Carly Klassman
Redondo Beach,CA
Summary
Reliable business professional with experience in project management, process improvement and financial analysis with a proven track record of successfully streamlining business operations and reducing the AR balance.
Overview
14
14
years of professional experience
Work History
Supervisor, AR
Tebra Inc.
06.2022 - Current
- Manage AR activities and functions of Collections
- Supervise the Accounting Billing Team
- Own creating financial reports for the Month End Close focusing on AR, Chargebacks and Churn
- Handle customer escalations and resolve issues
- Knowledge of department processes
- Create and manage project plans, timelines and budgets
- Evaluate employee performance and coach / train to improve areas of weakness
Accounts Receivable Specialist
Tebra Inc.
02.2021 - 06.2022
- Researched and solved payment discrepancies
- Posted invoices and applied credits to resolve outstanding balances
- Generated Zuora, Netsuite and Salesforce reports
- Managed outreach to customers in Collections
- Handled dispute/chargebacks
- Closed out 'churned' customer accounts
- Managed multiple projects simultaneously while maintaining strict attention to detail
- Ability to work in a fast pace tech environment where change is constant
Customer Support Operator
Tebra Inc.
07.2020 - 02.2021
- Customer Service
- Created support cases and answered customer concerns
- Managed IB Calls
Group Logistics Specialist
STA Travel Inc.
08.2015 - 07.2020
- Managed communication with international airlines
- Maintained relations with Universities/Youth Programs
- Recruited new business with study abroad departments
- Organized student group travel
- Achieved monthly targets
Travel Agent
STA Travel Inc.
11.2014 - 08.2015
- Customer Service
- Achieved sales targets and generated revenue
- Kept track of client profiles and travel folders
- Helped start new adventures
Sales Associate + Key Holder
DSW Designer Shoe Warehouse
03.2010 - 11.2014
- Trained new and existing employees
- Closed and opened the stores POS Systems
- Assessed the store’s YoY sales and targets
- Executed the company’s customer service model while balancing daily tasks
- Managed the sales floor and cashier reps
Education
BS of Design Management | 2014
Arizona State University
Tempe, AZSkills
- Customer Service
- Billing & Collections
- Process Improvement
- Social Networking
- Billing Software Experience
- Excel Google Sheets Formulas
- Salesforce CRM
- Team Building
- Organizational Skills
Awards
Tebra Inc.
Quarterly Impact Award 2021
STA Travel Inc.
Top yoy Sales Growth, 2019
Hero of the Month, NOV 2018
Hero of the Month, OCT 2015
DSW Shoes - Store 29418
Bravo Employee of the Month, SEP 2014
Bravo Employee of the Month, JUN 2014
Customer Compliment, JAN 2014
Timeline
Supervisor, AR
Tebra Inc.
06.2022 - Current
Accounts Receivable Specialist
Tebra Inc.
02.2021 - 06.2022
Customer Support Operator
Tebra Inc.
07.2020 - 02.2021
Group Logistics Specialist
STA Travel Inc.
08.2015 - 07.2020
Travel Agent
STA Travel Inc.
11.2014 - 08.2015
Sales Associate + Key Holder
DSW Designer Shoe Warehouse
03.2010 - 11.2014
BS of Design Management | 2014
Arizona State University
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