Objective

To use my interpersonal organizational, accounting and customer service based skills to make a positive contribution to the success of an organization that encourages growth and that provides opportunities to excel

Experience

CPL Specialist (Retention) – Thomson Reuters, Carrollton, Tx 02/2016 – 05/2018

Increasing customer retention for CPL business via telephone based account management along with any special

projects assigned by management. Reviewing existing customer accounts, assessing needs, addressing concerns,

presenting new products / services in an effort to secure the renewal. Providing high quality service and customer

support to assigned accounts as defined by management. Communicating and coordinating retention activities with

other groups as appropriate. Maintaining working knowledge of company products, special sales programs and

marketing efforts. Maintain knowledge of internal business systems to efficiently gather and research customer

information, provide accurate pricing and discount information. Accountable for meeting and maintaining established

campaigns. Accurately reports retention activities on all required reports as requested in a timely fashion. Participates in

product and skills training programs and conducts client training on various products subscriptions and databases.

Assists in training new CPL Specialists.

Administrative Assistant – Arthur Murray Dance Studio 11/2013 – 12/2015

Open studio and prep for incoming students. Apply payments, generate contracts for dance lessons. Order and manage studio supplies. Incoming calls related to enrollments, tuition, competition details. Client account management, record attendance and support instructors as needed. Prep packages for outgoing mail, reconcile cc payments, run errands as requested. Customer service and general office duties. Coordinate offsite instructor requests.

Office Manager/Admin. - Dallas Entertainment Journal, Dallas, Tx 03/2013 – 11/2013

Open/close office. Monitor team emails and voicemails. Order office supplies and initiate service calls. Welcome and assist visitors. Manager interns, write web content surrounding Dallas events. Obtain press clearances for team coverage. Assist with branding and marketing events at House of Blues Dallas. General office duties. Manage social media updates.

Accounts Payable/Administrative – MMD Squadron, Carrollton, Tx 07/2012 – 03/2013

Coding and entering invoices for payment by batch. Line by line item costing. Answer phones and direct caller in

appropriate direction. Faxing, filing, general office duties. Handling past due invoice inquiries. Foreign currency

conversion. Assisting incoming guest. Assist warehouse with order picking during high volume sales. End of Month/Year

End reconciliations and audits.

CSR / Accounting Assistant YJUSA Corp. Addison, Tx 02/2009 – 05/2012

Customer Service Rep – Assisted clients via incoming/outgoing calls regarding trampolines and enclosure systems. Processed orders for replacement parts. Generate sales and push sales orders to warehouse for completion. Calculate shipping costs and direct clients with warranties and refunds. Update client accounts and maintain call center stats. Ensure highest level of satisfactory customer experience. *Accounts Receivable Rep – Maintain accounts via invoice generation, account reconciliation, research and report for retail, wholesale and direct import or drop ship clients. Complete settlement reports between Paypal and SAP. Maintain and minimize Aging Reports/Collections. Create credit memos for returned items. Maintain all files and backup, for any incoming payments. Light cash collection, and bank deposits. *Accounts Payable Rep – Process outgoing payments timely. Coding and ensuring proper G/L codes recorded. Account documenting and maintenance for company credit cards, petty cash, royalty reports and commission reports. Contact all vendors verifying any past due amounts. Working in all areas to save the company money and reduce outgoing costs. Assisting with training of new hire accounting representatives. Complete record keeping for bank reconciliations.

Education

Ashworth Online Event Management & Planning Certification 2015

Brookhaven Community College Accounting Certification 2010

Des Moines Area Community College Criminal Justice 1995

Skills

Typing: 55 WPM, 10 Key, Effective communication skills verbal and written. Efficient in a team or individual environment.

Proficient in Salesforce, Microsoft Office, Windows XP, Word, Excel, Outlook, Social Media platforms and office

Machines (fax, printer, etc). Familiar with PowerPoint. Able to utilize time wisely, and to interact with clients leading them

through positive customer experience.

Contact this candidate