Summary
Overview
Work History
Education
Skills
Timeline
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SOPHIA LEE

The Bronx,NY

Summary

Detail-oriented professional with a strong foundation in managing billing processes, handling client inquiries, proactive problem-solving and administrative tasks with exceptional customer service. Seeking to transition into a customer experience role, leveraging billing expertise to enhance client interactions and contribute to overall customer satisfaction.

Overview

4
4
years of professional experience

Work History

Billing Team Lead

Aircall
01.2023 - Current
  • Supervise and monitor team; ensure all agent performances are at or above target goal
  • Coordinate meetings within teams and other departments
  • Devise and execute innovative tools to enhance existing billing processes.
  • Provide additional support to team on escalated matters
  • Collaborate with the Sales and Customer Success teams to guarantee the proper upkeep of accounts.
  • Provide CX and billing support via Zendesk
  • Account management; approve cancellations, discounts, etc

Billing Specialist

Wachtel Missry, LLP
03.2022 - 01.2023
  • Manage and restructure the monthly billing process for all attorneys; including partners and managing partner
  • Develop and maintain relationships with partners and clients to ensure all AR is received in full
  • Monitor and track all Accounts Receivables
  • Assist the Controller in other Accounting/AP related duties; process payments, refunds, apply/manage trust accounts, general ledgers, etc
  • Monthly review of retainer accounts and client invoices

Revenue Coordinator

Herbert Smith Freehills, LLP
10.2019 - 08.2021
  • Managed client payments and post cash receipts
  • Coordinate monthly revenue process; track and manage all WIP and ensure timely dispatch of bills
  • Monitor firm’s AR/debt; ensure all work is billed and all AR is received in a timely manner
  • Provide support for annual financial audits for calendar and fiscal year-ends

Education

Bachelor of Science - Economics, Business & Sociology

Albany, State University of New York
Albany
08.2017

Skills

  • Microsoft Office Suite, Zendesk, Salesforce, Looker, Netsuite

Timeline

Billing Team Lead

Aircall
01.2023 - Current

Billing Specialist

Wachtel Missry, LLP
03.2022 - 01.2023

Revenue Coordinator

Herbert Smith Freehills, LLP
10.2019 - 08.2021

Bachelor of Science - Economics, Business & Sociology

Albany, State University of New York

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SOPHIA LEE