Monique Lee

Candidate Information

Email: [email protected]

Phone: 770 885 6377

Salary Expectation: $40K - $50K

Skills: 🔹 Key Skills and Tools Customer Service | Account Management | Order Management Microsoft Office Suite (Excel, PowerPoint, Access) CRM Software: Salesforce, SAP CRM, AS400 Accounts Receivable | Billing Support | Order Fulfillment Data Tracking, Metrics Calculation | Database Management Logistics | Scheduling | Expense Reporting (Concur) Front Desk & Administrative Operations | Inventory Control Documentation Handling | Payment Processing Communication with Clients, Partners, and Vendors 🔹 Relevant Experience Provided high-quality service and support to clients by resolving billing issues, processing invoices, and responding to inquiries in coordination with internal departments. Onboarded and maintained client accounts, ensuring required documentation was collected and up to date. Processed customer payments (ACH, credit card), verified account status, and managed credit hold releases. Scheduled meetings, coordinated travel, and managed communications across departments to ensure seamless client interaction. Managed documentation and data for customer requests and sales team performance, using Excel and Power BI for tracking and reporting. Operated within CRM platforms such as Salesforce, SAP CRM, and Order Management Systems to maintain customer records, order status, and service activity. Served in a support capacity for financial operations, including accounts receivable resolution, job file coordination, and invoice tracking. Communicated with vendors, clients, and insurance adjusters to ensure accurate and timely processing of service requests and approvals. Maintained high levels of data accuracy and procedural adherence in document tracking, timesheets, and payroll-related tasks. 🔹 Soft Skills Excellent communication and client interaction skills Strong organizational and multitasking ability Detail-oriented with a procedural and problem-solving mindset Adaptable across financial, logistics, and administrative functions Proven ability to prioritize and meet deadlines under pressure

Current Location: Lawrenceville, GA

Willing to Relocate?: YES

Relevant Experience: 15

Work Authorization: US

Highlights: 🔹 Highlight Relevant Experience of the Candidate – Monique Lee
Provided exceptional customer service support, including billing inquiries, account updates, and order status coordination across industries such as finance, logistics, and manufacturing.

Managed and maintained client accounts, ensuring accuracy in documentation, service setup, and timely response to client inquiries and escalations.

Used CRM tools (Salesforce, SAP CRM, AS400) and Microsoft Excel for tracking orders, customer interactions, and sales metrics.

Handled accounts receivable resolution, invoice processing, and payment follow-ups using tools like EA, UTA Payment Systems, and SAP.

Scheduled and coordinated client meetings, sales appointments, and travel arrangements, ensuring smooth logistics for internal teams and external stakeholders.

Supported order management by processing service and supply orders, reviewing delayed items, and coordinating with sales representatives and clients for timely resolution.

Created and distributed reports using Power BI and Excel to track sales performance, talk time, and customer engagement for senior management review.

Effectively communicated with managers, customers, and third parties (like insurance adjusters) to ensure approvals, manage job files, and resolve service issues promptly.

Worked cross-functionally with sales, logistics, and finance teams to ensure end-to-end customer satisfaction and seamless service delivery.

Resume: View Resume

Cover Letter: View Cover Letter