Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Jordan Magwood

Tucson
Jordan Magwood

Summary

Customer-focused professional with a strong background in client relations, data analysis, and operational support. Adept at managing multiple communication channels, troubleshooting client concerns, and providing data-driven solutions to optimize performance. Seeking to leverage my problem-solving skills, CRM expertise, and relationship-building abilities in the Dealer Success Specialist role at Edmunds.

Overview

5
years of professional experience

Work History

Geost, LLC

Customer Solutions Specialist
07.2023 - Current

Job overview

  • Managed client relationships by acting as the primary point of contact for vendors and internal teams, ensuring smooth operations and enhancing customer satisfaction.
  • Provided solutions-driven support by analyzing account data, identifying inefficiencies, and implementing process improvements.
  • Handled customer inquiries and issue resolution by proactively identifying concerns, troubleshooting problems, and working cross-functionally to implement solutions.
  • Utilized CRM tools such as Salesforce and NetSuite to document client interactions, track engagement metrics, and develop reports to improve service delivery.
  • Conducted data analysis to assess vendor and partner trends, providing insights to leadership and improving account retention strategies.
  • Collaborated with multiple teams including sales, finance, and operations to streamline customer support processes and enhance overall client experience.
  • Trained and educated clients on system updates, best practices, and available services.

Ascent Aviation

Staff Accountant
12.2022 - 07.2023

Job overview

  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
  • Monitored cash flow closely to ensure sufficient funds were available for operational needs.
  • Assisted comptroller with year-end financial audits.
  • Maintained fixed asset records and depreciation schedules to establish accurate calculations.
  • Supported management decision-making by providing detailed financial analysis and recommendations backed by data-driven insights.

Cushman & Wakefield

Client Accountant
04.2021 - 12.2022

Job overview

  • Streamlined accounting processes for increased efficiency and reduced errors.
  • Enhanced client satisfaction by providing timely and accurate financial reports.
  • Conducted monthly account reconciliations to maintain financial integrity and prevent discrepancies.
  • Coordinated with external partners such as banks or legal representatives to ensure smooth transactions and timely communication.
  • Identified opportunities for process improvements within the accounting department, implementing changes that led to increased productivity levels.
  • Managed accounts payable and receivable, ensuring timely payment processing and accurate record keeping.
  • Collaborated with cross-functional teams on financial projects, contributing valuable insights for informed decision making.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Handled day-to-day accounting processes to drive financial accuracy.

Coleman Worldwide Moving

Billing Clerk
08.2020 - 04.2021

Job overview

  • Executed billing tasks and recorded information in company databases.
  • Verified accuracy of billing data and corrected discrepancies.
  • Improved billing accuracy by diligently reviewing invoices and reconciling discrepancies.
  • Managed high volume of invoices while maintaining attention to detail, resulting in improved financial accuracy.
  • Interacted with customers to resolve billing disputes and respond to inquiries.
  • Monitored outstanding invoices and performed collections duties.
  • Maintained confidentiality of sensitive customer information by adhering to strict privacy guidelines, upholding the company''s reputation for professionalism in handling personal data.
  • Demonstrated excellent time management skills by prioritizing tasks and meeting deadlines in a fast-paced, high-volume work environment.
  • Developed strong relationships with clients by providing exceptional customer service during phone calls or email communications regarding billing matters.
  • Maintained up-to-date customer records with accurate contact information, ensuring timely invoice delivery.

Education

Western Governors University
Salt Lake City, UT

Bachelor of Science from Accounting
04-2023

University Overview

Skills

  • Customer relationship management

  • CRM software

  • Data analysis

  • Problem solving

  • Process improvement

  • Client training

  • Communication skills

  • Client retention strategies

  • Problem-solving skills

  • Team collaboration

  • Account reconciliation

  • Issue resolution

  • Time management

Timeline

Customer Solutions Specialist
Geost, LLC
07.2023 - Current
Staff Accountant
Ascent Aviation
12.2022 - 07.2023
Client Accountant
Cushman & Wakefield
04.2021 - 12.2022
Billing Clerk
Coleman Worldwide Moving
08.2020 - 04.2021
Western Governors University
Bachelor of Science from Accounting

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Jordan Magwood