CRM (Sugar, Goldmine)
Knowledgeable and dedicated customer service professional with extensive experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Specialize in quality, speed and process optimization. Develops strategies, provides training, sets goals, and obtains team feedback. Excellent interpersonal and communication skills. Motivated to maintain customer satisfaction and contribute to company success.
· Business Strategy –
o Prepared detailed reports on updates to project specifications, progress, identified conflicts.
o Tracked clients sales progress in Sugar CRM and adapted plans to maintain growth.
o Initiated cross-training program to improve inter-departmental communication and encourage a teamwork mentality.
· Process Improvement –
o Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
o Completed deviation forms and recorded findings of inspection process, collaborating with quality team members and department managers to implement procedural remedies.
o Created and collaborated in implementation and maintenance of customer complaint log.
o Wrote and maintained department work instructions to comply with quality assurance standards.
· Customer Connection –
o Enhanced industry and technical knowledge through active participation in learning and growth opportunities.
o Created pricing schedules and determined discount rates.
o Maintained positive relationships with customers to promote continued business opportunities.
· Training –
o Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
o Trained new team members by relaying information on company procedures and department culture.
o Identified and solved internal problems related to employee turnover by revamping training approaches.
· Customer Support –
o Resolved customers' issues related to online purchases, late product deliveries and billing discrepancies to encourage good customer relationships.
o Responded to high volume of incoming calls utilizing listening and communication skills to identify customer problems, needs and opportunities.
o Educated customers about billing, payment processing and support policies and procedures.
o Retained accounts by offering catered solutions to maintain account status.
· Internal Collaboration –
o Collaborated with internal team members to resolve customer concerns and deliver enhanced customer experiences.
o Documented customer interactions in internal database to maintain customer service history details and provide cross-departmental visibility of existing communication.
o Increased efficiency and productivity by revising processes to support internal customers.
· Exceeding Expectations –
o Engaged in cross-selling and up-selling activities to enhance customers' experiences and generate revenue.
o Maintained extensive knowledge of company products to recommend items aligned with customer needs.
o Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
o Collected customer feedback and made process changes to exceed customer satisfaction goals.
Complaint resolution
Daily workflow improvement
Staff education and training
Teamwork and Collaboration
Dependable and Responsible
CRM (Sugar, Goldmine)
Communication (Zoom, Microsoft Teams, Jive, Slack)
Microsoft Office
ERP (Sage, Quickbooks)
SQL Essential Training
SQL Essential Training