Dynamic Inside Sales Representative with a proven track record at R&B Wagner, adept at driving revenue growth through effective customer relationship management and strategic lead generation. Proficient in CRM management and contract negotiation, I excel in fostering strong client connections while delivering exceptional service and technical expertise.
Overview
19
19
years of professional experience
Work History
Inside Sales Representative
R&B Wagner
Milwaukee, Wisconsin
08.2024 - 10.2026
Managed inbound quote requests; analyzed architectural plans and specifications to confirm project alignment for R&B Wagner
Responded to inbound calls and emails from contractors and distributors.
Prepared pricing information and followed up on open sales opportunities.
Entered sales data into CRM and maintained accurate customer records.
Built relationships with R&B Wagner customers through consistent phone contact.
Provided customers with product information, pricing and availability.
Followed up on pending orders and inquiries in a timely manner.
Cultivated and strengthened customer relationships to drive revenue growth.
Generated sales through outbound calling and lead follow-up efforts using scripts and other phone techniques.
Negotiated prices, terms of sale and service agreement to close transactions.
Worked in conjunction with outside sales representative to maintain and grow product sales.
Inside Sales
Trulite Glass & Aluminum Solutions
New Berlin, Wisconsin
02.2024 - 08.2024
Generate revenue by soliciting and obtaining orders, understanding and interpreting technical requirements, providing technical information, and developing accounts
Assess competitors by analyzing and summarizing competitor information and trends and identifying sales opportunities.
Develop accounts by checking customer's buying history, suggesting related and new items, and explaining technical features.
Fills orders by transferring orders to fulfillment, communicating expected delivery date, and explaining stock-outs.
Utilized internal CRM/Axapta mainframe system
Customer Maintenance (80%), Hunt for new business (20%)
Meet with customers, maintain relationships, negotiate and close deals
Identify and assess customers' needs to achieve satisfaction promptly and effectively
Deliver sales presentations to key clients
Develop and maintain strategic sales plans to align with Corporate and Branch goals.
Keep records of customer interactions, process customer accounts and file documents.
Follow communication procedures, guidelines, and policies.
Glass Estimating
Trulite Glass & Aluminum Solutions
New Berlin, Wisconsin
03.2022 - 02.2024
Utilize expertise to accurately estimate the costs of materials, labor, and other resources required for commercial construction projects.
Source and negotiate with vendors to obtain the best pricing for materials and services.
Read and comprehend architectural specifications and shop drawings to determine make-ups needed to meet specified performance values.
Determine if projects being estimated fit into production capabilities.
Work with organization's other branch/regional locations to estimate projects out of my home branches capabilities.
Project Manager/Customer Service
Trulite Glass & Aluminum Solutions
New Berlin, Wisconsin
01.2016 - 03.2022
Receives, processes, and verifies the accuracy of orders from customers utilizing the company's internal CRM/Axapta mainframe system and customer purchase orders.
Initiates required action for response to customer service requests for order changes, including the maintenance of order/customer information files and communicates changes to the appropriate departments.
Collaborates with the scheduling/production department to make sure that the requested order(s) meet the customer's expectations.
Handles or refers complaints of product or service failure to the appropriate department for investigation.
Works with the organization's other branch/regional locations to resolve problems, facilitates solutions and enhance the customer service offerings.
Answers customer's technical questions regarding products and services.
Chiropractic Assistant
Settimi Chiropractic & Wellness Center
Elm Grove, Wisconsin
03.2015 - 01.2016
Greeting patients and checking them in.
Makes appointments for patients, determines when the chiropractor is available and confirms apointments to make sure patients are on time.
Collects and processes copayments due at the time of service.
Controls the waiting room, attends to patient needs, and ensures the office runs on time.
Distributes educational information to patients as instructed by the chiropractor.
Abides by HIPAA laws regarding sharing of personal medical information.
Answers the phones and addresses all patient questions and concerns.
Keeps the office clean and presentable, doing spot cleaning throughout the day and thorough cleaning at the end of each business day.
Claims Specialist
Global Repair Group
Northbrook, Illinois
03.2014 - 02.2015
Handle airline claims for medical assisted devises damaged in transit.
If needed arranged rental equipment such as, scooters, power wheelchairs and manual wheelchairs to be used by the passenger until their equipment is repaired.
Build and maintain relationships with certified technicians nationwide to ensure consistent pricing on labor rates, quality and rapidness of repairs to equipment.
Build and maintain relationships with the major airlines such as US Airways, American Airlines, JetBlue and Virgin America.
Keeping the passengers up to date on the status of repairs and to ensure that they are safe and comfortable in the rental equipment that we provided. As well as keeping the airline informed.
Generating quotes which are provided to the airline for approval or denial.
Customer Service Representative
Uniformity Incorporated
Northbrook, IL
01.2012 - 12.2013
Handle assigned customers (mainly fire department for Cook and Lake county areas.) Data entry of
assigned customers' orders in which every detail must be verified, invoicing and shipping.
Develop and foster relationships with vendors to maintain proper costing and shipping schedules of
assigned inventory products.
Assist in developing and maintaining the special service program for each individual account which
includes uniform colors, patches, insignia or special licensing.
Initiate appropriate written and verbal communication on a daily basis to the Vice President concerning
all issues that may affect the provision of services to the customer.
Create individualized fully functioning Excel spreadsheets that are used as order forms for each
department.
Retail Merchandiser
Select Merchandising Services
Skokie, IL
10.2011 - 01.2013
Stocked deliveries.
Purchasing new inventory and anticipating future sales.
Clerk
Schaefer's Wine and Spirits
Skokie, IL
08.2010 - 09.2011
Cashiering.
Assisted in daily operations.
Ensured that every customer had a great shopping experience.
Assistant Food Pantry Manager
Niles Township Government
Skokie, IL
08.2007 - 01.2009
Made sure that all employees are followed guidelines and working at an appropriate pace.
Assisting the Food Pantry Director by in taking new clients which included verifying address and income
to determine eligibility for the Food Assistance Program.
Setting up clients with their allowance of food every month.
Stocked and sorted all donations and made sure that everything met the government requirements for
food safety.
Customer Service Representative
Endurance Warranty Services
Chicago, IL
05.2007 - 08.2007
Verified customer records.
Resolved complaints and customer issues.
Handled about twenty inbound calls daily.
Processed payments. Called to collect late payments.
Some receptionist work that involved faxing documents, producing spread sheets, answering calls and
transferring calls to appropriate people. .
Education
High School Diploma -
Niles West High School
Skokie, IL
06.2005
Skills
Microsoft Office proficiency
Bluebeam experience
Interpersonal skills
Analytical problem-solving
Attention to detail
Effective communication
Independent work ethic
Team collaboration
Fast-paced adaptability
CRM management
Quote preparation
Microsoft Dynamics expertise
Lead generation strategies
Contract negotiation skills
Customer relationship management
Prospect follow-up techniques
Certifications Awards
Certified Pharmacy Technician, Kaplan School of Continuing Education, 04/01/10