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
About Sean Dunn
Experienced Client Services & Operations Manager with a proven track record in optimizing…
Experience
Client Services Manager
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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