselling, cross-selling, and providing excellent service to 25 personal clients with existing insurance policies
- Maintained accurate billing tracking of $720,000 annually by building / managing revenue tracking spreadsheets
- Delivered sales and revenue presentations to the CEO and Senior Management, utilizing financial spreadsheets and models
- Facilitated cross-functional collaboration with the CEO and accounting team through weekly meetings.
Education
Finance and Financial Management Services -
University of Arkansas
Fayetteville, AR12.2020
Skills
- Sales Processes
- Customer Service Management
- Interpersonal Skills
- Inbound Marketing
- Workload Prioritization
- Business Insights
- Marketing Analytics
- Sales Strategy
- Time Management
- Client Relations
- Project Management
- Client Engagement
- Customer Retention
- Data Analytics
- Stakeholder relationships
- Customer service and support
- Report creation
Certification
- IAB Digital Marketing and Media Foundations Certification - HubSpot, 03/01/23, 03/01/25
- Sales Certified - Software as a Service Solutions - HubSpot, 03/01/23, 03/01/25
Timeline
Project Accountant
Freese and Nichols
05.2024 - Current
Revenue Operations Specialist
Blackhawk
05.2022 - 07.2023
Sales Associate
Blackhawk
03.2022 - 05.2022
Insurance Agent
Alpha Omega Insurance Agency
12.2020 - 03.2022
Finance and Financial Management Services -
University of Arkansas
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