Jose Torres
Lakewood,CO
Summary
I am a friendly and committed Customer Service Representative. I work well in a team and have a positive outlook. I have a proven ability to connect with clients and am driven to ensure their satisfaction while contributing to company growth. I am articulate, enthusiastic, and focused on delivering results. I have a passion for building relationships, establishing partnerships, and helping businesses grow.
Overview
6
6
years of professional experience
Work History
Customer Success Advisor
Opentext
Broomfield, Colorado
02.2022 - 05.2023
- Manage annual territory quota
- Responsible for strategic and tactical territory planning
- Successfully manage territory's new business opportunities and install base opportunities by selling Zix’s, Carbonite and Webroot data security products
- Work closely with the territory’s Referral Agents to find new and grow the existing footprint of referral partners
- During the sales cycle, successfully leverage Zix’s System Engineers
- Accurately update Salesforce with daily sales activities, including pipeline management, call details, and email activities
- Provide a weekly sales forecast to management highlighting the territory's sales activity.
Customer Care Advocate-Member Support Core 3
24 Seven- Credit Karma
San Francisco, CA
09.2020 - 07.2021
- Primary Point of Contact (POC) with Product Readiness and Product teams to prepare for launches, prepare resources and present MS concerns and needs with a continual focus on member experience
- Respond to member requests via email, live chats, social channels and/or phone support
- Gather feedback and communicate key user issues and trends as appropriate
- Effectively communicate issue resolutions or updates to internal and external stakeholders
- Assist in creating and maintaining Credit Karma’s knowledge base and Help Center articles to ensure relevancy and develop robust internal and member-facing resources
- Resource for front-line service center support teams to ensure that escalations are handled appropriately and in an efficient manner
- Provide visibility into opportunities to improve member or team experience Partner with Software Developers and Product Specialists to identify and prioritize issues/feature requests and document issues within JIRA.
Customer Service Representative/Sales Support
Robert Half Finance & Accounting
Concord, NC
09.2019 - 03.2020
- Worked with clients by phone or in person about printing requirements and collected production print specification for printing job
- Assisted with project to understand and assist with tracking all work, task, and project assignments
- Developed and maintained a detail production schedule
- Maintained document control, database management, tack project activities and team communication
- Accepted new estimates or sales orders from ether Sales or directly from Clients as needed
- Entered new estimates or sales orders into ERP software as needed
- Pitched ideas, develop strategies and demonstrate problem-solving abilities to address client issues
- Requested payment information from customers
- Maintained pricing data agreements from customers
- Gathered all project information: schedules, data requests, assignments, tasks, and project meetings
- Completed pre-production order specification form, detailing perimeters of print job
- Prepared all written quotes and proposals
- Maintained daily update of production schedule, noting any deviations and keeping all departments well informed
- Handled phone inquiries for job status, estimates, orders, changes, and complains
- Kept salesperson informed informed job status and problems
- Provided customer with shipment confirmation.
Customer Service Representative
iSi North America
Fairfield, NJ
01.2018 - 09.2019
- Coordinate the placement of customer orders via phone, fax, or EDI
- Order entry, processing, tracking, billing and customer follow up
- Ensure customer satisfaction by properly identifying and meeting their requirements
- Follow up on non-conformances in every segment of the process, ensuring that corrective action steps are implemented
- Keep current with all products offered by ISI and their respective applications
- Maintain accurate and current information, as it relates to current and anticipated customer requirements
- Communicate product, pricing, availability, and delivery information to customers
- Maintain master files for customers, customer requirements, pricing, etc.
Recruiter
Robert Half Management Resources
Saddle Brook, NJ
05.2017 - 12.2017
- Performed database retrieval for directory information
- Recruit candidates from job boards, career fairs and candidate referrals
- Coordinated the selection process for various professional and technical positions to include posting, application administration, candidate screening, notification and testing when appropriate
- Extend and negotiated job offers, Responsible for the process of hiring candidates, including I-9 and W-4 completion, direct deposit, background checks, drug screening and fingerprinting
- Create and submit offer letters to candidates, schedule start dates and salary negotiations
- Determine bill rates any pay rates for workers.
Education
BBA - Cybersecurity
Strayer University-Online
District Of Columbia 01-2027
Skills
- Team Development
- Critical Thinking
- High-Energy Attitude
- Call Center Operations
- Customer Relationship Management (CRM)
- Customer Relations
- Active Listening
- Microsoft Office Suite
- Administrative Support
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Customer Success Advisor
Opentext
02.2022 - 05.2023
Customer Care Advocate-Member Support Core 3
24 Seven- Credit Karma
09.2020 - 07.2021
Customer Service Representative/Sales Support
Robert Half Finance & Accounting
09.2019 - 03.2020
Customer Service Representative
iSi North America
01.2018 - 09.2019
Recruiter
Robert Half Management Resources
05.2017 - 12.2017
BBA - Cybersecurity
Strayer University-Online
References
References available upon request.
References
References available upon request.
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