Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Juan Garzon

Stamford,CT

Summary

Strategic bilingual professional with robust experience in driving impactful partnerships and delivering results. Skilled in strategic planning, stakeholder management, and problem-solving. Strong focus on team collaboration, adapting to changing needs, and fostering trust. Known for reliability, effective communication, and strategic thinking.

Overview

5
5
years of professional experience

Work History

Strategic Partner Success Specialist

Payarc
01.2025 - Current
  • Established clear communication channels with partners to ensure timely information exchange and efficient decision-making processes.
  • Provided ongoing support to partners by addressing concerns, resolving conflicts, and facilitating communication between merchants.
  • Managed a portfolio of strategic partnerships, closely monitoring progress towards established objectives and adjusting strategies accordingly.

SWAT Billing Specialist

Datto / Kaseya
06.2023 - 06.2024
  • Cultivated and maintained enduring customer relationships to improve satisfaction and retention.
  • Delivered comprehensive support to a global customer base via multiple channels (chat, phone, email), addressing inquiries efficiently and effectively.
  • Collaborated across various teams to problem-solve billing issues, prepare monthly and yearly spend reports, and ensure prompt and accurate resolution.
  • Constructed & analyzed comprehensive financial reports to provide our customers.

Research Associate II

Third Bridge Group Limited
09.2021 - 08.2022
  • Collaborated effectively with international team members to assess and address clients' needs and knowledge gaps.
  • Implemented strategic outreach initiatives through calling, email campaigns, and in-person meetings to optimize revenue and enhance customer relationships.
  • Developed and utilized data models and performance analytics to liaison client consultations and expert engagements with efficiency and precision.

Office Manager

Back to Health
03.2020 - 08.2021
  • Analyzed financial data to track performance metrics and support strategic decision-making, contributing to improved profitability and operational efficiency.
  • Designed and implemented workflow processes to optimize patient interactions and office operations, resulting in a 20% increase in daily productivity.
  • Applied project management methodologies to address operational challenges, enhance team performance, and streamline processes.
  • Managed comprehensive office functions, including payment collections, accounts payable/receivable, insurance claims, and recordkeeping, ensuring accuracy and compliance with industry standards.

Education

Bachelor of Science - Financial Management

University of Connecticut
05.2021

Skills

  • Customer Relationship Management
  • Billing Processes
  • Data Modeling
  • Financial Data Analysis
  • Accounts Payable
  • Accounts Receivable
  • Microsoft Office
  • Business Relationship Management
  • Performance Management
  • Project Management
  • Business Process Modeling
  • Financial Analysis
  • Microsoft Excel
  • Microsoft PowerPoint
  • Time Management
  • Negotiation Skills
  • Attention to Detail
  • Effective Communication
  • Critical Thinking
  • Problem Solving
  • Salesforce
  • Data-driven decision making

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Strategic Partner Success Specialist

Payarc
01.2025 - Current

SWAT Billing Specialist

Datto / Kaseya
06.2023 - 06.2024

Research Associate II

Third Bridge Group Limited
09.2021 - 08.2022

Office Manager

Back to Health
03.2020 - 08.2021

Bachelor of Science - Financial Management

University of Connecticut

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