Detail-oriented professional with expertise in project coordination and customer relationship management. Skilled in managing complex workflows, ensuring timely service delivery, and addressing client needs effectively. Aiming to enhance team performance and support business growth through strategic operational initiatives.
Overview
25
25
years of professional experience
Work History
Applied Commercial Sales Support Coordinator – Post Sales
Carrier Corporation
Houston
01.2015 - Current
Helped coordinate sales for largest and top selling sales office 11 years straight
Top data entry coordinator monthly and multiple years in a row
Booked over a billion dollars over a span of 11 years
Registered all startups for new equipment orders
Maintained SAP notation of case numbers
At equipment shipment relayed startup packet to customer for completion and scheduling
Assisted in coordinating communication to complete startup service
Provided customers who purchased warranty not requiring startup with documents required to register warranty coverage
Checked Startup registration email and corrected any missing extended warranties
Maintained outstanding warranty lists for follow up until warranties are successfully registered and certificates delivered to customer
Processed warranty parts orders
Processed missing parts requests to factory and follow to delivery
Answered customer billing questions and concerns
Re-capped job billings and determined if credits are required
Processed all credit requests and concession claims to customers
Tracked and assist with customer past due AR and disputes
Cleared tax disputes
Assisted sales with Basic QP order release questions and process
Reviewed new jobs submitted for booking
Advised sales of turnback and missing required items if booking package is not complete, documented turn backs
Created Job Files in Share Point and maintained documents
Marked Sold and tracked time for approvals (Credit, GM)
Submitted tax certificates and logged for delays and turnback, monitored until process complete and SAP updated
Followed up with customer on tax certificates close to the expired date for the new certificate
Place Sales Orders as requested at time of booking
Note partial releases for follow up until everything is released to order
Monitored and cleared daily incompletion reports to ensure factory received demand and shipments are not delayed
Coordinated Order Substitutions and cancellations, and address changes
Set up new customer companies and user accounts in HVAC Partners
Ariba - Place orders for office supplies, safety gear, marketing events
Generated Open Project order reports for sales users
Monitored equipment and RCD billings
Communicated with Vendor team if Outside Purchase was needed
Uploaded initial order acknowledgments and shipping acknowledgments
Checked on RMAD from factory get fully processed and credited correctly
Manage New Vendor Setups for Sales Team
Manage any terms negotiations with internal stakeholders and vendors. (Finance, Legal, Controllership)
Manage vendor change requests, i.e. payment method, terms
Process expedited payment requests to avoid credit holds
Create all purchase orders, tracking time to release
Direct delivery of POs to Vendor
Communicate with vendors about expected ship dates and requirements
Maintain SAP purchasing backlog to reflect correct expected dates
Generate status reports on all open purchased items
Obtain invoice copies and process receipts from vendors to ensure timely billing (check no changes in sell price have been done
Maintain receipt documentation for audit within SP
Work and clear invoice exception queue for prompt vendor payment (DART).
Manage Third Party vendor modifier process (Maintain expected factory completion, modifier completion, and billing to end customer)
Work with Internal vendors to establish relationships and better process (ALC CCS, Rentals)
Produce vendor metrics for meeting commitments and billing requirements
Follow up with refrigerant vendor on cylinder return and credits. Issue credit to customers when needed
On ALC or vendor returns follow up with credits and issue credits to customer.
Create Breakout from OP-LOT lines per vendor quotations and line items
Follow up with vendor to renew subcontracts when needed
New Subcontract vetting and verification
Reconcile non-standard invoicing to SAP standard and maintain customer accounts
Delivered billing to meet customer needs, including web portal uploads or online billings
Provided point of contact for any customer questions, concerns, or needs
Ensured structure for payment and billing terms is accurate
Delivered and maintained COI as required
Delivered timely reporting of customer activities to sales
Intake jobs and ensured booking met customer specific agreements
Sales Support Specialist
Dixie Pipe
Houston
01.2013 - 01.2015
Assists top sales representative in the coordination, movement and fabrication of line pipe throughout the Permian Basin
Weekly sales estimated between 500k and 800k
Manages and expedited the procurement of freight vendors
Assisted with Order Entry, RFQ'S and Pricing for customers
Maintained the control of inventory for Odessa pipe yard and coating yards
Handled all aspects of customer service
Project Manager/Customer Relations
Gas & Oil Tubular Transport/Tubular and Oil Products Transport
Houston
01.2012 - 01.2013
Drove sales growth of company of 15k-20k per week with emphasis online pipe and OCTG customers
Coordinated projects for pipe distributors and end users that entailed 40-60 trucks per week to different job sites
Led team to complete tasks and deadlines of daily operations of company
Provided customer relationship management to distributors and end users daily to ensure the best quality service
Developed business relationships with local pipe coaters to ensure effective communication on meeting demand of end user
Made field rides to jobsites to build relationships with contractors and ensure all expectations are being met
Attended oil field conferences to stay current with industry trends
Handled invoicing of customers
Account Manager- Mid Markets
Level 3 Communications
Tulsa
01.2011 - 01.2012
Managed Northeast region of existing customer accounts with a revenue of more than 100 million dollars
Created and maintained company and client relationships to help drive revenue of the company and meet sales objectives
Presented products and solutions effectively in a consultative and technical manner to ensure customers met business objectives and needs
Interacted with all levels of the company ecosystem to ensure best practices within the organization
Inside Sales Specialist/Customer Service
Hilti USA
Tulsa
01.2009 - 01.2011
Presented company products through a consultative approach for customers throughout North America
Developed, communicated, and implemented strategic technical solutions to help customers solve their business needs
Assisted with sales, product, and logistical support for field account managers and retail sales representatives
Consistently met or exceeded company performance goals
Arena Football Team Member
Tulsa Talons Arena Football Organization
Tulsa
01.2005 - 01.2010
Devoted over 20 hours a week to football, while working a full-time job
Gained experience in presentation with team promotional and philanthropic events
Continued development of leadership and team building skills that helped team win championship
Agent
Farmers Insurance
Tulsa
01.2007 - 01.2009
Customized personal, auto, home, and life insurance policies for over 100 clients.
