Account Manager Power Bi

Amy Winck

***********@*****.*** Mobile, AL 504-***-****

SUMMARY

Experienced Account Manager with a focus on client development and operational efficiency. Proven track record in process improvement and achieving measurable results. EXPERIENCE

Dash Solutions Birmingham, AL (Remote) November 2022-Present Implementations and Operations Manager November 2023

Manage compliance updates for multiple payment and reward programs, ensuring regulatory adherence for over 60k cardholders.

Spearheaded client transitions to Dash platform, implementing new systems for portal access, API integration, and inventory control.

Develop strategies to detect fraudulent orders on partner card sites, enhancing security measures.

Date collection and metrics to report on clients not loading to enhance sales strategies and implementation processes.

Create internal documentation for the financial modality processes between company, client, and banks.

Work with partner bank on any audit findings relating to customer set up. Account Manager November 2022 - November 2023

Project support on national launch of prepaid program launch across 1700 Lowes stores nationwide, including on site and remote staff trainings and education

Resolved over 500 monthly client inquiries via Jira and Zen Desk solving technical issues and answering product questions

BrandMuscle Chicago, IL (Remote) July 2021 – September 2022 Client Success Strategist

Directed technical and creative projects for global beverage brands and multi department project management, ensuring timely POS quarterly releases.

Edit/proofread all print materials for both visual and grammatical errors before sending to print

Oversaw POS delivery to national and state distributors through key account managers to track KPIs for brand growth and awareness and growth.

Alabama Crown Distributing Company Birmingham, AL May 2016 – June 2021 Sales Representative

Drove territory growth 30% year over year 2016-2017 with 8% growth 2018-2021 in established territory

Managed a territory of over 90 accounts including high-end restaurants, hotels, multi-unit chains, bars/restaurants, and coffee shops

Supported supplier KPIs with a catalogue of over 7500 SKUs

Spearheaded quarterly tradeshows for holidays and product launches, collaborating with nationwide suppliers to showcase new offerings.

Crafted tailored beverage programs encompassing product tastings, POS design, and comprehensive staff training to elevate customer experiences.

Liles and Rushin Birmingham, AL September 2015 – May 2016 Legal Assistant

Supported senior attorneys with administrative tasks, ensuring confidentiality and precision in all activities.

Proof read and edited legal documentation for tax credits for multi-state businesses

Implemented precise time-tracking and billing procedures, improving the accuracy of client invoices and financial record-keeping.

Developed a new filing system for legal documents, significantly reducing retrieval time and enhancing overall office organization.

Armbrecht Jackson Mobile, AL September 2012-September 2015 Legal Assistant

Drafted legal documents, and managed partner schedules

Conducted research for oil and gas companies including estate research.

Maintained international patents and trademarks, safeguarding intellectual property rights.

Filed court documents and legal pleadings accurately, upholding confidentiality standards.

Streamlined legal processes by implementing an efficient document management system. EDUCATION

Communications, B.A.

University of South December 2008

English, B.A.

University of Alabama August 2007

SKILLS

Product Launch, Cross Selling and Client Development, Client Onboarding. KPI Tracking, Zendesk, Microsoft Office, Atlassian / Jira, Salesforce

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