Post Job Free

Resume

Sign in

Customer Service Success Specialist

Location:
Sheboygan, WI
Posted:
February 07, 2024

Contact this candidate

Resume:

GENEVA DOBBINS

Sheboygan, WI Account Resolution Specialist +1-920-***-**** ad3gcq@r.postjobfree.com PROFESSIONAL SUMMARY

Experienced Partner Success Specialist at Mosaic, dedicated to cultivating and nurturing strategic relationships. Proven track record of delivering value to partners by providing tailored solutions and ensuring their long-term success. Adept at proactive problem- solving and effective communication. Passionate about maximizing partner satisfaction and fostering mutual growth. Committed to consistently exceeding expectations and achieving shared objectives. PROFESSIONAL SKILLS

• Relationship Management

• Communication

• Customer Service

• Problem-Solving

• Strategic Planning

• Product Knowledge

• Data Analysis

• Project Management

• Negotiation

• Cross-Functional Collaboration

• Training and Onboarding

• Adaptability

• Time Management

• Technical Proficiency

• Reporting and Documentation

WORK EXPERIENCE

Partner Success Specialist 04/2022 to 11/2023

Mosaic Remote

• Establish direct communication channels with installation partners, ensuring seamless collaboration and swift issue resolution via email and phone.

• Provide comprehensive support to the sales team, addressing queries and aiding in their efforts to foster financial opportunities to fruition.

• Foster interdepartmental synergy by facilitating the progression of financial prospects, promoting cross-functional collaboration.

• Conduct detailed pipeline review meetings with partners to assess progress and align strategies for success.

• Utilize an array of software tools, including Salesforce, Google Sheets, and Google Docs, to enhance operational efficiency and data management.

Account Resolution Specialist 06/2021 to 01/2022

Sunlight Financial Charlotte, NC

• Collaborate with clients to address any concerns arising from the installation process, ensuring their satisfaction.

• Facilitate interdepartmental communication to effectively resolve individual customer issues and enhance their overall experience.

• Proactively address and respond to adverse feedback in company surveys, actively seeking opportunities for improvement.

• Engage with financial institutions to expedite the resolution of open cases, demonstrating a commitment to prompt and effective problem-solving.

• Continually analyze and enhance processes to prevent recurring negative issues, fostering a culture of continuous improvement and customer-centric problem resolution. Customer Support Specialist 09/2020 to 06/2021

Sunlight Financial Charlotte, NC

• Responding to customer inquiries via incoming phone calls concerning the status of their loan application process and addressing any queries pertaining to their contractual agreements.

• Collaborating with solar installation professionals to provide detailed updates and insights into the installation progress for our shared clientele.

• Adhering rigorously to company-established guidelines and protocols governing call handling procedures.

• Offering comprehensive assistance and support to customers seeking clarity on loan-related matters and ensuring a seamless experience throughout the process.

• Facilitating effective communication channels between our organization and solar installers to streamline the installation process and enhance customer satisfaction.

Fleet Lease Coordinator 01/2019 to 09/2020

ADESA Charlotte, NC

• Employing Autoims, I proficiently manage inventory, overseeing an average of 120 vehicles while meticulously tracking their data and statuses.

• As a reports specialist, I skillfully extract and analyze statistics from various software platforms, including V-TRACE, Autoims, Microsoft Word, and Microsoft Excel, to provide insightful and data-driven insights.

• I streamline the auction preparation process through the efficient and error-free use of the Auction Management System

(AMS), ensuring that all auction-related tasks are executed with 100% precision.

• With meticulous attention to detail, I conduct thorough audits of files, meticulously edit content, and accurately prepare up to 60 monthly invoices within the AMS platform.

• I take charge of comprehensive organization, overseeing reports and payment processes, and efficiently executing Electronic Funds Transfers (EFT) of amounts up to $1,000,000 on a weekly basis, ensuring a seamless financial workflow. Client Manager 03/2016 to 01/2019

ADESA Charlotte, NC

• I proactively engage with an extensive outreach effort, cold calling over 185 dealers weekly, surpassing industry call rate standards. This high level of communication ensures a steady flow of potential participants.

• I leverage a range of tools, including Salesforce, AMS, Microsoft Excel, Word, and PowerPoint, to generate comprehensive weekly and bi-weekly reports. I draw from an extensive mailing list to provide valuable data to dealers and management, facilitating informed decision-making.

• I take pride in creating and nurturing client relationships that lead to exceptional client retention and loyalty. This trust- building approach has earned me the prestigious MVP award for Dealer Client Retention in December 2016.

• I contribute to the cash office's smooth operation, handling significant amounts exceeding $10,000. This involves managing invoices, receipts, and payments, ensuring accuracy and compliance.

• I actively assess training needs within the team and formulate recommendations for onboarding and development of new hires, promoting a culture of continuous improvement and skill enhancement. Office Manager Total Home Health Inc 01/2015 to 01/2016 Google Maps Shawano, WI

• Supervise day-to-day operational activities, ensuring smooth and efficient workflow.

• Strategically plan and optimize secure and time-effective routes for medical supply drivers, utilizing Google Maps to guarantee timely deliveries.

• Oversee a bi-weekly budget allocation of $40,000 for procuring essential supplies, both for the office and patient care, ensuring cost-effective management.

• Compile and generate ad hoc reports as needed, then distribute these comprehensive reports to relevant upper-level management for informed decision-making.

• Initiate and manage the comprehensive process of requesting and processing background checks for new employees, utilizing Background Report as a tool. Successfully elevate customer satisfaction ratings from an initial 7.3 to an outstanding 9.4/10, based on patient feedback surveys.

Office Manager Total Home Health Inc 03/2014 to 11/2014 Service Agent Hall Automotive Virginia Beach, VA

• Handling a daily influx of 100+ incoming customer calls, addressing their requests for scheduling vehicle maintenance appointments.

• Proficiently coordinating communications with dealerships through email, providing answers to inquiries and timely status updates.

• Earning a promotion to the role of Assistant Service Center Trainer, where responsibilities encompassed supporting the Lead Trainer in new agent onboarding.

• Diligently conducting quality assurance assessments to promptly address customer concerns, ensuring resolution in adherence to company policies.

• Skillfully fostering effective team communication, facilitating the accurate documentation and comprehensive gathering of essential business requirements.

EDUCATIONS

Associate's Degree in Marketing 2018

Post University

Associate of Arts in Arts And Sciences 2004

University of Wisconsin Marinette, WI



Contact this candidate