Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
5
5
years of professional experience
Work History
Customer Success Representative
TherapyNotes
Horsham, Pennsylvania
05.2024 - Current
Guided clients in software navigation and feature utilization to enhance user experience.
Managed incoming inquiries using Salesforce CRM and Zendesk Support System to ensure timely responses.
Resolved client issues with knowledgeable, friendly service to foster high customer satisfaction.
Ensured HIPAA compliance when handling confidential patient information.
Maintained up-to-date knowledge of products, services, policies, and procedures.
Finance Support Specialist
Therapy Source
Plymouth Meeting, Pennsylvania
10.2021 - 12.2023
Collaborated with finance and sales team to ensure timely payment processing.
Contacted customers and paying entities to secure timely payments for current and overdue invoices.
Processed customer invoices using Therapy Source billing software efficiently.
Utilized Excel to generate and send invoices, reminders and notices to customers and third parties.
Updated client information in billing system regularly for accuracy.
Responded promptly to inquiries from customers regarding billing issues.