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Work Background
NetDocumentsSenior Order Operations Analyst
Apr. 2024Lehi, Utah, United StatesTasked with the comprehensive oversight of the order management lifecycle, I ensure the precision of order entries for new clients and reseller partnerships, aligning with the stipulations of signed agreements. My responsibilities encompass: - Conducting meticulous reviews of sales agreements and modifications to guarantee the accurate establishment of orders in harmony with contractual details. - Serving as a knowledgeable authority and a pivotal point of contact for the Order Management team, addressing escalated concerns. - Collaborating with management to scrutinize prepared sales orders, facilitating necessary approvals, and guiding the subsequent billing and revenue processes. - Acting as the primary liaison for reseller-related escalations, account adjustments, contract reversals, and the management of Salesforce cases pertaining to resellers. - Engaging with sales divisions to rectify deal structure discrepancies. - Possessing a thorough comprehension of NetDocuments' product portfolio's foundational framework. - Identifying any contractual terms that deviate from the standard to work in tandem with the Billing department, ensuring accurate revenue recognition practices.
NetDocumentsGlobal Renewals Specialist
Dec. 2021 - Apr. 2024Lehi, Utah, United StatesLed day-to-day renewal lifecycle for 4,800+ customers worldwide including contract review, negotiation of annual planned increases, and ensuring customer retention and satisfaction. Collaborate with the billing department to ensure the customer renewal details are executed accurately and billed according to customer expectations, and the Sales and Customer Success Teams to ensure customer satisfaction with products and cross-sell opportunities. Recipient of the NetDocuments CEO Coin, February 2024; February 2023
Neal & Harwell, PLCDirector of Administrative Operations
Jul. 2018 - Jul. 2021Nashville, Tennessee, United StatesLed day-to-day operations for law firm with 70+ employees; recruited, developed and managed support staff. • Led human resources, including payroll, time and attendance, employee onboarding, employee policy manual updates, training, and salary administration. • Oversaw facilities management, including space planning, equipment, lease compliance, telecommunications systems, and environmental concerns, including ADA compliance. • Managed the firm’s benefits programs, including insurance, profit sharing, pension and other retirement vehicles. Analyzed and negotiated contracts and renewals; educated employees on benefits and processes; conducted annual open enrollment; and maintained all benefits files. • Spearheaded the overall coordination and administration of the legal staff recruitment program. • Periodically evaluated telephone and computer systems, to determine whether changes or upgrades were merited to increase efficiency and to achieve cost savings. • Managed library, including all reference materials and subscriptions.
Davis & Kuelthau, s.c.Office Administrator
Sep. 1997 - May. 2017Green Bay, Wisconsin, United StatesLed the effective and efficient operations of a multi-office law firm with 125+ employees. Ensured delivery of exemplary client service that exceed attorney and client expectations. Managed infrastructure and staffing of the offices to ensure support was effective and evolved with office growth. • Created a culture of operational excellence and accountability in managing business processes and activities in support of clients and those served internally. • Ensured monthly operational expense performance met budget. • Provided strong leadership on all non-attorney employee relations and recruiting. • Made long range recommendations for future space, facilities, and equipment needs. • Ensured effective planning for integrating new partners and employees into the office. • Responsible for performance evaluations for all the offices. Upgraded performance management system to a new platform; redesigned the performance review process; and deployed the process firmwide.
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