Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Generic

Elisabeth Morton

San Jose,CA

Summary

Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.

Overview

20
20
years of professional experience

Work History

Customer Service Representative

LeanTeq LLC
02.2023 - 05.2023
  • During my employment at LeanTeq, LLC (semiconductor clean room/manufacturing), I mainly provided email communication and support to customers during the manufacturing process
  • The email duties included providing or receiving logistics information, advising or scheduling project completion and pickup dates, and issuing customers the needed material reports to certify the manufacturing process
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Updated account information to maintain customer records.
  • Responded to customer requests for products, services, and company information.
  • Processed customer service orders promptly to increase customer satisfaction.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Delivered prompt service to prioritize customer needs.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • I reconciled and matched the customer purchase orders to existing quotes, verified correct pricing, and supplied accounting for invoicing
  • Tracked customer's pending material via Excel spreadsheets and updated the quotes in an Excel-based price list.

Inside Sales Rep., Customer Service

Keri Systems Inc.
12.2011 - 12.2022
  • Boosted customer satisfaction by addressing and resolving inquiries promptly and professionally.
  • Established strong relationships with clients through consistent follow-ups, ensuring repeat business.
  • Collaborated with team members to develop innovative sales strategies, increasing overall performance.
  • Streamlined internal processes for improved efficiency in order processing and documentation.
  • Enhanced customer retention rates by providing exceptional service and support throughout the sales cycle.
  • Participated in ongoing training sessions to stay up-to-date on industry trends, product offerings, and sales techniques.
  • Provided expert advice on product features and benefits during client consultations, driving informed decision-making processes.
  • Managed a high volume of inbound calls daily, maintaining professionalism under pressure while achieving performance goals.
  • Handled escalated customer issues or concerns effectively resulting in satisfactory resolutions.
  • Utilized CRM systems efficiently for tracking leads, managing contact information, reporting progress updates.
  • Handled sales paperwork and payments with high degree of accuracy to minimize recordkeeping errors.
  • Answered in-depth questions about company offerings, service policies and benefits of each plan.

AR Clerk

JDR Microdevices, Inc.
10.2003 - 10.2011
  • Streamlined AR processes by implementing automation tools and reducing manual tasks.
  • Improved cash flow for the company by efficiently managing accounts receivable collections.
  • Reduced outstanding invoices by maintaining regular follow-ups with clients.
  • Negotiated payment terms with delinquent customers, securing successful debt recovery while preserving business relationships.
  • Worked closely with sales representatives to address pricing discrepancies or other invoice-related issues proactively.
  • Prepared aging reports regularly to identify potential collection risks and prioritize collection efforts accordingly.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Monitored accounts to verify compliance with payment terms and schedules.
  • Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
  • Enhanced customer relations through timely resolution of billing disputes and inquiries.
  • Utilized accounting software to track, monitor, and analyze outstanding accounts receivable balances.

AP Clerk

JDR Microdevices, Inc.
10.2003 - 09.2011
  • Increased efficiency by streamlining accounts payable processes and implementing new software tools.
  • Managed vendor relationships to ensure timely payments and resolve any discrepancies or issues.
  • Improved accuracy of invoice processing by diligently reviewing and verifying all documentation.
  • Entered figures using 10-key calculator to compute data quickly.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Prepared vendor invoices and processed incoming payments.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Matched purchase orders with invoices and recorded necessary information.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Facilitated communication between departments regarding invoicing issues, seeking resolutions that benefit both parties involved.

Education

High School Diploma -

Cambrian Community High School-Central Independent Studies High School Program

Skills

  • Product Knowledge
  • Data Collection
  • Complaint Resolution
  • Call Management
  • Data Entry
  • Report Generation
  • Paperwork Processing
  • Information Security
  • Warehousing Functions
  • Active Listening
  • Problem-Solving Abilities
  • Zoho CRM System Proficiency

Accomplishments

  • Product Promotion - Up-sold products and motivated customers to upgrade current product plans at Keri Systems.
  • Collaborated with team of 3 in the customer database development of Borealis while at Keri Systems.

Timeline

Customer Service Representative

LeanTeq LLC
02.2023 - 05.2023

Inside Sales Rep., Customer Service

Keri Systems Inc.
12.2011 - 12.2022

AR Clerk

JDR Microdevices, Inc.
10.2003 - 10.2011

AP Clerk

JDR Microdevices, Inc.
10.2003 - 09.2011

High School Diploma -

Cambrian Community High School-Central Independent Studies High School Program

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Elisabeth Morton