Elizabeth Smith

As an Account Executive at iTrust Wellness, I build and maintain relationships with providers, universities, and therapists to increase referrals, and streamline the patient onboarding process. I serve as a key liaison, educating partners on our services and ensuring they feel confident referring patients to our care. Leveraging my experience as a referral coordinator, I provide clear communication, problem-solving, and ongoing support to both partners and clients. My role focuses on strengthening partnerships, optimizing the referral pipeline, and enhancing the overall patient experience.

• Conducted market research to identify selling possibilities and evaluate customer needs.
• Provided timely customer service support to resolve any issues quickly and efficiently.
• Maintained up-to-date knowledge of industry trends and developments.
• Maintained accurate records of all sales activities using CRM software systems.
• Cultivated relationships with key decision makers through regular client visits and follow-up calls.

• Checked postings and documents for correctness, accuracy and proper coding.
• Assessed data and information to check entries, calculations and billing codes for accuracy.
• Managed bookkeeping and accounting systems and completed data entry with accuracy and efficiency.
• Reviewed accounts payable records, verified accuracy of invoices and prepared payments accordingly.
• Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.

• Remained calm and professional in stressful circumstances and effectively diffused tense situations.
• Mediated conflicts between employees and facilitated effective resolutions to disputes.
• Developed a system for tracking inventory and ordering supplies as needed.
• Managed customer service inquiries and complaints in a timely manner.
• Supervised daily operations including scheduling shifts, assigning duties.
• Resolved customer inquiries and complaints requiring management-level escalation.

Within my position at Baby Banz, I took on several roles, my main role being Accounts Receivable. I created and maintained invoices for major distributors, such as Buy Buy Baby and Macy's. I maintained a professional and punctual relationship, written and orally, with these accounts and customers on a daily basis.

• Coordinated with other departments to ensure that all necessary information was shared with customers promptly and accurately.
• Developed strong relationships with customers to ensure satisfaction and loyalty.
• Remained calm and professional in stressful circumstances and effectively diffused tense situations.
• Helped customers open accounts, make deposits, update information and carry out range of routine actions.

• Followed all safety guidelines while operating equipment such as slicers, fryers and ovens.
• Maintained high standards of customer service during high-volume work shifts and fast-paced operations.
• Packaged menu items into bags or trays and placed drink orders into carriers.
• Organized and restocked supplies to support operations and team productivity.
• Presented orders to guests within anticipated service times.