Experience

Gobo Enterprises
• United States
• Manufacturing
• 1 - 100 Employee
• Account Specialist

  • Oct 2020 - Present

Denali Advanced Integration
• United States
• IT Services and IT Consulting
• 400 - 500 Employee
• Engagement Manager

  • Jun 2020 - Oct 2020


Club Demonstration Services

• United States
• Retail
• 700 & Above Employee

• Account Manager

  • Jul 2018 - Apr 2020

  Act as the liaison between the company, vendors, buyers, corporate and field staff for day-to-day client servicing Proactively assess, clarify, and validate customer needs on an ongoing basis. Responsible to run ad hoc reports as requested to ensure accurate data, program details, and results Liaise with other teams and coordinate information transfer between them. Create & manage resources for internal operations. File Management & Inbox management Train staff & new hires / onboarding; Gather Feedback & Information from team and distribute to corresponding team as possible; ex. Team management. Schedule large quantities of events using CRM



Jason Emer, MD

• United States
• Medical Practices
• 1 - 100 Employee

• Concierge Specialist Supervisor

  • Mar 2018 - Jun 2018

  Manage a 5+ person Call Center Team on daily tasks and shifts Organize and implement Training and Staff Meetings Create and Implement Policies and Procedures Create and manage schedules for team Monitor daily workflow and daily task completion Schedule Vendor Training’s and product demonstrations for multiple teams Manage a 5+ person Call Center Team on daily tasks and shifts Organize and implement Training and Staff Meetings Create and Implement Policies and Procedures Create and manage schedules for team Monitor daily workflow and daily task completion Schedule Vendor Training’s and product demonstrations for multiple teams



Kamerman & Associates

• Planning Assistant

  • Feb 2017 - Mar 2018

  Assist Multiple Financial Advisors in the planning and preparation of client meetings Collect and record all client data provided and input into Financial Documents Maintain efficient Office Workflow with spreadsheets and tracking client meetings Work as a team to manage department workflow Create and Implement Efficient time saving changes to office processes Greet Clients and answer phone calls Assist Multiple Financial Advisors in the planning and preparation of client meetings Collect and record all client data provided and input into Financial Documents Maintain efficient Office Workflow with spreadsheets and tracking client meetings Work as a team to manage department workflow Create and Implement Efficient time saving changes to office processes Greet Clients and answer phone calls



HealthFirst

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Retention Specialist & Admin. Support

  • Mar 2016 - Sep 2016

  Build and maintain positive customer experience and rapport Tier 2 customer service support, Outbound Calls 70-90 /day Organize, create and implement Team Trainings Manage team of 8+ when Supervisor out or unavailable Create and maintain reports of progress in Department Performed extensive filing and copying tasks; scan, fax, email etc. Build and maintain positive customer experience and rapport Tier 2 customer service support, Outbound Calls 70-90 /day Organize, create and implement Team Trainings Manage team of 8+ when Supervisor out or unavailable Create and maintain reports of progress in Department Performed extensive filing and copying tasks; scan, fax, email etc.



Xerox

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

• Customer Service Representative

  • Jan 2014 - Feb 2016

  Operated a multi-line phone system with high volume of calls - average 60-70 inbound calls/day De-escalate situations with upset or frustrated customers Dedication to finding a resolution for customers Professional verbal and written communication with client on an ongoing basis Assisted coworkers with training and helped them provide customers with satisfactory solutions Operated a multi-line phone system with high volume of calls - average 60-70 inbound calls/day De-escalate situations with upset or frustrated customers Dedication to finding a resolution for customers Professional verbal and written communication with client on an ongoing basis Assisted coworkers with training and helped them provide customers with satisfactory solutions