Customer Service Sales
Resume:
BEN LIEBERMAN
**** ********* ***** **** **** City, UT 84109
*************@*****.***
C A R E E R F O C U S : S A L E S A N D S E R V I C E
Q U A L I F I C AT I O N S P R O F I L E
Seasoned, innovative, and customer-focused professional w ith diverse experience managing the
end to end customer experience. Proven ability to launch and start a business from the ground up. Adept
a t maintaining exceptional customer care and business relationships. Possess exceptional ability to
m ultitask in a diverse culture without compromising product quality. Deeply commit ted to continuous
learning in a competitive, fast-paced environment.
C A RE E R H I S T ORY
E*TRADE Financial Salt Lake City, UT
Senior F inancial Services Representative 2012-
Present
Actively manage special projects and solve complex issues for multiple departments, typically
i nvolving high net worth client accounts utilizing Salesforce.com.
Responsible for handling corporate escalations.
Work closely with client services, marketing and product management.
Manage and prioritize product backlog of features, bugs, and other requests for your development
team.
E*TRADE Financial Salt Lake City, UT
F inancial Services Representative
2011-2012
Assist active traders in solving high priority issues and concerns, educate clients of all knowledge
levels on the stock market as well as web site navigation, and provide efficient, detailed and
complete customer service to client.
Generate leads for account growth and client acquisitions.
Act as back up Team Lead/Coach to a team of 25.
Major Accomplishments
Instrumental in complete tu rnaround of underperforming team; set higher expectations, and
i nstituted individual accountability.
Team consistently ranked #1 in lead generation 2012.
Rapidly promoted to Sr. Financial Representative after earning recognition as Top Contributor.
Series 7 and 66 mass registered in all states.
Morgan Stanley Smith Barney Bozeman, MT
F inancial Advisor
2010-2011
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BEN LIEBERMAN
3384 Larchmont Drive Salt Lake City, UT 84109
*************@*****.***
Provide sound investment recommendations based on individual clients r isk tolerance and time
horizon. Emphasis on wealth preservation and retirement planning.
Worked with a team to sell, negotiate, and t ransition $33 million 401k Plan, including enrollment
of 2,300 employees.
Implemented client acquisition strategies.
B lindsource Inc. Bozeman, MT
OWNER 2006-2011
Managed all aspects of a window coverings business including sales, installation, scheduling,
marketing, customer service, accounting, budgeting, lead generation, and relationship building.
Collaborated with manufacturers to plan new product roll outs. Successfully negotiated product
market exclusivity.
M ajor Accomplishments:
Initiated and developed a business function that is 75% referral based.
Quickly grew gross sales to $350,000 per year.
Increased gross profit by 35% from 2007 to 2008 through marketing (emphasis on referrals) and
negotiating of pricing with vendors.
Earned numerous incentive packages from manufacturers for continuous growth, including
“ Windows to the Worlds” status with Hunter Douglas, “Destination Paradise” with Kathy I reland
Home by Alta, and “Passport to Adventure” with Graber.
Bob Trailers Inc. Boise, ID
W ARRAN TY C USTOM ER SERV ICE M ANAGER 2006
A ND
Implemented a new warranty procedure to guarantee operations consistency and gain customer
confidence.
Handled and responded to all incoming sales calls, processed orders, and addressed escalated
customer and retailer concerns.
Reported on t rends in customer service contacts to provide leadership visibility to potentially
systemic issues.
Qwest Communications Boise, ID
C HAN NE L SUP PORT M ANAGER 2004-2005
Functioned as technical support to 500 call center employees and 100 retail stores, as well as
assumed HR responsibilities, which included new hire t raining and continuing education, one-on-
one t raining/employee development, and weekly meetings coordination.
Directed front line call center employees when resolving complex technical product and process
questions.
Immediately identified t rends through analysis and recommended improvements to processes.
Assessed supervisors, trainers, and process teams’ performance, and provided feedback to enhance
business unit customer operations.
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BEN LIEBERMAN
3384 Larchmont Drive Salt Lake City, UT 84109
*************@*****.***
Major Accomplishments:
Played a vital role as facilitator for customers and front line employees, ensuring the highest
service quality as well as total customer satisfaction.
Facilitated new process to decrease billing errors generating $1M per year in potential cost
savings.
Successfully resolved a wide range of complex customer issues through comprehensive
i nvestigation and research.
Qwest Communications Boise, ID
SALES CONSULTANT 2003-2004
Proactively answered customer’s inquiries, requests, and disputes, employing sound judgment.
Negotiated customer’s requests for installation, removal/ changes of service, and billing
a rrangements.
Demonstrated all services, products, features, and costs to guarantee customer satisfaction as well
as to win customers’ continued business and loyalty.
Implemented t raining meetings for groups of over 15 personnel regarding new products, material,
and software.
M ajor Accomplishments:
Consistently achieved top 25% in sales, consistently surpassed 100% quota, selected as model
employee to aid in the development of new hires and was elected as team product specialist.
Promoted and merchandised Qwest products and services though consultation, collection, and
assessment of data.
ED UCATI O N
B ACHE LOR SCI ENCE B US I NESS A D M I N IST RAT IO N, w ith H igh Distinction in M arketing : 2001
OF IN
Montana State University Bozeman, MT
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