Elizabeth Clinton

Job tasks: Personally centralized all reporting including AR tracking to our CRM Created department and team dashboards within our CRM for clear real time tracking Crated automations to improve client outreach, client success and customer service, as well as sales performance. Moved SOPs to functional digital resources

Job tasks: Managed and streamlined the commissions tracking and processing for mid-sized sales team Overhauled all manual reporting to be condensed and formulated Linked reports to dashboards that automatically updated for leadership. Processed commissions, bonuses, base salaries Assisted in the processing of contractors payroll onboarded and onboarding new hires Completely rebuilt sales onboarding process and portal to reduce ramp up time by 50%

- Managed and streamlined the commissions tracking and processing for mid-sized sales team Overhauled all manual reporting to be condensed and formulated Linked reports to dashboards that automatically updated for leadership. Processed commissions, bonuses, base salaries

Daily tasks: Review payment transactions for monthly reporting Conduct quality assurance reviews for field staff analyzing trends to improve system processes or user training opportunities Identify system improvements and work with manager to implement process changes Meet tight deadlines by managing time effectively and setting priorities Assess both departmental and overarching business reporting needs Develop, administer, and maintain reports in the Artiva application as well as creating on demand reports through SQL queries Troubleshoot, research, and correct outstanding issues with Artiva and report findings to appropriate management as indicated Utilize Artiva and Hotkey applications to assist with security set-up, maintenance, and troubleshooting Assist with ad hoc training of Artiva and Hotkey applications for on-site and call center staff Work with both corporate and local IT in obtaining, troubleshooting, and submitting system security access Overhaul report clean up: Displayed mastery of Microsoft Excel Revised reporting processes using native Excel functionality increasing team efficiency by 26% Simplified Created detailed documentation on the reporting procedure allowing the process to be delegated to a larger number of team members Secondary Vendor Review: Created a comprehensive account breakdown template in Microsoft Excel utilizing dropdowns, conditional formatting, and pivot tables that was customized for each vendor Trained team members on template use and ran regular checkpoint meetings to collect project updates Rolled up facility reports into a comprehensive document tracking dates, workflow failures, user errors, and system errors during annual account review for each vendor Analyzed business workflow problems, presented data to leadership using various visual display aids, and proposed various possible solutions

Assisted with class setups and confirming client attendance Helped assemble packets containing course materials Regularly monitored and reported on the Salesforce Pipeline of potential repeat customers and their future class needs Kept track of attendance and client progress for all ongoing and upcoming courses Met daily with managers to review new skill progression, various project management techniques, and appropriate ways to handle different business problems Presented multi-step process resolutions to hypothetical urgent, high-visibility business situations that addressed all parties involved Completed a project detailing a specific way the company could increase its return on investment