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Administrative Assistant Accounts Receivable

Location:
Walpole, MA
Posted:
August 25, 2023

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Resume:

Kimberley A. McAllister

** ******** ******

Walpole, MA 02081

617-***-****

ady7sv@r.postjobfree.com

EXPERIENCE

ConvergeOne Bloomington, MN

Inside Sales Representative January 2023- Present

Collaborates with Sales Directors (SD), National Account Managers (NAM) & Solution Architect (SA) to determine strategic sales approaches

Establishes and maintains an ongoing rapport with existing and potential customers

Provides excellent Customer Service by responding to information requests, troubleshooting account issues or order management issues

Interacts with existing customers, primarily by phone and email, generate sales quotations, and place sales orders

Completes customer order management; including, working within the CRM system, preparing customer order for placement by providing an accurate package to colleagues utilizing the order checklist, corresponding with NAM, Procurement, Project Management and the Customer throughout the sales cycle and delivery process

Uses manufacturer tools to secure deal registration and/or special pricing

Ensures order accuracy and orders are in line with ConvergeOne best practices; margin percentages, discounts

Renews and provisions subscriptions

Updates and keeps key account information current for customers

Assists with and provides NAM Onboard training for new hire

Works transparently and seamlessly with Sales Support Representatives (SSR)

Keeps well informed on industry changes, participates where possible in organizations directly involved with our prime markets, and continually works to improve sales knowledge

Keeps current on company policies, procedures, and objectives, clarifying them with Manager when and if questions arise, and is always prepared to accurately discuss these policies to our customers

Integration Partners, Inc Lexington, Massachusetts

Integration Partners is an award-winning, nationwide IT services engineering firm

Accounts Receivable Specialist October 2014 – January 2023

Responsible for preparing all customer invoices for the company using Sage, Excel, Service Now and QuickBooks

Work closely with Sales, Purchasing and Project Managers to ensure accurate information

Provide CEO with data weekly for Financial Planning, Quarterly invoicing, Reconciliations and Special Billing

Assisted in developing an archive system for accounts receivable information

Trained all new incoming AR/AP Specialists on job duties to accelerate productivity and accuracy

Sanofi-Aventis & Genzyme Corporation Cambridge, Massachusetts

Senior Account Business Specialist August 2009 – October 2014

Project Management

Through SAP, SalesLogix, MFG Pro and Oracle, manage and resolve financial issues

Business Development

Maintain a high level of knowledge regarding the company’s $2 billion product line and serve as a

resource for physicians, pharmacy buyers, hospital CEO’s, doctors and patients

` Establish new accounts, qualify prospective clients and develop relationships within account

Finance Management

Protect the viability of Genzyme Corporation by managing all collections activity in a

designated region

Oversee the Accounting Department to ensure proper cash application to each account

Genzyme Corporation Cambridge, Massachusetts

Senior Account Manager November 2006 – 2009

Manage a national territory

Facilitate treatment schedules and track patients infusions

Needham Family Practice Needham, Massachusetts

Medical Administrative Assistant October 2003-February 2006

Process billing claims with Insurance companies; Coordinate with billing specialists and resolve billing inquires ‘in’

and ‘out’ of network

Handle highly confidential and sensitive material with complete professionalism, privacy and care

Calendar management; scheduling and prioritizing doctor/patient appointments

EDUCATION

Massachusetts College of Liberal Arts 2002 North Adams, Massachusetts

Bachelor of Arts - Sociology Degree

Graduate Cum Laude with a 4.0 GPA

PROFESSIONAL HIGHLIGHTS & SKILLS

Entrusted by Executive Team with the organizations master financial information

AchieveGlobal Certification for Excellence in Customer Relationships

SPOT Award for Collaborative Teamwork

Genzyme’s DSS Toy Drive Organizer

Mircosoft Excel Advanced Training Program



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