SAMANTHA M. RODRIGUEZ BERZOSA
Monterrey, Nuevo León
Summary
Love engaging in many different activities. Learning about everything is my passion. I'm prepared to bring extensive expertise and results-oriented approach. Known for effectively managing tasks and supporting organizational goals through collaborative efforts and adaptive strategies. Recognized for excellent communication and analytical skills, ensuring seamless operations and consistent outcomes.
Overview
6
6
years of professional experience
Work History
Sr. OTC Specialist
BLUE YONDER
06.2023 - Current
- Main focus is to review, validate, update and/or correct anything wrong with each account contracts, renewals, systems, etc
- Analyze account's statements, contracts, renewals, etc
- Verify accounts information is correct
- Update account's depending on newest information
- Create reports and balances based on accounts billing information
- Manage credit and rebills on workday if neccesary
- Create new renewals on salesforce with new contracts and/or newest terms
- Cancel contracts
- Validate best option for clients to upgrade their systems
- Partner with different areas such as billing and credits in order to clean up any error
- Provide feedback to management concerning possible problems or areas of improvement
- Participate in team planning meetings
- Work and maintain with KPI in a monthly basis
Dispute Management Analyst
SCHNEIDER ELECTRIC
09.2020 - 06.2023
- Main focus is to resolve short payment and debts to customer accounts in SAP and/or Q2C to help reconcile customer financial accounts
- Ability to comprehend, problem solve, and communicate effectively with customers regarding order transactions and payment
- Successfully manage a portfolio of customer accounts submitting disputes
- Investigate validity of customer payment dispute and summarize output
- Communicate with customer to attempt to bring resolution to short pay or debts to accounts
- Manage dispute communications on the internal systems including financially categorizing customer disputes
- Meet defined process expectations and activity metrics
- Driving collaborative conversation internally to solve customer payment disputes
- Ensure prompt resolution of any payment disputes for credit or re-invoice
- Partner with cash applications to apply credits
- Provide feedback to management concerning possible problems or areas of improvement
- Make recommendations to implement improved processes through Lean & Six Sigma
- Participate in team planning meetings
- Work and maintain with KPI in a monthly basis
Sr. Biller Analyst
JOHNSON CONTROLS
03.2020 - 09.2020
- A new team on the company towards the division I worked was created and I was contemplated to be a part of
- This new position consists on working and cleaning all the assets the company has on hold because of disputes customers have create against their bills because of any issue with their order being booked incorrectly, billed incorrectly, double bills, etc
- Analyze the issue and give a solution to it by making the arrangements on the system so bills can be corrected
- Training all the new peers on the system, bills, tools, reasons for disputes, different scenarios on why a dispute can be created and how to solve by analyzing and using all the tools we have on hand to do it
Billing Analyst
JOHNSON CONTROLS
08.2019 - 03.2020
- Supporting progress billing team by Transitioning their área from Indiana to Monterrey while Transitioning custom billing national blended accounts
- Managing a portfolio of 115 of top accounts, generate contract increase reversals to the customer by reviewing their Master Service Agreements for all the customer in Johnson Control Security Solutions portfolio
- Continue providing a complete customer service, reviewing all their billing and contract information as well as sending their invoice by the different preferred channels complying with the 95% of KPI
Data Billing Analyst
JOHNSON CONTROLS
01.2019 - 08.2019
- Transition from Indianapolis to Monterrey supporting the creation of SOP's
- Managing a portfolio of 87 accounts, validating and confirming the correct booking of orders in the as part of the billing process, provide a complete customer service by sharing all their contract information as well as providing their invoice by their different preferred channels complying with the 95% of KPI
Education
Bachelor - International Business
Universidad Autónoma de Nuevo León
01.2016
Skills
- Proficient in Microsoft Productivity Tools
- Salesforce CRM Experience
- Experience with Workday
- Client Relationship Management
- Document Organization
- Effective Communication Skills
- Effective Team Engagement
- Coaching and mentoring
- Skilled in Task Management
- Detail-Oriented Approach
- Effective Organizational Abilities
- Problem-solving abilities
Languages
Español
Bilingual or Proficient (C2)
Inglés
Bilingual or Proficient (C2)
Frances
Intermediate (B1)
Italiano
Elementary (A2)
Hobbies-Travel
Travelling as a hobby is about exploring new places, experiencing different cultures, and learning from the world around you. It offers variety, from weekend getaways to adventurous trips, and provides opportunities for relaxation, personal growth, and learning. Whether it’s discovering new cuisines, meeting diverse people, or gaining new perspectives, travelling allows you to step out of your comfort zone and create lasting memories. Ultimately, it’s a hobby that encourages personal development and appreciation for the world’s diversity.
Timeline
Sr. OTC Specialist
BLUE YONDER
06.2023 - Current
Dispute Management Analyst
SCHNEIDER ELECTRIC
09.2020 - 06.2023
Sr. Biller Analyst
JOHNSON CONTROLS
03.2020 - 09.2020
Billing Analyst
JOHNSON CONTROLS
08.2019 - 03.2020
Data Billing Analyst
JOHNSON CONTROLS
01.2019 - 08.2019
Bachelor - International Business
Universidad Autónoma de Nuevo León
Similar Profiles
Rakesh Kumar ARakesh Kumar A
Project Manager at Blue YonderProject Manager at Blue Yonder
Prathik BagrodiaPrathik Bagrodia
Technical Architect at Blue YonderTechnical Architect at Blue Yonder
Niki ThomasNiki Thomas
Director, Product Marketing at Blue YonderDirector, Product Marketing at Blue Yonder