Customer Service Sales
Resume:
BEN LIEBERMAN
**** *********** **** *******, ******* 59715
*************@*****.***
FINANCIAL ADVISOR
C A R E E R F O C U S : S A L E S A N D P RO J E C T M A N AG E M E N T W I T H C U S T O M E R S E RV I C E F O C U S
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 with diverse experience managing the end to end customer
experience for a proprietary business. Proven ability to launch and start a business from the ground up. Adept at
maintaining exceptional customer care and business relationships. Possess exceptional ability to multitask in a diverse
culture without compromising product quality. Deeply committed to continuous learning in a competitive, fast-paced
environment.
C A R E E R H I S T O R Y
Morgan Stanley Smith Barney Bozeman, MT
Financial Advisor 2010-Present
Provide sound investment recommendations based on individual clients risk tolerance and time horizon.
Emphasis on wealth preservation and retirement planning.
Worked with a team to sell, negotiate, and transition $33 million 401k Plan, including enrollment of 2,300
employees.
Major Accomplishments
Series 7 and 66 licenses in MT, ID, WA, NY, TX, and VA. Life and Health insurance producers license.
Blindsource Inc. Bozeman, MT
OWNER 2006-Present
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 out. Successfully negotiated product market
exclusivity.
Major 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 Ireland Home by Alta, and “Passport to
Adventure” with Graber.
Bob Trailers Inc Boise, ID
WARRANTY AND CUSTOMER SERVICE MANAGER 2006
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 trends in customer service contacts to provide leadership visibility to potentially systemic issues.
Qwest Communications Boise, ID
CHANNEL SUPPORT MANAGER 2004-2005
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BEN LIEBERMAN
3129 Gardenbrook Lane Bozeman, Montana 59715
*************@*****.***
Functioned as technical support to 500 call center employees and 100 retail stores, as well as assumed HR
responsibilities, which included new hire training and continuing education, one-on-one training/employee
development, and weekly meetings coordination.
Directed front line call center employees when resolving complex technical product and process questions.
Immediately identified trends through analysis and recommended improvements to processes.
Assessed supervisors, trainers, and process teams’ performance, and provided feedback to enhance business unit
customer operations.
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 investigation 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 arrangements.
Demonstrated all services, products, features, and costs to guarantee customer satisfaction as well as to win
customers’ continued business and loyalty.
Implemented training meetings for groups of over 15 personnel regarding new products, material, and software.
Major Accomplishments:
Consistently achieved stop 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.
Cintas Corporation Boise, ID
MANAGEMENT TRAINEE PROGRAM- OFFICE MANAGER 2002-2003
Monitored accounts receivable and customer service departments; coordinated installation of new accounts as
well as implemented new computer network and software program enabling Cintas to administer accounts, which
were acquired from Valley Linen and Uniform.
Partnered with the Sales Department in organizing and improving catalog sales; administered employee benefits
and processed payroll.
ED UCATI O N
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION, with High Distinction in Marketing: 2001
Montana State University Bozeman, MT
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