Tonya Cates
Daytona Beach,FL
Summary
Systematic Account Coordinator offering over 10+ year background undertaking day-to-day tasks relating to customer service and support in proper execution of customer account objectives. Productive and hardworking professional polished in tracking project milestones, creating presentations and pitching ideas. Hands-on experience with CRM software paired with exceptional account management skills. Comfortable managing multiple simultaneous projects with high accuracy. I have a strong track record of performance in fast-paced work environment. Expertise in data entry, records management and account management.
Overview
18
18
years of professional experience
Work History
Account Coordinator
Deem Mechanical
08.2020 - 01.2024
- Facilitated cross departmental interaction with other teams to facilitate open communications for benefit of clients.
- Assisted clients with technical support issues and general inquiries.
- Sought out process improvement opportunities and took ownership to implement positive change.
- Researched, troubleshot and resolved client inquiries as part of ongoing support for client set.
- Developed and maintained strong relationships with assigned accounts.
- Planned, organized, and managed work of subordinate staff to accomplish consistent work within organizational standards.
- Maintained updated and detailed records of calls in physical and electronic database.
- Directed dispatching, routing, and tracking of 30 fleet vehicles.
- Provided accurate HVAC/Refrigeration estimates by defining scope, timelines, potential setbacks, and limitations.
- Analyzed plans and specifications to identify scope and cost of projects.
- Parts ordering, tracking, and PO generating.
- Coordinate work orders, parts, and scheduling of project completion for 250+ site locations.
Asset Protection and Operations Manager
Lowe's Home Improvement
12.2015 - 06.2020
- Oversee inventory levels and profit loss data for four locations
- Review and analyze possible internal theft of four store locations
- Support financial and regulatory compliance
- Prepare P&L reports
- Manages inventory tracking system to record deliveries, shipments and stock levels
- Analyzes daily product and supply levels to anticipate inventory problems and shortages
- Maintaining accounts receivable along with managing, processing, and verifying BOL invoices
- Develops business relationships with suppliers and customers
- Manage controllable costs with a view to maintaining profitability.
District Manager/Store Manager/Assistant Store Manager
Family Dollar
11.2009 - 12.2015
- Supervise, train and assist employees like Sales Representatives and Retail Store Clerks in customer service, store maintenance and product promotions
- Develop and maintain a schedule for employees and promotions centered on holiday sales and other cycles
- Seek ways to better promote the store, the product line and service within the store
- Maintain proper inventory levels, ensure stocking, implement purchasing plans and maintain contact with suppliers to ensure maximum efficiency in meeting sales goals
- Implement cross-training of employees and Assistant Managers to maintain productivity at all times
- Hire and train as needed to ensure adequate personnel is on hand to provide outstanding customer service.
Billing Coordinator
PRN Pharmaceuticals
07.2006 - 10.2009
- Collaborating with finance and sales professionals to maintain accounts receivable
- Compiling and process information such as prices and discounts
- Ensuring customers and insurance are billed correctly for supplies and services
- Issue invoices and distribute them electronically or by mail
- Communicate with customers to answer questions
- Resolve disagreements between the company and its creditors.
Education
Associates Degree in Business Administration -
Ivy Tech Community College
05.2006
Diploma -
Decatur Central High School
05.2003
Skills
- Adaptability
- Problem Solving
- HVAC and Refrigeration quoting/estimates
- Effective Time Management
- Fast Learner
- Computer Skills
- Communication Skills
- Ability to Work Under Pressure
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Office
- Scheduling/Dispatching
- Creative Problem Solving
- Parts ordering and tracking
- Critical thinking and problem solving
- Customer Service
Personal Information
Title: Inventory and Operations Manager
References
References available upon request
Timeline
Account Coordinator
Deem Mechanical
08.2020 - 01.2024
Asset Protection and Operations Manager
Lowe's Home Improvement
12.2015 - 06.2020
District Manager/Store Manager/Assistant Store Manager
Family Dollar
11.2009 - 12.2015
Billing Coordinator
PRN Pharmaceuticals
07.2006 - 10.2009
Associates Degree in Business Administration -
Ivy Tech Community College
Diploma -
Decatur Central High School
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