Freelancers using Salesforce in Seal BeachFreelancers using Salesforce in Seal Beach
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Bryan Munoz's avatar
Bryan Munoz
Irvine, USA
Strategy & Product Development | Data Analyst
Strategy & Product Development | Data Analyst
Cover image for Non-Profit Data Management and Salesforce Integration
Non-Profit Data Management and Salesforce Integration
0
16
Cover image for Design
Design
0
14
Cover image for LLM Prompt Engineering Workshop
LLM Prompt Engineering Workshop
0
21
Cover image for Strategic Visual Identities Using Narrative-Driven Design
Strategic Visual Identities Using Narrative-Driven Design
0
15
Salesforce(1)
Trey Massie's avatar
Trey Massie
Los Angeles, USA
LA based AM keeping clients satisfied and coming back.
New to Contra
LA based AM keeping clients satisfied and coming back.
Cover image for Client Account Management — Keeping
Client Account Management — Keeping Every Account Informed and Every Issue Resolved This highlights my approach to account management and what it actually looks like in practice — not just the title, but the process behind it. At the start of every week, I flag anything time-sensitive first. Deadlines, pending items, anything that needs attention before I can move on. Once those are addressed, I work through the rest of my accounts systematically — using a mix of CRM notes, logged activity, and my own familiarity with each client to know where things stand. When something is unresolved, I don't go quiet. I send a short update so the client is never left wondering, and I loop in the right people internally before anything escalates. Clients shouldn't have to chase their account manager — that's not a relationship, that's a gap. My focus is on clear, proactive communication and making sure nothing slips. Especially when things get complicated — that's when staying calm and direct matters most. This reflects my ability to manage multiple accounts simultaneously without losing track of where any single one stands, and to show up as a resource clients can actually count on.
2
222
Cover image for Full scope of the services
Full scope of the services I offer. If you have needs that are adjacent, but not listed and want to see if I am a good match, let's talk!
2
87
Cover image for Senior Account Manager with 4+
Senior Account Manager with 4+ years owning 350+ client relationships across a $9B portfolio at a large commercial real estate company. Demonstrated past skill in relationship management, cold outreach, client check-ins, and CRM tracking. 
1
191
Cover image for Overview of what I offer
Overview of what I offer from an Account Manager perspective. What I have done and what I can offer for you.
2
80
Salesforce(3)
Kendall Bird's avatar
Kendall Bird
Los Angeles, USA
I help early-stage teams with growth (ktbconsults.com)
I help early-stage teams with growth (ktbconsults.com)
Cover image for Growth Marketing Strategies for Startups
Growth Marketing Strategies for Startups
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24
Cover image for Marketing Collateral Design
Marketing Collateral Design
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11
Cover image for Case Study Creation for Brands and Startups
Case Study Creation for Brands and Startups
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21
Cover image for Budget-Friendly Website Development
Budget-Friendly Website Development
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7
Salesforce(1)
Kylee Fredericks's avatar
Kylee Fredericks
Seal Beach, USA
✨Graphic & Web Designer for Hire✨
✨Graphic & Web Designer for Hire✨
Cover image for InventHelp Print & Digital Work
InventHelp Print & Digital Work
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4
Cover image for Grace Blu Designs
Grace Blu Designs
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12
Cover image for American Eagle Outfitters/Aerie
American Eagle Outfitters/Aerie
0
7
Cover image for Dick's Sporting Goods
Dick's Sporting Goods
0
6
Salesforce(1)
Oksana Djevorsky's avatar
Oksana Djevorsky
Los Angeles, USA
California CPA Accounting & Advisory
New to Contra
California CPA Accounting & Advisory
Cover image for ASC 606 Revenue Recognition Implementation Implemented
ASC 606 Revenue Recognition Implementation Implemented a revenue recognition process for a SaaS company with multiple revenue arrangements. The project included analyzing performance obligations, establishing deferred revenue, and automating monthly journal entries to recognize revenue in accordance with ASC 606. The result was more accurate revenue reporting, reduced manual work, and a consistent process for ongoing revenue recognition.
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60
Cover image for Audit Readiness for GAAP Financial
Audit Readiness for GAAP Financial Statements Prepared a company for its first financial statement audit by reviewing and cleaning up three years of accounting records. The engagement included correcting account balances, prepaids, accruals, AP and year-end cutoff, capitalization of intangible assets and other costs, and PP&E and depreciation. The goal was to establish accurate, GAAP-aligned financial records and supporting documentation before the audit, helping the company reduce unnecessary audit work and cost and move efficiently toward its financing objectives.
0
59
Cover image for From Excel Chaos to Clean
From Excel Chaos to Clean Books in QuickBooks A comprehensive accounting cleanup and system transition for a multi-entity business that had historically maintained financial information across Excel and inconsistently used QuickBooks. The challenge Financial records were fragmented between Excel and QuickBooks, with a significant period of missing information. Manual posting, automated bank-feed activity, and improperly configured QuickBooks rules created duplicate transactions and recurring errors across multiple entities and accounts. What I did Mapped and reconciled historical information from Excel and QuickBooks. Identified missing periods and reconstructed the necessary accounting records. Reviewed and corrected improperly configured QuickBooks bank-feed rules. Identified and eliminated duplicate transactions created through manual and automated posting. Imported and organized historical information into QuickBooks. Reconciled bank accounts and accounting records across multiple entities. Established appropriate QuickBooks workflows and trained staff on proper processes. Created procedures to maintain accurate books going forward. Result The business was fully transitioned from Excel-based records to QuickBooks, creating a centralized and reliable accounting system. Historical information was cleaned and reconciled, duplicate transactions were eliminated, and the company gained accurate financial records and reporting needed for ongoing operations, tax filing, and informed business decisions.
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55
Cover image for Multi-Entity Cleanup & Accounting Optimization Project
Multi-Entity Cleanup & Accounting Optimization Project overview Led a comprehensive accounting cleanup for a four-entity business group with complex intercompany activity, significant AP and AR issues, duplicate transactions, and inaccurate financial reporting. The challenge The entities were frequently paying each other’s expenses directly, without properly recording intercompany transfers. This created reconciliation problems, an AP backlog, duplicate expenses, and inaccurate intercompany balances. Manual billing processes also created unnecessary administrative work. What I did Established proper intercompany transaction procedures and trained accounting staff on the correct flow of funds between entities. Completed a comprehensive intercompany reconciliation across all four entities. Resolved a significant AP backlog by identifying payments made from other entities and matching them to the correct invoices. Identified and eliminated duplicate transactions that had caused expenses to be overstated. Corrected intercompany loan balances and the allocation of interest and principal. Reviewed and cleaned up AR activity. Automated recurring billing in QuickBooks based on contractual terms. Trained staff on maintaining proper intercompany accounting going forward. Results The cleanup brought AP and AR up to date and improved the accuracy of the financial statements. Expenses and intercompany balances were properly stated, giving management a reliable picture of the financial position and operating performance of each entity. The improved financial reporting also supported the company during a sale process and provided lenders and prospective buyers with greater confidence in the accuracy and financial health of the business.
0
62
Salesforce(1)
Ari DeSano's avatar
Ari DeSano
Los Angeles, USA
Web Designer & Developer
5.0
Rating
Web Designer & Developer
Cover image for Email Marketing Manager
Email Marketing Manager
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8
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Logos
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8
Cover image for Custom Website and Branding for Therapy Practice
Custom Website and Branding for Therapy Practice
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6
Cover image for Website Content Manager
Website Content Manager
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9
Salesforce(1)