Experience

Fullbay

• United States
• Software Development
• 1 - 100 Employee

• Customer Onboarding Representative

  • Apr 2023 - Present

  Arizona, United States I remotely guide new customers through a 3-4 week onboarding journey by planning and executing objectives such as: •Discovery questions •Business diagnosis ( Equipment worked on, size of team, inventory capacity, ect.) •Personalized training program •Systems configuration •Staff training •Bookkeeping software integration •Payment integrations •Transferring existing data •Vendor and inventory management As the primary point of contact, I approach onboarding by… Show more I remotely guide new customers through a 3-4 week onboarding journey by planning and executing objectives such as: •Discovery questions •Business diagnosis ( Equipment worked on, size of team, inventory capacity, ect.) •Personalized training program •Systems configuration •Staff training •Bookkeeping software integration •Payment integrations •Transferring existing data •Vendor and inventory management As the primary point of contact, I approach onboarding by leading by example, sticking to my commitments, empowering my customers with the knowledge they need, devotion to their success and empathy. Manage 30+ accounts (SMB to mid market) across the nation through the following activities: •Zoom meetings •Phone calls •Emails •CRM data entry •Churn risk management •Adoption report •Consistent follow ups (2-3 touch points) Repeatedly recognized for timely data entry in CRM, professionalism during customer calls, excellent customer follow up rate and communication skills (verbal or written). Show less



Toast

• United States
• Software Development
• 700 & Above Employee

• Onboarding Support Consultant

  • Jan 2022 - Dec 2022

  United States Internal title: Emerging Markets Onboarding Consultant I As an onboarding consultant for Spanish speaking restaurant owners, my day to day activities are guiding, training and scheduling customers that adopt the Toast POS solution. Supporting knowledge/activities: •Clearly define roadmap for successful onboarding including full-cycle project management of 20+ accounts at varying stages of the process, comprising of: -Kickoff calls -SaaS System Configuration (100-1500+ custom… Show more Internal title: Emerging Markets Onboarding Consultant I As an onboarding consultant for Spanish speaking restaurant owners, my day to day activities are guiding, training and scheduling customers that adopt the Toast POS solution. Supporting knowledge/activities: •Clearly define roadmap for successful onboarding including full-cycle project management of 20+ accounts at varying stages of the process, comprising of: -Kickoff calls -SaaS System Configuration (100-1500+ custom modifiers) -Admin Portal Configuration -Remote Installation Hosting and Coordination (10+ stages) -Live Post-Install Support •Extensive experience leading and facilitating internal or customer facing calls in which I have presented the product for the first time, discussed the terms of their existing agreement or looked for growth opportunities •Partner with Account Executives to identify and qualify upsell opportunities •Remotely train customers to use POS system and admin portal •Leveraged technical knowledge of hardware, networking and software knowledge to guide customers through remote installs via Zoom •Continuous training and product knowledge building through digital documents, pre-recorded session or live trainings Show less



Hello Talent | Strategic Tech Talent Sourcing

• United States
• Staffing and Recruiting

• Recruiting Coordinator

  • May 2020 - Jan 2022

  United States •Supported multiple full-cycle Recruiters with all scheduling, coordination, and adjustment needs including phone screens, Zoom or on-site interviews •Tracked all applicants and candidates in process (over 100+) •Led all candidate communications throughout the recruitment and offer processes (after Recruiter Screen through Onboarding completion) which included scheduling, interview preparation, answering candidate questions, generating/sending offer documents, retrieving offer signatures,… Show more •Supported multiple full-cycle Recruiters with all scheduling, coordination, and adjustment needs including phone screens, Zoom or on-site interviews •Tracked all applicants and candidates in process (over 100+) •Led all candidate communications throughout the recruitment and offer processes (after Recruiter Screen through Onboarding completion) which included scheduling, interview preparation, answering candidate questions, generating/sending offer documents, retrieving offer signatures, and tracking background checks •Supported stakeholders by leveraging thoughtful, informative, and supportive communication via Slack/Microsoft Teams, email, phone, text, and video •Supported Talent Sourcing efforts to help find and identify aligned candidates •Built and generated reports on all company metrics including recruiter performance, candidate market outreach, and billing Show less



Zones, LLC

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Onboarding Lead Support Specialist

