Roberta Bowen
Plymouth,MA
Summary
Experienced professional with over two decades of dedicated service in Customer Service and Sales, showcasing expertise in effectively managing interactions with the public to ensure seamless sales and service experiences. Holds a valid Real Estate Agent license in the state of Massachusetts.
Overview
1
1
Certification
22
22
years of post-secondary education
18
18
years of professional experience
Work History
Account Manager/Inside Sales
Upstream Rehabilitation
04.2024 - 04.2026
- Managed customer relationships through targeted outbound calls, enhancing referral growth.
- Met sales quarterly expectations, monthly reporting, and attended weekly meetings and continued PT education, and company training throughout the year.
- Maintained target customer list and summaries of sales calls with Prime, CRM system.
- Educated medical staff on PT services via phone, fax, email, and mail; informed them of available PT locations, identified new clinics in their area, and addressed customer service challenges.
- Use Microsoft Office, Prime CRM, Power BI, and Concur Reporting.
- Worked remotely to support team operations
Account Management/Inside Sales
Lifeline Systems Inc. (Connect America)
Framingham, MA
02.2020 - 05.2023
- Managed B2B inbound/outbound calls across 18 states, boosting revenue through strategic marketing, referrals, and lead routing.
- Orchestrated daily communication via phone, email, and campaigns to effectively disseminate product information and innovations.
- Coordinated meetings for potential partnerships, leveraging CRM tools for efficiency.
- Coordinated meetings for potential partnerships, utilizing CRM tools to streamline processes.
- Contributed actively to weekly Sales Team meetings, providing insights and participating in events.
- Managed brochure requests to ensure timely distribution of marketing materials.
- Scheduled In-services with healthcare professionals
- Handled brochure requests, ensuring timely marketing material distribution.
- Scheduled educational In-services for healthcare professionals to discuss product features and benefits
Real Estate Agent
Coldwell Banker Residential Brokerage
Natick and Plymouth, MA
01.2015 - 01.2023
- Residential and Commercial sales, Relocation, Short Sales, and New Construction
- Advised clients on real estate market trends, supply and demand dynamics, and pricing considerations to support informed decision-making.
- Guided clients on mortgage options and explained financing choices.
- Established competitive market prices through detailed comparisons of similar properties, ensuring accurate valuation.
- Created and reviewed property listings with information on location, features, square footage, etc.:
- Created and reviewed property listings with information on location, features, square footage, etc:.
- Created engaging property listings showcasing essential features, including location, amenities, and square footage to attract potential buyers.
- Arranged and conducted property viewings and Open Houses
Assistant Sales Manager and Real Estate Sales
Fafard Real Estate/FRE Building Corporation
Milford, MA
01.2015 - 01.2017
- Oversaw the entire sales process, from offer stage to unit closing, ensuring seamless transactions.
- Executed open houses and developed property marketing strategies through blogging, WordPress, and video platforms, increasing property visibility.
- Demonstrated innovative home staging techniques, enhancing property presentation.
- Facilitated material selection for buyers, ensuring alignment with design preferences and project requirements.
- Coordinated with construction teams to streamline orders for cabinets, corian, and carpet, enhancing project timelines.
- Utilized HubSpot CRM for efficient activity tracking and management.
Account Management
Adecco USA Inc., (Sunlife Insurance)
Wellesley Hills, MA
01.2013 - 01.2014
- Managed inquiries for U1500 lives, ensuring prompt and accurate responses via email and web chat.
- Tracked and reported client-related activities for Client Advocates/Client Relationship Executives.
- Verified policy changes/updates, maintaining accuracy and compliance for customers.
- Participated in special projects and reports, contributing to team objectives and client satisfaction.
- Utilized tools including Lotus Notes, Boxi, Eworkbench, Grid, Oasis, QPS, Sunlink, and Siebel to streamline processes and improve data management.
Inbound Sales
Philips Healthcare Solutions
Framingham, MA
01.2011 - 01.2013
- Managed high-volume calls for Philips products, effectively addressing customer inquiries and resolving issues.
- Educated caregivers and referral sources, increasing product awareness and driving customer engagement.
- Fostered positive, team-oriented atmosphere while coordinating assignments across departments.
- Awarded in 2012 for outstanding outbound business retrieval, showcasing dedication and sales effectiveness.
- Fostered a positive, team-oriented atmosphere while handling assignments for various departments.
- Advanced to an inbound sales role, enhancing customer engagement.
Senior Living Customer Service/Technical Support
Philips Healthcare Solutions
Framingham, MA
01.2008 - 01.2010
- Facilitated sales by delivering tailored product recommendations and technical insights to enhance customer experience in Philips Senior Living Division.
- Facilitated sales by providing tailored products and technical information for Philips Senior Living Division.
- Resolved diverse customer inquiries, demonstrating strong engagement and support skills to enhance customer satisfaction.
- Applied technical expertise in Lifeline Communicator programming using Philips Proprietary Software (Promline).
- Proficient in various Lifeline Communicator models, including DT1000, 6800, 6900, 9500, 6600, and 6500.
- Received training in call center support applications (Saleslogix, SAP, Trackwise, Manman, Vantive), enhancing support capabilities.
- Leveraged multifaceted skill set to streamline sales support processes and improve overall service delivery.
- Worked in Framingham, MA at Adecco USA Inc. in a contract role.
Education
The American Real Estate Academy
Waltham, MA 09.1999 - 01.2022
Bachelor of Science - Home Furnishings Merchandising, Art
Framingham State College
Framingham, MASkills
- Strategic customer engagement
- Cross-departmental communication
- Inbound and outbound sales
- Clear client communication
- Regulatory compliance management
- Lead generation
- Customer complaint resolution
- Sales competency
- Advanced CRM tools
- Collaborative sales approach
- Goal-oriented success
Personal Information
Title: Inside Sales | Account Management | Real Estate Agent | Project Management
Certification
Licensed Real Estate Agent from the Commonwealth of MA, 2000
Timeline
Account Manager/Inside Sales
Upstream Rehabilitation
04.2024 - 04.2026
Account Management/Inside Sales
Lifeline Systems Inc. (Connect America)
02.2020 - 05.2023
Real Estate Agent
Coldwell Banker Residential Brokerage
01.2015 - 01.2023
Assistant Sales Manager and Real Estate Sales
Fafard Real Estate/FRE Building Corporation
01.2015 - 01.2017
Account Management
Adecco USA Inc., (Sunlife Insurance)
01.2013 - 01.2014
Inbound Sales
Philips Healthcare Solutions
01.2011 - 01.2013
Senior Living Customer Service/Technical Support
Philips Healthcare Solutions
01.2008 - 01.2010
The American Real Estate Academy
09.1999 - 01.2022
Bachelor of Science - Home Furnishings Merchandising, Art
Framingham State College