Summary
Overview
Work History
Education
Skills
Timeline
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Danielle Montgomery

Buffalo

Summary

Highly organized administrative and client services professional with 5+ years in admin support, customer service, social media, bookkeeping, and event coordination—plus 2 years in the legal field. Tech-savvy and adaptable, skilled in tools like QuickBooks, Canva, Clipchamp, Shopify, BigCommerce, Klaviyo, and Omnisend, with a proven track record managing daily operations and executive support. Exceptional multitasker with strong communication, project management abilities, and a proactive, positive attitude in fast-paced environments.

Overview

14
14
years of professional experience

Work History

Customer Service Representative

Alexandria Professional LLC
11.2020 - Current
  • Served as front-facing contact for clients and global social media inquiries using real-time translation tools.
  • Managed administrative tasks: email handling, mail distribution, bank deposits, and check processing.
  • Handled QuickBooks functions, invoicing, and vendor/customer setup.
  • Created marketing content via Canva, Clipchamp, Klaviyo, and Omnisend; maintained Shopify and BigCommerce platforms.
  • Planned promotional events, supported private label contracts, and ran Instagram to boost brand visibility.

Legal Assistant

Gross Polowy LLC
04.2018 - 04.2020
  • Drafted & filed pleadings, motions, affidavits, and trial exhibits across Supreme, Appellate, and Federal courts.
  • Managed case files, tracked deadlines, and ensured timely submissions to courts and opposing counsel.
  • Communicated with clients regularly to collect case information and maintain transparency.
  • Conducted legal research, proofread documents, and prepared trial materials.

Cashier

Wegmans Food Supermarkets Inc.
10.2017 - 05.2018
  • Processed 50–100 transactions per shift (cash, credit, checks) with 100% accuracy.
  • Resolved transaction issues and expedited checkout flow alongside team support.
  • Promoted loyalty program sign-ups and assisted customers with locating items, boosting satisfaction.
  • Verified IDs for alcohol/tobacco purchases, ensuring regulatory compliance.
  • Restocked merchandise, handled price checks/refunds, and answered customer inquiries with friendly service.

Customer Service Representative

AAA Western New York
08.2017 - 10.2017
  • Logged & resolved 100+ customer inquiries daily using AAA systems, ensuring timely solutions and issue resolution.
  • Boosted loyalty through proactive membership promotion and benefit education, increasing renewals and upsells.
  • Handled high-volume calls in a fast-paced environment (150+ incoming/min) while maintaining composure and support quality.

Customer Care Representative

ABC Amega
03.2016 - 03.2017
  • Defused high-volume customer concerns, resolving issues efficiently and boosting satisfaction.
  • Maintained precise account records, logging all interactions and updates to support service accuracy.
  • Coordinated multi-channel support, handling billing, orders, repairs, and account queries with empathetic communication.

Sales Associate

Marshall's
10.2015 - 01.2016
  • Boosted sales through upselling strategies, product recommendations, and promotion education.
  • Maintained visual merchandising standards, organizing displays to drive customer engagement and store appeal.
  • Handled returns and exchanges professionally while assisting customers in finding suitable alternatives.

Sales Rep

Ann Taylor Loft
09.2011 - 01.2014
  • Boosted revenue by securing new clients and optimizing existing account servicing.
  • Exceeded sales targets through detailed product knowledge and relationship-building.
  • Upsold and cross-sold effectively, increasing average transaction value and customer satisfaction.

Education

Fashion Merchandising

SUNY Buffalo State
Buffalo, NY

Regents diploma - General studies

Mckinley high school
Buffalo, NY

Skills

  • Microsoft Office Suite: Advanced capabilities in Outlook, Excel, Word, and PowerPoint—including document editing and presentation design
  • Adobe Acrobat: Advanced proficiency in editing, redacting, and managing PDFs with efficiency and precision
  • Clerical & Data Entry: Highly accurate, fast-paced data entry; confident with scanning, filing (both mail and electronic), faxing and document management
  • Administrative Operations: Skilled in coordinating daily tasks, managing calendars, supporting executives, and maintaining tight project workflows

Timeline

Customer Service Representative

Alexandria Professional LLC
11.2020 - Current

Legal Assistant

Gross Polowy LLC
04.2018 - 04.2020

Cashier

Wegmans Food Supermarkets Inc.
10.2017 - 05.2018

Customer Service Representative

AAA Western New York
08.2017 - 10.2017

Customer Care Representative

ABC Amega
03.2016 - 03.2017

Sales Associate

Marshall's
10.2015 - 01.2016

Sales Rep

Ann Taylor Loft
09.2011 - 01.2014

Fashion Merchandising

SUNY Buffalo State

Regents diploma - General studies

Mckinley high school
Danielle Montgomery