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Tania Peralta

@taniaperaltarivera

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Ops and client service pro with global experience, reducing refunds 40% and leading automation.

Ecuador

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What I'm looking for

I'm particularly interested in roles that allow me to leverage my diverse skills in client management, operations coordination, and financial oversight. I’m a quick learner, adaptable to new challenges, and always looking to grow within a dynamic team.

I have 7 years of varied experience working in customer service, management, finance, and operations. I started my career at McDonald's when I was 18, where I developed strong communication and teamwork skills. I then moved into roles like Manager Assistant and Credit and Collections Assistant in Ecuador, gaining a foundation in finance and operations. Afterward, I worked as a Warehouse Manager and Collections Representative, overseeing logistics and managing client relations.

In the U.S., during the pandemic, I pivoted to the tech industry, joining a Computer Security service in Denville, New Jersey, as an Accounts Receivable Specialist, where I focused on improving financial processes and client communication.

Most recently, I served as a Senior Client Service Operations for KEEP Cash in Stonecastle, New York. In this role, I manage client operations, improving service efficiency by 30% through process optimization, resulting in 15% increase in CSAT. I collaborate closey with Sales and Tech department to improve client experience. Managing 10 people from Ecuador and Colombia, providing feedback and training when it was necessary.

Experience

Work history, roles, and key accomplishments

Senior Client Service Operations

Stonecastle

May 2023 - Feb 2025 (1 year 9 months)

• Handled 450 monthly service requests, achieving a 95% satisfaction rate.
• Reduced issue resolution time by 30% by streamlining Outlook workflows and building email templates.
• Created step-by-step documentation, decreasing ticket recurrence and improving CSAT.
• Managed support for individual retail clients, and institutional accounts, along with advisory firms.
• Managed unauthorized access.

Client Services Problem Solving Communication Team Collaboration Process Improvement Time Management Training Relationship Management

Accounts Receivable Specialist

PlanitROI, Inc

Dec 2020 - Aug 2023 (2 years 8 months)

• Oversaw accounts for BestBuy, Walmart, Staples, eBay, Newegg, and Office Depot, managing $1M+ in monthly transactions.
• Recovered $345K in wrongful deductions by auditing transaction records and leading dispute resolution with Best Buy.
• Reduced refund resolution time by 40% and minimized discrepancies via standardized templates and cross-functional process improvements.

Accounts Receivable Client Relationship Management Communication Financial Audit Attention To Detail Problem Solving Payment Processing Reconciliations Time Management

Collections Representative

TH COMPANY

Nov 2019 - Jul 2020 (8 months)

• Cut payment recovery time by 15% by restructuring follow-up procedures.
• Developed Excel-based financial reporting dashboards to improve tracking and client communication.

Collections Collections Strategies Problem Analysis Conflict Resolution Excel

Customer Service Operator

Corazón en Forma

Sep 2018 - Feb 2019 (5 months)

• Coordinated patient communications and reduced missed appointments by 30% during office relocation.
• Led outreach campaigns via phone and email to ensure accurate patient arrival and improve satisfaction.

Appointment Setting Appointment Rescheduling Telephone Skills Assistant.To

Credit & Collections Assistant

Agrinag S.A

Jul 2016 - Feb 2018 (1 year 7 months)

• Managed a diverse portfolio of local and international clients, enhancing overdue account recovery by 45%.
• Improved account reconciliation and credit tracking processes with custom Excel tools and Sales team collaboration.
• Created financial reports for specific flower seasons.