Account Manager Project Management

Location:

Renton, WA

Salary:

25.00 per hr

Posted:

September 25, 2024

Contact this candidate

Resume:

Julie A Lund

Cell 425-***-****

******@*****.***

SKILLS AND OBJECTIVES

-Over 25 years of experience supporting and implementing operations and financial projects with exact detail

-Excellent interpersonal skills and effective team leader of directly and indirectly-managed resources

-Lauded for Project Management skills and supporting coworkers in all facets of work

-Strong communications skills and Microsoft Office Suite knowledge

-Endeavor to join an established organization that will utilize me to grow and flourish

EXPERIENCE

Senior Partner Account Manager/Associate Agent and Office/Market Administrator

Redfin (Dec 2018 – Present) Renton WA and Seattle WA

Oversee Partner Agents in 6 Markets to ensure Redfin guidelines are followed

Handle customer complaints and Partner Agent complaints

Coach Partner Agents on communication, customer list management, Redfin pricing, region

assignments, surveys and overall expectations and metrics.

Removal of Partner Agents due to performance

Touring buyers, managing open houses, assisting clients to ensure their needs are met efficiently

Collaborate with agents and management to ensure client experience is exceptional

Coordinate four area team meetings in the Federal Way office

Assisting set up of new SODO office to include setting up office procedures and policies

Inventory and ordering of all office supplies as well as distributing to staff

Kitchen mgt and ordering of all food and snacks as well as catering for all in office/local events

Assisted office with any IT needs as well as introduce new employees to our systems

Selecting and coordinating with outside maintenance to complete needed office repairs

Established contract for office cleaners and made sure office needs are understood in all areas

Client Success Manager

Zones (August 2019 – March 2020) Auburn WA

Collaborate with Sales Manager and Regional Management to ensure accounts are managed efficiently

Managing four large accounts & the operational team associated with each to include Regional Resource Coordinator, Advance Quote and Order Specialist, Standard

Quote and Order Specialist, Sourcing and Supply Chain Management

Monitor quote requests, quotes completed, orders and invoicing for efficiency and accuracy

Ensure Standard Level of Service (SLA’s) are met and maintained

Monitor any stopped orders or delayed orders to completion and escalate as needed

Report on account health weekly

Weekly cadence calls for all accounts managed

Constantly review of open orders for issues and delays

Report on closed orders and invoicing that hasn’t been completed

Developed Standard Processing tool to complete all tasks on accounts for successful operation of account from start to finish

Manage all returns and resolve any client issues or questions

Estate Administrator

Estate Administrators LLC (Aug 2018 – November 2019) Renton WA

Guidance while distributing assets to heirs

Liaison between clients and financial institutions while consolidating accounts

Estate planning recommendations

Accounts Payable Accountant

DoubleDown Interactive LLC (Jan 2018 – Aug 2018) Seattle WA

Reconcile and process invoices and credit memos

Process Bi-Weekly check run and monthly bank account reconciliation

Reconcile vendor statements and respond to vendor inquires

Established contract repository, contract renewal process and assisted other departs as needed

Maintain accounts payable files and vendor permanent files

Created file system to include vendor W9’s & transitioned over 200 vendors to ACH payments

Operations Supervisor and Senior Client Associate

Merrill Lynch (Feb 1999 – Nov 2017) San Diego CA and Seattle WA

Led team of seven that managed over $500 Million in assets

Overseeing account opening for all clients, receiving accounts, providing recommendations and investing cash, discussing performance analysis with clients

Tracking client contact and annual reviews as well as reviewing all notes entered from meetings to ensure complete and clear instructions

Operations Manager overseeing cashiering, accounting dept and all aspects of training to include setting and achieving goals

Continuously measure and evaluate the departmental goals and all work processes

Deliver continuous efficiencies and cost savings measures

Excel proficient in compiling data for analysis

Controlled four calendars to coordinate meetings and conference calls as well as travel

Assistant Banquet Manager and Assistant Beverage Manager

Hyatt Regency (May 1996 – Feb 1999) Bellevue WA and San Diego CA

Staffing and coordinating service needs with event contact-exceeding expectations

Coordinate all details with Catering Manager and Chef before event

Order wine and alcohol for the bars and banquet bars

EDUCATION