CARLOS SIQUEIRA
Natick
Summary
Enthusiastic client services professional with strong background directly interfacing with industry customers. Well-versed in products, services and sustaining satisfactory relationships with customers. Dependable achiever committed to holding highest ethical standards and maintaining customer trust. Offers skill with CRM systems paired with outstanding active listening and multitasking abilities.
Overview
4
4
years of professional experience
Work History
Accounts Receivable Specialist
Abcam
01.2023 - 12.2024
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Utilized Microsoft Excel, and Oracle software to manage invoices and payments.
- Monitored accounts to verify compliance with payment terms and schedules.
Accounts Receivable Specialist
PerkinElmer
09.2021 - 11.2022
- Answered customer invoice questions and resolved issues discovered during invoicing and collection process.
- Processed and sent invoices, adjustments and credit memos to customers.
- Performed data import, scanning or manual keying processes to verify invoice accuracy.
- Evaluated accounts for payment compliance and contacted customers.
- Worked with outside parties to obtain payments and solve problems.
- Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
Customer Service Representative
Downey Insurance Agency
10.2020 - 09.2021
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
- Exceeded company sales goals for new policies.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
- Upheld quality control policies and procedures to increase customer satisfaction.
Education
Bachelor of Science -
Regis College
Weston, MASkills
- Quality control
- Data evaluation
- Senior leadership support
- Microsoft Office expertise
- Customer relations
Timeline
Accounts Receivable Specialist
Abcam
01.2023 - 12.2024
Accounts Receivable Specialist
PerkinElmer
09.2021 - 11.2022
Customer Service Representative
Downey Insurance Agency
10.2020 - 09.2021
Bachelor of Science -
Regis College
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