Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
Generic
LINEO MAKENETE

LINEO MAKENETE

Saas B2B Customer Support And Implementation Specialist
Soweto

Summary

Driven and adaptable Computer Science student with a strong foundation in Mathematics and 3+ years of experience supporting FinTech and SaaS B2B operations. Skilled in vendor onboarding, data management, process automation, and customer success. Adept at using tools like RocketReach, AI, and CRM platforms to drive operational efficiency, streamline workflow and maintain data integrity. Actively developing coding and data analysis skills to transition into data science and FinTech analysis roles. Thrives in fast-paced, tech-forward environments with a passion for operational excellence and data-driven decision making.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Supplier Enablement & Implementation Specialist

Interopay| B2B Saas
06.2023 - Current
  • Supporting supplier onboarding and payment data collection within a B2B SaaS platform focused on Accounts payable automation.
  • Provide guidance and support to suppliers throughout the implementation process.
  • Conduct training sessions and provide ongoing support to ensure suppliers are proficient in using the system.
  • Perform supplier analysis and data augmentation using tools like Rocketreach to update data in Vendor management system.
  • Managing queues while maintaining excellent customer service and timely/ relevant updates to clients and stakeholders.
  • Obtain and update vendor's Credit card, ACH and/or Check information in the Vendor Management System.
  • Developed strong relationships with clients, fostering trust and confidence in the implementation process.
  • Handled over 50 calls and email outreach daily while providing excellent customer service.
  • Championed the adoption of new software tools that streamlined workflows across multiple departments.
  • Coordinated with IT department to upgrade cybersecurity measures, safeguarding company data.

Administrative & Accounts Support

BizCentric
09.2020 - 01.2022
  • Maintained an organized filing system for all financial documents, ensuring easy access during audits or other reviews as needed.
  • Safeguarded company information by maintaining strict confidentiality in handling sensitive documents and records.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Improved customer satisfaction ratings by promptly addressing inquiries via phone and email.
  • Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
  • Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
  • Ensured compliance with financial regulations by staying current on legislation and company policies, as well as conducting regular audits of financial records.
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
  • Made outbound calls to vendors and customers to discuss and resolve account needs.

Financial Service & Quality Assurance Specialist.

Verve Financial Solutions
01.2020 - 05.2020
  • Increased portfolio performance for clients by developing customized investment plans based on individual risk tolerance and goals.
  • Educated clients on a wide range of topics including retirement planning, college savings strategies, estate planning considerations, and more.
  • Evaluated client risk profiles using advanced software tools before making investment recommendations tailored specifically towards individual needs.
  • Mentored junior consultants, sharing expertise in financial planning techniques and best practices for client success.
  • Maintained a high level of confidentiality when handling sensitive client information, adhering to strict data security protocols at all times.
  • Participated in continuous professional development opportunities to keep abreast of regulatory changes impacting the financial services industry.
  • Followed up on denials, late payments, extensions and other special circumstances.
  • Strengthened client relationships through consistent follow-ups, ensuring timely renewals and retention.
  • Mentored junior QA specialists, fostering a culture of continuous learning and professional growth.
  • Educated employees on specific QA standards and confirmed maintenance of standards.
  • Utilized root cause analysis techniques to identify underlying issues contributing to product defects or customer complaints.

Client Relations Specialist

Blue Mercury Financial Services
10.2018 - 12.2019
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Managed a diverse portfolio of clients, ensuring their needs were met and expectations exceeded.
  • Maximized revenue potential by identifying areas for improvement within existing client contracts and service agreements.
  • Collaborated with cross-functional teams to deliver exceptional client experiences and drive business growth.
  • Provided comprehensive training to new team members, equipping them with the skills needed for success in their roles.
  • Made customers aware of current and new programs and services.
  • Assisted customers with opening accounts and signing up for new services.

Education

Bachelor of Science - Computer Science

University of The People
California, USA
04.2001 -

No Degree - FAIS RE5- Finance Support Specialist

Moonstone Business Institute
Sandton, South Africa
04.2001 -

High School Diploma -

Kelokitso High School
Soweto, South Africa
04.2001 -

Skills

    Customer Onboarding

    Client management

    Data entry and migration

    Programming ( In progress: Python, Java, JavaScript, SQL)

    Active listening

    Critical thinking

    Problem-solving

    CRM software proficiency

    Financial Modelling

    Microsoft Office

    Effective Communication

    AI & ML knowledge

Software

Azure

AS400

SalesForce

Mondaycom

Zoho

Quickbooks

Certification

IBM Data Science (In Progress)

Timeline

Supplier Enablement & Implementation Specialist

Interopay| B2B Saas
06.2023 - Current

Administrative & Accounts Support

BizCentric
09.2020 - 01.2022

Financial Service & Quality Assurance Specialist.

Verve Financial Solutions
01.2020 - 05.2020

Client Relations Specialist

Blue Mercury Financial Services
10.2018 - 12.2019

Bachelor of Science - Computer Science

University of The People
04.2001 -

No Degree - FAIS RE5- Finance Support Specialist

Moonstone Business Institute
04.2001 -

High School Diploma -

Kelokitso High School
04.2001 -

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LINEO MAKENETESaas B2B Customer Support And Implementation Specialist