Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nicole Tran

San Antonio

Summary

Dynamic, client-focused Account Representative with experience in account management, B2B sales, and financial literacy. Expertise in leveraging CRM tools such as Salesforce, SAP ERP, SOE, and EDI to enhance customer relationship development and drive data-driven decision-making. Proficient in managing diverse client portfolios, facilitating financial transactions, and ensuring compliance with standards in high-pressure environments. Recognized for exceptional communication skills, adaptability, and leadership capabilities demonstrated in both professional and academic contexts.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Account Representative

Grainger
01.2025 - Current
  • Manage a portfolio of 250+ enterprise and SMB accounts, ensuring smooth transactions and delivering tailored financial solutions
  • Support daily account activities including order processing, payment coordination, and compliance with company policies
  • Leverage Salesforce CRM and SAP ERP to analyze account activity and resolve discrepancies

Hostess

Fleming's Steakhouse
01.2024 - 12.2024
  • Managed reservations and maintained accurate records for 40+ daily guests.
  • Optimized client flow to improve service efficiency and customer satisfaction.

Sales Intern

Grainger
06.2024 - 08.2024
  • Conducted 50+ B2B calls daily to strengthen client relationships.
  • Promoted membership programs to unassigned accounts, enhancing client engagement.

Cashier/Shift Leader

Pei Wei Asian Kitchen
09.2022 - 04.2023
  • Processed high-volume customer transactions with 100% accuracy and compliance with company standards.
  • Trained and supervised staff, improving service quality and operational efficiency.

Server

Yummy Yummy Mongolian Grill & Sushi
05.2020 - 04.2022
  • Delivered professional customer service and supported payment transactions.
  • Trained 7+ new employees, ensuring compliance with service standards.

Interviewer

Promark Research Corporation
09.2019 - 04.2020
  • Exceeded survey quotas by 30% through effective communication and accuracy.
  • Recorded and verified nationwide polling data with attention to detail.

Education

Bachelor of Arts - Finance

The University of Texas At San Antonio
San Antonio, TX
12.2024

Associate of Arts - Business

Lone Star College-Montgomery
Conroe, TX
05.2022

Skills

  • Customer relationship management
  • Adaptability and flexibility
  • Client acquisition
  • Account management

Certification

  • Financial Proficiency Certification (HACU & USAA)
  • Certified in Microsoft Excel

Timeline

Account Representative

Grainger
01.2025 - Current

Sales Intern

Grainger
06.2024 - 08.2024

Hostess

Fleming's Steakhouse
01.2024 - 12.2024

Cashier/Shift Leader

Pei Wei Asian Kitchen
09.2022 - 04.2023

Server

Yummy Yummy Mongolian Grill & Sushi
05.2020 - 04.2022

Interviewer

Promark Research Corporation
09.2019 - 04.2020

Bachelor of Arts - Finance

The University of Texas At San Antonio

Associate of Arts - Business

Lone Star College-Montgomery

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