Years of experience: 11

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Katie's Career Path
Manager, MSP Partner Operations and SupportApr. 2022 -
Oct. 2022
Duo SecurityManager, MSP Partner Operations and Support
Ann Arbor, Michigan, United States- Outlined and coordinated MSP process and program improvements with other departments - Increased focus on projects (special focus on Cisco wide Salesforce merge and launching & Secure MSP Center (Umbrella MSP) within Cisco) - Created documentation and visual workflow processes - Investigated and resolved escalated MSP collections issues - Support team by working in the queue & handling esca...
Partner Operations and Support AnalystJul. 2019 -
Apr. 2022
Duo SecurityPartner Operations and Support Analyst
Ann Arbor, MI- Communicate with customers via email to investigate and resolve partner inquiries or issues - Process monthly MSP billing process by completing and coordinating outlined tasks - Outline and coordinate MSP process and program improvements with other departments - Monitor other buying options (CCW / invoiced / self-service) to ensure no duplicate billing on MSP program - Investigation and res...
Staff Accountant IIJul. 2018 -
Jul. 2019
Duo SecurityStaff Accountant II
Ann Arbor, MI- Month end reconciliation and entries for Accounts Receivable - Investigation and resolution of escalated collections issues - Continued collaboration with MSP team to automate billing/collections processes while maintaining billing support - Identify and accrue monthly Partner referral commissions Communicate with customers via email and phone to investigate and resolve customer inquiries o...

Katie's Posts

  • 2

    How I can help you

    Experienced in accounting, operations, and customer experience. Proficient in reconciliations, reporting, and improving workflows. Skilled in enhancing client and partner interactions, saving time, and reducing friction. Seeking roles to apply financial acumen and operational problem-solving.

  • 2

    People I am looking for

    Looking to connect with businesses needing workflow streamlining and enhanced client experiences. Ideal projects involve collaborative environments focusing on efficiency and accuracy. Ready to bridge finance, operations, and customer experience in a meaningful way.

  • 2

    Experience & Cases

    Achievements at Cisco in SaaS subscriptions, focusing on security/technology. Applied financial and operational skills to streamline business processes. Prioritized client experience and ensured collaborative success across teams.

  • 2

    How to contact

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