Customer Support Representative
Resume:
$OLQ +HUQDQGH]
**************@*****.***
Roseville, CA 95747
PROFESSIONAL SUMMARY
Accomplished Billing Support Representative with 10 years of experience and leadership capabilities. Confident and proficient in building Excel documents for accurate record keeping. Comfortable collaborating with cross-functional teams to upskill and train on key development. Committed to learning, continuous improvement, and contributing to success.
AREAS OF EXPERTISE
Spanish - Fluent speaking and writing at business
level.
Team supervision
Workflow Delegation
Communication
Data Analysis
Billing process
Adaptability
Decision-making
SFDC
Softpak
G-suite
Excel
Accounts Receivable/ Billing assistant
Marin Sanitary Service Oct 2018 -Oct 2020
Customer Support Lead
Marin Sanitary Service Aug 2015 - Oct 2018
PROFESSIONAL EXPERIENCE
• Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
• Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
• Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
• Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
• Locate and monitor overdue accounts, using computers and a variety of automated systems.
• Sort and file correspondence, and perform miscellaneous clerical duties such as answering correspondence and writing reports.
• Receive payments and post amounts paid to customer accounts. Operate computers programmed with accounting software to record, store, and analyze information.
• Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
• Inbound/Outbound Calls (80-100 a day)
• ZenDesk tickets 200-300 a week
• Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• Check to ensure that appropriate changes were made to resolve customers' problems.
• Determine charges for services requested, collect deposits or payments, or arrange for billing.
• Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
• Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems. Customer Support and Billing Lead
Avalara software for automated tax compliance Oct 2020- May 2024
• Serve as the key point of contact for matters related to customer funding, deposits, and wire transfers
• Collaborate with cross-functional teams as a customer advocate to integrate customer feedback and experience metrics into decisions.
(technical enablement and development)
• Data entry and maintenance of customer/license information and status updates
• Communicate clearly and precisely with customers in written and verbal form, maintaining accurate and timely records in our case tracking system
• Perform technical escalation management functions as required for all issues requiring assistance from other Avalara departments and Partners
• Maintain compliance with all company policies and procedures Lead Teller
Bank of America Dec 2012 - Aug 2015
• Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
• Enter customers' transactions into computers to record transactions and issue computer- generated receipts.
• Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
• Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
• Receive and count daily inventories of cash, drafts, and travelers' checks.
• Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
• • Monitor bank vaults to ensure cash balances are correct.
Contact this candidate