Chan All Mon
San Diego,CA
Summary
Experienced with managing client relationships and ensuring high levels of customer satisfaction. Utilizes team leadership and problem-solving skills to address client needs and improve service delivery. Track record of implementing customer-focused strategies and fostering collaborative environments.
Overview
13
13
years of professional experience
Work History
Client Service Manager
Elbow Grease Marine
San Diego, CA
01.2025 - Current
- Developed client relationships through effective communication and proactive service strategies.
- Oversaw customer inquiries, ensuring timely resolution and satisfaction across diverse client needs.
- Implemented feedback loops to refine service delivery based on client insights and expectations.
- Collaborated with cross-functional teams to enhance operational efficiencies and streamline processes.
- Managed project timelines and deliverables, aligning resources with client priorities for optimal outcomes.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
- Assisted in organizing and overseeing assignments to drive operational excellence.
Patient Care Coordinator/Sales Manager
Cryo Sculpting Lab
San Diego, CA
05.2024 - 12.2024
- Received/solved patient inquiries or complaints
- Coordinated patient schedules and appointments for optimal clinic efficiency.
- Managed patient communication to ensure clear understanding of procedures and expectations.
- Assisted in developing workflow processes for improved patient experience.
- Collaborated with medical staff to streamline treatment protocols and enhance service delivery.
- Trained new staff on patient care standards and operational procedures.
- Led initiatives to gather patient feedback, driving continuous improvement in services offered.
- Managed sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy at all times.
- Provided exceptional customer service by addressing concerns, answering questions, and ensuring patient satisfaction with their care experience at the clinic.
- Trained new staff members on office procedures and protocols, ensuring consistency in patient care delivery.
- Delivered excellent patient experiences and direct care.
- Counselled patients on potential financial liabilities and payment requirements.
- Answered incoming calls, scheduled appointments and filed medical records.
- Trained new staff on filing, phone etiquette and other office duties.
- Completed registration procedures for patients and expertly inputting information in Vagaro.
- Developed treatment plans based on individualized assessment of each patient's needs.
- Educated patients on proper nutrition guidelines to promote healthy lifestyle habits.
- Managed patient appointments, ensuring efficient scheduling and rescheduling as necessary.
- Processed patient intake information and updated medical records prior to treatment.
- Scheduled appointments for patients and coordinated follow-up visits as needed.
- Developed and implemented patient care policies and procedures to improve service quality.
- Operated a variety of machinery and tools safely and efficiently.
- Managed inventory and supplies to ensure materials were available when needed.
- Conducted Phone/In person consultations.
Sales Manager
South Coast MedSpa
San Diego, CA
05.2023 - 11.2023
- Opened/closed office, initiated sales process by scheduling appointments with warm/internet/marketing mailer leads and incoming calls, conducted initial phone/in person consultations, described South Coast MedSpa's treatments professionally and with an expert knowledge base.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Followed an hourly calendar to optimize sales potential with new/existing patients.
- Sent payment/financing links and created sales contracts, which were sent via text/email and in person.
- Implemented changes in scheduling to make sure patients are a priority, clinicians weren't double booked, allowing enough time for.
- exceptional patient experience, and made sure the office ran efficiently and effortlessly.
- Expanded sales in existing accounts by introducing new products and services.
- Managed a team of Patient Care Coordinators and Nurses, confirmed the schedule is running smoothly, verified consults and appointments
- Managed front desk duties, such as checking patients in/out while ensuring a positive and warm experience and maintained a clean and professional clinic.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
Funding Specialist (Sales)
National Funding
San Diego, CA
09.2022 - 05.2023
- Initiated the sales process by contacting hot leads from Lending Tree and other lead aggregators.
- Built rapport with potential customers to overcome objections, answered questions and pinpointed the need of each individual business.
- Equally focused on expanding sales with existing customers by introducing new financial products and services to help boost revenue.
- Analyzed funding applications to ensure compliance with organizational policies.
- Developed and maintained strong relationships with clients to facilitate funding processes.
- Extensive knowledge of SBA loans vs. Short-term working capital and equipment financing.
- Created opportunities by building a strong relationship with new/past customers.
- Influenced customer decision by creating pros/cons of taking out an alternative loan.
- Provided strategic guidance on funding options, enhancing client understanding and satisfaction.
