Janet Shannon, MBA

Janet Shannon, MBA

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Implementation Specialist | Customer Success | Customer Onboarding | AI Enablement | Workflow Automation
Neenah, Wisconsin, United States

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Résumé


Jobs verified_user 0% verified
  • S
    Operations & Implementation Lead
    Storm The Lawn Pro of the Fox Cities
    Jun 2023 - May 2026 (3 years)
    Led implementation, systems administration, customer communications, and operational process improvement for a growing field-service organization. Served as the primary administrator, internal subject matter expert, and implementation champion for customer-facing technology platforms, translating operational needs into scalable workflows, user-friendly processes, and measurable business outcomes. Key accomplishments included: - Led implementation, administration, and optimization of Real Green SA5 (WorkWave), configuring CRM workflows, scheduling processes, invoicing, customer communications, and reporting. - Owned the administration, configuration, adoption, and continuous improvement of business-critical CRM and customer communication pl
  • NAMI Fox Valley
    Finance & Accounting Manager
    NAMI Fox Valley
    Jun 2022 - Jun 2023 (1 year 1 month)
    Managed financial operations, reporting, payroll, and administrative processes for a nonprofit organization serving the Fox Valley community. Key accomplishments included: - Managed full-cycle accounting operations including AR, AP, reconciliations, payroll, budgeting, and month-end reporting for an organization with 25+ employees. - Prepared and presented monthly financial reports, variance analysis, and budget recommendations to executive leadership and the Board of Directors. - Supported organizational decision-making through financial analysis, reporting, process improvement initiatives, and operational planning. - Administered payroll, employee benefits, audit preparation, and compliance-related activities. - Collaborated across depar
  • R
    Accountant
    RHI Companies
    Sep 2021 - Jun 2022 (10 months)
    Provided accounting, reporting, payroll, and advisory support across a diverse portfolio of nonprofit, small business, and publicly traded clients. - Managed multiple client engagements simultaneously while maintaining accuracy, responsiveness, and client satisfaction. - Delivered bookkeeping, financial reporting, reconciliations, payroll administration, and audit support. - Collaborated with client stakeholders to identify reporting needs, resolve issues, and improve financial processes. - Prepared individual income tax and personal property tax filings in partnership with CPA firms.
  • Keller Williams Fox Cities
    REALTOR®
    Keller Williams Fox Cities
    Jan 2020 - Sep 2021 (1 year 9 months)
    • Managed client relationships through the full home-buying and selling process — conducting market research, negotiations, and detailed contractual work.  • Built consistent client acquisition through exceptional communication, needs analysis, and service delivery.
  • VIPKID
    Online English Teacher (Remote)
    VIPKID
    Jun 2017 - Sep 2021 (4 years 4 months)
    • Delivered fully remote, one-on-one English language instruction to elementary and middle school students based in China - managing the technology, lesson delivery, and engagement entirely independently across time zones.  • Built rapport quickly with non-English-speaking students and families, adapting communication style and teaching pace to each student's level — a core skill that translates directly to onboarding non-technical users onto new software.  • Maintained consistent high parent and student ratings through reliability, clear communication, and proactive lesson
  • Murray Roberts  Otto CPA Firm SC
    Staff Accountant
    Murray Roberts Otto CPA Firm SC
    May 2014 - Jun 2017 (3 years 2 months)
    • Provided full-service bookkeeping, financial analysis, payroll, and tax preparation for a diverse client portfolio of SMEs. • Delivered QuickBooks consulting and training; prepared business and individual returns using Lacerte Tax.
  • Hampton
    Administrative Assistant/Front Desk Representative
    Hampton
    Aug 2011 - May 2014 (2 years 10 months)
    • Delivered exceptional customer service and satisfaction while streamlining accounting operations at a Hilton-branded hotel - earning recognition awards for reliability, dependability, and sound decision-making in unpredictable situations.  • Proactively assisted in core accounting processes including AP, AR, payments investigations, and quarterly budget preparation — building the foundational finance skills that shaped the rest of my career.  • Generated consistent positive guest reviews through warm, solution-oriented communication and a willingness to go beyond standard service expectations.
  • Convergys
    Account Sales Representative
    Convergys
    Jun 2008 - Aug 2011 (3 years 3 months)
    • Grew from an entry-level sales agent into one of the top-ranking representatives on the team — sharpened communication, resilience, and customer-handling skills through consistent on-the-job learning. • Managed inside and outside accounts, billing reconciliation, AR services, and customer escalation resolution.
  • A
    Accounting & Tax Prep Assistant
    Allcox Associates
    Jan 2007 - May 2010 (3 years 5 months)
    • Recruited as a high school junior into a part-time accounting and tax preparation role — supporting tax season workflows during evenings, weekends, and school breaks.  • Gained early hands-on exposure to client communication, document handling, and tax preparation workflows - sparking the long-term career interest in accounting and operations that followed.
Education verified_user 0% verified
  • Bellevue University
    Master of Business Administration with a double focus in Finance & Management Information Systems
    Bellevue University
    Jan 2017 - Dec 2018 (2 years)
  • Bellevue University
    Bachelor of Applied Science (B.A.Sc, Accounting with minor in Taxation
    Bellevue University
    Jan 2015 - Dec 2017 (3 years)
  • Fox Valley Technical College
    Associate of Science (A.S, Accounting with additional focus in Finance
    Fox Valley Technical College
    Jan 2011 - Dec 2014 (4 years)
  • Fox Valley Technical College
    Associate of Science (A.S, Business Management with a focus in Accounting
    Fox Valley Technical College
    Jan 2011 - Dec 2014 (4 years)
Awards verified_user 0% verified
  • H
    Spirit of Hampton Award
    Hampton Inn
    Aug 2013
    The Spirit of Hampton award goes to the Hampton Inn employee – among the brand’s 1,900 properties and 50,000 Team Members worldwide – who personify “Hamptonality.” The term captures every hotel’s approach to friendly customer service, anticipating guests’ needs and providing travelers with helpful suggestions about area attractions, historical facts and fun things.
  • H
    Golden Boulder Award
    Hampton Inn
    Apr 2013
    Golden Boulder Winners are Hampton Inn Appleton employees that win a special award for going above and beyond and showing their true "Hamptonality"