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Skills

  • Client follow-up system implementation
  • Problem resolution
  • Market research
  • Account servicing
  • Client portfolio expansion
  • Process improvement
  • Client follow-up systems
  • Product promotions
  • Retention strategies
  • Lead prospecting

Work Experiences

  • Communicated with customers, management, and the sales team to better understand their needs and make recommendations.
  • Addressed inquiries regarding Adobe Creative Suite.
  • Schedule appointments with potential and current customers to promote new products and services.
  • Interacted with difficult accounts, assisting in the development of long-term relationships and increasing revenue opportunities.
  • Acquired 12 new customers, resulting in 2% revenue for the team.
  • Collaborated with marketing and sales teams to develop cross-promotions, increasing upsell opportunities by 79%.
  • Consistently met customer expectations.
  • Provided training to customers' employees and demonstrated how to use and maintain products.
  • Achieved client satisfaction throughout 2019.
  • Increased the team's revenue by over $3 in sales.

Summaries

  • Detail-oriented with a knack for streamlining sales processes to boost profits.
  • Achieved a 24% improvement in product sales forecasting.
  • Accomplished in managing complex account portfolios, delivering consistent customer satisfaction improvements while handling accounts valued at $11 over three years.
  • Proactive Customer Account Coordinator with 8 years of experience perceiving and addressing customers' needs to generate sales.
  • Exceptional sales performer with a track record of exceeding sales targets.
  • Dedicated Sales Representative with a track record of identifying prospects and converting them into customers.
  • Spanish is a bilingual individual who is fluent in both languages.
  • With a background in marketing and sales of 7 products by informing customers of product benefits, project management and client relations, enthusiastic sales expert with a background in marketing and sales of 15 products by informing customers of product benefits, vendor management and workflow optimization.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Strengths in data analysis and risk assessment backed up by Miscellaneous training.

Accomplishments

  • Led efforts in resolving customer complaints, resulting in a 58% reduction in unresolved cases within the first 6 months.
  • Recognized with Top Performer for consistently achieving a customer retention rate of 52% and exceeding new account acquisition targets by 17%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Developed comprehensive reports for senior management on key customer trends and success metrics, providing actionable insights to drive company growth.
  • Documented and resolved procedure which led to program.
  • Collaborated with team of 7 in the development of initiative.
  • Transitioned manual systems to category, increasing reporting accuracy and reducing data entry errors by 25%.
  • Collaborated closely with the Accounts Receivable department to proactively address billing discrepancies, reducing disputes by 64% over a several months period.
  • Demonstrated advanced usage of framework to manage sales pipeline and track client engagement, leading to a 55% increase in client relationships.
  • Reduced account churn by 20% through direct client engagement strategies and regular status meetings after subscribing to Asana.

Affiliations

  • Customer Success Network
  • Zendesk User Group Network (ZUGN)
  • Customer Service Benchmarking Council (CSBC)
  • American Medical Informatics Association
  • Rotary International
  • Society of Consumer Affairs Professionals (SOCAP)
  • Lions Club
  • Professional Association for Customer Engagement (PACE)
  • Customer Service Institute of America (CSIA)
  • Customer Relations and Management Society (CRMS)

Certifications

  • ServSafe
  • HubSpot CRM Certification - HubSpot Academy
  • CompTIA A+ Technician
  • Certified Customer Success Manager (CCSM) Level 1 - SuccessCOACHING
  • Certified Public Accountant
  • Project Management Professional (PMP) - Project Management Institute
  • Microsoft Certified Systems Engineer (MCSE)
  • Salesforce
  • Certified Business Analysis Professional (CBAP)
  • Certified Sales & Customer Service Specialist (CSCSS) – Harbor & Co.

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