Rachel Umholtz
Sheridan,AR
Summary
Very Goal-oriented, Positive mindset professional with strong customer service and communication skills. Experienced in managing high volumes of invoices and calls, fostering collaboration across departments to achieve timely resolutions and improve operational efficiency. Known for reliability and adaptability, with swift capacity to learn and apply new skills. With a background in Agriculture, Invoice Processing and Customer Service; Committed to leveraging all qualities to drive team success and contribute to organizational growth.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Invoice Specialist
RoofConnect Logistics, LLC
Sheridan, Arkansas
09.2022 - 02.2026
- Processed invoices for accuracy, ensuring timely payments from customers
- Coordinated with internal departments to resolve discrepancies in billing and payment issues.
- Trained new team members on invoicing practices and system navigation for improved performance.
- Tracked contractor invoicing to obtain missing paperwork.
- Assisted with continuous improvement initiatives by proactively identifying areas for process enhancement.
- Demonstrated expertise in various industry-specific billing practices, adapting efficiently to client requirements.
- Prepared invoices efficiently for customers, according to specific client guidelines in their 3rd party systems.
- Developed comprehensive training materials for new hires.
- Managed high volumes of invoices and calls on a daily basis.
- Resolved billing discrepancies to enable accurate billing.
- Worked with multiple departments to check proper billing information.
- Used data entry skills to accurately document and input statements.
- Responded to customer concerns and questions on daily basis, collaborating with them to resolve disputes.
- Prepare Site Surveys to insure uniformity, neatness and accuracy before being sent to customer.
- Kept track of all internal issues, presenting them to the technology team for prompt results.
National Account Coordinator
RoofConnect Logistics, LLC
Sheridan, Arkansas
07.2021 - 09.2022
- Entered data, generated reports, produced tracking documents and organized sales materials for sales team.
- Conducted outbound calls to engage potential clients and introduce services.
- Collaborated with sales team to refine lead generation strategies.
- Increased client interest by consistently delivering persuasive cold call scripts tailored to individual prospects.
- Achieved daily call quotas by diligently managing time and prioritizing tasks for maximum efficiency.
- Contributed to team sales goals by persistently reaching out to potential clients and setting appointments with qualified leads.
Customer Service Specialist
RoofConnect Logistics, LLC
Sheridan, Arkansas
04.2015 - 07.2021
- Completed customer requests for service by promptly dispatching technicians to provided address.
- Worked closely with other departments and service managers to ensure timely resolutions with customers.
- Managed high-volume calls from customers and technicians, putting all notes in CRM Software.
- Trained new employees on all business practices.
- Kept track of services dispatched providing ETAs and completed scopes of work to customer, putting all information in 3rd party systems per customer guidelines.
- Prepared Quotes for additional repairs needed and presented them to customer for approval.
Inside Sales Representative
Terminix Inc
North Little Rock, AR
09.2011 - 04.2015
- Cultivated relationships with clients to understand service needs while tracking all activities using CRM Software.
- Collaborated with Sales team to develop targeted areas for lead generation and schedules.
- Answered customers' questions regarding services, prices, and availability, as well as scheduled their services.
- Maintained up-to-date knowledge of available services to best serve customers and maximize sales potential.
- Attended trade shows to network with prospects.
- Received payments for service and accurately applied them to the proper account.
4H Program Assistant
University of AR Cooperative Extension Service
Monticello, Arkansas
01.2011 - 09.2011
- Coordinated workshops and events, fostering collaboration among current and future 4H participants.
- Assisted in grant writing efforts to fund activities.
- Established partnerships with schools, organizations, and Agriculture businesses to expand 4H program.
- Facilitated training sessions on agricultural practices, shooting sports, team building, record books and other programs to promote and increase 4H Participation.
- Managed all data information and payments for Planned Events, Activities, Meetings, Work Shops and Camps.
- Implemented creative strategies that attracted new partnerships from local businesses aiding in sponsorship opportunities.
- Maintained regular communication with parents regarding upcoming camps, workshops and competitions for 4H Youth
- Assisted in the organization of county fairs, fundraisers and community events.
Education
Bachelor of Science - Agriculture
University of AR At Monticello
Monticello, ARAssociate of Arts - General Studies
University of AR At Monticello
Monticello, ARNo Degree - Agriculture
Connors State College
Warner, OKSkills
- Invoicing and data entry proficiency
- Billing / 3rd party systems
- Sales goals and Cash flow projections
- Salesforce, Quick books, UKG, Everstage
- Customer Service and great communication
- Teamwork building and collaboration
- Time management, Organization and Reliability
- Multitasking Abilities
- Proficient in Livestock Knowledge
- Microsoft office software
Outlook, Teams, Excel, PDF, Word, Quickbooks, Tableau
Certification
Swoz Communication and Leadership Training Completion
Sandler Sales Training Completion
Timeline
Invoice Specialist
RoofConnect Logistics, LLC
09.2022 - 02.2026
National Account Coordinator
RoofConnect Logistics, LLC
07.2021 - 09.2022
Customer Service Specialist
RoofConnect Logistics, LLC
04.2015 - 07.2021
Inside Sales Representative
Terminix Inc
09.2011 - 04.2015
4H Program Assistant
University of AR Cooperative Extension Service
01.2011 - 09.2011
Bachelor of Science - Agriculture
University of AR At Monticello
Associate of Arts - General Studies
University of AR At Monticello
No Degree - Agriculture
Connors State College