- Served as primary point person responsible for communicating updates pertaining matters related directly towards overall progress being made within specific context ensuring that each respective project remained on track to meet established deadlines.
- Analyze business bank statements and insure customers weren't over leveraging their current financial situation..
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
- Balanced a busy daily schedule, including making outbound calls, taking incoming mailer calls/hot transfers while submitting loan applications to underwriting for approvals.
Patient Care Coordinator/Treatment Specialist
LaserAway
San Diego, CA
08.2018 - 09.2022
- Initiated the sales process by scheduling appointments with warm leads to conduct initial consultations to sell the features and benefits of laser hair removal and non-surgical cosmetic services.
- Collaborated with medical staff to streamline treatment protocols and enhance service delivery.
- Managed sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy at all times.
- Built rapport with potential patients to overcome objections, close sales and proceed to financing and contracts phase.
- Equally focus on expanding sales with existing account clients by introducing new products and services to boost retention, upselling using knowledge of treatments and procedures available.
- Adapted a tailored approach to engage with multiple personalities and consistently met daily and monthly sales targets, often exceeding expectations.
- Influenced client decision making to win new business opportunities following a strategic close-in-one-call approach and complex telephone sales process.
- Created upselling and cross-selling opportunities by building strong sales relationships with current patients and consulting with new patients.
- Maximized internal database to reconnect with previously non-purchasing patients and conduct on-the-spot sales consultations to secure treatment bookings.
- Balanced a busy diary and schedule, involving appointment making across 113 clinic locations and following up to maintain a strong pipeline of business.
- Delivered personalized treatment plans to enhance patient outcomes and satisfaction.
- Coordinated patient schedules and appointments for optimal clinic efficiency.
- Managed patient communication to ensure clear understanding of procedures.
Senior Loan Advisor/Team Lead (self-employed)
Student Loans of America
San Diego, CA
01.2016 - 01.2019
- Initially built professional knowledge of products and services to conduct outbound sales calls to prospective clients, focused on selling the features and benefits
- Adapted to receive inbound calls transferred from the call center to ease demand during busy onboarding periods
- Captured information and documentation to forward to processing team to verify and proceed with loan applications, prior to collecting and scheduling fees
- Built professional knowledge of loans available, combined with using a relatable, personable communications approach to onboard new students
- Supported clients experiencing payment issues through loan forgiveness programs, lower monthly payments or consolidation of federal student loans
- Subsequently navigated clients out of the collections area by collaborating with legal attorney team to create private student loan discharge programs
- Empowered a team of loan advisors to reach maximum potential through motivational leadership, knowledge sharing and development opportunities
Student Loan Consultant/Inside Sales Representative
Student Loan Assistance Inc
San Diego, CA
03.2013 - 12.2015
- Proactively conducted outbound calls to engage with potential clients and received inbound enquiries to convert into sales, operating from a remote home office environment
- Collated information to produce documentation required to submit loan applications to partner financial institutions for decision making
- Built strong rapport and relationships with clients throughout the application process to update on progress, prior to collecting and processing associated fees
- Simplified the payment process for clients through consolidation of federal student loans, lower monthly payments, and enrollment on loan forgiveness programs
Education
Liberal Studies
California State University, Fresno
Fresno, CASkills
- Excellent communication
- Multitasking Abilities
- Managing operations and efficiency
- Customer relationship management
- Negotiation and conflict resolution
- Payment arrangements & negotiation
- Professional and courteous
- Organizational standards
- Relationship building
- Time management
- Scheduling and coordinating
- Attention to detail
Timeline
Client Service Manager
Elbow Grease Marine
01.2025 - Current
Patient Care Coordinator/Sales Manager
Cryo Sculpting Lab
05.2024 - 12.2024
Sales Manager
South Coast MedSpa
05.2023 - 11.2023
Funding Specialist (Sales)
National Funding
09.2022 - 05.2023
Patient Care Coordinator/Treatment Specialist
LaserAway
08.2018 - 09.2022
Senior Loan Advisor/Team Lead (self-employed)
Student Loans of America
01.2016 - 01.2019
Student Loan Consultant/Inside Sales Representative
Student Loan Assistance Inc
03.2013 - 12.2015
Liberal Studies
California State University, Fresno