Benjamin Herz

Board Pack Preparation & Financial Analysis: Collaborated with the CFO and CEO to prepare comprehensive board packs by conducting in-depth financial analyses and developing key performance indicators (KPIs) to support strategic decision-making at the executive level.

CRM Data Management (Salesforce): Oversaw the implementation and maintenance of Salesforce, ensuring accurate data capture and integrity. Developed reports and dashboards to deliver actionable insights on company profitability, efficiency, and overall performance.

Financial Reporting: Generated financial statements and performed detailed analyses using Xero and Salesforce data, providing meaningful insights that guided resource allocation, budgeting, and forecasting decisions.

Salesforce Implementation & Support: Served as a technical and financial resource during the rollout of Salesforce. Addressed system-related issues, optimized configurations, and worked cross-functionally to align the CRM solution with business needs.

Employee Training & Adoption: Created and delivered Salesforce training modules to onboard new users, facilitated ongoing user support, and ensured best practices were followed across the organization.

Ad Hoc Analysis & Projects: Responded swiftly to management requests for custom data analyses and insights, leveraging Salesforce and other tools to inform tactical and strategic business choices.

Marketing Materials & Lead Management: Collaborated with the Business Development (BD) team to create compelling marketing collateral and effectively capture, track, and manage leads and opportunities within the CRM system.

Event Coordination: Supported the planning and execution of corporate events, managing logistics, vendor relationships, and on-site operations to ensure seamless event delivery.

Website & Document Management: Contributed to website development projects, maintaining content quality and functionality. Oversaw the organization and administration of internal document repositories, improving accessibility and compliance.

Salesforce Implementation: Participated in the deployment of Salesforce as the company’s CRM, assisting with user training, data migration, and ongoing system optimization to streamline business processes.

Administrative Support: Provided day-to-day support to the consulting team, coordinating schedules, arranging travel, preparing reports, and handling miscellaneous administrative tasks.

Office Management: Managed office operations including procurement of stationery and supplies, liaising with vendors, and ensuring a well-equipped and efficient working environment.

International Partnership Collaboration: Assisted in establishing a strategic partnership between an Australian and a Dutch company, facilitating communication and aligning objectives to ensure smooth collaboration.

Business Development Initiatives: Conducted market research and identified joint BD opportunities, supporting global expansion efforts and strengthening client relationships.

Quality Systems & Operations: Gained hands-on experience with the organization’s quality frameworks and operational processes, contributing to compliance and continuous improvement initiatives.

Cultural Exposure: Engaged with Dutch business culture and practices, enhancing cross-cultural awareness and effective multinational teamwork.

Daily Lab Operations: Gained hands-on exposure to routine microbiological procedures, including sample collection, preparation, and analysis.

Safety & Compliance: Learned and followed strict safety protocols to handle biological materials responsibly and maintain regulatory standards.

Organizational Impact: Observed the critical role microbiology plays in research, diagnostics, and product development, reinforcing the department’s importance to broader organizational goals.

Professional Insight: Shadowed experienced microbiologists to understand real-world laboratory challenges and best practices, fostering a deeper appreciation for scientific rigor and collaboration.

Point-of-Sale Operations: Mastered the store’s product codes and pricing structure to efficiently process customer purchases, ensuring a quick and accurate checkout experience.

Customer Service & Issue Resolution: Addressed customer inquiries, processed refunds, and resolved complaints, maintaining high satisfaction levels and a positive store reputation.

Inventory Management: Assisted with restocking shelves, organizing storage areas, and monitoring product freshness to maintain an adequate and appealing product display.

Store Maintenance & Closing: Upheld strict cleanliness standards during daily operations and performed closing duties, including cleaning and securing all departments.