Phuong Tran

• Exceeded quarterly quotas: Q2-2025: 116% | Q3-2025: 109% | Q4-2025: 119% | Q1-2026: 110% • Produced 5,000+ client quotes and provided operational support to 70+ Account Managers. • Managed contract renewals by conducting analysis, quoting, and renewal documentation within Salesforce. • Partnered with Finance and Sales teams to ensure accuracy, billing alignment, and contract compliance. • Identified and resolved contract, entitlement, and licensing discrepancies that posed billing and revenue risk. • Maintained high-volume inbound queue while meeting SLA requirements and internal controls. • Maintained accurate opportunity tracking, pipeline management, and revenue forecasting in Salesforce CRM

• Accessed customer financials to set appreciate credit limits while mitigating risk. • Ensured compliance with Corporate Credit & Collection policies and procedures. • Conducted credit reviews, including financial evaluations, D&B reports, and application verification. • Oversaw US wide collection efforts, resolving disputes with customers and internal teams. • Reviewed contracts and Pos to prevent payment delays; revised invoices and processed tax adjustment. • Revise invoices as requested, process tax, credit memos, refund requests and approvals. • Maintained accurate customer master data and managed payment schedules. • Generated weekly cash forecasting and backlog reports. • Support ad-hoc credit initiatives led by the Credit Manager.

• Conducted credit analysis on potential customers using Dun & Bradstreet, bank references, and financial statements • Recommended credit lines based on sales forecasts and pending orders • Reviewed internal sales history to suggest credit line increases • Handled collections and cash application activities as needed

• Accurately processed daily payment applications across multiple systems, methods, and currencies • Investigated discrepancies and performed reconciliations to resolution • Documented and updated processes to ensure compliance with controls and reporting deadlines

• Processed and posted customer payments via various methods, resolving discrepancies and managing international payments for multiple regions. • Collaborated daily with cross-functional teams to ensure accurate cash posting and assist with customer payment disputes.

• Managed Stanford systems including Oracle Financials, Axess Timecard, and iProcurement for payroll transactions and financial data accuracy. • Completed Stanford finance/accounting certifications and handled pre-award and post-award grants management. • Assisted in financial administration for research projects, reconciled monthly expenditures, and generated reports.

International Business Association (IBA) Sigma Omicron Pi