  • Apr 2018 - Jun 2020

  Auburn, Washington Internal title: Adobe Partner and Program Manager, Brand Champion My main responsibility as a SaaS Adobe Partner and Program Manager/Brand Champion is to train and enable B2B Account Executives and all B2B Support Specialists at Zones Inc. Supporting knowledge/activities: •Supported and onboarded 350+ sales representatives for Adobe Software through internal and customer facing calls, emails and live marketing events •Account management and growth of 1,400+ accounts through… Show more Internal title: Adobe Partner and Program Manager, Brand Champion My main responsibility as a SaaS Adobe Partner and Program Manager/Brand Champion is to train and enable B2B Account Executives and all B2B Support Specialists at Zones Inc. Supporting knowledge/activities: •Supported and onboarded 350+ sales representatives for Adobe Software through internal and customer facing calls, emails and live marketing events •Account management and growth of 1,400+ accounts through tracking sales opportunities and product entry •Created and implemented five annual One-on-One and classroom trainings, tailoring to both newer and tenured sales teams •Analyzed pipeline data on CRM and Excel to launch/track campaigns, incentives and sales strategies for quarterly goal attainment •Received ‘Five Star Service Award’ nominations four times from sales teams for professionalism, knowledgeability and Excellent sales support

• International Sales Support Specialist

  • Dec 2017 - Mar 2018

  Auburn, Washinton Internal Title: Global Sales Support Specialist As Sales Support Specialist at Zones global, I guide Customers and Account Executives through the challenges of taking business globally. By using my previous experience as an Account executive I leverage customers' needs with the companies goals, helping craft solutions that truly fit all needs. I was an acting lead, building business and relationships in Latin America with our B2B SaaS Account Executives. •Sales cycle and supply… Show more Internal Title: Global Sales Support Specialist As Sales Support Specialist at Zones global, I guide Customers and Account Executives through the challenges of taking business globally. By using my previous experience as an Account executive I leverage customers' needs with the companies goals, helping craft solutions that truly fit all needs. I was an acting lead, building business and relationships in Latin America with our B2B SaaS Account Executives. •Sales cycle and supply logistics support for companies like UPS, Costco, Harley Davidson, S.C. Johnson, •Lyft, PepsiCo, Google, Microsoft, and Facebook in 18 countries •Coordinated with 8 independent distribution centers spread across Latin America, Europe, the Middle East, Asia, and the Pacific •Primary point of contact for 25+ Latin American sales opportunities starting at $40K

• Account Relationship Manager

  • Apr 2016 - Nov 2017

  Auburn, Washington Internal Title: Account Executive Chosen by Director of Inside Sales to create interest and retention of the millennial workforce through defining mission and vision statements and re-branding as a company. Skills applied: • Generated, researched, and followed up on new leads for business development for territories in Virginia, West Virginia, California and Texas covering business segments like manufacturing, entertainment and many more • Accurately predicted revenue by… Show more Internal Title: Account Executive Chosen by Director of Inside Sales to create interest and retention of the millennial workforce through defining mission and vision statements and re-branding as a company. Skills applied: • Generated, researched, and followed up on new leads for business development for territories in Virginia, West Virginia, California and Texas covering business segments like manufacturing, entertainment and many more • Accurately predicted revenue by generating quotes, processing purchase orders, inventory allocation and regular customer communication • Maintenance and data entry for net new/existing customer accounts including, but not limited to, contact information, organizational structure, account activity logs and order history • Generated revenue through sales and prospecting calls; sales goals ramped-up every month (e.g. Nov $2,904- Dec $3,872) and 50 dials a day with 2 hours of talk time a day was the required



Ashley Furniture Homestores

• United States
• Furniture and Home Furnishings Manufacturing
• 700 & Above Employee

• Product Specialist

  • Aug 2015 - Mar 2016

  Tacoma, Washington •Identified customer needs through building rapport and listening to their needs •Properly presented of a wide variety of products and services offered to consumer before and after purchase •Followed up with customer to measure level of satisfaction with product •Qualified customer for a variety of credit programs in order to give different purchasing options. •Active in weekly training about focus products, sales tactics, and relationship building



USA Living

• Product Specialist

  • Oct 2014 - Aug 2015

  Lakewood, Washington •Greeted and engaged customers with sales presentations and sales promotions •Achieved or exceeded monthly sales goals of $60,000+ •Customer service focused on product or finance •Experienced with handling sensitive and personal documentation •Properly documented customer interactions with detailed, clear and concise notations on customer accounts •Shipment and payment coordination