La’Tanya M. Greene
Jacksonville,FL
Summary
Self-motivated, detail-oriented individual with the ability to prioritize and complete multiple tasks, with strong organizational and time management skills.
Overview
9
9
years of professional experience
Work History
Sales Coordinator
04.2024 - Current
- Assist the sales team by handling administrative tasks such as setting up new accounts and updating accounts
- Assist with having orders placed, verify product availability, communicate with the IPR team and warehouse team for fulfillment
- Track the shipment’s progress to keep the customer updated on delivery times to ensure everything moves smoothly
- Gather data on sales activity, create a detailed report, and present it to the NAMs
- Assist the leadership team in changing NAM group assignments
National Account Strategic Account Rep
08.2021 - 04.2024
- Managed and analyzed high value national account customers to ensure their success and drive business growth
- Worked closely with their procurement teams to understand their needs, address issues, and helped with customer retention
- Analyzed data to identify high and low sales trends, opportunities, and areas of improvement
- Assisted in creating and executing account strategies by offering solutions and recommending new products to meet customer needs
- Worked closely with the sales teams and other departments to align strategies and ensure seamless service delivery to customers
- Proactively identified potential challenges within accounts and worked with internal teams to resolve issues, ensuring client satisfaction
National Account Sales Support
04.2019 - 08.2021
- Run and Create customer support documents for Sales, Sales Management and Customers
- Distribute monthly and Quarterly Usage and CBR Reports to Sales, Sales Management and Customers
- Coordinate with Corporate and National Account rollout announcements and supporting documents
- Research and analyze customer discrepancies and issues to assist Sales and Sales Management in reaching a customer resolution
- Work with other functional departments and manufacturers to coordinate, clarify and/or correct customer opportunities or resolutions in support of the Sales and Sales Management team
Senior Credit Associate
08.2016 - 04.2019
- Assist with new account setups by determining if businesses are registered via the SOS website
- Review of orders on hold for release decisions
- Process credit apps, contact supplier/vendor references, and determine credit worthiness by utilizing multiple websites and software to gather information required to make an informed credit decision
- Adjust credit lines as necessary, based on credit reports, account standing within the company, and credit applications
- Identity red flags and/or fraudulent customer activity and inform management to ensure appropriate escalation steps are taken
- Request payment for invoices in order to meet defined goals and objectives by identifying the level of customer payment default risk and take appropriate actions to mitigate
- Process customer payments using credit cards, checks, wires, and ACH payments
- Effectively handle inbound and outbound calls with internal/external customer discussing pending orders, invoices, payments, etc
- Initiate and respond to emails with internal/external customers regarding credit apps, pending orders, credit line increase requests, and etc
- Communicate customer issues/updates proactively with the sales force team
- Effectively notate ERP and GetPaid with all actions taken
Education
Some College (No Degree) - Business Administration and Management
University of Phoenix
Tempe, AZSkills
- Excellent verbal and written communication skills
- Recognized leadership ability
- Ability to organize
- Ability to prioritize
- Ability to make sound decisions
- MS Office
- Excel
- SQL
- TCL
- Jax Reporting
- Salesforce
- Tableau
- Team collaboration
Timeline
Sales Coordinator
04.2024 - Current
National Account Strategic Account Rep
08.2021 - 04.2024
National Account Sales Support
04.2019 - 08.2021
Senior Credit Associate
08.2016 - 04.2019
Some College (No Degree) - Business Administration and Management
University of Phoenix