Overview
Work History
Education
Skills
Timeline
Generic

Joel Bertram

Minnetonka,MN

Overview

13
13
years of professional experience

Work History

Customer Service Manager

Abbott Vascular [Previously Cardiovascular Systems, Inc.]
10.2022 - Current
  • Oversee and evaluate Customer Service staff of 8 employees
  • Serve as point of contact for Customer Service escalations and Sales Team of 300+
  • Collaborate cross functionally with internal teams to implement Sales Force
  • Continued Daily/Quarterly Management of 2000+ price lists and 450+ rebate programs
  • Continued Completion of 70+ sales data reports for General Purchasing Organizations and IDNs.

Rebate and Tracings Lead

Cardiovascular Systems, Inc
03.2021 - 09.2022
  • Implementation and auditing of 2000+ customer contracts within ERP
  • Daily/Quarterly Management of 2000+ price lists and 450+ rebate programs to ensure accuracy of sales numbers and customer invoices
  • Sales reporting for General Purchasing Organizations and other large customer groups via Tableau and Excel Completion of 50+ sales data reports for General Purchasing Organizations and IDNs
  • Performed audit/clean-up of over 16,000 price lists over a 6-month period.

Customer Service Specialist Lead

Cardiovascular Systems, Inc
01.2018 - 02.2021
  • Lead in daily customer service activities and acting supervisor in absence of manager for team of 7
  • Project lead with customer service for software enhancements within ERP and CRM
  • Member of Critical CS team for high volume/sensitive customers
  • Train new employees based on outlined customer service training schedule
  • Lead pricing/rebate entry within ERP for 2000+ contracts.

Human Resources Assistant/Billing Specialist

Integrated De-Icing Services
11.2011 - 03.2020
  • Completed onboarding for 200+ new employees annually
  • Completed bi-weekly payroll for 200+ employees
  • Reviewed and entered billing information for 1000+ transactions per week.

Senior Customer Service Specialist

Cardiovascular Systems, Inc
03.2014 - 01.2018
  • Monitor goal tracking for 7 customer service team members
  • Maintain territory alignments and quotas for 300+ members of sales team
  • Creation and implementation of 100+ customer contracts per quarter
  • Provide sales data reports for 10+ daily requests using Tableau or Excel Pivot Tables.

Customer Service Specialist

Cardiovascular Systems, Inc
01.2011 - 03.2014
  • Answered 30+ phone calls per day pertaining to Customers and Sales Team
  • Entered 60+ customer and sales rep stock orders per day in ERP for orders received via phone/email/fax
  • Processed 10+ requests per day for Return Material Authorizations
  • Work closely with shipping department to ensure deadlines are met.

Education

Bachelor of Science, Recreation and Sport Management -

St. Cloud State University

Skills

  • Problem-solving
  • Leadership skills
  • Data analysis
  • Customer service skills
  • Attention to detail
  • Microsoft Office Suite
  • Sales data interpretation
  • ERP
  • Sales Force
  • Contract management
  • Rebate management
  • Project Management

Timeline

Customer Service Manager

Abbott Vascular [Previously Cardiovascular Systems, Inc.]
10.2022 - Current

Rebate and Tracings Lead

Cardiovascular Systems, Inc
03.2021 - 09.2022

Customer Service Specialist Lead

Cardiovascular Systems, Inc
01.2018 - 02.2021

Senior Customer Service Specialist

Cardiovascular Systems, Inc
03.2014 - 01.2018

Human Resources Assistant/Billing Specialist

Integrated De-Icing Services
11.2011 - 03.2020

Customer Service Specialist

Cardiovascular Systems, Inc
01.2011 - 03.2014

Bachelor of Science, Recreation and Sport Management -

St. Cloud State University

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Joel Bertram