Cash Flow Management Project
Project scope
Categories
Accounting Data analysis Communications Project managementSkills
customer service cash flow management dispute resolution cash flow improvement collections upselling management accountingThe main goal of this project is to help FounderNow manage cash flow, payment collection, and dispute resolution. The Cash Flow Management intern will also play a very key role in growing our customer base through upselling, and increasing overall customer satisfaction. This will involve several different steps for the interns, including:
- Analyzing our existing customer base and payment data.
- Developing strategies for upselling and increasing customer satisfaction.
- Implementing strategies to improve cash flow management.
- Creating systems for dispute resolution.
- Researching other variables that can improve customer service.
- Testing strategies and making improvements based on data.
By the end of the project, interns should demonstrate:
- Understanding of our existing customer base and payment data.
- Understanding of variables that affect customer satisfaction.
- Identification of areas for future improvement of customer service.
Bonus steps would include:
- Testing strategies with customers and accounting for additional parameters.
Final deliverables should include:
- A time sheet with all detailing work done and when
- An excel file detailing the number of disputes they resolved, the number of payments collected, and any system improvements they have made to our payment collection or dispute processes. This sheet will be signed off by a manager prior to submission.
The student will have weekly one on one meetings with their supervisor. They will receive constructive criticism, praise for what they are doing well, and be given instruction on how to improve. Their manager will review their progress on payment collection and dispute resolution on twice a week to see if they are meeting our standards and offer support if they are not meeting the expectations. Their manager will also be available for any of their questions through Slack at any time.
About the company
Our app allows anyone who has a question to click a button and be instantly connected to a real person who can answer that question, over a phone or video call. We are addressing a gap between one-dimensional, cookie cutter answers that can be found online and the need for quality, personalized answers that can only be accomplished with real human interaction.