Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cara Lee

Sherwood,OR

Summary

Dedicated Account Manager with over 13 years of experience successfully handling high account volumes while maintaining great client and colleague relationships.

Overview

16
16
years of professional experience

Work History

Account Manager

Grand + Benedicts
02.2018 - Current
  • Work closely with Business Development to help develop opportunities from concept development and bid/proposal through production and distribution of custom retail fixtures.
  • Acts as the central point of contact between Sales Persons, Purchasing Agents, Accounting Staff and Clients to advise on project status and resolve any issues as they arise.
  • Directs and performs all functions required to execute programs and projects on time and within the scope of work.
  • Maintain positive and productive relationships with weekly conference calls and location visits during installs.
  • Manage inventory levels with weekly reports.
  • Process large rollouts and work closely with our warehouse and logistics team to ensure orders are processed and shipped on schedule.
  • Secure long-term accounts by identifying client needs, providing recommendations and delivering product on time.
  • Work closely with General Contractors on delivery schedules and requirements for new stores, relocations and remodels.

Project Manager

Johnson Barrow
11.2020 - 07.2021
  • Successfully managed multiple commercial HVAC projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Provided detailed project status updates to clients and Sales Engineers.
  • Coordinated material procurement and required services for projects within budget requirements.
  • Established effective communication among team members for enhanced collaboration and successful project completion.

Client Account Representative

Olympus Controls
07.2010 - 02.2018
  • Worked closely with Engineering and Sales to manage a $7 million territory in which we provide robotics and automation solutions.
  • Processed all customer requests which included, but not limited to order processing, expedites, returns and repairs. I handled all customer transactions from the time the order is placed to the time it was invoiced.
  • Managed customer accounts and orders in ERP and Management Systems.
  • Provided pricing and availability
  • Accounts receivable, Invoicing and collections.
  • Shipping and Receiving. Familiar with most freight and parcel requirements including international shipments and some hazmat training.
  • Purchasing and inventory management.
  • Processed Credit Applications for new accounts and managed tax certifications via Avalara.
  • POS Reporting
  • Multiline phone system

Insurance Producer

State Farm Insurance - Gregg Hottman Agency
10.2008 - 01.2010
  • Obtained Insurance license to quote and sell insurance policies.
  • Provided policy quotations to new and existing customers.
  • Processed all policy updates or changes.
  • Filed and managed insurance claims.
  • Handled phones and other miscellaneous administration duties.

Education

Some College (No Degree) - Business

Clackamas Community College
Oregon City, OR

High School Diploma -

Rex Putnam High School
2006

Skills

  • Account Management
  • Issue Resolution
  • Customer Relationships
  • Order Processing
  • ERP Systems
  • Project Management
  • Strategic Planning
  • CRM proficiency

Timeline

Project Manager

Johnson Barrow
11.2020 - 07.2021

Account Manager

Grand + Benedicts
02.2018 - Current

Client Account Representative

Olympus Controls
07.2010 - 02.2018

Insurance Producer

State Farm Insurance - Gregg Hottman Agency
10.2008 - 01.2010

Some College (No Degree) - Business

Clackamas Community College

High School Diploma -

Rex Putnam High School

Similar Profiles

CREATE PROFILE
Cara Lee