Mandy Green
Clemmons,NC
Summary
Dynamic client success expert with extensive experience in enhancing customer satisfaction and retention. Demonstrated ability to cultivate robust client relationships, swiftly resolve issues, and proactively address client needs. Committed to fostering team collaboration and achieving results through strategic thinking and adaptability. Proficient in client communication, problem-solving, and project management, ensuring a seamless experience for clients at every touchpoint.
Overview
17
17
years of professional experience
Work History
Client Success Manager
Payentry
Huntersville, NC
03.2020 - Current
- Started as a Client Advocate and quickly promoted to Client Success Manager. Manage a team of Client Advocates to provide the best possible customer service to our client base. Maintain a positive team NPS score and mentor my Advocates while also servicing my own book of high revenue clients.
Payroll Specialist
Advisor HR
Huntersville, NC
03.2019 - 03.2020
- Process payroll for multiple clients in multiple states in a PEO capacity. Serve as an expert in all aspects of payroll while providing excellent customer service. Utilize HRIS, SwipeClock and Darwin systems on a daily basis.
Benefits Supervisor
Alcott HR
Williamsville, NY
11.2015 - 09.2018
- Hired as a Benefits Specialist and promoted to Benefits Supervisor in 2018. Supervise a team of Specialists as well as managing my client workload administering benefits for multiple clients in a PEO environment. Responsibilities include enrollment processing, termination processing, COBRA administration, FMLA/STD claims, and open enrollment coordination and presentation. Program and maintain employee files and client information using a HRIS and CRM.
Medical Secretary
University at Buffalo Neurosurgery
Amherst, NY
11.2014 - 10.2015
- Front desk duties including checking patients in using Medent. Utilizing Medent to check patients out according to MD Orders. Following up on to-dos and triages accordingly. Verifying insurance coverage and referrals using Healthenet. Working as a clinical and executive secretary for a doctor and coordinating and preparing their clinics. Answering phones and assuring patients needs are met in a timely manner.
Medical Secretary
Buffalo Pediatric Associates
Buffalo, NY
09.2012 - 04.2014
- Greet patients both in person and over the phone to act as the front line of customer service. Schedule patients and maintain patient files using the Medent system. Generate and track outpatient referrals using both Healthenet and Medent. Maintain the highest level of standards to ensure we achieve NCQA and Patient Centered Medical Home certification.
Staffing Manager
Snelling Staffing
Amherst, NY
05.2011 - 08.2012
- Hired as Staffing Coordinator to handle administrative tasks and quickly promoted to Staffing Manager. Recruit well qualified candidates for open positions. Respond to client and candidate emails as well as calls in a timely fashion. Coordinate advertisements and job fairs for open positions. Market candidates to clients and potential clients to generate business.
Office Coordinator
TxMQ
Amherst, NY
08.2010 - 02.2011
- Manage company accounting using QuickBooks. Generate invoices and follow up on balances. Process payroll with Paychex. Order and maintain office supplies. Provide administrative assistance to President.
Customer Service
Chautauqua Metal Finishing Supply
Jamestown, NY
12.2009 - 08.2010
- Create daily invoices for chemical orders that have been fulfilled. Maintain accounts receivable files. Input accounts payable invoices into a computer database to ensure prompt payment. Operate AS400 (Chempax). Respond to customer calls and emails to ensure the highest level of customer service. Enter all customer orders into computer database.
Title Clerk
M&T Bank
Buffalo, NY
03.2009 - 11.2009
- Type, proof and send title insurance paperwork to mortgage closing agents. Assist title examiners and other title clerks when necessary. Maintain files using a numerical filing system. Operate a computer daily using Microsoft Access.
Education
High School Diploma -
York Central School
Skills
- Client engagement
- Project management
- Customer retention
- Data analytics
- Report generation
- Troubleshooting
- Customer service and support
- Staff training
- Key performance indicators
- Client relationship management
- CRM software
Timeline
Client Success Manager
Payentry
03.2020 - Current
Payroll Specialist
Advisor HR
03.2019 - 03.2020
Benefits Supervisor
Alcott HR
11.2015 - 09.2018
Medical Secretary
University at Buffalo Neurosurgery
11.2014 - 10.2015
Medical Secretary
Buffalo Pediatric Associates
09.2012 - 04.2014
Staffing Manager
Snelling Staffing
05.2011 - 08.2012
Office Coordinator
TxMQ
08.2010 - 02.2011
Customer Service
Chautauqua Metal Finishing Supply
12.2009 - 08.2010
Title Clerk
M&T Bank
03.2009 - 11.2009
High School Diploma -
York Central School