Daniela Charles
@danielacharles
Detail-oriented Customer Success Specialist with expertise in escalation management.
United StatesWhat I'm looking for
As a dedicated Customer Success Specialist, I thrive on resolving complex issues and ensuring client satisfaction. My experience spans various roles, including clinical customer support and high-balance collections, where I have honed my skills in escalation management and account oversight. I am passionate about optimizing workflows and maintaining accurate client records.
In my recent role at Vital Connect, I provided Tier 1 troubleshooting support for Mobile Cardiac Telemetry, managing over 100 Salesforce tickets weekly while ensuring timely issue resolution. My commitment to excellence is reflected in my ability to handle escalations and collaborate cross-functionally to enhance service delivery. I am eager to leverage my expertise in customer service and claims processing to contribute to a dynamic team.
Experience
Work history, roles, and key accomplishments
Clinical Customer Support
Vital Connect
Jul 2023 - Oct 2024 (1 year 3 months)
Provided Tier 1 troubleshooting support for Mobile Cardiac Telemetry and Extended Holter Services. Managed over 100 Salesforce tickets weekly and ensured timely issue resolution while maintaining high service standards.
High Balance Collections Specialist
Bread Financial
Jun 2022 - Mar 2023 (9 months)
Negotiated payment plans on high-balance accounts through 200+ daily outbound calls. Processed payments, resolved disputes, and identified fraud while working with credit bureaus.
Claim Technician
Blue Cross Blue Shield
May 2021 - Apr 2022 (11 months)
Adjudicated 60-80 complex medical claims daily, ensuring accuracy in payments and denials. Resolved pending claims by correcting data errors and coordinating with multiple payers.
Order Filling and Delivery Team Lead
Walmart
Sep 2018 - Jul 2020 (1 year 10 months)
Supervised daily online order fulfillment with 98% accuracy. Resolved payment issues and processed refunds while leading training for new hires and coordinating promotions.
Education
Degrees, certifications, and relevant coursework
Judson High School
High School Diploma, General Education
Completed high school education, acquiring foundational knowledge and skills necessary for further education and career development.
Judson High School
Certificate, Peer Mediation
Completed a peer mediation program, gaining skills in conflict resolution and effective communication.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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