Tyler Eveland

· Primary point of contact for key clients, overseeing engagement lifecycle from onboarding to claim resolution.

· Manage and coordinate client projects related to AFTC, ERC, and other tax credit claims.

· Collaborate with internal tax, compliance, and data teams to ensure timely, accurate filing and documentation.

· Ensure client satisfaction through responsiveness, problem-solving, and clear reporting.

• Monitor projects for 147 clients, with a focus on Private Equity.
• Helped customers to identify areas of savings in their indirect spend, by isolating non-managed categories with high vendor fragmentation.
• Helped customers identify non-compliance drivers
• Contribute to successful quality control initiatives and implemented new strategies to improve employee work.
• Interpret client requests and proactively develop complex mapping rules while mitigating processing risks.
• Manage, coach, and mentor the broader team members.

• Owned customer experience by resolving issues, creating seamless, organized environment.
• Developed and maintained relationships with clients.
• Strong grasp of all product functionality and underlying data elements. Trained customers on SpendHQ functionality
• Coach junior resources on best practices and mentor team members.
• Understood nuances in back-end processes and provided recommendations to remedy issues.

• Worked with team members to accomplish tasks and meet targets.
• Presented findings from analysis projects to stakeholders to help them understand their data. Focused mainly on the Private Equity sector.
• Reviewed data requests with clients and answered tactical questions quickly and appropriately