Experience

Lumascape

• Australia
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Lumascape Customer Accounts Supervisor – Lumascape USA Office

  • Mar 2020 - Present

  • Manage the daily operations for the US division. • Supervises the Customer Accounts teams. Responsible for hiring, training, performance management, and other personnel-related activities • Creates new customer accounts by processing credit reference documents, obtaining credit approval. Evaluates customer entry system and make recommendations for continual improvement to ensure internal visibility to orders and promised dates is optimal. • Creates work orders and processes purchase and dropship orders. Provides Order Acknowledgement to customer with expected delivery dates. Tracks progress of customers’ orders. Communicates with customer regarding changes to delivery dates. • Coordinate shipping process – production of Pick and Pack Lists, obtaining ship dates and billing information. Coordinates intermodal or consolidated shipments with the logistics team. Creates ERP Sales Invoice, including any shipping charges, and distribute to Customer and Agent. • Monitors and tracks order progress, volume, issues, and maintains accuracy of the progress in the shipment tracking system. Communicates order status to customers and internal departments regarding open orders, backorders, pricing, product updates, order discrepancies, and shipment deliveries. Tracks and obtains payments prior to shipping for new customers or customers that have not been active for over two years. • Collaborates with Technical Services, Engineering, and Sales departments for NCR processing in the US and Australia. Responsible to communicate with customer on the detail of investigation from Engineer and process the Customers’/Engineers’ request accordingly. Acts as the liaison with all departments from start to completion of the NCR process • Develop and streamline processes to be more efficient. • Implemented paperless work-flow for job files. • Oversaw Customer Service functions that had 105 % growth. • Manage AR to ensure accounts remain current. Show less



Hunter Industries

• United States
• Manufacturing
• 700 & Above Employee

• Domestic Account Specialist II

  • Nov 2011 - Mar 2020

  • Manage So Cal region of 25 distributors with multiple branch locations from Northern California to Inland Empire to Southern California boarder, achieved a sales growth of 15%. • Support (1) Regional Manager, (3) Account Managers and (14) Sales Mangers, with day to day sales support needs; sample orders, aging reports, back order reports, and job specifications. • Improve company revenue by closely collaborating with the Finance department, including minimizing bad debt on customer accounts and other financial dealings to meet and exceed financial goals for So Cal region. • Work with senior management in creating and implementing new distributor agreements, and recommending efficiency improvements. • Improve communication efficiency by developing new procedures for each regional markets and sales teams. • OSHA Certified, Safety representative with a current CPR/AED certificate. • RMA (Return Material Authorization) lead for the Customer Service Department working with six departments to streamline the current return process. • Ability to take responsibility for tasks; take initiative to ensure high level of performance; meet or exceed expectations within deadlines, deliver outcomes with high degree of professional quality. • Work with orders from start to completion. Interact daily with customers, sales force and regional managers. • Knowledge of International order request. Take orders via fax and email, place on our system, send to warehouse, edit order, bill, print and send to customers. • Replace Domestic Account Specialist II with our largest account in her absence, through EDI. • Thrive in uncovering customers' needs through certain products we offer to keep their experience more convenient and time efficient. • Utilize cross selling techniques to keep customers satisfied with product daily. Show less



Grace Church

• Religious Institutions
• 300 - 400 Employee

• Outreach Director

  • Nov 2012 - Nov 2016

  • Responsible for creating department yearly budget, to secure monthly campaigns finance’s. • Organized all monthly campaigns from start to completion, with mentoring campaign leads and volunteers. • Established strategic partnerships with local organizations: Pregnancy Resource Center, Got Your Back San Diego, Bread of Life, Brother Benno’s, Women’s Recovery Center, Fresh Start and San Diego Rescue Mission. • Responsible for monthly marketing material needed for each scheduled and approved campaign. • Responsible for all pre- and post-campaign meetings with various departments. • Purchase all products needed for various campaigns, while staying within budget. • Responsible for the church’s monthly feed those in need project, while maintaining budget. • Responsible for the church’s Red, White and Blue Bash, served the local community with free food, games for an average of 600 people once a year. • Campaign Management, prospected volunteers to help with monthly campaign’s setting up a booth weekly, telemarketing, direct mail and public speaking. Show less



Comfort Systems USA

• Construction
• 700 & Above Employee

• Executive Assistant Office Manager

  • Jun 2004 - Apr 2009

  • Assistant to President, Vice President and Marketing Department, responsible for proposals, marketing schedule for all offsite meetings. • Managed all company hotel and travel accommodations, ensuring all accommodations were within budget. • Managed the telecommunications account. • Responsible for all office building contracts and maintenance, goal was to maintain a healthy and safe work environment. • Assisted with the design of the company website, collaborated with the IT department. • Managed all employee relation activities. • Coordinated and budgeted all department meeting. • Managed receptionist and product managers assistance, overseeing reports and task were completed in a timely manner. • Reported weekly updated backlog reports to the President and Vice President of the company, worked closely with all Product Managers and Assistance to ensure information was submitted timely. • Responsible for Service Department payroll for 35 employees, ensuring all timecards were submitted to finance on a weekly basis. • Assisted with the development and implementation of the Service Department Software, ensured employees to have better time and tracking management. • Maintained Service Department revenue by ensuring all invoices were paid within a 30-60 days period. • Responsible to post all account receivable payment’s in the Service System Tracking System, ensuring all contracts and payments were current with change orders and contracts. • Supplied legal documentation to legal department when necessary, to support the financial commitment to the company. • Supported the department dispatcher as a back-up. Collaborating with customer and field technicians to ensure time management. • Supported the Sales Department with proposals, to help meet the revenue goals. • Responsible for the data entry of all New Contracts into the Service Software, ensuring all information and change orders are accurate and current for weekly department take off meetings. Show less