Team Lead

Led two teams each with different functions simultaneously
● Audit Analysts: quality assurance team responsible for reviewing client data
during the implementation process
● Implementation Service Specialists: team of subject matter experts who would
cover internal phone queue when assigned agents were unavailable
○ Helped to start this innovative new team in early 2023 – concept now being
used by other departments that use phone queues
● Received a high amount of recognition during time in role
○ Kudos from directors for my work in improving processes
○ Recognized by direct leadership for my efforts in? cross departmental
relationships
● Analysis of data around inaccuracies found during audit process and made
recommendations on making improvements to processes to reduce the chances
of inaccuracies occuring
● Ongoing project to create, implement, and improve automation in workflows
○ Salesforce automation – kept work from moving along in our process
before it was ready
○ Paylocity Production automation
● Oversaw the implementation of Five9 phone system into workflows and assisted
in refining use and regulation of said phone system by suggesting how it could
best be used by the department

Created Central Audit Resource Library – brought together information that was
either informal or scattered throughout several databases into one cohesive
space
● Automation project – worked with team members to develop automation
techniques and test new tools using Auto Hot Key
● Kubaru project – a system to auto assign work to team members
● Audit Efficiency Task Force
○ Examined thousands of lines of data to determine where the current
process was helping and to identify opportunities to improve
● Configure Price Quote (CPQ) integration project
○ Trained my team in how to adjust to this new process
○ Submitted daily bug reports during implementatio

Oversaw cross training of Auditors and Data Operations team members
○ Data Operations: team responsible for handling incoming client data and
transforming to be digestible to PCTY systems
● Internal knowledge reorganization project
● Helped lead integration of Auto Hot Key into workflows for both teams

● Gained knowledge of special cases and became a team pillar of information.
● Built and tested SalesForce reporting for team and department use.
● Created and facilitated the use of new training documents
● Trained new employees on current processes
● Mentor to newly hired internal partners on Audit process
● Frequent contributor to company-wide Knowledge Base
● Serve as a liaison between internal teams
● Provided immediate assistance to colleagues on complex tasks
● Assisted Leadership Team as needed
● Continued to perform any and all irregular tasks with high proficiency

Validate and ensure all necessary information is provided for a successful client
implementation
● Process information to the correct teams to ensure accurate client setup
● Perform quality assurance checks to ensure that all setup work has been
completed accurately and efficiently
● Work with internal consultants to address potential setup issues
● Research tax setup and issues for clients based on federal, local and state
payroll tax requirements United States and its territories
● Review potential errors within the implementation standard process
● Work with sales to review all new client paperwork submitted from Sales to
ensure accurate and effective communication between teams.