Successful customer specialist with expertise in account development, team leadership and promotional planning. Diplomatic in negotiating contracts and marketing strategies to balance customer needs and business profit requirements. Media-savvy and skilled at capitalizing on dynamic market conditions.
Skills
Strategic Planning
Sales solutions / Closer
Leadership
Client meetings
Persuasive communication expertise
Excellent communication skills
Customer Service
CRM expertise
Business development
Sales force training
Data analytics
On Boarding & Under Writing
Strategic Analysis
Inventory management
Organizational skills
Problem-solving
Management
Cross-functional collaboration
Experience
Account Specialist /Inventory Manager- Contract, 01/2020 to Current Paypal – Conshohocken, PA,
Helping streamline company commercial processes, building stronger customer relationships, improving customer service levels, increasing speed to market for faster organic growth and improving customer satisfaction.
Secure over one hundred thousand dollars worth of new business by timely completing new customer on-boarding accounts weekly. Expediting setup within different systems during customer on-boarding.
Collects customer data and supporting documents for submission through SalesForce, Run My Process and Microsoft AX for Credit under writing approval and template set ups.
Collaborates with commercial teams on customer pricing and order management and sustaining meaningful and long-term account relations.
Streamlines operational efficiencies by supervising inventory cycle counting processes, including accounting and reporting of surplus, product returns and damages.
Generates customer customs documentation to export thousands of tons of minerals via rail and ground
transport throughout North America & Canada.
Utilizes tracking systems and reports to track cargo on its route.
Reduces process lags by efficiently monitoring all inventory receipts, accurately & promptly processing all purchase orders and changes.
Develops reports for customers and leadership compiling data and insights into inventory, trends and sales.
Maintains meticulous records to track adjustments, pallet audits and errors.
Document's and enters customer complaints immediately, collaborates with the commercial team to escalate, remedy and formulate solutions to maintain customer satisfaction & retention.
Save's costs by carefully verifying PO's and coordinating inventory requirements and vendor procurement details to mitigate financial discrepancies.
Manages 100's of mineral Sample's to ensure timely arrival for customer trial production start date.
Monitors sample trial progress and presents status to leaders to evaluate any immediate revenue opportunities.
Client Solutions Inventory Manager, 05/2018 to 01/2020 Cox Automotive – City, STATE,
Team lead - cross functional projects for new sales & marketing campaigns for Cox Automotive and Inventory solution support for assigned & open territories.
Conducted research to determine top dealers & prospective clients & continually cultivated sales pipeline.
Organized successful sales call campaigns for all Manheim auctions and online platforms.
Managed client accounts and developed solutions targeted to individual customers.
Provided excellent service and attention to customers when face-to-face, email or through phone conversations.
Answered & Initiated 25-50 calls per day to assist with dealer questions and concerns in assigned book of business.
Leveraged SalesForce & other CRM tools to input, compile and manage customer data.
Assessed monthly reports to review dealer activity and identify opportunities.
Exceeded customer satisfaction by finding creative solutions to problems.
Collaborated with others to discuss new Sales Campaign opportunities.
Motivated and encouraged team members to communicate more openly and constructively with each other.
Kept team on track by assigning and supervising their activities and giving constructive feedback.
Demonstrated self-reliance by meeting and exceeding workflow needs.
Conducted reviews of client relationships & collaborated with others to develop Sales marketing strategy to launch Manheim Express digital buying platform.
Assessed improvement and opportunity strategies and formulated client engagement plans.
Handled all delegated tasks, including creating agendas and communication materials for team meetings.
Performed post auction sales evaluations, customer surveys and team audits and communicated sales support results to management.
Recognized by management for providing exceptional customer service and growing my book of business by 25% within a 6 month period.
Client Partner Relationship Manager, 07/2015 to 05/2018 Vantage Card Services Inc – City, STATE,
Client partner relationship manager of a billion dollar merchant portfolio.
Established new and maintained existing client relationships by cultivating open and positive dialogue, delivered high-quality service and followed up after sales close.
Maintained long-term, profitable relationships with clients through problem solving, issue resolution and recommendation of new products and services.
Met with clients to ascertain needs and develop plans which address current and long-term goals.
Determined cross-selling or up-selling opportunities and provided Sales team with insight to facilitate increased or new business.
Possessed impeccable relationship management skills, took the lead on solving issues, drove maximum value/ success to existing clients.
Negotiating contracts; managing sponsor bank and processor relationships.
Maintaining current merchant data in accordance with company and industry compliance policies.
Conducting business reviews to ensure clients are satisfied with their processing solutions and services.
Researching current industry trends and presentation of findings during our monthly team meetings.
Working alongside and collaborating with a team of over 30+ people including support, inside and outside sales operators Collaborating with our agent bank and a network of internet properties to research merchant account inquiries.
Drafted monthly summaries to review level of client participation and identify targets for follow-up calls.
Daily critical analysis of no volume accounts and following up with sales reps for coaching and customer retention purposes.
Improved client relationships and education, exceeding annual revenue expectations by 30%.
Customer Success Manager, 06/2010 to 05/2013 Bank Of America – City, STATE,
Top rated performer with highest sign up volume Q1 & Q2 2013 CRE and Credit promotion product.
Used strategic and tactical approaches to improve banking center referral goals and customer satisfaction at 100%.
Scheduled appointments to meet customer needs and resolve key concerns.
Boosted customer satisfaction by working with regional leaders, branch managers and associates to address and resolve concerns.
Negotiated tender and contract terms to meet both client and company needs.
Accurately processed checking and savings deposits in amounts up to $50,000 + daily.
Examined checks deposited and determined proper funds availability based on regulatory requirements and completed hold notices.
Trained and mentored new team members to promote productivity, accuracy and friendly customer service.
Performed daily validation of 10 financial clerk’s work to ensuring accuracy and consistency across financial transactions.
Answered customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure regulatory requirements, and consumer privacy policies.
Generated $100,000 in revenue by promoting banking services & products in up-sell opportunities to clients.
Prepared documentation, reports and logs to identify and manage sales metrics and support process driven activities.
Education and Training
Introduction To Lean Six Sigma Certification : , Expected in 2018 RAD Learning Associates - Atlanta, GA, GPA:
Bachelor of Business Administration: Finance, Expected in 2013 Kennesaw State University - Kennesaw, GA GPA:
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