Developed and maintained relationships with clients to ensure satisfaction.
Assisted in the development of client service strategies, policies, and procedures.
Collaborated with various internal and external departments to map files, update/create new imports, exports and client reporting.
Assisted in system conversions by working with project managers, operations and developers on current client conversion to new RCM platforms for Finvi (formerly Ontario) applications (CRS, FACS, Artiva).
Recommended areas for process improvement by monitoring and evaluating current processes and client requirements.
Developed strong relationships with clients by understanding their needs and providing solutions tailored to their requirements.
Resolved escalated issues from clients in an effective manner while maintaining professional demeanor at all times.
Facilitated month-end closing processes, invoicing and client reporting. Ensured all deadlines were met.
Responsible for creating all client document process documentation and training staff.