Financial administrative professional experienced in leading, supporting and collaborating with a remote team. Robust background in client relationship management. Demonstrated skill devising successful strategies, establishing processes and to align with business goals,. Detail-oriented team player with strong organizational, planning and problem-solving skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Ready to pursue new professional challenges and career advancement with a growing company. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Hi, I’m
Tracey Arp
Account Manager
Sebastian,Florida
Summary
Overview
25
years of professional experience
Work History
Total Office, IncAkron, OH
Account Manager
8 2018 - Current
Job overview
- Maximized business opportunities to help the company achieve a milestone of one million dollars in annual sales.
- Utilized proven client retention techniques to drive business growth by greater than 50 percent.
- Identified and recommended continuous improvement initiatives that enabled increased company revenue year over year.
- Selected, trained and developed efficient and effective teams. Participated in team-building activities to enhance working relationships.
- Successfully managed task and project completion by proactively monitoring productivity and adjusting as needed to meet tight client deadlines.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Educated clients on services to increase customer engagement with brand.
- Improved company operations through the creation and development of organizational structures and workflows. Navigated and leveraged internal resources to get things done.
- Delivered an operations environment that met client agreements.
- Served as single point of contact for as many as 16 firms; quickly responded to requests and strived to identify issues/challenges before client.
- Empowered clients with top-notch client service and results-driven solutions to facilitate growth in their businesses.
- Actively listened to client concerns and provided suggestions and solutions. Aligned resources around client goals. Developed plans to capture goals and ensure progress.
- Communicated with clients via mail, email, text, chat, calls, and video meetings.
- Adhered to financial regulations protocol/compliance.
- Followed-up on custodian processing/issues.
- Reconciled account transfers and reported discrepancies.
- Maintained multiple CRM databases.
- Troubleshot software issues.
- Worked to maintain outstanding attendance record, consistently arriving to work early and ready to start immediately.
Details Auto ReconditioningAkron, OH
Partner/Business Owner
8 2013 - 6 2018
Job overview
- Oversaw administration, accounting functions, purchasing and weekly payroll to handle financial needs.
- Established and maintained client and vendor relationships.
- Compared vendor prices and negotiated for optimal savings.
- Developed standard operating procedures for administrative employees.
- Created and maintained efficient and user-friendly, cloud-based and traditional filing systems.
FirstEnergy Corporation
Senior Customer Accounting Associate/Remittance
03.1998 - 07.2013
Job overview
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Identified issues, analyzed information, and provided solutions to problems.
- Performed payment application via SAP system
- Verified, corrected, balanced, and uploaded electronic payment files.
- Verified and posted incoming wires and ACH/EFT payments.
- Verified and processed bank corrections and returned payments.
- Researched and corrected general ledger discrepancies.
- Communicated with business contacts via email, calls, and fax, to resolve issues.
- Created electronic bank statement records for corporate accounts.
- Balanced corporate bank accounts to general ledgers.
- Created spreadsheets for daily, weekly and monthly reporting.
- Provided outstanding customer service to both internal and external customers.
- Utilized internet and SAP system to research and verify private and corporate customer information.
- Responded and provided resolution to private and corporate customer payment issues, utilizing various internal research and information systems.
- Created monthly department schedule.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
Education
Ashford UniversityClinton, IA
University Overview
- Member of Golden Key International Honour Society
- Continuing education in Environmental Studies
University of PhoenixTempe, AZ
University Overview
- Continuing education in Finance
Skills
- Business process development and optimization
- Client relations
- Issue resolution
- Time management/Simultaneously manage multiple tasks & projects under tight deadlines
- Relationship building and management
- Team leadership, collaboration and training
- Multiple CRM software systems (Redtail, Wealthbox, Salesforce, Advyzon)
- Microsoft Office and Adobe expertise
- Verbal and written communication
- Documentation
- Accounting systems and software
Additional Information
Additional Information
- Willing to relocate to: Gulf Coast, FL, Gold Coast, FL
- Authorized to work in the US for any employer
Timeline
Senior Customer Accounting Associate/Remittance
FirstEnergy Corporation
03.1998 - 07.2013
Account Manager
Total Office, Inc
8 2018 - Current
Partner/Business Owner
Details Auto Reconditioning
8 2013 - 6 2018
Ashford University
University of Phoenix
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