B2E Solutions

B2E Solutions is a Midwest-based provider of HR, Payroll and Timekeeping solutions that help local and national businesses connect with their employees to foster healthy, trusting and engaged relationships.

B2E Solutions pairs one-to-one, personalized service and expertise with industry-leading, cloud-based Payroll, Time & Labor, Human Resources, and Talent Management technology from UKG.

A spin on the classic B2B and B2C acronyms, our B2E Solutions name is a salute to the business-to-employee (or B2E) relationship that is so critical in today’s workplace. Businesses need to establish deep, meaningful relationships with their employees. Our people and our full-suite of human capital management (HCM) products help businesses do just that.

Senior Account Executive

Numbers 4 Nonprofits

Advisory Board Member providing strategic guidance to a fast-growing accounting firm. Our mission at Numbers 4 Nonprofits is to manage money with mission. We provide cost-effective accounting solutions for any nonprofit…regardless of size.

We are inspired by the missions of our nonprofit clients and the work they do in the community. We take our commitment to helping you fulfill your mission to improve the lives of others very seriously. Our role is to be a partner in the growth of your organization. We deliver timely, meaningful and accurate financial information, and use that to support your decision-making process.

We want to hear your story. We want to play an active role in helping your mission. We want to roll up our sleeves to help protect your organization’s assets while you move your mission forward.

Advisory Board Member

Paychex

I work with mid-market organizations on improving business processes and providing their employees with the tools to have a single source of real time data.  Paychex Flex Enterprise delivers a comprehensive, end-to-end technology suite that includes applicant tracking, onboarding, HRIS, benefit administration, time & attendance, expense management, and payroll. As an organization, we assist over 605,000 total clients nationwide, and specifically over 35,000 in the middle market.

HCM Consultant

Regional Retirement Sales Representative

Responsible for helping business owners develop a Human Resource infrastructure to reduce their liability and increase productivity. 

Paychex Human Resource Services products include an HR Generalist, Safety/OSHA trainings, 401(k), FSA/HSA/HRA, health insurance and workers comp.

• Conference Qualifier FY ’13 Top 25% in the company
• Circle Qualifier FY '14 Top 25% in the company
• Selected to attended Leadership Trainings for Core Sales and 401k 
• Attended 3 weeks of 401(k) & FSA Sales training in Rochester, NY Headquarters 
• Prospect new clients via daily telemarketing and meeting with business owners and decision makers.
• Build solid relationships with local Financial Advisors, creating a trusting partnership to refer new business back and forth. Educate them on not only 401(k) plan details, but also Fee Disclosure, 3(38) Compliance, and investment portfolios to best suit our client’s needs.
• Visit 12-15 clients/week in their place of business, analyzing the prospect’s needs and interests, determining with products are the best fit for them, and closing the business.
• Perform 1-2 Employee enrollment meetings per week, educating and informing them of how to make positive choices and changes for their future.
• Conduct American Institute of Certified Public Accountants/ AICPA seminars to local CPA’s for their ongoing credits.
• Build strong relationships with internal members of my organization to exceed customer service expectations; Approach all customer projects with a “team selling” strategy.

HR Solutions Sales Consultant

Oncontact Software

•	Manage initial lead qualifications 
•	Develop and present proposals for specific customer requirements, including request for proposal responses and industry-specific solutions
•	Discuss with potential customers to determine their needs, gather and document their requirements
•	Work with new customers in the development of new accounts to provide them with software and appropriate contacts
•	Prepare monthly account renewal invoices for current customers
•	Promote Oncontact brand through social media sites (Twitter, Facebook & LinkedIn)
•	Exhibit Oncontact CRM software at trade shows
•	Prepare and coordinate correspondence and mailings
•	Managed Marketing Assistant 
•	Prepare and mail proposals 
*Follow up on proposals that have been delivered when assigned
*Track reasons for lost proposals

Sales & Marketing Coordinator

Experienced Human Capital Management consultant with a demonstrated history of working in the human resources industry. Skilled in Sales, Customer Relationship Management (CRM), Management, Account Management, and Leadership. Strong sales professional with a Bachelors of Science focused in Economics from University of Wisconsin-Oshkosh.

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Courtney Kettleson

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