Theresa Winn

Client Success Manager:

• Manage daily client success operations, ensuring exceptional service delivery and prompt resolution of escalations and claims in alignment with both clients satisfaction and company objectives and core values.
• Investigate and resolve client complainants, developing tailored solutions that improve customer retention and strengthen client relationships.

Sales/Call Center Manager:

• Drive sales performance by setting goals, tracking KPI's, and coaching representatives to exceed targets.
• Optimize process to reduce wait times, improve first call resolution and increase overall booking percentage.
• Hire, train, and mentor call center and sales staff to build a high performing team.

• Managed end-to-end project lifecycles for payment technology initiatives, ensuring timely delivery, quality outcomes, and alignment with business goals.
• Coordinated cross-functional teams including operations, IT, sales, and client support to implement payment and processing solutions across multiple business channels.
• Served as the primary liaison between internal teams, clients, and vendors, facilitating clear communication and issue resolution.
• Supported integration of new payment technologies and system enhancements to optimize operational efficiency and client satisfaction.

• Document project status, activities ensuring project deliverable's meet target timeline, budget objectives, along with approval of final deliverables.
• Implemented project tracking tools and reports; successfully communicate status of projects to company executives. While executing effective careful decision-making, final approvals, direction, along with support.
• Direct point of contact for all team members for problematic issues that might arise. With Provided resolution and guidance.
• Oversaw various Web developers, Marketing, Creative and Social Media, SEO/PPC. projects from conceptualization to completion.

• Maintained all functions of accounting including A/P, A/R, payroll, charge backs, bank reconciliations, journal entries, chart accounts, budgets along with forecasts, including other accounting functions.
• Monitor and analyze, along with accountability for operational and performance for improvements in sales and revenue growth, sales productivity, sales excellence, efficiency furthermore with ensuring financial objectives are met.
• Measured study of work problems, such as organizational change, communications, along with information flow. To implement corrective action plans. Such as policies, procedures, employee handbooks to solve organizational including departmental problems as well as performance.
• Support as well as united with the President in building a strong foundation, operations, driving sales, managing costs, and report regularly to President on progress.
• Managed and oversaw all HR department functions, including staffing, recruitment, compensation, training, disciplinary actions, terminations, performance evaluations, employee handbook development, and payroll administration.