Customer Service Manager
Resume:
Julie Lambert
** ****** *** ******, **** Morges, Switzerland
E mail: accmd4@r.postjobfree.com
Cell: +41-076-*******
Summary
Finance and Operations with 15+ years work experience. Strong
leadership and relationship building skills, Areas of expertise with
Salesforce, system implementations, Accounts Receivable billing &
Cash, Order Management, Revenue Accounting, Commissions,
Accounting GL, Audits, Reporting, Analytics, Training, Documentation.
Education
1993 UTD Dallas Texas
Bachelor of Science in Accounting (Cum Laude).
CPA License TSBPA US GAAP
1994
Work Experience
2011 to July 2013
Salesforce.com (Morges, Switzerland)
Position: Sr. Manager of EMEA Accounts Receivable Collections and
Customer Service Dept.
Reporting to: VP of Global Collections
Responsibilities:
Managed team of 15, 5 customer Service and 10 Collectors,
•
Average collections per month $50M, Average Aging $110M
•
Support EMEA Sales People with regard to pmt terms approval
•
invoicing cycle, compliance, etc
Monthly reporting to upper mgmt, Contract language approval in
•
regard to pmt terms, invoicing and suspension language
2007 to 2011
Salesforce.com (Switzerland)
Position: Manager Sales Operations Analytics & Process
Reporting to. Sr. Director EMEA Rev OPs
Responsibilities:
Various Projects, Checkout, Credit Memo automation, T&E
•
manual billing process improvement, Partner Referral fees
transition to GL. New Bank a/c set up, eliminate crystal reporting
and create DBDI Reports. Align US & EMEA reporting metrics.
Reseller project. Streamline office Move to update invoice layout
& Legal documentation changes also for Bank a/c changes.
Provide Training Documentation ( AE new hires EMEA training
•
slides Doc, Renewals Doc, Checkout FAQ, Reseller process, CM
case processing)
Contact Lead for system releases.
•
Provide Reporting package, create Dashboards SLA’s & KPI
•
reports for EMEA Rev Ops
Provide Business Highlights for monthly finance call with US
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Transition Commissions and train New hire.
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Manage Cash Application team, GL Recons, reduce compliance
•
and reconciliation errors, implement controls, and improve
process & execution. Develop team.
Contact & Support for Audits
•
2005 2006
Salesforce.com (Switzerland)
Position: Business Analyst
Reporting to VP Sales Operations
Provided training & support to start up new Swiss Office
•
Lead Contact & Support for Audits & reviews.
•
Commissions Processing EMEA,
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Commission GL Accounting
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Provide Support & Analysis for Statutory reporting project for GL
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group relating to commissions.
Return to US for commissions automation project
•
Transition current workload to new hires and appropriate GL
•
groups to streamline process.
Nov 2004 May 2005
Salesforce.com (Ireland)
Position: Revenue Manager
Reporting to (EMEA Controller)
Responsibilities:
• EITF 021 GL Accounting
• Cost Plus Accounting
• Sales Commissions processing EMEA
• Update SOX documentation EMEA
Training/ knowledge transfer for Swiss employees
•
2003 2004
Salesforce.com (San Francisco)
Position: Financial System Analyst
Reporting to (US. Corp Controller)
Responsibilities:
New Billing System implementation
•
Provide Training manuals & train Sales Ops on new billing
•
system.
Cash Project, streamline & improve cash reconciliation process
•
to ensure faster close from 3 weeks to 2 days.
Liaise with Treasury & IT to implement bank change and GL to
•
create accounts for reconciliation.
Provide training and support to transition Centralized functions to
•
the EMEA region, daily Sales Ops oracle functions, cash
application & reconciliation process to EMEA to enable EMEA to
be self sufficient & improve efficiency of US operations.
Provide support & Training to transition Revenue & Deferred
•
Revenue process to new hire.
Work Experience
2002 2003
Salesforce.com ( San Francisco)
Position: Financial Systems Analyst
Reporting to (Corp Controller)
• Internal Salesforce.com implementation
• Work with developers to acquire knowledge to test and provide
feedback on system implementation and UAT testing
• Work with consultants and developers on planning and specs for
new AR Oracle Billing module.
Jun 2002 – Nov 2002
Salesforce.com (San Francisco)
Position: Contractor Accounts Receivable Manager
Reporting to (Director Sales Operations)
Responsibilities: Assume Managers role while she was on maternity
leave
Jun 2000 – May 2002
NBC Internet (San Francisco)
Position: Accounting Manager
Sep 1997 – May 2000
Documentum DCTM computer Software (San Francisco)
Position: Sales Operations Analyst
1995 – 1996
Alumax manufacturing Co. (Texas USA)
Position: Analyst cost Accounting
1994 – 1995
Belew Averitt & Co . Public Accounting firm (Texas USA)
Position: Auditor
Microsoft word, Excel, Oracle 11i, Salesforce.com
Computer Skills:
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