Met quarterly quotas of 30 auto and home policies and 4 life policies
Successfully managed existing clients and created customer intimacy leading to an 80 percent policy renewal rate
Generated new business by developing business relationships with local auto dealerships
Maintained expenses and service overhead of agency
Division I Football Team Member
Intercollegiate Athletics-The University of Tulsa
Tulsa
01.2001 - 01.2005
Devoted over 20 hours per week to athletics, while carrying a full course load
Gained valuable leadership, communication and team building experience
Education
Bachelor of Science - Business Administration -Management/Marketing
The University of Tulsa
Tulsa, OK
12-2005
Skills
Sales
Marketing
Customer Service
Customer Relationship Management
Business Development
Project Management
Operations Management
Logistics
Freight Management
Technical Support
RFQ
Pricing
Billing
Data Entry
Microsoft Office
SAP
Jira
Service Bench
HVAC Partners
Sales Force
Ariba Sales to Cash
Dart
S2K
PCS system software processes
Business communication
Presentation
Team-oriented
Learning agility
Time management
Motivation
Planning
Reliability
Responsibility
Accountability
Positive attitude
Cold calling
Driving record
Warranty registration
Invoice reconciliation
Order processing
Inventory management
Supply chain coordination
Project coordination
Vendor communication
Problem solving
Attention to detail
Team collaboration
Conflict resolution
Effective communication
Performance tracking
Contract review
Goals and performance
Pipeline management
Customer relationship management
SAP proficiency
Sales expertise
Customer order management
Complaint resolution
Professionalism
Adaptability and flexibility
Multitasking capacity
Lead generation
Problem-solving abilities
Interpersonal skills
Teamwork and collaboration
Account management
Product knowledge
Multitasking
Essential Skills
Proficient in business communication and presentation
Works and adapts well in a diverse team-oriented environment
Exhibits learning agility in a fast-paced environment
Manages time well to complete deadlines and produce efficient results
Motivated, plan driven, reliable, responsible, accountable
Recognized by peers as someone with a positive attitude that is always willing to help
Cold calling experience
Perfect driving record
Distinctions
Created Top Transport sales training manual
Completed Hilti 9-week Basic Training Seminar, where employees were required to pass exams at 80 percent or above to be employed
Completed Level 3 Communications 5-week sales training program
Completed Farmers Insurance University of Farmers training program
Attended Level 3 Communications Sales Conference
Attended Hilti leadership seminars to develop business acumen
Covered field sales territories and retail store locations for Hilti team members
Trained new Hilti employees in SAP system processes
Assisted with Hilti 1 year business strategy plan for customer service dept.
Presented new company products for Hilti employees during annual meetings
Licensed in Property, Casualty, and Life Insurance
Traveled to Eagle Ford and Permian Basin jobsites
Accomplishments
Full athletic scholarship The University of Tulsa
Four-year letter winner in football
Member of 2007 Arena Football championship team
Level 4 Blue Belt Krav Maga Israeli Defense Fighting
Blue Belt Brazilian Jiu Jitsu
Oklahoma State Champion Sprinter
Oklahoma All-State Football and Track
All Metro Basketball
Knowledge Base
Versed in Sales, Marketing, Customer Service, Customer Relationship Mgmt
Experience in Business Development, Project Mgmt, Operations Mgmt
Experience in Logistics, Freight Mgmt, Technical Support
Experience in RFQ, Pricing, Billing, Data Entry
Skilled in Microsoft Office
Skilled in SAP, Jira, Service Bench, HVAC Partners, Sales Force, Ariba Sales to Cash, Dart, S2K, PCS system software processes
Keyword Summary
Highly experienced business professional; seeking a position within an organization that will allow me the opportunity to help facilitate the continued success of the company
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