Preethi Harikrishnan
Customer Accounts Executive
Coimbatore
Summary
Results-oriented Billing and Account Renewal Specialist with over 5 years of experience in global accounts receivable, contract renewals, and end-to-end billing operations. Demonstrated expertise in driving timely collections, maintaining accurate financial records, and improving revenue retention through proactive client engagement and streamlined processes. Skilled in resolving billing discrepancies, enhancing renewal workflows, and collaborating cross-functionally to boost customer satisfaction and long-term retention.
Overview
6
6
years of professional experience
Work History
Customer Accounts Executive
Kovai.co
01.2024 - Current
- Utilized Xero, Chargebee, Freshdesk, and CRM platforms to manage billing, renewals, and customer account operations effectively.
- Streamlined renewal and billing workflows to improve operational efficiency, and significantly reduce error rates.
- Performed detailed account reconciliations and resolved payment discrepancies, improving collection efficiency, and reducing aging receivables.
- Managed software licenses, assisted customers with payment processes, and resolved their queries.
- Guided customers through the licensing process, ensuring they received the correct products and services, while adhering to compliance requirements.
- Led end-to-end invoicing and renewal processes in collaboration with Customer Success and Account Management teams to drive customer retention, and support new business growth.
- Maintained strict confidentiality while handling sensitive documents, ensuring accurate organization, and secure information management.
- Analyzed client accounts to identify upsell and cross-sell opportunities, contributing to revenue increase.
Order Management Analyst
Freshworks, Inc
06.2022 - 05.2023
- Managed customer orders efficiently using the Freshdesk ticketing system.
- Integrated Freshsales CRM with support platforms, and third-party tools to streamline ticket tracking and improve response times.
- Maintained up-to-date client data in Freshsales, enabling cross-functional teams to deliver a consistent customer experience.
- Used Freshservice to manage and resolve IT support tickets, ensuring SLA compliance and timely issue resolution.
- Collaborated closely with the billing department to ensure prompt order processing once it is authorized by the customer.
- Issued a transparent and detailed invoice to the customer, ensuring clarity and proper documentation.
- Utilized Chargebee to handle subscription upgrades, downgrades, and cancellations, maintaining seamless service continuity.
- Partnered with the Deals Desk team to amend current agreements, consistently aligning contract terms with client expectations and satisfaction.
Senior Process Executive
Thryve Digital LLP
09.2020 - 03.2021
- Provided personalized support to customers navigating enrollment procedures, ensuring accuracy and compliance with documentation requirements.
- Used QNXT to manage end-to-end enrollment and claims processing within a multi-state Medicaid environment.
- Ensured that all required information provided by customers is accurate and complete.
- Quickly acknowledged customer inquiries and provided solutions in a timely manner.
- Maintained comprehensive records of customer interactions, documenting issues and resolutions to ensure continuity, and enhance future support processes.
Enrollment Specialist
Accenture Solutions Pvt Ltd
07.2018 - 07.2020
- Verified patients' eligibility with their insurance carrier, collected health records, and managed medical care forms.
- Responsible for the enrollment of insurance in the FACETS tool and handling all customer queries received via email, chat, and tickets.
- Assisted the customer with creating a new health insurance policy with a suitable plan after checking their eligibility.
- Ensured that customers understood their plan and eligibility, providing guidance on copay, coinsurance, and deductible bases.
- Maintained and updated member records in compliance with HIPAA Privacy and Security Rules, protecting patient confidentiality.
- Well-versed in HIPAA regulations and company privacy policies for the secure handling of Protected Health Information.
- Actively participated in quarterly HIPAA training sessions and compliance audits to ensure regulatory adherence.
Software Tester - Trainee
Infosys Limited
02.2018 - 06.2018
- Trained in automated testing principles, including test case design, scripting, and test execution, using tools like Selenium WebDriver.
- Developed and executed basic automated test scripts using Java/Python under supervision.
- Gained hands-on experience in testing web applications and validating UI elements, form fields, and workflows.
- Participated in writing test cases for functional and regression testing, based on user stories and requirements.
Education
Bachelor of Science - Computer Technology
Sri Krishna Arts And Science College
Coimbatore, India 04.2001 -
Skills
Accounts Receivable & Revenue Operations
Billing, Invoicing & Subscription Management
Contract Renewals & Licensing Coordination
Payment Reconciliation & Dispute Resolution
Financial Record Accuracy & Compliance
Cross-functional Collaboration (Sales, CS, Billing, Deals Desk)
CRM Data Management & Sales Pipeline Support
Upselling & Cross-selling Opportunity Identification
Confidential Data Handling & Compliance Adherence
Software Tools
- CRM
- Xero
- Freshdesk
- Freshservice
- Freshsales
- QAD ERP
- QNXT
- Microsoft Power BI
- FACETS
- SAP
- Chargebee
Timeline
Customer Accounts Executive
Kovai.co
01.2024 - Current
Order Management Analyst
Freshworks, Inc
06.2022 - 05.2023
Senior Process Executive
Thryve Digital LLP
09.2020 - 03.2021
Enrollment Specialist
Accenture Solutions Pvt Ltd
07.2018 - 07.2020
Software Tester - Trainee
Infosys Limited
02.2018 - 06.2018
Bachelor of Science - Computer Technology
Sri Krishna Arts And Science College
04.2001 -