Freelancer profile translated to English.

Description

I support VSEs and SMEs in the complete management of their client accounts. I anticipate delays, secure payments, and structure invoicing and follow-up procedures. **Objective**: protect your cash flow and prevent cash leakage.

What I handle:

Invoice issuance and tracking
Client outstanding monitoring
Amicable collection (email / phone)
Implementation of collection procedures
Clear monthly reporting
Structuring of the client account

🔹 My Method

Quick analysis of your current organization

Identification of bottlenecks

Implementation of a structured process

Regular monitoring and adjustments

🔹 My Approach

12 years of banking experience with professionals. Accustomed to managing significant outstanding amounts, structuring files, and handling sensitive situations with diplomacy and firmness.

🔹 What You Gain

✔ Fewer delays

✔ More visibility

✔ Less stress

✔ More stable cash flow

Total Remote Exclusively

Industry field of expertise

Languages

French
Native or bilingual
English
Conversational

Workplace preferences

Can work on-site

Voiron (up to 50km), Lyon (up to 50km), Annecy (up to 50km), Toulouse (up to 50km), Paris (up to 50km)

Responsable externalisée du poste client B2B – Indépendante
Outsourced B2B Client Account Manager – Independent
CONSULTING AND AUDITS
December 2025 - Today (6 months)
Voiron, France
I assist VSEs and SMEs in the complete and structured management of their client accounts.

Interventions:

Invoice issuance and tracking
Client outstanding control
Amicable collections (email / phone)
Implementation of progressive collection procedures
Structuring of internal processes
Setup of tracking sheets and monthly reporting
Analysis of payment terms and optimization recommendations

Objective:
Secure cash flow, anticipate delays, and prevent cash leakage.

Approach:
Organization, rigor, and factual communication with management and their clients.
Data Analysis Process Optimization Process Formalization Treasury Unpaid Debt Collection
Bnp Paribas
Professional and Individual Advisor
BANKING AND INSURANCE
February 2014 - November 2025 (11 years and 9 months)
Saint-Marcellin, France
12 years at the heart of the strategic management of local businesses.

Main Responsibilities:

• Analysis and structuring of complex financing files
• Strategic interpretation of business models
• Risk assessment and economic viability
• Support for executives in their financial decisions
• Formalization of arguments for internal validation (credit committee)
• Optimization of professional client portfolios
• Activity steering and team coordination

What it brought me:

✔ Global business vision
✔ Ability to structure strategic information
✔ Fine understanding of profitability levers
✔ Analytical rigor
✔ Structured decision-making
Sales Excellence Treasury Strategic Analysis Content Writing Process Optimization

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BTS Negotiation and Client Relations, Business and Management
Lycée Louis Bertrand
2013
BTS Négociation et relation client, Commerce et gestion
null
CFPB

Julie Sozzi

B2B Client Account Management | Invoicing & Collections

About Julie

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