Karen Lee – Roles and responsibilities

Roles and responsibilities of Karen Lee

Karen Lee is the Client Relationship Director of Healy Consultants. Read Karen Lee’s complete profile here.

WhenWhatHow
Daily responsibilitiesClients
  • Daily email updates to Clients';
  • Daily sales emails to potential Clients';
  • Ringing Clients' to discuss solutions;
  • Gently closing sales with Clients';
  • Complete company’s annual accounting and tax and audit obligations.
Supervising staff
  • Delegating tasks to quality staff;
  • Developing staff professionally.
Weekly responsibilitiesHelp Aidan
  • Website improvements;
  • New banking options;
  • Country research.
Cash flow
  • In batches, execute funds transfers from global bank accounts;
  • On Friday, email me bank balances report.
Monitor country page rankings
  • For the countries, email me the seo rankings and surgery action plan.
Monthly responsibilitiesAccounting
  • During week two of each month, give me all bank statements and all credit card statements with each transaction explained in red.
Cash flow
  • On the first Friday of each month, give me all bank statements and all credit card statements with each transaction explained in red.
Quarterly responsibilitiesAccounting
  • Email me spreadsheet of accounting numbers for Healy Consultants Singapore and Hong Kong;
  • Get me GST refunds for Asia Business Set up.
Staff
  • Ensure you have enough quality staff to help you complete your work in a timely manner;
  • Hire and fire with my full support.
Properties
  • Email me property spreadsheet accounting numbers, reconciling to bank statements.
Bulls eye timeClosing sales
  • Ringing and emailing potential Clients';
  • Aidan to speak to Client on phone.
Keeping clients happy
  • Talking to them about solutions;
  • Emailing them deliverables.
Supervising suppliers
  • Agreeing deadlines and fees;
  • Documenting engagement project plans;
  • Discussing solutions to problems.
Measures of successCompleting big Clients' engagements fast and smooth
  • Minimal input from me;
  • No drama;
  • Give the Client solutions only.
Paying you lots of bonuses for closing multiple sales
  • Get Aidan involved in client phone discussion.
What do I want from you?To handle the biggest engagements
  • Engagement strategy documents;
  • Handle suppliers;
  • Give the Client solutions only.
To develop a team of staff around you
  • In your office;
  • You advertise and interview the staff you want.
Long term support from you
  • Sign a new 3 year contract;
  • Quick client holding emails in evening on bus and at weekends, if convenient for you;
  • Live in Singapore if possible.
What motivates you?Long term support from Aidan
  • Flexible working hours;
  • Have your own team;
  • As always, Aidan to smile more;
  • Attend more networking events (int tax).
Pleasant working environment
  • Flexible working hours;
  • Have your own team;
  • As always, Aidan to smile more.
Self improvement
  • Attend more networking events;
  • Complex engagements;
  • Biz trips;
  • Corporate finance projects;
  • Do some courses.

Contact us

For additional information on our services, you can email us at email@healyconsultants.com or phone us at (+65) 6735 0120. Address: #15-01 Valley Point, 491B River Valley Road, Singapore 248373.