Sean Dunn

Client Services Manager at Bull City Financial

Role
Client Services Manager at Bull City Financial Solutions
Location
Raleigh, NC, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Sean Dunn

Experienced Client Services & Operations Manager with a proven track record in optimizing…

Experience

  1. Client Services Manager

    Bull City Financial Solutions

    Jun 2022 — Present · Durham, NC, US

    Lead a team of 8 to drive operational efficiency, client integration, and IT projects for Accounts Receivable, Collections, and Extended Business Office teams.Key Responsibilities: Client Integration & Finance: Spearhead data and financial flow integrations, ensuring accuracy and efficiency. Operational Oversight: Manage advanced spreadsheet work (Macros, VBA, Power Automate), Linux programming, HR functions, and IT support. Project Leadership: Lead process improvements, system migrations, and technological initiatives.Notable Projects & Achievements: Cost Reduction: Reduced office costs by 60% through strategic printer maintenance and process optimizations. Website Redesign: Rebuilt company website using Oxygen Builder, enhancing site performance, user experience, and technical architecture. Task Management Automation: Developed an Excel-based system to streamline task management and improve workload distribution. Account Migration: Migrated 2.5MM accounts worth $250MM into a Single Billing Office model, ensuring compliance and seamless client integration. Recruitment Enhancements: Redesigned recruiting processes with a new portal, reducing time-to-hire and improving the candidate experience. Legacy System Integration: Engineered a Linux-based solution to host essential legacy Windows XP programs, maintaining workflow continuity and cutting IT costs. Coding & Workflow Automation: Built automation scripts using Power Automate and VBA to optimize internal processes and improve operational efficiency. Internal Knowledge Base Expansion: Doubled the size of the internal wiki and work instruction resources to enhance team productivity. Leave Tracking Automation: Implemented a Google-based system for automated leave requests and reward calculations, streamlining approval processes. Client Request Tracker: Established an automated system using Power Automate to efficiently track and manage client notification requests.

Education

  • William & Mary

    Master of Business Administration (MBA), Business Administration and Management, General

    2014 — 2016

  • North Carolina State University

    Bachelor of Science (BS), Agricultural Business and Management

    2002 — 2007

Skills

  • Supervisory Skills
  • Microsoft Office
  • Leadership
  • Microsoft Word
  • Onboarding
  • Microsoft Excel
  • Powerpoint
  • Personnel Management
  • Training
  • Vendor Management
  • Research
  • Microsoft Powerpoint
  • Employee Training
  • Profit & Loss Management
  • Client Relations
  • Account Management
  • Project Management
  • Interviews
  • Pricing Strategy
  • Team Building
  • Management
  • Marketing
  • Strategic Planning
  • Employee Relations
  • Human Resources
  • Operations Management
  • Business Development
  • Client Services
  • Recruiting
  • Cross-Functional Team Leadership
  • Marketing Strategy
  • Customer Relationship Management (Crm)
  • Contract Negotiation
  • Customer Service
  • Interviewing
  • Applicant Tracking Systems
  • Business Analytics
  • Cold Calling
  • Relationship Building
  • Sales Analytics

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Sean Dunn — Client Services Manager at Bull City Financial Solutions in Raleigh, NC, US | Unifers