Rick Flores, Accounting Manager
With Graystone since: 2017
Role at Graystone: Rick manages the daily accounting operations from our home office in Houston. His responsibilities include overseeing client billing, credit card processing, budget forecasting, and maintaining/updating our customer accounts. Rick works hand-in-hand with our Account Managers, Trainers and field personnel to deliver excellent customer service to our clients in the areas of accounting and finance.
What Clients Say: Although new to our team, those clients who have worked with Rick describe him as helpful and detail minded. They say that he is meticulous in his information and answers in providing accounting services.
Passion for the Work: With over nine years of experience, Rick's main focus is solid and precise accounting. His driving principal in the accounting sector is "accuracy beats speed every time.” Rick holds these high levels of accuracy and attention to detail as the most significant influences in his contributions to Graystone team and Graystone clients.
Prior to Graystone: Previously, Rick worked for companies in the agriculture, manufacturing, and retail sectors giving him a diverse level of experience in the accounting field. His role in each of these areas was managerial accounting and associated areas. Rick played a vital role in each of these companies’ success and growth.
Emily Groeneman, Client Family Survey Specialist
With Graystone since: 2016
Role at Graystone: Emily is responsible for the distribution of all client customer service surveys. She manages all data coming to us from our clients which begins the customer service measurement process. This includes verifying and importing the data into our systems and printing nearly 100,000 surveys per year for all seven of our Funeral Service Research Group entities: Funeral Home, Pre-Arrangements, Pet Cremation, Cremation Society, Monument Production, Cemetery Operations and Special Events
What Clients Say: Emily has an outgoing personality and goes out of her way to make you feel comfortable. She communicates well with all levels of management and customers pays close attention to detail.
Passion for the Work: With extensive experience in maintaining and managing medical records, Emily holds accuracy and attention to detail at the highest importance. As the daughter of small business owners, she is dedicated to providing high quality customer service and values a strong work ethic.
Prior to Graystone: For over 10 years, Emily worked as a private surgical assistant and medical office manager. In her time as a direct care provider, she learned the importance of kindness, patience and compassion for those dealing with difficult situations.
Dorothy Green-Wood, Data Entry Specialist
With Graystone since: 2012
Role at Graystone: Dorothy Green-Wood is a Data Entry Specialist for Graystone Associates. She reviews and enters all the returned customer service surveys into our system. A detailed and intricate process, this entry involves both the recording of ratings in the surveys as well as the meticulous entry of customer comments and reviews. In addition, Dorothy provides administrative support to Graystone’s Account Managers and Trainers as well as contributing to special projects.
What Clients Say: Dorothy provides a level of speed and attention to detail that enables her to process the customer service surveys in a very timely and accurate manner. It is this level of skill along with a heavy dose of pride from Dorothy that supports our clients in a very direct way.
Passion for the Work: For Dorothy, the most rewarding aspect of her work is reading the comments and experiences described in the customer service surveys. Many of these comments are filled with descriptions of compassion and empathy provided by our clients to the families that they serve. This makes Dorothy proud of the high level of service provided by our clients.
Prior to Graystone: Previously, Dorothy worked at AIM/Invesco for over 16 years as an Associate Administrator supporting a range of professionals at the company. Over her career, she has accumulated over 33 years of general office and administrative experience.
Megan Flores, Training Materials Administrator
With Graystone since: 2014
Role at Graystone: Megan prepares, prints, assembles and ships all of our training materials provided to our clients for their on-site training sessions as well as our materials for Graystone Boot Camps and other special events. She administers our training curriculum CEU accreditation for all states within the U.S., as well as Canada and coordinates participantcertificate distribution. In addition, Megan is involved in Caliper order requests, preparing client reports and customer service survey review.
What Clients Say: Megan provides direct support to our Graystone Training professionals who find her to be most proficient in coordinating materials for their training sessions and quick to respond to their ever changing needs and client requests.
Passion for the Work: Megan always enjoys a challenge and she takes pride in accomplishing her responsibilities with great accuracy. She is a team player and is always eager to jump in and lend a helping hand with her co-workers to “get the job done.”
Prior to Graystone: Megan has a strong customer service background working previously within the legal and retail trades. She has always been a fast learner and joining the Graystone team was no exception as she quickly “learned the ropes” and became a strong contributor. She is currently continuing her secondary education and is enrolled in classes at San Jacinto College in the Houston area.