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Skills

  • Credit card processing
  • Strategic sales knowledge
  • Insurance policy review
  • SAP software
  • Market trend analysis
  • Key account management
  • Process improvement
  • Business operations
  • Fluent in Spanish
  • Operational improvement

Work Experiences

  • Used a POS system to itemize and total the purchases of 17 customers.
  • Built a solid reputation for efficiency and accuracy, earning numerous referrals from happy customers.
  • Contributed to $12 in annual store sales per 18 months.
  • Helped with pharmaceutical preparation, distribution, and storage.
  • Shared best practices for sales and customer service with other team members to help improve the store's efficiency.
  • Handled all customer complaints professionally, putting customer satisfaction first.
  • Transported HubSpot to the past year customer locations.
  • Answered product questions using up-to-date sales and store promotions information.
  • Incoming calls were routed to internal personnel and departments, with the best-qualified entity responding to the callers' needs.
  • Suggested alternatives when a product was out of stock.

Summaries

  • Experienced framework leader with a track record of leading teams, gaining industry support, and collaborating with the media.
  • A customer service representative seeking a management position.
  • Team player who is also a good communicator.
  • Senior Relationship Manager with a track record of leading corporate communication strategies, increasing sales, and directing branding initiatives.
  • Senior Relationship Manager is a friendly and enthusiastic person who can consistently meet customer service satisfaction goals.
  • Customer Service Representative with 11 years of retail experience in fast-paced, team-oriented environments.
  • Sales, recruiting, and people management are among his specialties.
  • Determined Senior Relationship Manager with cross-functional collaboration and process improvement experience.
  • Sales, customer service, and inventory management are all areas of expertise.
  • 17 years of experience in progressive roles of accountability and leadership as a talented Customer Service professional.

Accomplishments

  • Drove engagement with VIP clients through specialized support, leading to a 19% increase in customer retention year-over-year.
  • Secured $9 in new business by leveraging a strategic partnership with a key industry influencer in 18 months.
  • Identified opportunities for cross-selling, generating $7 in incremental revenue in one year.
  • Telephone Service: Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
  • Documented and resolved method which led to procedure.
  • Process Met and exceeded quotas generating 7+ calls per day on leads for software maintenance renewals. Served as communication link between engineering consultants, MIS management and staff.
  • Proactively grew client base by 73% in Banking and Financial Services, through personalized outreach and referral program implementation.
  • Maintained a 46% client retention rate by regularly communicating performance metrics and understanding client pain points.
  • Established KPIs and reporting systems that enabled weekly tracking of client health, leading to a 34% decrease in client escalations.
  • Cashier: Achieved highest Number of new credit accounts opened within one-month period.

Affiliations

  • Strategic Account Management Association (SAMA)
  • Business Relationship Management Institute (BRMI)
  • American Marketing Association
  • National Customer Service Association (NCSA)
  • International Association of Administrative Professionals
  • Toastmasters
  • Global Credit Risk Institute (GCRI)
  • Financial Services Institute (FSI)
  • Freemason
  • Jaycees

Certifications

  • Association for Project Management (APM)
  • Certified Sales Leadership Professional (CSLP) – Sales Management Association
  • Client Success Management Certification – framework
  • Certified Professional Sales Leader (CPSL) – Vantage
  • Certified Business Analysis Professional (CBAP)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Certified Business Development Executive (CBDE) – Cedar Works
  • Certified in Risk and Information Systems Control (CRISC) - ISACA
  • Professional Certificate in Sales Optimization – Lakeside Partners
  • Advanced Certificate in Business Accounting

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