Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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Patti Jones

Patti Jones

Tulsa,OK

Summary

Dynamic Inside Sales Representative with a proven track record at Carrier Enterprise, excelling in customer relationship management and order processing. Adept at enhancing client satisfaction and driving revenue growth through effective communication and problem-solving. Recognized for cultivating strong customer relationships and delivering exceptional service, ensuring timely project completion and account retention.

Overview

24
24
years of professional experience

Work History

Inside Sales Representative

Carrier Enterprise
02.2019 - Current
  • Collaborated with outside sales team to streamline lead generation processes.
  • Processed orders accurately using the company's CRM system for tracking.
  • Developed strong relationships with clients to enhance customer satisfaction levels.
  • Provided customers with product information, pricing and availability.
  • Followed up on pending orders and inquiries in a timely manner.
  • Responded to customer inquiries quickly and professionally to maintain customer satisfaction.
  • Cultivated and strengthened customer relationships to drive revenue growth.
  • Delivered superior customer support to improve account retention rate.
  • Worked in conjunction with outside sales representative to maintain and grow product sales.
  • Liaised between outside sales representatives and accounts to optimize customer service.
  • Coordinated with logistics team to ensure timely delivery of products to customers.

Inside Sales Engineer

Carrier Enterprise
09.2004 - 02.2019
  • Support the grow of air distribution product sales through plan & spec take-offs, product selections, and pricing to customers.
  • Use standard office means to track projects to bid and bidding customers.
  • Generate scopes with BOM for bidding customers.
  • Maintain productive relationships with customers, engineers, and the sales force through project and technical information.
  • Maintain pre and post bid project files, helping to close the sale.
  • Support and communicate with the sales force on project documentation and order write up information.
  • Help maintain pre and post sales job files.

A/R Inventory Control CSR

Wortman Central Air
10.2001 - 08.2004
  • Processed service requests and scheduled appointments for technicians.
  • Resolved customer complaints through effective communication and problem-solving.
  • Followed up with customers post-service to ensure satisfaction and gather feedback.
  • Managed multiple tasks simultaneously while providing excellent customer service experience.
  • Handled customer inquiries and complaints in a timely manner.
  • Provided customer service support to customers over the phone and by email.
  • Processed orders, forms, applications, and requests.
  • Performed account maintenance activities such as updating client information in databases.

Education

High School Diploma -

Springfield High School
Springfield, CO
05-1991

Skills

  • Customer relationship management
  • CRM proficiency
  • Product knowledge
  • Order processing
  • Effective communication
  • Problem solving
  • Time management
  • Team collaboration
  • Superior organizational skills
  • Clear and articulate phone manner
  • Exceptional customer service
  • Dependable
  • Organized and efficient
  • Relationship building and management
  • Email and phone etiquette
  • Customer service
  • Verbal and written communication
  • Excellent time management
  • Order management

Hobbies and Interests

  • Raising our grandson and watching him play competitive baseball
  • Enjoying time with my family
  • Fishing
  • Quilting

Timeline

Inside Sales Representative

Carrier Enterprise
02.2019 - Current

Inside Sales Engineer

Carrier Enterprise
09.2004 - 02.2019

A/R Inventory Control CSR

Wortman Central Air
10.2001 - 08.2004

High School Diploma -

Springfield High School