Obtain thorough understanding of client intent and communicate to internal staff therefore leading to a successful implementation.
October 09, 2022
Build external and internal relationships through exceptional problem solving, ownership and follow through.
December 28, 2022
Reviewing general ledger activity and recording adjusting journal entries.
January 21, 2023
Manages assigned Client Onboarding and implementation tasks to obtain maximum client satisfaction and ensure adherence to company onboarding objectives and standards.
February 02, 2023
Demonstrated ability to coordinate people and to resolve complex issues within designated time frames.
February 03, 2023
Assist management and tax preparers with gathering financial data needed for ongoing tax planning purposes.
March 02, 2023
Implementation Specialist will perform the technical setup, test and validate once completed, and coordinate client site installation of the software.
March 18, 2023
Develop a deep understanding of the product and industry in order to drive customer success and act as a trusted advisor.
March 22, 2023
Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff.
March 26, 2023
Determine risks or capacity issues that prevents deliverables.
March 28, 2023