Relations Specialist Success Manager

LYNDSEY DANIEL

**** ******** *** **, ******, GA *0019 · 678-***-****

**************@*****.*** · linkedin.com/in/lyndsey-daniel-2ba85126

EXPERIENCE

SEPTEMBER 2021 – PRESENT

CUSOMER SUCCESS MANAGER, clean earth, a harsco company

-Review and Send Monthly Reporting Package to Clients

-Lead Any Special Projects for Team: Sales Force Clean up and Episodic Waste Programs

-Follow up with All facilities to make sure weekly services are complete; Assist Routing with New Scheduled Dates and Priority when events are missed

-Host and Lead Operational Calls Internally and with Customers

-Complete Quarterly Business Review Slide Deck and Present to Customer

-Assist with UAT for New Portals and Systems

-Follow up on Escalated Service issues for Client: Missed Services, Paperwork Missing from Services (Example City or EPA Required Documents)

-Mentor and Develop New Client Managers

-Monitors Monthly Accrual for Customer, Making Sure Deadline is Met

-Create and Maintain SOP for Accounts when System or Policy Changes are made

-Provide Weekly and Monthly updates to Ops Managers on Status of Account

MARCH 2020 – SEPTEMBER 2021

SENIOR CLIENT RELATIONS SPECIALIST, clean earth, a harsco company

-Compile and Send out all Weekly Reports for Client

-Create As needed Service Events

-Follow up with All facilities to make sure weekly services are complete

-Create service metric slides and present in QBR

-Follow up on Escalated Service issues for Client

-Assist in Creating New Profiles for new sales items as needed

-Assistance in Account Management as needed when Account Manager is out

-Customer is 45 plus Million Dollar a year client with SLA of over 95%

SEPTEMBER 2019 – MARCH 2020

STAFF ACCOUNTANT, Source Support Services

-Complete all Monthly Reconciliations for closing Period.

-Enter All Sales Orders for Warranty Billing Purposes

-Invoice All Sales Orders for Warranty Billing Purposes

-Collect on all Past Due Invoices

-Process all automated FSL Bills for customers

-Create Credit Memos as needed

-Use Sales Force and Net Suite for systems regarding all bills and entitlements

-Apply Payments

JULY 2016 – AUGUST 2019

CUSTOMER SUCCESS SPECIALIST, Source Support Services

-This Department was created when I was hired

-Daily, Weekly and Monthly Report Creation and Disbursement

-Tracking SLA on Service and Logistics

-Helping create process improvements and Specking New Services

-QBR Management

-Use of Sales Force for CRM- Reporting, Account Creation and Tracking of SO/TO

-BRD and TRD Creation for New Services and Integrations

-Creation of SOW and MSA for Partner Agreements

NOVEMBER 2010 – JULY 2016

WARRANTY COORDINATOR, Assa bloy Entrance systems

-Responsible for Approving all Invoices for Warranty Repairs. Making sure Guidelines were adhered to with Billing Hours and Time Frame

-Responsible for all incoming Calls to the Help Desk

-Creation of Cases, Sales Orders and RMA for in a Citrix Based Program

-Use of SharePoint for All documentation

-Created All Warranty orders and Purchase Orders for Payment

-Scheduled and Coordinate All onsite Trainings

-Ran National Accounts, Completed Sales Orders and Service Requests for Large Used Car Dealer

-Also Invoiced the services to the Customer

EDUCATION

AUGUST 2019- GRADUATION

BACHELOR OF SCIENCE- FORENSIC ACCOUNTING, PURDUE global UNIVERSITIY

I completed my degree with a concentration in Fraud and Forensics. I have completed Course work around Federal Taxes, Management, Accounting 1, 2 and 3. A few other classes I was interested in for Small Business Management. My Degree also required Auditing and Forensic Accounting. I have worked in Manufacturing also, so I completed my Operations Management Class also.

MAY 2006

HIGH SCHOOL DIPLOMA, GRAYSON HIGH SCHOOL

I was in Chorus and maintained a B average during High School.

SKILLS

Experienced Microsoft Officer User

Managed Internal Task Force regarding Workplace Culture

Self-Motivated

Strong Customer Services Skills- Over 14 Plus years

Knowledgeable of Zoom and Teams

Quick Learner

Leader-both with Peers and Management

Knowledgeable with Sales Force and Zendesk

Contact this candidate