Fun, energetic Customer & Client Service Representative with versatile background in providing exceptional support and resolving customer inquiries. Skilled in communication, problem-solving, and maintaining positive relationships with customers. Demonstrated ability to improve customer satisfaction and loyalty through attentive service and effective resolution. Committed to improving company morale and team performance by sharing knowledge, creativity, and best practices in customer service operations.
Overview
29
29
years of professional experience
Work History
Client Success Representative
ENGIE Impact, Inc.
Spokane, USA
08.2023 - Current
Demonstrated excellent communication skills when liaising with clients, colleagues, providers, and management
Ensured compliance with company policies, procedures, laws and regulations related to customer relations for both ENGIE & utilities by State and Industry
Managed customer databases to ensure accurate records were maintained and updated regularly
Participated in team, company & client specific meetings to discuss strategies for improving customer experience
Developed strong relationships with clients by providing efficient, engaging, & communicative service
Maintained accurate documentation of customer interactions using multiple programs, services, Smartsheets, emails, and company Platforms
Liaised between clients, utilities, and ENGIE departments on a daily basis, to ensure data accuracy and client account management for all client stores/locations
Worked collaboratively with other departments such as IT, Data-Entry, Procurement, Finance, Vertical Teams & Ops Leads; on operational, cross-functional, client tasks and/or project management
Assist in analytical account management and bill processing for multi-industry teams and client specific accounts
Identified potential risks related to customer accounts and developed strategies for mitigating those risks
Analyst/Ops Specialist III
ENGIE Impact, Inc.
Spokane, USA
11.2021 - 07.2023
Engaged with clients, internal partners, & 3rd party vendors to resolve utility discrepancies and reporting
Support internal and team SOPs, required documentations and maintained system processes
Identified support issues and initiated actions for both immediate and ongoing resolution
Interpreted and used complex utility data to develop actionable steps necessary for site usage, trends, and various anomalies
Conducted follow-up reviews for specific client account resolutions amid utility corrections and/or regional energy & utility crisis that affect client business industries
Supported & maintained team and company metrics given by team specific supervisors, department managers, and operational leads
Assisted other teams as necessary amid company & operational lead projects for resolving client industry specific bill edits, to maintain timely bill processing company wide
Completed ongoing training for SOW & SOP within ENGIE as required by operational management
Non-Profit Finance Manager
KIDS Unlimited of Oregon, Inc.
Medford, USA
01.2007 - 02.2010
Conducted regular reviews of accounts receivable and payable processes to identify areas for improvement
Reviewed monthly financial statements and prepared accurate reports for internal stakeholders
Developed and maintained necessary systems and accounting processes and controls
Prepared detailed financial statements and presentations for board meetings
Applied knowledge of business and marketplace to advance organization's goals
Implemented new systems to improve efficiency within the finance function
Interacted with finance controllers and company executives to support decision-making processes
Prepared financial and regulatory reports required by laws, regulations and boards of directors
Payroll Clerk / Bookkeeper
Doyle, Poole, & Roots CPA
Grants Pass, USA
01.1996 - 12.2006
Verified accuracy of timesheets and other pay related documents prior to processing payroll
Used payroll software to input payroll data and prepare checks
Assisted in the preparation of quarterly and yearly tax filings and audit support materials
Prepared and balanced period-end reports and reconciled issued payrolls to bank statements
Processed payments, prepared invoices, reconciled bank statements, and maintained records of accounts receivable and payable
Accurately entered financial transactions into accounting software and ensured that all data was accurate and up-to-date
Developed strong organizational skills to keep track of multiple clients' accounts simultaneously
Provided support with month-end close processes such as journal entries and reconciliations
Maintained confidentiality of client information at all times in accordance with company policy
Assisted in the preparation of reports for internal management use and external auditors as requested