Focused customer relations professional driven to capture the vision and goal of the client and help gameplan on best route to accomplish desired outcome. Offering experience in AVL sales that are already a dealer of Almo. I am known to close deals while building a relationship with the customer that guarantees their return as a client.
Overview
10
10
years of professional experience
Work History
Express Sales & Client Relations
Summit Integrated Systems
05.2021 - Current
First point of contact for all new churches wanting to work with Summit. Started discovery calls to capture vision of gear for designers.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Processed POs and invoicing of clients
Used consultative sales techniques to understand customer needs and recommend relevant products and services for church AVL systems.
Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
Logged call information and solutions provided into internal database CRM.
Verified transactions, product orders and shipping dates and entered information into databases and reports.
Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.
Responded to customer requests and quotes, offering excellent support and tailored recommendations to address needs.
Responded to customer calls and emails to answer questions about products and services.
Visited job sites to build relationships during projects.
Level 7
In-N-Out Burger
06.2013 - 10.2022
Opened new stores in new markets
Hired and trained all new staff to In-N-Out standards and culture.
Worked alongside management to strategize how to meet monthly goals & annual goals and execute them.
Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
Production Director
Northpointe Church
06.2017 - 08.2020
Trained staff in operation and upkeep of equipment.
Oversaw team of around 100 staff and volunteers during a week of multiple services.
Planned and implemented production schedules and develop project budget.
Evaluated projects for required production resources.
Trained and equipped volunteers to learn how to use and execute gear in services.
Education
High School Diploma -
Los Osos High School
Rancho Cucamonga, CA
06.2013
Skills
Managing Client/Volunteer Relations
Retail Sales Customer Service
Microsoft 360
Data Entry & Analysis
Technology Knowledge
Customer Retention Strategies
Great Communication Skills
Upbeat Friendly Personality with Willingness to Learn
Virtual Assistant, Business Development, Client Relations and Sales Specialist/ Client Acquisition at Creactive Inc.Virtual Assistant, Business Development, Client Relations and Sales Specialist/ Client Acquisition at Creactive Inc.
<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA