Bernadette Walton
Fort Meyers,FL
Summary
Accomplished Lead Customer Onboarding Specialist at United Site Services, adept in process improvements and customer service, significantly reduced onboarding time. Skilled in Salesforce and leadership, my cross-functional collaboration and innovative program development have driven enhanced customer satisfaction and operational efficiency.
Overview
19
19
years of professional experience
Work History
Lead Customer Onboarding Specialist
United Site Services
01.2022 - Current
- Research, verify, and evaluate customers' creditworthiness and risk
- Set up and maintain processes for all account approvals
- Interact cross-functionally with multiple departments while supporting the Account Resolution department
- Developed a comprehensive customer onboarding program that resulted in a drop in customer onboarding time
Coordinator, Sales & Service
Florida Detroit Diesel Allison
01.2015 - 01.2022
- Leveraged strong multitasking skills to manage customer service, data entry, invoicing, inventory control, merchandising, returns processing, and purchasing
- Monitored customer feedback and identified trends that led to the development of new products and services
- Collaborated with cross-functional teams to ensure customer inquiries are addressed in a timely fashion
- Utilized data analysis to identify trends and develop insights on customer preferences and behaviors, resulting in improved customer targeting
Office Manager
AFMDA
01.2006 - 01.2015
- Developed and implemented administrative policies to ensure compliance with company regulations and procedures
- Developed a system to track and monitor employee performance, resulting in improved productivity
- Created a budgeting system that tracked expenses, resulting in a reduction in operating costs
- Coordinated office activities and implemented a scheduling system that reduced wait times
Education
Associates Degree - Liberal Arts
Skills
- Leadership
- Adaptability
- Ability to Work Under Pressure
- Ability to Work in a Team
- Navision
- Salesforce
- Microsoft Office
- Data Entry
- Management
- Microsoft Excel
- Bookkeeping
- Multitasking
- Process Improvements
- Planning
- Event Planning
- Project Management
- Accounting
- Operations
- Inventory Control
- Sales
- Accounts Payable
- Office Management
- Customer Satisfaction
- Records Management
- QuickBooks (Accounting Software)
- Merchandising
- Accounts Receivable
- Leverage
- Customer Service
Timeline
Lead Customer Onboarding Specialist
United Site Services
01.2022 - Current
Coordinator, Sales & Service
Florida Detroit Diesel Allison
01.2015 - 01.2022
Office Manager
AFMDA
01.2006 - 01.2015
Associates Degree - Liberal Arts
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