Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Quote
Timeline
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JOSHUA BOYIAS

Belleville,United

Summary

Resourceful Manager offering history of success coordinating and monitoring operations across various departments. Effective leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Highly committed with hardworking mentality to maintain quality of services and products.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Client Success Advisor

Greenway Health
06.2021 - Current
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Generated reports and communicated results to stakeholders to provide insights into customer success.
  • Collaborated with sales and product teams to address customer success objectives.
  • Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
  • Assisted customers with onboarding and product setup to foster successful adoption and usage.
  • Established team priorities, maintained schedules and monitored performance.
  • Contributed to design and implementation of product updates and service transformations based on feedback from customers and frontline knowledge.
  • Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards.

Finance Operations Manager

Greenway Health
09.2015 - 06.2021


  • Working towards daily and monthly goal metrics
  • Point of contact for our relations with both internal and External
  • Self-reliant, time-management handling both incoming and outgoing calls and long-term disputes
  • Use of Microsoft Dynamics AX daily for financial information.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Implemented business strategies, increasing revenue and effectively targeting new markets.

Customer Service Representative

DDS Lab, LLC
01.2012 - 07.2015
  • Answered constant flow of customer calls with minimal wait times.
  • Taking a managerial role whenever supervisors are unavailable to handle
  • Handling high escalation issues and determining if the need for quick executive decisions are required
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints.
  • Managing client invoicing and monthly statements as needed
  • Setting up and managing client on-line accounts
  • Handling of dangerous chemicals and medications
  • Data entry on prescription forms
  • Assisted customers each day with design questions on products chosen and billing questions
  • Assessed customer needs and upsold products and services to maximize sale solutions.
  • Detailed payment options and explained price, receipt and billing details to customers.

Education

Certified Medical Assistant - Medical, Billing

Sanford Brown Technical College
Tampa, FL
06.2013

Certified Medical Associates, Medical - undefined

Skills

  • Customer Financing
  • Customer Care
  • Professional Development
  • Fiscal Reporting
  • Regulatory Compliance and Documentation
  • Portfolio Management
  • Customer Satisfaction
  • Financial Reporting and Analysis
  • Alliance Development
  • Interdepartmental Collaboration
  • Renewal Opportunities
  • Training Oversight
  • Stakeholder Relationships

Certification

  • Udemy - Essentials of Software as a Service Business - Completion of Course 2023
  • Currently enrolled PMP Courses - Set to complete PMP certification before end of 2023

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Timeline

Client Success Advisor

Greenway Health
06.2021 - Current

Finance Operations Manager

Greenway Health
09.2015 - 06.2021

Customer Service Representative

DDS Lab, LLC
01.2012 - 07.2015

Certified Medical Assistant - Medical, Billing

Sanford Brown Technical College

Certified Medical Associates, Medical - undefined

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JOSHUA BOYIAS