Lisa Boylan
New Port Richey,FL
Summary
Leverages consultative sales techniques to understand customer needs and match with optimal solutions. Advanced understanding of successful sales strategies. Learns new products and services quickly to maximize contributions. Results-driven, resilient, and proactive.
Overview
9
9
years of professional experience
Work History
Door-to-Door Sales Representative
Spectrum LLC
10.2022 - 08.2023
- Streamlined sales process through efficient planning of daily routes and strategic prioritization of leads.
- Educated prospective clients about product features, benefits, and pricing structures to facilitate informed decision-making processes.
- Developed comprehensive understanding of competitor offerings to effectively highlight advantages of own products during presentations.
- Improved client retention rates by maintaining strong relationships with existing customers and offering personalized solutions to their needs.
Tax Consultant
HR Block
09.2016 - 08.2021
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Provided expert guidance to clients during audits, minimizing potential penalties and interest charges.
- Streamlined tax preparation process for increased efficiency and accuracy.
- Identified discrepancies in client records that could trigger audits or result in missed deductions or credits.
Customer Service Representative
HR Block
07.2016 - 07.2021
- Gathered customer feedback through surveys and used the data to improve customer service.
- Identified areas of improvement in customer service processes and suggested changes accordingly.
- Developed strong relationships with customers by providing personalized assistance and support.
Tax Office Manager
HR Block
08.2018 - 08.2020
- Reduced client audit risks by meticulously reviewing financial documents and identifying potential discrepancies.
- Assisted clients in navigating challenging audits by working closely with IRS agents to address outstanding concerns or discrepancies.
- Managed tax preparation and filing for clients, ensuring accurate submissions and timely completions.
- Streamlined office workflow through the organization of digital files and implementation of an efficient document management system.
Cafe Manager
Jem’s Natural Living
07.2014 - 07.2021
- Conducted regular inspections of equipment used by staff members in order to maintain safety standards.
- Maintained an accurate cash register system at all times during business hours.
- Negotiated contracts with vendors for services such as cleaning or maintenance that would benefit the cafe's operations.
- Interacted with customers to provide assistance with menu selections and any other inquiries or complaints they may have had.
- Ordered supplies needed for daily operations in a timely manner within budget constraints.
Head Bartender
Northdale Golf & Tennis
02.2015 - 07.2019
- Conducted regular inventory checks of all beer, wine, spirits, juices, and other ingredients used in cocktails.
- Handled food orders from customers seated at the bar.
- Provided feedback on performance reviews for each bartender.
Education
Taxation
HR Block Institute
New Port Richey, FL11.2017
Massage Therapy -
EduTech University
Tampa, FL08.2006
Diploma -
Stepping Stones Academy
Apollo Beach, FL05.2000
Skills
- Goal-Oriented
- Objection handling
- Sales Strategies
- Cold-calling
Employer
Grace Family Church
Personal Information
Title: Pastor
Timeline
Door-to-Door Sales Representative
Spectrum LLC
10.2022 - 08.2023
Tax Office Manager
HR Block
08.2018 - 08.2020
Tax Consultant
HR Block
09.2016 - 08.2021
Customer Service Representative
HR Block
07.2016 - 07.2021
Head Bartender
Northdale Golf & Tennis
02.2015 - 07.2019
Cafe Manager
Jem’s Natural Living
07.2014 - 07.2021
Taxation
HR Block Institute
Massage Therapy -
EduTech University
Diploma -
Stepping Stones Academy
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