To obtain a position with Sutter Health that will be able to utilize my communication skills and creative problem solving abilities. To work individually and collectively to achieve the teams goals.
Overview
11
11
years of professional experience
Work History
Order To Cash
Cutera
08.2023 - 06.2024
Point of contact for sales team, reviewed to ensure that all documents were signed and compliant and documented for audit purposes
Researched accounts record on past payments and verified how sale would be funded and processed deposits ensuring terms were understood by both parties
Created quotes and sales orders, sent out invoices to both team and account to ensure payment was received in agreed time
Handled inbound inquires both phone and email about a variety of issues ranging from estore issues, system returns,records request for tax season, local reps asking for supplies and many other wild card issues requiring quick creative problem solving skills
Used both SAP and Sales force both to process sales and document for executives to be in the how of where sales were at quarter end
Worked quarter end long hours requiring us to work from 9 in the morning through 1 AM as we need to process sale for it to count towards our net profit for our report to investors.
Concierge
Cutera
08.2022 - 08.2023
Coordinated deliveries for new medical grade laser devices by ensuring Cutera was meeting all requirements set by property manager at delivery sight
Worked with Field Service Engineers to certify devices met Cutera guidelines
Worked directly with providers staff and their busy schedule to coordinate clinical training to certify staff for use of lasers compliant with local law
Coordinated issues from the field and scheduled engineer visit after troubleshooting was attempted.
Customer Care Representative
Blue Shield of California
11.2021 - 08.2022
Temporary Position during Open Enrollment for Medicare: Assisted with open enrollment procedures, ensuring a seamless experience for Medicare beneficiaries.
Carried out responsibilities similar to previous role I was employed here including addressing customer concerns, providing on-the-job training, and identifying customer needs.
Supported new hires during their onboarding process as an experience representative.
Relationship Manager
Bank Of America
08.2019 - 10.2021
Generated new business and referral clients in partnership with financial advisors and branch team
Built and maintained relationships with new and existing clients while providing high level of expertise
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
Assisted customers with needs such as opening accounts, applying for credit, updating account details, discovering and signing up for new services.
New Hire Trainer
Blue Shield of California
09.2018 - 04.2019
Directly managed, and coached the performance of up to 19 trainees by providing timely and constructive feedback during training programs
Trained new hires on company policies and procedures
Educated trainees on systems required to complete job at hand
Trained customer service etiquette to prepare new hires to handle escalated and high stress calls
Was responsible for assessing, validating, and reporting trainee competency and learning results by conducting weekly meetings to update Supervisor.
Customer Care Representative
Blue Shield of California
08.2016 - 09.2018
Able to multi task and stay calm during stressful calls
Create a pleasant experience for members calling in regarding medical benefits
Built customer loyalty by placing follow-up calls in a timely manner
Deescalated calls from upset members and providing great customer service
Recipient of multiple positive reviews acknowledging dedication to excellent customer service
Managed high call volume with tact and professionalism
Keep team updated with meeting recaps, daily stat updates and team calendars.
Head Cashier
Barnes & Noble
09.2013 - 08.2016
Addressed customer concerns promptly, demonstrating empathy and resolving issues on the spot.
Conducted on-the-job training for new hires, ensuring a smooth transition into their roles.
Utilized open-ended questions to identify customer needs effectively.
Achieved the highest number of new memberships and renewals within the store.
Recognized for exceptional performance, leading to a promotion to head cashier within just six months.