Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

OLTA CALI

Jacksonville,FL

Summary

Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.

Organized, dependable & successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

9
9
years of professional experience

Work History

Account Manager

Dun & Bradstreet
06.2022 - Current
  • Performed needs-based assessments to make a tailored solution that would work best for clients and their needs.
  • Managed to take 40+ calls a day, with 3+ hour talk time every day.
  • Achieve 120% of quota in 2022 and generate $100K+ in annual revenue
  • Maintained high standards of customer service by answering pricing, availability, use, and business credit questions accurately.
  • Consulted with clients after sales and contract signings to resolve problems and provide ongoing support.

SENIOR CASE COORDINATOR

Moneysolver
12.2021 - 05.2022
  • Leading a team of six people, making sure they meet and exceed their goals
  • Develop clear, accurate, and timely reporting solutions for both internal and external customers.
  • Maintained current knowledge of applicable procedures and compliance requirements to optimize effectiveness.
  • Completed various administrative tasks such as making phone calls, answering emails, and inputting data into systems.

CASE COORDINATOR

Moneysolver
05.2021 - 12.2021
  • Ability and knowledge to answer questions regarding case progression and document requirements when Tax Analyst is not available
  • Interaction with clients, Tax Professionals, and other departments
  • Maintaining specific case requests, including, but not limited to: create, process, and withdraw Powers of Attorney as well as other legal documents
  • Administrating cases and placing accounts into various statuses ; Tracking financial progress on cases by using QuickBooks
  • Understanding of interdepartmental workflow and the capacity to direct calls accurately based on client needs.

TAX SOLUTION ANALIST

Moneysolver
01.2021 - 05.2021
  • Handling more than 200 outbound and inbound calls.
  • Excellent customer service through quality and professional communication skills
  • Identify customers’ needs, clarify information, research every issue, and provide solutions.

STORE MANAGER

LOCAL BUSINESS, TIRANA, ALBANIA
01.2015 - 02.2019
  • Managing all aspects of payroll for 3 different employees
  • Supervised inventory management, order fulfillment, customer correspondence, and vendor payments
  • Contributed to the planning and implementation of marketing and promotional campaigns
  • Responsible for new hires, termination, benefits premium, and all other changes to employee records.

Education

BACHELOR’S OF FINANCE - PROGRESS

University of North Florida
Jacksonville, FL
04.2024

Associate of Arts -

Florida State College
Jacksonville, FL
05.2022

Skills

  • Sales Management
  • Active Listening
  • CRM SalesForce
  • D365
  • Customer Service
  • Product recommendations
  • Fast learner
  • Business Development

Accomplishments

Real Estate Sales Associate ( DBPR)

Finance and Accounting (IBMI)

Languages

Albanian
Native or Bilingual
English
Native or Bilingual
Spanish
Professional Working

Timeline

Account Manager

Dun & Bradstreet
06.2022 - Current

SENIOR CASE COORDINATOR

Moneysolver
12.2021 - 05.2022

CASE COORDINATOR

Moneysolver
05.2021 - 12.2021

TAX SOLUTION ANALIST

Moneysolver
01.2021 - 05.2021

STORE MANAGER

LOCAL BUSINESS, TIRANA, ALBANIA
01.2015 - 02.2019

BACHELOR’S OF FINANCE - PROGRESS

University of North Florida

Associate of Arts -

Florida State College

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