Summary
Overview
Work History
Education
Skills
Timeline
Generic
Regan Neal

Regan Neal

Fort Worth,TX

Summary

A dedicated and results-driven professional with experience in customer relations, onboarding, and front office coordination. Skilled in managing client relationships, ensuring smooth order and appointment processes, and providing effective training and support. Adept at identifying opportunities to upsell products and services, contributing to business growth. Strong communicator and problem-solver, with a keen attention to detail and a proven ability to collaborate across teams and with external partners. Known for delivering exceptional service and maintaining efficient, organized workflows in fast-paced environments.

Overview

3
3
years of professional experience

Work History

Customer Relations Specialist

Reventals Powered by TapGoods
06.2024 - Current

As a Customer Relations Specialist at Reventals, I facilitated the full order process from initial customer inquiry to final delivery, ensuring seamless communication and exceptional service. I sourced vendors, compared pricing, and coordinated revisions or updates to orders as needed. I collaborated closely with team members to address order-related questions and challenges, provided support in troubleshooting, and helped source new customers through outreach and relationship-building. Additionally, I upsold products and services, maximizing revenue and contributing to business growth, while maintaining strong vendor relationships to ensure accurate, timely deliveries.

Onboarding Specialist

TapGoods
06.2022 - 06.2024

As an Onboarding Specialist at TapGoods, I helped customers get the most out of our cloud-based software by walking them through the setup and showing them how it could support their business goals. I trained everyone from individual users to teams of up to 10, including everyone from CEOs to sales and operations staff. My goal was to make sure they felt confident and comfortable using the software. I also had the chance to upsell additional features, helping clients get even more value from their investment while strengthening relationships.

Front Office Coordinator

Alliance Oral and Maxillofacial Surgery
09.2021 - 06.2022

As a Front Office Coordinator at Alliance Oral and Maxillofacial Surgery, I managed daily front office operations, ensuring a smooth and welcoming experience for patients. I handled appointment scheduling, verified insurance information, and assisted with billing inquiries, ensuring accurate documentation. I also answered phone calls, addressed patient questions, and coordinated communication between patients, surgeons, and medical staff to keep everything running efficiently. Additionally, I maintained patient records in compliance with HIPAA, managed office supplies, and ensured the front office area remained organized and professional. I played a key role in patient check-in and check-out, ensuring all forms were completed and payments processed accurately.

Education

High School Diploma -

V.R. Eaton High School
Haslet, TX
05-2020

Skills

  • Customer Relationship Management: Building and maintaining strong relationships with clients, ensuring satisfaction from inquiry to completion
  • Order and Appointment Management: Efficiently managing orders and schedules, coordinating between vendors, customers, and internal teams
  • Upselling and Revenue Growth: Identifying opportunities for upselling additional products or services to enhance customer experience and drive business growth
  • Training and Onboarding: Conducting training sessions for individuals and teams, providing guidance on software and processes to ensure smooth onboarding
  • Problem Solving and Issue Resolution: Addressing customer inquiries, troubleshooting issues, and ensuring timely solutions
  • Effective Communication: Coordinating across teams, with customers, and vendors to ensure clear, seamless communication and efficient workflows
  • Organizational Skills: Managing office operations, maintaining patient records, ensuring HIPAA compliance, and keeping environments organized
  • Attention to Detail: Ensuring accuracy in orders, documentation, patient information, and financial transactions

Timeline

Customer Relations Specialist

Reventals Powered by TapGoods
06.2024 - Current

Onboarding Specialist

TapGoods
06.2022 - 06.2024

Front Office Coordinator

Alliance Oral and Maxillofacial Surgery
09.2021 - 06.2022

High School Diploma -

V.R. Eaton High School
Regan Neal