Customer Success & Operations Financial Strategist

Ruby Avie

832-***-**** (**********@*****.***) Houston, Tx

Customer Success • Operations Management • Strategic Planning • Financial Administration * Accounts Payables/Accounts Receivables * Customer Services

Professional Summary

Strategic and resultsdriven professional with extensive experience in customer success, operations management, and financial administration. Known for elevating service levels, strengthening customer relationships, and optimizing workflows that improve accuracy, efficiency, and customer satisfaction. Adept at leading teams, managing complex accounts, and driving crossfunctional initiatives. Recognized for exceptional communication, analytical thinking, and a proactive approach to problemsolving.

Core Competencies

Strategic Planning

Customer Relationship Management

Operations Management

Performance Analysis

Financial Administration

Process Optimization

Team Leadership

Analytics & Dashboards

Software: Excel, QuickBooks, AS400, Salesforce, Integration Tools

Professional Experience

Customer Success Manager

Sysco Corporation – Houston, TX Feb 2017 – Aug 2025

Owned daytoday customer relationship management for multiple highvolume accounts, consistently achieving service level and customer satisfaction targets.

Led a team of analysts/coordinators, overseeing hiring, development, retention, corrective action, and performance coaching.

Managed onboarding/offboarding processes created and maintained order guides, charts, inventory tools, and workflow documentation.

Acted as primary liaison between customers, internal leadership, and crossfunctional teams to ensure alignment, issue resolution, and operational transparency.

Submitted and managed service requests (SRs) related to inventory management, ensuring accuracy and timely resolution.

Oversaw inventory management for major accounts, including full ownership of multi-million account (Jersey Mike’s) inventory processes. Identify areas for operational improvement and assist in implementing process enhancements to streamline workflows and boost program efficiency.

Serve as the primary point if contact for partner and internal inquiries related to partner programs.

Generated and analyzed business performance reports; summarized findings and recommended improvements to enhance customer experience and operational efficiency.

Led partner onboarding, optimized support workflows, and managed ticket escalations to ensure seamless partner interactions.

Drove multiple customerfacing initiatives simultaneously, owning project management responsibilities and stakeholder communication.

Identified opportunities to enhance customer experience through proactive engagement and continuous improvement.

Developed tools and ideas to improve usability of Sysco’s internal data sources; collaborated crossfunctionally to automate or streamline processes.

Track project progress, facilitate stakeholder updates, and ensure timely delivery of key milestones to support a coordinated approach to program success.

Office Manager A/P, A/R

Texas International Oilfield Tools – Houston, TX Jun 2014 – Jan 2017

Renegotiated payment terms with suppliers, improving cash flow and vendor relationships.

Processed vendor invoices, coded general ledger entries, and monitored aging reports to identify trends and credit risks.

Managed lockbox transactions, cash/credit card payments, POs, and daily cash reconciliation.

Opened and assigned new accounts; verified transaction details and maintained accurate financial records.

Conducted monthly business planning meetings to drive operational and financial performance.

Delivered highquality customer service to staff and clients; resolved discrepancies in financial statements and ledgers.

Implemented workflow improvements that increased efficiency across office operations.

Supervised administrative staff and ensured smooth frontoffice operations.

Office Manager’s Assistant

NRG Manufacturing – Tomball, TX Feb 2011 – Feb 2014

I was responsible for leading and supervising employees in an office professional setting and ensuring their workplace runs smoothly, from interacting with clients and ordering supplies to managing staff schedules.

Managing expenses, budgets, petty cash, payroll and billing.

Research P-cards and expenses receipts and ensure all are incompliance.

Resolved customer inquiries and complaints with professionalism and urgency.

Maintained confidential records and updated databases with accuracy.

Reviewed and resolved invoice discrepancies; monitored accounts to ensure timely payments.

Completed monthend closing tasks, including journal entries and reconciliation.

Reviewed employee expense reports, payroll, and check requests.

Resolved escalated accounts payable issues from employees, vendors, and customers.

Suggested process improvements to accelerate receipt and billing workflows.

Accounts Receivable Analyst

USON LP – Houston, TX Jun 2005 – Jan 2011

Managed accurate and timely processing of up to 5,000 invoices per month (over $1M) for multisite organizations.

Researched discrepancies between invoices and payments; updated accounting systems accordingly.

Processed daily cash receipts and applied payments to open invoices.

Analyzed customer payment trends to identify improvement opportunities.

Developed strategies for collecting delinquent accounts, improving recovery rates.

Provided customer support for billing inquiries and resolved issues promptly.

Assisted in preparing financial statements and reports to ensure compliance and accuracy.

Calculated and issued bills, invoices, and account statements according to established procedures.

Closed A/R subledger monthly, validated content, and resolved outstanding issues.

Relief receptionist for lunch, breaks and help with A/P when needed.

Certification

BS ACCOUNTING

Champions Real Estate Certification

Contact this candidate