Claims, Deductions & Revenue Recovery Support by Marjory LiftonClaims, Deductions & Revenue Recovery Support by Marjory Lifton

Claims, Deductions & Revenue Recovery Support

Claims, Deductions & Financial Record Management

At Advantage Solutions, I supported administrative workflows across a large portfolio of consumer packaged goods brands and major retail networks. The work centered on organizing high-volume deduction activity, connecting documentation across systems, and helping claims move through review before contractual dispute windows closed.

The operational challenge

High-volume deduction inflows Retailers deducted funds from invoice payments for short shipments, pricing discrepancies, damaged inventory, and unverified promotional compliance.
Fragmented documentation Client systems and manual spreadsheet logs made it difficult to cross-reference retail claims with contract terms and proof-of-performance data.
Revenue leakage risk Claims that were unresolved or moved slowly could expire past contractual dispute windows, resulting in write-offs for client brands.

My contribution

Managed claims, deductions, documentation, and account records across competing client priorities
Maintained organized records and reporting to support claim review and follow-up
Used Microsoft Office and proprietary business systems to track details across high-volume workflows
Worked remotely while meeting deadlines and service expectations
This case study reflects administrative and financial record-management support in a large-scale CPG and retail environment.

0 likes · 1 view · Oct 2, 2026

Claims and deduction support for CPG brands and retail account operations.