William e Allen
Flex Forward Senior Upgrade Coordinator at Paychex
- Role
- Flex Forward Senior Upgrade Coordinator at Paychex
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About William e Allen
As a career professional with a successful performance history and a commitment to…
Experience
Flex Forward Senior Upgrade Coordinator
Feb 2018 — Present · Phoenix, AZ, US
Sets up existing clients (primarily moderately complex and revenue-intensive) on new products according to established procedures so that client’s expectations are met and they can begin utilizing new services by the date specified in their service agreement.•Provides client service and technical support for existing clients as they transition to new products to ensure all products and applications are functioning properly.•Utilizes web-based collaboration tools to guide the client through the transition process and provides instructions for basic system access and utilization•Maintains knowledge of product application configuration to effectively install and test each client’s unique technical environment.•Researches and resolves client issues in a timely manner to optimize client experience and satisfaction.•Creates, executes, and reviews data integrity reports to ensure accuracy of client information.•Completes required documentation to transfer client to ongoing client service team to ensure ongoing support. Answers questions from ongoing client service team on client-specific issues as necessary.•Establishes and maintains a positive working relationship with clients, partners and stakeholders to promote Paychex quality service image.•Participates in department projects and initiatives to optimize client satisfaction and retention.•Assists in ENS coding and state setup, cancellations, and deletions to ensure accurate setup with all tax agencies required for tax-filing compliance including scanning of kits.•Gains knowledge of other products and procedures and provides assistance related to the migration of existing clients to new products.•Communicate with other departments using Share point, information export gadgets and other office tools.
Education
Trinity Collegiate School
High School Diploma
1998 — 2000
Arizona Summit Law School
Doctor of Law (J.D.)
2016 — 2017
Landmark College
Assoicates Degree
2000 — 2002
Kaplan University-Davenport Campus
Master of Science in Information Technology
2014 — 2015
Oral Roberts University
Government
2002 — 2006
Skills
- Benefits Administration
- Salesforce.com
- Access
- Benefits
- Recruiting
- Hiring
- Spreadsheets
- Adp
- Time Management
- Word
- Fax
- Payroll Processing
- Negotiation
- Scheduling
- Client Relations
- Excel
- Account Management
- Sales Management
- Administration
- Interviewing
- Social Media
- Research
- Powerpoint
- Microsoft Excel
- Process Improvement
- Telephone Skills
- Compliance
- Outlook
- Microsoft Office
- Customer Satisfaction
- Team Building
- Employee Relations
- Mentoring
- Problem Solving
- Microsoft Word
- Retail
- Customer Relations
- Team Leadership
- Customer Service
- Data Entry
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