Personable and dedicated Customer Service Specialist with extensive experience in the finance industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Experienced in utilizing CRM software and Salesforce Analysis.
Overview
8
8
years of professional experience
Work History
Customer Experience Specialist (Remote)
LONEWOLF BUSINESS SOLUTIONS
12.2017 - 10.2022
Cross trained in multiple departments to know all company needs and train new employees
Analyzed and updated all necessary changes to Salesforce software
Processed customer service requests via phone support and email support
Customized CRM using the most up-to-date tools (i.e., workflows, triggers)
Noted customer correspondence in CRM to track requests, problems and solutions
Properly diagnosed customer needs and proactively educated them about the features and benefits of company products and services
Guided customers through troubleshooting, navigating the company website/mobile app or using digital tools
Audited internal data and processes to identify and manage initiatives, improving business performance
Recommended metrics and models based on observed trends
Worked with internal teams to understand business needs and changing strategies.
Customer Service Representative
AMAZON
09.2015 - 10.2017
Documented customer correspondence in CRM to track requests, problems, and solutions
Assisted customers with making payments or establishing payment plans to bring accounts current
Upheld quality control policies and procedures to increase customer satisfaction
Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions
Relayed customer feedback to cross-functional teams to improve products and services
Trained new hires on products and services, best practices and protocols to reduce process gaps.
Customer Accounts Rep
VERIZON
12.2014 - 07.2015
Reviewed daily customer transactions, open and closed account reports to verify accuracies and keep all customer information current
Maintained customer database by entering any new and updated customer and account information
Satisfied customer queries over phone and email to maintain positive patient-provider relationships.
Senior Technology Manager at Business Consulting and Solutions, RXG Business Consulting and SolutionsSenior Technology Manager at Business Consulting and Solutions, RXG Business Consulting and Solutions