Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Schoen

Chatsworth,CA

Summary

Detail-orientated and motivated team player with experience in customer service, account management and collections. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals and deadlines.

Overview

20
20
years of professional experience

Work History

Supply Sales Specialist 1

Tandem Diabetes Care Inc.
11.2023 - Current
  • Answer 30+ daily calls assisting patients.
  • Placing supply orders.
  • Processing payments.
  • Updating patient accounts in CRM.
  • Helping patients find Distributors.
  • Learning and working assigned pipelines/views daily..
  • Assisted with UAT Testing on 2 different implementations.


Senior Account Specialist-Distributors

Medtronic Diabetes
09.2004 - 03.2023
    • Managed 28 multi million dollar Distributor accounts. Keeping them within terms and under credit limits.
    • Met monthly department cash goals ranging from $17M to $28M
    • Made daily collections calls as needed.
    • Delivered exceptional customer service to every customer.
    • Investigated and resolved customer inquiries and complaints quickly.
    • Responded proactively and positively to rapid change.
    • Exhibited high energy and professionalism when dealing with customers.
    • Delivered prompt service to prioritize customer needs.
    • Educated customers about billing, payment processing and support policies and procedures.
    • Answered calls, emails and faxes daily, addressing customer inquiries and solving problems.
    • Delivered excellent customer service, resulting in superior customer satisfaction.
    • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
    • Achieved performance goals on a consistent basis.
    • Entered client details and notes into system for interdepartmental access and review.
    • Processed payments and applied to customer balances.
    • Reconciled customer accounts and identified discrepancies for further investigation.
    • Worked with customers on credits and RMA's.
    • Maintained files of Distributor Contracts to assure all aspects and guidelines were followed.
    • Maintained copies of Purchase Orders to assure invoices matched accordingly.

Education

High School Diploma -

Birmingham Community Charter High School
Van Nuys, CA
06.1983

Skills

  • Account Information Review
  • Customer Service and Assistance
  • Account Management
  • Credit and Collections
  • Professional Relationships
  • Managing Delinquent Accounts
  • Expert in SAP
  • GE Centricity Trained
  • CRM Experience
  • Microsoft Office Proficiency
  • Organizational Skills
  • Payment Plan Coordination
  • Negotiating Payments
  • AR Aging Reports
  • Root Cause Analysis

Timeline

Supply Sales Specialist 1

Tandem Diabetes Care Inc.
11.2023 - Current

Senior Account Specialist-Distributors

Medtronic Diabetes
09.2004 - 03.2023

High School Diploma -

Birmingham Community Charter High School
Lisa Schoen