Geoffrey Fox
Dallas,USA
Summary
Dynamic professional with a decade of experience in customer service and account management. Strong track record in fostering client relationships and enhancing customer satisfaction. Skilled in utilizing CRM and ERP systems, including Salesforce, Oracle, and SAP. Proven ability to thrive in high-pressure settings while meeting and surpassing performance goals.
Overview
21
21
years of professional experience
Work History
Strategic Account Manager
Randstad
Irving, TX, USA
09.2023 - Current
- Established collaborative relationships with internal and external stakeholders, enhancing cross-functional communication.
- Resolved complex customer issues while driving innovative solutions in dynamic 340B environment.
- Obtained and maintained 340B Apexus Certified Expert certification to ensure compliance and expertise.
- Acted as primary point of contact for all customer inquiries, facilitating timely responses.
- Tracked requests, new setups, order verifications, and terminations to ensure accurate processing.
- Demonstrated extensive knowledge of healthcare, 340B programs, and retail pharmacy communications.
- Utilized SAP, Salesforce, STAR PBM management software, and Excel spreadsheets for effective data management.
Senior Processing Specialist
Goldman Sachs
Richardson, TX
07.2021 - 09.2023
- Processed Accounts Payable transactions, including correcting mislabeled invoices and processing electronic transfers.
- Executed Accounts Receivable functions by entering receipts and applying customer payments promptly.
- Facilitated collections while managing ACH and wire transfer requests for high-value accounts.
- Employed SAP and Salesforce for effective data management and processing accuracy.
- Trained in Lean Six Sigma Yellow and Greenbelt methodologies to improve process efficiency.
- Engaged with customers using Amazon Connect and various CRM platforms for enhanced service delivery.
- Completed rigorous business courses through Harvard Business University, focusing on communication skills and leadership.
- Obtained Lean Six Sigma Greenbelt certification through Genome Training, reinforcing process improvement expertise.
Commercial Lines Senior Account Manager
Ambit/Vistra Energy
Dallas, TX, USA
07.2014 - 03.2021
- Assisted consultants with business development, implementation of new business accounts, and customer onboarding.
- Resolved customer issues through exceptional service, including billing inquiries and charge reconciliations.
- Processed follow-up calls and managed escalated queues for effective client resolution.
- Handled move requests, changes of ownership, and adjustments in property types accurately.
- Provided training as Subject Matter Expert on rules and regulations of the company.
- Managed customer accounts using CRM databases to facilitate interdepartmental communications.
Senior Hospital Liaison III
McKesson Pharmaceutical
Southlake, TX, USA
09.2004 - 08.2012
- Delivered medical supplies to significant retail and healthcare facilities, including VA hospitals.
- Assisted retail pharmacies with inventory and database management via Telxon/Mobile Manager.
- Addressed customer concerns involving shipping discrepancies and pricing adjustments.
- Worked alongside field sales associates to coordinate special orders and quotations.
- Ensured efficient order processing by liaising with warehouse teams and clients.
- Managed order entry while referencing prior orders for current pricing accuracy.
- Trained in SAP CRM to improve operational efficiency and data management.
Education
Associate of Applied Science - Business Management
Tarrant County College
Ft Worth, TXSkills
- Salesforce and Oracle CRM expertise
- SAP ERP proficiency
- Microsoft Office applications mastery
- Strong verbal and written communication
- Customer support and problem-solving
- Account management and relationship building
- Data entry and analysis skills
- Lean Six Sigma (Yellow and Greenbelt)
- Project coordination abilities
- Adaptability and teamwork
Accomplishments
Perfect Attendance 5 years straight
I was recognized by my peers, upper management and my customers as being a top 3% performer in all combined CSAT and Quality scores as well as required call center statistics across three call centers at my previous job.
I was awarded a yearly Diamond award for excellence in providing exemplary customer service for five years straight.
Timeline
Strategic Account Manager
Randstad
09.2023 - Current
Senior Processing Specialist
Goldman Sachs
07.2021 - 09.2023
Commercial Lines Senior Account Manager
Ambit/Vistra Energy
07.2014 - 03.2021
Senior Hospital Liaison III
McKesson Pharmaceutical
09.2004 - 08.2012
Associate of Applied Science - Business Management
Tarrant County College