Experience

Caring

• United States
• Information Services
• 100 - 200 Employee

• • Nov 2021 - Present

  • Circle of Excellence winner March 2021. (Peer nominated award)• Assisted in establishing a time-based incubation period for new partners to increase engagement.• Own and manage the full launch process for accounts. • Conduct training on Caring’s platform to ensure partner knowledge of contractual obligations, best practices, and ROI. • Regular meetings with partners for Account Management. • Collaboration across departments. • Direct management of the overseas launch team. Show less

• • Aug 2020 - Nov 2021

  • Assisted with the overhaul/data cleanup for SMB partners.• Assisted with running monthly partner webinars and continuing education.• Assisted with Account Management of 7000+ SMB partners including partner outreach, issue resolution, increasing conversions, and account updates.• Analyze partner data and advise how to increase conversion.

• • May 2018 - Aug 2020

  • Document account management via Salesforce.• Assist with Help Desk tickets via Zendesk and Jira.• Identify community needs, document issues, and provide solutions.



BistroMD, LLC

• Rochester, Pen

• Live Chat Representative (Remote)

  • Nov 2017 - Nov 2018

  • Use of LiveChat Web-Based Chat Client to answer member questions. • Provide support using original and canned responses. • Addressing customer concerns and complaints. • Inform potential and current customers of current sales or price changes. • Multitasking with up to 6 active chats at a time, regularly 2-3. • Use of LiveChat Web-Based Chat Client to answer member questions. • Provide support using original and canned responses. • Addressing customer concerns and complaints. • Inform potential and current customers of current sales or price changes. • Multitasking with up to 6 active chats at a time, regularly 2-3.



CFE Group

• Greater Pittsburgh Area

• Accounts Receivables (Remote)

  • May 2016 - Mar 2018

  • Monitoring large accounts to identify overdue invoices. • Use of SAP to run reports and look up invoice information. • Daily calls to make payment arrangements on upcoming and past due invoices. • Keeping accurate records regarding collection activities and promise to pay. • Resolve billing and customer credit issues. • Monitoring large accounts to identify overdue invoices. • Use of SAP to run reports and look up invoice information. • Daily calls to make payment arrangements on upcoming and past due invoices. • Keeping accurate records regarding collection activities and promise to pay. • Resolve billing and customer credit issues.



Brightside Academy

• United States
• Education Management
• 300 - 400 Employee

• AR Specialist

  • Mar 2014 - Feb 2016

  • Onboarding/Training of Directors and Education Directors on new processes and best practices. • Daily entry of new enrollments, cancellations, terminations, and approvals from CCIS and private pay families. • Monthly invoicing of CCIS funded childcare using Pelican; Approximately 1200 every month by the 5th of every month. • Onboarding/Training of Directors and Education Directors on new processes and best practices. • Daily entry of new enrollments, cancellations, terminations, and approvals from CCIS and private pay families. • Monthly invoicing of CCIS funded childcare using Pelican; Approximately 1200 every month by the 5th of every month.



PLS Logistics Services

• United States
• Transportation, Logistics, Supply Chain and Storage
• 500 - 600 Employee

• • Sep 2012 - Jun 2013

  • Supervising a team of 6 scanning documents into the Hyland OnBase Document Management System. • Auditing scans to ensure quality.

• • Jan 2012 - Sep 2012

  • Generate bills and invoices to specific customer accounts.• 3PL, Rail, LTL, and Accessorial Billing (detention, permit loads)• Daily auditing of accounts to ensure correct billing via Excel, Oracle, and Cognos.• Generate weekly and monthly reports.