Summary
Work History
Education
Skills
Websites
Timeline
Generic
Kendra Willson

Kendra Willson

Austin,TX

Summary

Focused Contract Specialist, Order-to-Cash Lead, and Customer Success Specialist offering 10+ years of experience with customer facing accounting, retention escalations, renewals, contract negotiations, technical support, and account management.

Work History

Order to Cash Lead

Edlio
01.2022 - Current
  • Created and managed end-to-end order to cash collections process, identify, and implement a system and process improvements saving 80 hours of labor on a monthly basis
  • Report on sales transaction compliance with policies and provide insight
  • Analyze and organize large data sets across multiple systems
  • Process upsells and new sales alongside the sales team to ensure accounting accuracy and customer understanding
  • Developed new proposals, contracts, and procedures to draw in more clients and streamline work operations.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.

Account Receivables Specialist & Office Manager

Edlio
03.2019 - Current
  • Carry out billing, collection, and reporting according to specific deadlines
  • Monitored over 1000 customer account details for non-payments delayed payments and other irregularities
  • Assist with month-end closing
  • Used quick response and dynamic service skills to build relationships with patrons and improve customer retention rate.

Administrative Assistant

Greater Austin Psychiatry & Wellness
01.2018 - 03.2019
  • Managed customer interactions with the practice, including appointment scheduling, greetings, and handling payment reconciliation
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.

Accounts Clerk III

University of Oklahoma Health Sciences Center
03.2013 - 06.2016
  • Responsible for entering and updating vendor information into the University's centralized vendor file ensuring its accuracy.
  • Accounts Payable vendor maintenance through PeopleSoft.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.

Education

Associate of Science - Business Administration

Austin Community College
Austin, TX
05.2024

Certification - SalesForce Administrator

SalesForce Trailhead
11.2023

Certification - Google Data Analytics Professional

Coursera
02.2023

Skills

  • Project management
  • Client Relations and Retention
  • Training and development
  • Bidding Procedures
  • Contract negotiations
  • Customer contract risk evaluation
  • Revenue accounting
  • Proficient in Salesforce, MS Suite, Atlassian, SaaSOptics/Maxio, NetSuite, QuickBooks, PandaDoc, Tableau, Zoho, Adobe DC, & ChurnZero
  • SaaS technical support

Timeline

Order to Cash Lead

Edlio
01.2022 - Current

Account Receivables Specialist & Office Manager

Edlio
03.2019 - Current

Administrative Assistant

Greater Austin Psychiatry & Wellness
01.2018 - 03.2019

Accounts Clerk III

University of Oklahoma Health Sciences Center
03.2013 - 06.2016

Associate of Science - Business Administration

Austin Community College

Certification - SalesForce Administrator

SalesForce Trailhead

Certification - Google Data Analytics Professional

Coursera
Kendra Willson