Results-driven fintech account manager with a strong focus on optimizing accounts payable workflows and enhancing client satisfaction. Utilizes data-driven insights to foster strategic account growth and maintain robust cross-functional partnerships. Proven track record in delivering tailored product training and driving impactful revenue growth through expert management of high-value accounts.
Overview
16
16
years of professional experience
Work History
Relationship Account Manager
Edenred Pay
Bonita Springs
03.2023 - Current
Oversaw management of high-value strategic client accounts within hospitality sector, optimizing accounts payable (AP) workflows and enhancing financial operations.
Maintain expert knowledge of AP solutions to lead seamless onboarding, system integration, and software migrations for large-scale strategic accounts.
Acted as primary corporate liaison, delivering tailored product training and technical demonstrations that translated complex fintech workflows into actionable client strategies.
Partner closely with product support, engineering, and implementation teams to resolve complex technical issues, facilitate smooth onboarding phases, and ensure product alignment.
Leverage Salesforce and Tableau to generate customized reporting and actionable insights, empowering clients with data-driven decision-making tools.
Cultivated deep client relationships through comprehensive customer service and industry best practices, driving long-term retention and fostering client referrals.
Licensed Insurance Service Agent
Allstate
Cape Coral
02.2018 - 03.2023
Spearheaded customer service and retention efforts for active book of business, utilizing cross-selling, coverage reviews, and re-quoting to enhance revenue growth.
Reviewed complex policy coverages, executed remittances, and processed transactions within strict regulatory compliance frameworks, ensuring accuracy and adherence to policies.
Review complex policy coverages, execute remittances, and process transactions under strict regulatory compliance frameworks.
Prepared comprehensive internal agency reports and formal correspondence while maintaining deep product knowledge to serve as trusted subject matter expert for policyholders.
Cash Office Manager
Sun Splash Family Waterpark
Cape Coral
03.2016 - 09.2017
Directly supervised, scheduled, and evaluated a department of 12 to 15 cashiers, ensuring total alignment with standard operating procedures and federal/state labor laws.
Generated detailed daily and weekly cash flow, sales, and variance reports for executive leadership, facilitating informed decision-making.
Generated highly detailed daily and weekly cash flow, sales, and variance reports for executive leadership review.
Developed and executed standardized training curriculum for new hires on secure cash-handling procedures, threat detection, and loss prevention, enhancing compliance and security awareness.
Acted as senior point of contact for customer dispute resolutions, employing proactive communication to effectively de-escalate sensitive situations.
Senior Beauty Consultant / Manager
Walgreens
Rolla
06.2010 - 02.2016
Managed end-to-end floor operations, including register management, merchandising layouts, display maintenance, and inventory assessments for strategic ordering.
Supervised staff on daily tasks, ensuring adherence to visual standards and safety protocols while optimizing workplace efficiency.
Supervised staff on daily task completion, ensuring optimal workplace efficiency, store visual standards, and strict adherence to safety protocols.
Mentored and onboarded new team members, fostering a collaborative workplace culture that enhanced team morale and retention.
Mentored and onboarded incoming team members, fostering a collaborative, positive workplace culture that significantly boosted team morale and retention.
Senior Director, Global Marketing | Revenue Operations and Executive Reporting at KaleyraSenior Director, Global Marketing | Revenue Operations and Executive Reporting at Kaleyra