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Skills

  • Contract negotiation
  • Escalation management
  • Client Retention Strategies
  • Operational improvement
  • Risk assessment and mitigation
  • B2B relationship building
  • Customer feedback analysis
  • Delinquency Rate Reduction
  • Organization
  • Bookkeeping

Work Experiences

  • Transported Microsoft Excel to three years customer locations.
  • Achieved 8% faster turnaround for clients.
  • Assessed and restructured client budgets, resulting in their achieving 81% better surplus control over 2022.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Looked for industry trends on social media and through online sources.
  • Achieved regular follow-up with high-value customers, improving contract renewals by 65% within two years.
  • Collected delinquent funds equaling $11.
  • Collected and analyzed data to assess account health.
  • Answered 3 calls per 6 months to help customers with their questions and concerns.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.

Summaries

  • Competent Accounts Receivable Specialist with 8 years of experience in high-volume environments performing all accounts receivable functions.
  • Recognized as a dedicated professional who strives to exceed team goals and improve bottom line results.
  • Strengths in quality assurance and data analysis backed up by Miscellaneous training.
  • Accounts Receivable Specialist with 15 years of experience in the accounts receivable function.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Account Advisor recognized for delivering financial expertise.
  • Award-winning Account Advisor known for delivering exceptional service, reducing client churn by 78% and earning recognition for consistent levels of performance.
  • Award-winning Account Advisor.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Accomplished Account Advisor with 13 years of experience.

Accomplishments

  • Increased profitability of accounts through process optimization, improving gross profit margin by 66%.
  • Developed a quarterly outreach plan that secured 24% renewal rates for key value accounts.
  • Cross-sold Microsoft Excel to 9 existing accounts, resulting in an incremental revenue increase of $11 over one year.
  • Recognized with Employee of the Year for exemplary management of strategic accounts, contributing to 43% portfolio growth.
  • Achieved client retention rate of 43% over three years, managing a portfolio potentially worth $17.
  • Consulted with clients to better match product offerings to their account needs, turning around underperforming accounts to increase satisfaction scores by 51%.
  • Collaborated with team of 14 in the development of method.
  • Resolved product issue through consumer testing.
  • Identified, qualified, and converted 13 high-potential accounts, increasing client base by 20% in 2017.
  • Designed and implemented account support documentation, reducing inquiry resolution time by 83%.

Affiliations

  • Rotary International
  • National Association of Social Workers
  • NAWBO - National Association of Women Business Owners
  • National Association of Retail Marketing Services (NARMS)
  • Sales Management Association (SMA)
  • Customer Service Association (CSA)
  • Project Management Institute (PMI) – To Support Project Management Credentials
  • Association for Computing Machinery
  • Association for Financial Professionals (AFP)
  • Freemason

Certifications

  • Certified Professional in Customer Relationship Management (CPCM) - Vantage
  • Apple Certified Associate (ACA)
  • Advanced Certified Account Manager (ACAM) – Lakeside Partners
  • Salesforce
  • ServSafe
  • Certified Treasury Professional (CTP) - Vantage
  • Certified in Production and Inventory Management (CPIM) - Beacon Labs
  • Google Certified Professional Cloud Architect
  • Global Risk Management Professional (GRMP) Certification – Lakeside Partners
  • Project Management Professional (PMP)

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