Sara Smith Email & Phone Number

Waterloo, Ontario, Canada

Waterloo Ontario

Create contracts and order fulfilments for current and new clientsCreate and update customer accountsCreate and maintain reports through Salesforce.comManage the organization's inventory requirementsWork with Marketing to create order materialsPrepare samples for tradeshows and training conferencesInvoice clients and prepare reports as neededRespond to.

Kitchener, Canada Area

Responsible for managing the daily operations of a team of 8 (14 during busy season). Accountable for processing medical travel claim forms, recovery deposits,recovery provincial submits and coordination of benefits.Responsible for meeting and exceeding daily/weekly targets for processing and for government submissions.

Assist Finance in performing and reviewing budget rollups to ensure the budget is coherent as a whole Set direction and increase awareness of budget process and importance, offer learning and development opportunities to further collaborationProvided metrics (KPI’s) to aid in benchmarking the success of the business in their financial planning.

Assist Finance in performing and reviewing budget rollups to ensure the budget is coherent as a whole Establish milestones with the Finance team, to ensure that quarterly budget submission dates can be met with all required budgeting steps completedSet direction and increase awareness of budget process and importance, offer learning and development.

Managed the daily operations of a team of 12; focused 90% of time on operations and 10% on strategic planning.Addressed personnel needs within the team (performance, attendance, training, salary planning etc).Ensured team performance measures are being met and continuously improved through KPI’s and reportingImplement and provide leadership to the team.

Reviewed and released customer credit requests up to $2000.Managed the daily operations of a team of 15; focused 90% of time on operations and 10% on strategic planningAddressed personnel needs within the team (performance, attendance, training, salary planning etc)Ensure team performance measures are being met and continuously improved through KPI’s and.

Effectively deal with client escalations and direct them to appropriate support channels if necessary.Advise and assist team members with case work on a daily basis.Create and maintain process documents and communicate updates to the team.Identify and coordinate job shadowing sessions and training of new hires.Provide monthly coaching and feedback to team.

Responsible for processing and maintaining service contract billing records in SAP.Accountable for preparing credit and debit adjustments on accounts in SAP.Investigate and resolve billing discrepancies on customer and carrier accounts and resolve any escalations.Collecting, updating and maintaining customer service ticket information.Successfully resolve.

Answer inbound customer calls/emails and perform initial troubleshooting/fact finding and use Pivotal to record interaction with customer.Processing RMA requests within turn around times.

New Hamburg, Ontario

Received, processed and verified customer banking requests.Reconciled debits and credits daily.Assisted in educating customers on new banking products.Assisted in all aspects of customer service requirements.