Portia Beltey
Garner,NC
Summary
Professional Client Service Specialist with robust experience in client relations and problem-solving. Strong focus on team collaboration and achieving results, adapting fluidly to changing needs. Expertise in communication, conflict resolution, and building lasting client relationships. Known for reliability, approachability, and results-driven mindset.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Service Representative
TriMkt
Raleigh, NC
04.2025 - Current
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Boosted sales performance by training and mentoring team members on effective sales techniques.
- Implemented sales strategies to maximize profits and achieve sales targets consistently.
Director of Client Engagements
CAPTV3D
Columbia, MO
07.2024 - 04.2025
- Lead strategic initiatives to enhance client engagement by building relationships with key stakeholders in academic institutions and industry partners.
- Conduct thorough research to identify potential collaborations and partnerships, targeting relevant departments and roles within colleges and tech organizations.
- Network with industry professionals and attend business meetings to promote the company’s innovative 3D camera solutions and explore new business opportunities.
- Develop and implement client engagement strategies that align with company goals, increasing visibility and fostering long-term partnerships in the virtual technology space.
Billing Accounting Specialist
The 20 & JS Computek
Columbia, MO
10.2022 - 07.2024
- Oversaw portfolios of (150+) billing accounts, meticulously managing invoices, files, and receipts for impeccable record-keeping.
- Collaborated closely with internal teams and clients to investigate and rectify any billing discrepancies, ensuring accuracy and customer satisfaction.
- Conducted in-depth analysis of billing data, identifying trends and pinpointing opportunities for optimizing cost management.
- Produced comprehensive financial reports and maintained up-to-date financial records within ledgers, journals, and in multiple software.
- Spearheaded the identification of process inefficiencies, actively contributing to refinements and implementations of streamlined billing procedures, thus advancing the establishment of standardized billing practices.
Accounting Clerk
Boone Supported Living
Columbia, MO
01.2024 - 07.2024
- Managed end-to-end bill processing, check verification, and receipt management, ensuring adherence to procedural guidelines and meticulous attention to detail.
- Oversaw financial transactions, ensuring precision and compliance with regulatory requirements.
- Developed and implemented auditing formulas and SOPs to streamline processes and enhance accuracy.
- Facilitated reconciliation of accounts, promptly resolving discrepancies to maintain financial integrity.
- Led cross-functional meetings to streamline finance department processes, fostering efficiency and compliance with organizational standards; represented the organization at networking events and budget meetings to build strategic partnerships with legislation and community.
Office Administrator
Grove Construction
Columbia, MO
09.2023 - 01.2024
- Efficiently oversee daily administrative operations to ensure a smoothly functioning office environment, including resource management and fostering a professional atmosphere.
- Skillfully drive seamless communication strategies, facilitating correspondence with diverse internal and external stakeholders.
- Maintain meticulous financial record-keeping to streamline processes, ensure accuracy, and support operational decision-making.
- Play pivotal roles in human resources initiatives to refine operational processes and enhance organizational efficiency.
Office Manager
JS Computek & The 20
Columbia, MO
06.2021 - 09.2022
- Efficiently oversee daily administrative operations, ensuring a smoothly functioning office environment.
- Manage resources, including clients and developing associates, while maintaining a professional atmosphere.
- Skillfully drive seamless communication strategies and facilitating correspondence with a diverse array of internal and external stakeholders.
- Support budgeting, financial record keeping, and human resources activities to streamline processes.
- Play pivotal roles in optimization of budgetary allocations, meticulous financial record keeping, and execution of pivotal human resources initiatives, all converging to refine and streamline operational processes.
Education
MBA - Business and Administration
Columbia College
Columbia, MO08.2024
Bachelor of Arts - Psychology, Sociology
Columbia College
Columbia, MO05.2016
Associate of Arts - undefined
State Fair Community College
Osage Beach, MO05.2012
Skills
- Expense Account Management
- Reporting Analysis
- Financial Auditing
- Vendor Relationship Management
- Account and Ledger Reconciliations
- Microsoft
- Proficient in QuickBooks Online
- Networking
- Sales
- New hire training
- Public speaking
Certification
- CPR Certified 2024-02
- Class E Driver’s License
- Health and Life Insurance License 2017-10
Timeline
Client Service Representative
TriMkt
04.2025 - Current
Director of Client Engagements
CAPTV3D
07.2024 - 04.2025
Accounting Clerk
Boone Supported Living
01.2024 - 07.2024
Office Administrator
Grove Construction
09.2023 - 01.2024
Billing Accounting Specialist
The 20 & JS Computek
10.2022 - 07.2024
Office Manager
JS Computek & The 20
06.2021 - 09.2022
Bachelor of Arts - Psychology, Sociology
Columbia College
Associate of Arts - undefined
State Fair Community College
MBA - Business and Administration
Columbia College