Customer Service/Inside Sales/B2B Account Management professional with proven track record of delivering high-quality support and fostering positive customer relationships. Skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Strong focus on team collaboration, adaptability to changing needs, and achieving impactful results. Known for reliability and results-driven approach.
Overview
31
31
years of professional experience
Work History
Sr Customer Service Representative
TE Connectivity – Medical Division
03.2017 - Current
Partnered with Field Sales, Inside Sales, Operations, Product Engineers, Quality, and other TE functions on a daily basis to manage all aspects of customer accounts
Manage and resolve all customer concerns
Manage order entry from receipt of order to shipment of product
Act as a liaison between the customer and the factory
Ensure accuracy of information in SAP and Quality System including customer drawings and/or latest revision level of product
Generate Quotes for existing products
Issue and track Return Material Authorizations (RMA) to customers when required
Work with customers and sales to prepare and monitor monthly sales forecast by customers and product.
Solicit bookings to support committed bookings forecast
Train Customer Service new hires to policies and procedures
SAP Super User
Special Projects has requested
LIT (Local Implementation Team) for Project SONORE SAP PRM Implementation for Wilsonville and Guaymas May 2022 – June 2023
Create, execute, validate and test business process scenarios and transaction functionality
Review & communicate business process issues with the SAP Core Team & stakeholders
Work collaboratively with other LIT function members and site management
Create Business Requirements Documents as required
Understand DTO (data take-over) importance, assist in data clean-up, data mapping, data transformation and data loading from the Legacy system into SAP
Develop and complete the program documentation and associated test scripts
Develop Business Documentation: training, standard operating procedures (SOP's), work instruction & related reference materials
Train Super Users and End Users on the functionality of SAP within the business environment
Cutover Activities - Support the Deployment Lead & the cutover plan, create and execute Go-Live tasks
Provide first level support for and after Go-Live Provide post-implementation training support within the Business Unit
Business Operations, Release Management/Project Management
Microsoft
11.2012 - 09.2016
Worked closely with Project Managers, Manufacturing Engineers, Quality and Certifications Group, to effectively manage and release device documentation and device labels for Production as well as Early Adopters Program
Managed the overall allocation of devices from Engineering Development builds, from initial request to logistics of shipping devices to customers, while resolving any customer concerns and balancing inventory levels. Working closing with Project Managers on the rapidly changing requirements.
Managed the overall allocation of devices for Early Adopters Program alongside Marketing team, from initial request to logistics of shipping devices to customers and events, while resolving any customer concerns and balancing inventory levels, within required service level agreement
Collaborated with internal groups to ensure Bill of Materials are updated and released for production in PLM tool
Account Management/Sales & Marketing Operations for Perceptive Pixel by Microsoft product line November 2012 – September 2014
Developed process for input of customer orders, via all channels, direct and partner
Processed and maintained all customer orders, via all channels, direct and partner, from order entry to shipment of product, while resolving any customer concerns within required service level agreement
Generated pricing quotes to Incubation Sales Team
Developed and maintained pool of Evaluation and Demo Devices, from initial request to logistics of shipping devices to customers and events, while resolving any customer concerns within required service level agreement
Monitor and responded to emails and phone calls from internal and external customers, team members within required service level agreement
Collaborated with Operations to ensure inventory levels are maintained at the DTV to support customer orders
Worked closely with Sales team to manage allocation of devices
Provided weekly sales reports to management
Act as a liaison between, Customer, Sales and Marketing and Operations
Inside Sales/Customer Service/Account Management
VIA optronics, LLC/White Electronic Designs
01.1995 - 11.2012
Company Overview: Optically Bond Flat Panel Displays
Partnered with Outside Area Sales Mangers on a daily basis to manage all aspects of customer accounts
Generated pricing quotations and new product bids
Managed order entry from receipt of order to shipment of product, including orders for NPI product
Assist customers with all logistical needs including providing tracking information as well as current status of shipment of product
Reviewed Export and ITAR requirements for all sales orders
Determined and communicated lead times and delivery schedules to customers
Continuously reviewed order backlog to ensure follow on customer orders
Processed customer invoices (A/R)
Issue Return Material Authorizations (RMA) to customer when required. Including providing instructions on how to return product
Respond to all customer inquiries regarding RMA status including expected replacement delivery dates
Provided weekly sales reports to management
Forecasted sales in CRM for all area sales accounts
Assisted in meeting quarterly sales objectives
Managed Customer and Vendor Non-disclosure agreements to ensure agreements were in place and current
Partnered with operations and engineering on a daily basis to ensure Bill of Materials were up to date and that component schedules are met in order to meet production requirements
Trained newly hired Inside Sales Representatives as required
Education
Secretarial Technology
Umpqua Community College
Skills
Windows, MS Word, MS Excel, PowerPoint, MS Access, SharePoint
SAP Super User
CRM
Salesforcecom
Understanding of Project Management Tools
Order Processing/Tracking
Change Order Management
Material Tracking/Allocation
Working Knowledge of Bill of Materials
Prepare Quotes
Account Management
Drive Schedules
Customer Care
Return Material Authorization(RMA)
Accomplishments
2024 OSCA Award Winner at TE Medical for consistently providing an Exceptional Customer Experience through outstanding contribution & service
2018 Customer Service Advocate of the Year at TE Medical
Timeline
Sr Customer Service Representative
TE Connectivity – Medical Division
03.2017 - Current
Business Operations, Release Management/Project Management