Ben Stevens
Summary
Detail-oriented Operations Systems and Billing Specialist with expertise in CRM management and accounts receivable. Proven ability to resolve discrepancies and optimize billing processes for enhanced efficiency.
Overview
19
19
years of professional experience
Work History
Operations Systems and Billing Specialist
Jacobson Consulting Applications, Inc
Edinburgh, Scotland and Coimbra, Portugal (Remote Worker)
05.2019 - Current
- Manages the invoicing process and generates all bills for the company.
- Audits time entries and line items to confirm accurate billing per contractual terms.
- Resolves billing discrepancies by coordinating with clients and internal departments.
- Manages accounts receivable collection process including contacting delinquent customers.
- Prepares reports summarizing Accounts Receivable status for management review.
- Manages CRM and optimizes CRM functionality.
- Establishes and maintains contracts in CRM software.
- Collaborates with HR PEO to process payroll.
- Calculates employee commissions and processes employee reimbursements.
- Utilizes AutoTask to build customized reports addressing specific employee needs.
Operations Associate
Jacobson Consulting Applications, Inc
Edinburgh, Scotland (Remote Worker)
05.2016 - 05.2019
- Developed and implemented operational procedures to ensure efficient workflow.
- Optimized billing processes for enhanced efficiency.
- Streamlined PTO tracking system.
- Onboarded Operations staff.
- Tracked and improved internal process documentation, and ensured that all operational workflows were clearly mapped and regularly updated.
Operations Assistant
Jacobson Consulting Applications, Inc
New York, NY
08.2010 - 05.2016
- Executed credit card reconciliations.
- Facilitated compliance with time-entry policy.
- Monitored employee PTO records.
- Assisted with receivables and billing.
- Managed office supplies inventory, coordinating orders as needed for projects.
- Consolidated records, invoices, and contracts during company acquisition process.
Office Administrator
Fullstop Fire & Security Systems, Ltd
London, England
08.2006 - 12.2008
- Responded to phone inquiries promptly
- Generated invoices.
- Coordinated meetings and scheduled appointments for team members.
- Managed office supplies and inventory levels efficiently.
- Cultivated strong relationships with suppliers.
Education
Bachelor of Arts - Business
London Metropolitan University
London, EnglandSkills
- CRM management
- Accounts receivable management
- Invoicing process
- Record preparation
- Contract administration
- Data reporting
- Advanced QuickBooks knowledge
- Advanced MS Excel knowledge
References
References available upon request.
Timeline
Operations Systems and Billing Specialist
Jacobson Consulting Applications, Inc
05.2019 - Current
Operations Associate
Jacobson Consulting Applications, Inc
05.2016 - 05.2019
Operations Assistant
Jacobson Consulting Applications, Inc
08.2010 - 05.2016
Office Administrator
Fullstop Fire & Security Systems, Ltd
08.2006 - 12.2008
Bachelor of Arts - Business
London Metropolitan University
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