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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.
- Strategic Planning
- Sales solutions / Closer
- Leadership
- Client meetings
- Persuasive communication expertise
- Excellent communication skills
- Customer Service
- CRM expertise
- Business development
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- Sales force training
- Data analytics
- On Boarding & Under Writing
- Strategic Analysis
- Inventory management
- Organizational skills
- Problem-solving
- Management
- Cross-functional collaboration
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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.
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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