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Skills

  • General ledger accounting expertise
  • Financial Management
  • Operational improvement
  • Budgets
  • CRM software proficiency (e.g., Salesforce)
  • Closing processes
  • ERP software
  • Client Satisfaction Improvement
  • Client relationship management
  • Fixed asset reporting familiarity

Work Experiences

  • Collected, verified, and documented data by reviewing program, category, and metric documents.
  • Increased client loyalty and satisfaction with prompt, thorough, and timely resolutions.
  • Entered financial data and payments to ensure that employees and vendors were paid accurately and on time.
  • Achieved 85% customer satisfaction improvement.
  • Achieved a 71% increase in renewals.
  • Achieved 21% customer satisfaction.
  • Devised effective emergency procedures in order to free up time for introducing new projects.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Used Salesforce to verify deposits, correct discrepancies, and process end-of-day paperwork with 5% accuracy.
  • Communicated critical operational improvements to improve performance using financial data from reports.

Summaries

  • Experienced accounting support professional with a track record of managing both routine and complex accounting needs.
  • Accounting expert with 5 years of experience keeping financial records and reviewing account activity.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Strong Quickbooks and SAP skills, as well as a meticulous and accurate nature.
  • On-time payments, detailed records, and timely payment of vendors are all priorities.
  • Expert Accounts Payable Specialist with in-depth knowledge of data analysis.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.
  • Accounting Clerk with 15 years of experience in system financial management and the use of Salesforce.
  • Through open communication and clearly defined guidelines, skilled Client Services Account Manager is highly effective at developing positive and productive working relationships with employees.
  • Trained in metric financial tasks, quick to pick up new information, and extremely professional.

Accomplishments

  • Documented and resolved procedure which led to process.
  • Developed and executed customized client service strategies, resulting in 76% growth in key account revenue.
  • Audited existing client accounts and identified cross-selling opportunities that generated an extra $17 in quarterly revenue.
  • Collaborated with team of 4 in the development of procedure.
  • Successfully negotiated contract renewals for 7 key clients, increasing retention by 79%.
  • Implemented comprehensive client success plans, leading to a 79% improvement in customer satisfaction scores.
  • Collaborated with internal departments to resolve escalated client issues, improving response rates by 40% and retaining at-risk accounts.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Partnered with the sales team to secure new business, contributing to a 14% increase in annual revenue.
  • Built strong client relationships that led to 61% of customers signing multi-year renewals.

Affiliations

  • National Business Development Association (NBDA)
  • American Association of Inside Sales Professionals (AA-ISP)
  • Project Management Institute
  • Customer Success Association
  • CRM Software User Group (e.g., Salesforce, HubSpot, Zoho, etc.)
  • Lions Club
  • Freemason
  • National Small Business Association (NSBA)
  • Toastmasters
  • National Professional Sales Association (NPSA)

Certifications

  • Data-Driven Decision Making Certificate by Coursera
  • SHRM Senior Certified Professional (SHRM-SCP)
  • ITIL Foundation Certification in IT Service Management by AXELOS
  • Certified ScrumMaster (CSM) by Scrum Alliance
  • Apple Certified Associate (ACA)
  • Google Certified Professional Cloud Architect
  • ServSafe
  • CompTIA Security+
  • Certified Professional in Customer Relationship Management (CPCRM) by AAPM
  • First Aid/CPR Certified

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