Cesar Amezquita Ortiz
Accountant
Deltona
Summary
Dynamic Customer Success Manager with proven skills in customer relationship building, account management, and report analysis. Successfully enhanced product offerings and increased customer retention through strategic account reviews.
Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines.
Overview
16
16
years of professional experience
2
2
Languages
Work History
Customer Success Manager
Alight Solutions
06.2022 - Current
- Analyzed customer feedback to identify areas for improvement, leading to enhanced product offerings.
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Managed a portfolio of key accounts, maintaining strong relationships and ensuring high levels of satisfaction.
- Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
- Identified upsell opportunities through frequent account reviews, contributing to increased revenue generation.
- Spearheaded cross-functional initiatives that resolved complex issues and ensured timely resolution for clients.
Customer Care Team Manager
Alight Solutions
04.2014 - 05.2022
- Collaborated with senior management to establish key performance objectives for the Customer Care Team, aligning individual goals with overall business strategies.
- Implemented effective conflict resolution techniques, fostering a positive workplace environment and reducing employee turnover.
- Managed staffing levels according to business needs, optimizing resources while maintaining high-quality customer support services at all times.
- Increased first-call resolutions through rigorous monitoring of call handling metrics and targeted coaching interventions aimed at improving agent proficiency levels.
Bookkeeper
Amezquita Trucking LLC
01.2010 - 04.2014
- Posted daily receipts and payments in accordance with corporate protocols.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Reduced errors in financial statements with meticulous attention to detail during data entry.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Education
MBA - Accounting
Inter American Univeristy of Puerto Rico
San German, PR 05.2001 -
BBA - Accounting
Inter American University of Puerto Rico
Guayama, PR 05.2001 -
Skills
Customer relationship building
Customer retention
Customer account management
Report analysis
General ledger entries
Administration and reporting
Bank reconciliation
MS office expert
Financial reporting
Tax preparation
Timeline
Customer Success Manager
Alight Solutions
06.2022 - Current
Customer Care Team Manager
Alight Solutions
04.2014 - 05.2022
Bookkeeper
Amezquita Trucking LLC
01.2010 - 04.2014
MBA - Accounting
Inter American Univeristy of Puerto Rico
05.2001 -
BBA - Accounting
Inter American University of Puerto Rico
05.2001 -