MARY E. MONTOYA
Lake Arrowhead,CA
Summary
Customer Success and Account Management Professional experienced in managing B2B customer relationships and driving revenue growth. Delivered tailored account support aligned with customer goals, enhancing retention and satisfaction through effective sales strategies and proactive issue resolution. Coordinated cross-functional operations to ensure timely execution of customer needs and maintained accurate records in Salesforce to facilitate informed decision-making.
Overview
4
4
years of post-secondary education
22
22
years of professional experience
Work History
Account Manager
Alliance Consumer Group
05.2022 - 04.2026
- Managed a portfolio of B2B customers as the primary point of contact, strengthening relationships, supporting retention, and resolving issues proactively.
- Delivered responsive, consultative account support tailored to customer goals, business needs, and product requirements.
- Executed sales strategies to consistently meet quotas and drive revenue growth.
- Negotiated contracts and coordinated product sell-ins, launches, and account implementation activity.
- Identified and pursued upselling and cross-selling opportunities, enhancing account expansion.
- Analyzed customer sales data and market trends to identify growth opportunities, risks, and retention needs.
- Collaborated with marketing, finance, customer service, and demand planning teams to ensure accurate forecasts and seamless customer execution.
Office Manager / Customer Service / Accounts Payable & Receivable
Carpet Station
06.2004 - 05.2023
- Managed daily office operations, enhancing customer service and strengthening customer relationships.
- Served as a primary contact for customers, vendors, contractors, and service providers, resolving inquiries and coordinating next steps.
- Handled customer inquiries, scheduling changes, service concerns, correspondence, and telephone communications.
- Scheduled jobs and coordinated services to support timely project completion and a positive customer experience.
- Ordered materials, monitored inventory, and coordinated purchasing to support uninterrupted customer service and project delivery.
- Managed accounts payable and receivable, processed vendor invoices, and maintained accurate financial records.
- Coordinated contractors and external service providers, ensuring reliable service and timely resolution of issues.
- Coordinated contractors and external service providers to ensure reliable service and timely issue resolution.
- Maintained organized customer, vendor, and office records while effectively balancing multiple priorities.
Education
High School Diploma -
Rim of The World High School
Lake Arrowhead, CA 09.1986 - 06.1990
Skills
- B2B Account Management
- Customer Success & Client Relations
- Customer retention
- Revenue growth
- Upselling & Cross-Selling
- Sales forecasting
- Written & Verbal Communication
- Salesforce CRM
- Salesforce management
- Pipeline management
- Issue resolution
- Project management
- Vendor & Contractor Coordination
- Cross-functional collaboration
- Written & Verbal Communication
- Contract negotiation
- Pipeline management
Timeline
Account Manager
Alliance Consumer Group
05.2022 - 04.2026
Office Manager / Customer Service / Accounts Payable & Receivable
Carpet Station
06.2004 - 05.2023
High School Diploma -
Rim of The World High School
09.1986 - 06.1990