Regan Neal

As a Quotation Specialist, I reviewed drawings, scopes, and technical documents to ensure quote completeness, accuracy, and feasibility. I prepared detailed quotations based on customer inquiries, ensuring pricing, specifications, and delivery requirements aligned with project needs. I managed a high volume of quote requests while maintaining strong attention to detail and clear, professional communication with clients. Additionally, I trained junior staff members on best practices and procedures within the Quotation Specialist role, helping improve overall department performance. I also negotiated competitive pricing with suppliers to secure favorable costs and improve company profit margins.

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. Collaborated with team members to resolve order-related inquiries, troubleshoot issues, and build relationships with potential customers through outreach. Upsold products and services, enhancing revenue while maintaining strong vendor relationships for timely deliveries.

Resolved customer inquiries through email, phone, and chat, maintaining consistent service quality.

Coordinated order changes, deliveries, and pickup schedules to support smooth rental operations.

Tracked reservations, contracts, and account details in CRM systems for accurate customer records.

As an Onboarding Specialist at TapGoods, Guided customers through setup of cloud-based software, demonstrating alignment with their business goals. I conducted training sessions for users and teams of up to 10, including executives and operations staff. Ensured users felt confident and comfortable using software, enhancing their overall experience. I also had the chance to upsell additional features, helping clients get even more value from their investment while strengthening relationships.

Coordinated customer onboarding from contract signature through account setup, ensuring smooth implementation and adoption.

Guided clients through product training, configuring workflows to align with operational and reporting needs.

Streamlined onboarding processes by refining checklists, documentation, and handoff procedures across teams.

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.