Managing and maintaining relationships with a portfolio of small businesses, ensuring their financial needs are met through accurate and up-to-date bookkeeping. Utilizing strong communication skills to convey technical issues and bookkeeping concepts, along with the ability to creatively solve problems and improve processes. With a passion for customer support, and the adaptability to handle daily challenges and provide exceptional customer experiences.• Establishes and maintains a strong relationship with a portfolio of 204 small to medium-sized businesses, ensuring the timely and efficient delivery of financial statements, including balance sheets and income statements.• Utilizes Salesforce software to track clients' yearly financial statement statuses, review cases, log client information, and submit tickets to other teams for assistance.• Collaborates with internal teams, including categorization, adjustments, and quality, to maintain accurate and up-to-date financial records, effectively communicating technical issues and bookkeeping concepts with clarity and tact.• Delivered high-quality customer support via in-app messaging, email, and phone, answering inquiries and proactively ensuring customer satisfaction.• Demonstrated creative problem-solving skills by developing innovative solutions to customer issues, streamlining processes in uncertain situations.• Utilized various platforms such as Bench App, SalesForce, Tableau, Slack, and Confluence to prioritize tasks, provide financial insights, and contribute to process improvements.

Address inventory and website issues for external suppliers and internal stakeholders. Leveraging expertise in Microsoft Office, Warehouse Management Tools and SQL, I efficiently resolve inventory challenges. Collaborating with internal teams to provide optimal solutions to customers. • Investigate External Suppliers and Internal Stakeholders issues and provide a resolution in a timely manner.• Earned the Employee of the Month accolade in June 2023 within the Partner Support organization, standing out as one of the top three individuals chosen from a pool of 2000 employees.• Devise strategic solutions to address inventory discrepancies, ensuring accurate website representation and minimizing downtime to enhance sales performance.• Expertise in internal software tools including Microsoft Office, Tangerine, Big Query, SQL, Support Hub & WMS to research and resolve a large volume of inbound inventory from external suppliers.• Examine opportunities for improvement internally and externally while providing expert advise on good governance and assessing risk management.• Work with Internal Stakeholders such as Warehouse Inventory teams, Software Engineers, Merchandising Teams and Supplier Relationship Managers to help resolve issues and collaborate for the best solutions and then present these options to our customers.• Reconcile supplier inventory and providing a resolution by utilizing internal tools such as Partner Home, Tangerine, Big Query.• Collaborate with engineers to address technical issues related to forecasting and reporting functions on the Wayfair Supplier website, optimizing the user experience and creating enhanced functionality for external stakeholders.• Build workflows and processes to assist team development and ensure tasks are correctly and effectively executed.• Coach, train and mentor new team members on the workload and the various tools used.

Conducted thorough reviews of inbound shipments and discrepancies in the receiving process, collaborating with internal stakeholders and suppliers to reconcile inventory accurately. Additionally, addressed and resolved issues with outbound orders, systematically identifying and eliminating any hindrances to ensure timely delivery to customers• Managed a complex workload and continuously achieved key performance targets daily, monthly and quarterly.• Collaborated on a project addressing a backlog of $7 million in unprocessed customer orders, actively contributing to the implementation of streamlined processes to minimize recurrence of such issues in the warehouse.• Worked on assigned internal projects, organizing, collecting, analyzing and reviewing areas where the business is exposed to risk and create mechanisms to reduce failures in the process. • Structured tasks and managed workloads to promptly address issues and inquiries from both external and internal partners, ensuring timely resolutions.• Conducted weekly meetings with leadership to deliberate on challenges, opportunities, and strategic action plans, contributing to the attainment of both individual and departmental results.

