Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Custom
Timeline
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Joshua Balzora

Joshua Balzora

Lehigh Acres,FL

Summary

Accomplished Relationship Manager with a proven track record at Edenred Pay, enhancing customer relationships and streamlining accounts payable processes. Skilled in database management and fluent in Spanish, I excel in problem-solving and process improvement, significantly improving client engagement and satisfaction. Expertise in financial software and a knack for building strong professional relationships underscore my career achievements.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Client Relationship Manager

Edenred Pay
Bonita Springs, FL
04.2021 - Current
  • Managed and provide all necessary customer services, including product delivery, supplier enablement, supplier support, and ongoing account support
  • Knowledgeable of all accounts payable options and processes
  • Accurately answered customer account related inquires, often requiring in-depth troubleshooting, diagnosis, or engagement of other departments
  • Educated customer on best practices and processes regarding accounts payable processing
  • Confidently lead customers through conference calls and training
  • Proactively managed vendor enablement campaigns and databases
  • Provide necessary reporting to customers timely
  • Built excellent client relationships by providing top tier service with exceptional turn around and response time
  • Processed high volume vendor invoices accurately and within timely manner
  • Handled administrative tasks for the Finance Department
  • Reports, Refunds, Reconciliation
  • Competent with spreadsheets and databases
  • Actively participated in team enhancement by offering ideas and input to support and enhance current Company products, processes, and programs, and work collaboratively to ensure customer success
  • Provide training and assisted with coaching and development of new and existing team members
  • Performed all duties within assigned timeline and effectively communicate progress of assigned tasks
  • Took ownership of other special projects and assignments to support the business as needed
  • Brought energy and a positive attitude to ensure positive excellent overall customer experience
  • Collaborated with cross-functional teams to identify opportunities for upselling and cross-selling financial products and services
  • Acted as the main point of contact for all client inquiries, resolving issues promptly and ensuring customer satisfaction
  • Delivered presentations on market trends, investment strategies, and economic outlooks to educate clients on potential opportunities and risks
  • Participated in industry conferences and networking events to expand professional network and stay updated on industry trends.

Account Support Manager

Central Square Tech
Bonita Springs, FL
11.2017 - 02.2021
  • Processed false alarm for over 50 jurisdictions upon receiving false alarms from CAD
  • Processed false alarm payments for over 50 jurisdictions upon creating invoices and receiving payments using Stripe
  • Created and maintained multiple databases
  • Answered 100 plus phone calls a day for over 50 jurisdictions from across the country
  • Answered customer questions and concerns by reciting the local ordinances to customers who called in to ask questions on why there were getting charged for false alarms
  • Built strong relationship with alarm administrators and kept daily contact, for verification on address within the police jurisdictions, appeal decisions, and weekly/ monthly reports the administrator wanted submitted to them
  • Processed up to $200,000 customer payments per month
  • As well as Monthly refunds and bank reconciliation
  • Daily work including creating and updating spreadsheets (Excel) responding to jurisdiction emails immediately and providing excellent customer service for each inbound call received
  • Sent out weekly correspondence, via mail/email, regarding their alarm permits.

Assistant Store Manager

Lacoste
Naples, FL
04.2015 - 07.2017
  • Maximized stores sales goals
  • Supervised sales floor
  • Excellent customer service/ sales
  • Open and closed store/ Registers/ safe
  • Organized back office stock room
  • Organized merchandise on the floor/ windows/ mannequin
  • Trained and hired all new associates.

Assistant Store Manager

Housing Works
New York, NY
01.2010 - 03.2015
  • Customer service, sales
  • Opening and clothing store, daily paperwork, all tilt operations
  • Coordinated, monthly meetings and also seminars with new product bound to be received
  • Data entry, inventory control, payroll control, Administrative duties
  • Handled all shipments when received, visual display & merchandising
  • Hiring and training all new personnel
  • Maintaining store on all levels, coaching sales associates on selling floor
  • Maintain an open level of communication with Store Manager and all supervisors
  • Arranged monthly, daily goals for store and sales associates broken down by day and hour.

Education

Associate in Computer Business -

Plaza College
Queens, NY

High school diploma -

High School For Arts And Business

Skills

  • Relationship Building
  • Fluent and literate in Spanish
  • Account Management/Retention
  • Continuous Process improvement
  • Customer services, including problem resolution
  • Computer skills: Advanced proficiency in Microsoft Office, Salesforce, Database Management, Paysystem, Outlook, QuickBooks
  • Bank Reconciliation
  • Accounts Payable
  • General Ledger Accounting
  • Accounts Receivable
  • Customer service
  • Live Chat
  • Account Reconciliation
  • Payroll
  • Sage
  • Financial Report Writing
  • B2B (5 years)
  • SaaS (5 years)
  • Cloud Computing
  • CAD
  • Office Management
  • Customer support
  • Accounting software
  • Computer Networking
  • Financial services
  • Pivot tables
  • ERP systems
  • Bilingual
  • Windows
  • Stripe (3 years)
  • APIs
  • Jira
  • Sales
  • Customer relationship management
  • Time management
  • Analysis skills
  • Communication skills
  • Organizational skills

Certification

Certified Project Manager

Personal Information

Willing To Relocate: Anywhere

Custom

Spanish, Expert

Timeline

Client Relationship Manager

Edenred Pay
04.2021 - Current

Account Support Manager

Central Square Tech
11.2017 - 02.2021

Assistant Store Manager

Lacoste
04.2015 - 07.2017

Assistant Store Manager

Housing Works
01.2010 - 03.2015

Associate in Computer Business -

Plaza College

High school diploma -

High School For Arts And Business

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Joshua Balzora