Collaborated closely with customers and factories to uphold production timelines, resolving issues proactively to meet deadlines. Played a pivotal role in material sourcing, cost review, and collaborated with engineering and quality teams to maintain stringent inventory standards, while proficiently managing the issuance of invoices, account statements, and other financial documentation.• Applied strong written and verbal communication skills to convey suppliers' production statuses effectively and professionally.• Utilized Epicor software to process, track and ship purchase orders, making certain all information is current and up to date within the company’s database. • Multitasked between various Microsoft Excel spreadsheets and company databases in order to gather and assess information and provide optimal solutions. • Collaborated with internal departments such as Sales, Supply Chain and Quality regarding customer requirements. • Managed the processing and administration of invoices, credit memos, account statements, and various financial documentation with meticulous attention to detail.• Developed sales forecasts to proactively engage with customers, ensuring timely order placement and uninterrupted customer production.• Met and presented various information to suppliers about their accounts, production timelines, challenges and potential resolutions.

Managed the efficient processing and timely shipment of medical items, equipment, and prescriptions to customers, while collaborating with internal warehouse, pharmacist, and customer service teams. Additionally, coordinated and oversaw a fleet of drivers to ensure on time deliveries.• Operated efficiently in a fast-paced, high-pressure environment, demonstrating advanced levels of coordination, organization, and meticulous attention to detail.• Effectively dispatched and controlled 600 to 800 daily shipments, consistently achieving on-time delivery rates of 95% or above.• Supervised, overseed and managed couriers as well as warehouse workers to ensure all daily tasks are completed and the departmental goals are achieved. • Applied problem solving skills to resolve issues with customer orders, addressing any difficulties customers may encounter to ensure customer satisfaction.• Coordinated & tracked the progression of deliveries with couriers as well as warehouse associates for efficiency and timeliness to ensure 98% on time delivery is achieved.• Utilized strong written & verbal communication skills by reporting to supervisors and managers discrepancies and issues that arise during the workday. • Created Microsoft Excel documentation to compile shipping transactions, time stamps and delivery statuses.

Conducted meticulous reviews of delivery route maps and driver invoices to ensure accuracy and proper payment processing. Skillfully revised and calculated employee productivity sheets, generating comprehensive reports for management review and facilitating accurate hour verification for payroll processing.• Collected, analyzed and input employee time sheets for payroll purposes ensuring all drivers as well as employees are paid accurately. • Audited and managed commercial invoices to ensure accuracy before payment is made.• Utilized Microsoft Excel to create performance reports for management to review.• Managed, sorted and filed shipping manifest, BOLs, Invoices and warehouse paperwork.

Efficiently pick and pack customer orders within specified timelines to meet delivery expectations. Collaborate with customer service to address order changes and actively contribute to achieving the company's productivity goals.Warehouse Picker:• Organize, evaluate and pick orders from correct locations efficiently for consignment.• Coordinate with the Warehouse Supervisor on which orders should be picked in priority sequence.• Ensure accurate items as well as quantity of products are collected for shipping.• Restock shelves and bin locations.• Clean as well as tidy locations/bins.Warehouse Packer:• Check orders to ensure correct items as well as quantities have been picked.• Inspect product to ensure no damages or defects are being shipped.• Seal and label packages for shipment.• Load completed packages onto conveyor belt for shipping department.• Review packing lists.• Resolve issues with order such as items out of stock or incorrect products being requested.• Coordinate with Customer Service for changes in an order.• Perform general cleaning duties.

Operated at the customer service counter, adeptly managing diverse inquiries and furnishing detailed information about products and services offered within the store, ensuring customer satisfaction.• Cultivated robust customer relationships to ensure memorable experiences with the company, fostering loyalty and satisfaction.• Provided comprehensive assistance to customers regarding inquiries about products or services offered, ensuring clarity and satisfaction.• Accessed customer information accounts and meticulously recorded transactional details to maintain accurate records.• Effectively resolved customer complaints by identifying underlying issues and presenting optimal solutions, ensuring swift resolution and follow-up.• Contributed collaboratively to team efforts by supporting coworkers in maintaining and upholding the standards of the customer service department.