Customer Service Business Development

Jacob Watson, CML

*** *********** **. ******* **** AL 35906 · 256-***-**** · ********@*****.***

www.linkedin.com/mwlite/in/jacob-watson-b6354889

Professional Profile:

A highly skilled and focused worker who has a passion for providing world-class customer service. I am a talented, collaborative, and innovative problem Solver. Dynamic and knowledgeable with 20 years in customer service and over 10 of those years as Sales Executive helping solve a wide variety of customer issues in the technology realm. I currently experience managing high volume and highly complex customer facing software implementation projects schedule meetings to gauge interest in products, and work with companies to make sure we meet the needs that fit them specifically. I have strong leadership skills with ability to work as part of a project team as well as mentor others, along with excellent communication skills; I have served as a pastor in ministry and over 3 years as a personal Banker. I have helped people that were dealing with Traumatic experiences walk out life. I currently have for the past year served on my churches Pastoral Staff team, which is basically counseling. I graduated from Highlands college in 2017 with a certificate in Ministry and leadership.

Professional Experience:

RicohUSA, Exton, PA 2021-Present

Business Development, IT Services – Generating Leads/Scheduling Appointments

Inside Sales- Collaborate with a manager, team, and my District Services Specialist

Manages planning, scheduling, and networking with businesses throughout the Nation for IT Services.

Generates productive Contact methods using Microsoft Platforms, Oracle, and Five9.

Works closely with IT to test, log issues and make sure our systems are working effectively to help improve Customer’s needs.

Uses a high level of problem-solving skills to assess issues and make decisions involved in Customers environments to make sure we are caring for their needs the best possible way.

Learning and helping support our customer environment.

BBVA Compass/ PNC Bank 2018-2021

Financial Solutions Advisor, Financial Affairs – Customer/ Business Banking

Served as lead workplace solutions ambassador for our area banks and business development, building rapport with potential customers and managing workflows and accounts.

Managed implementation, configuration, and testing processes and for new accounts within Salesforce, Also Microsoft spaces and google docs.

Manipulated and analyzed large amounts of financial data utilizing Microsoft Excel

Tested, logged issues, and helped manage changes to PNCs financial systems (Oracle and Salesforce)

Served as the primary resource for BBVAS workplace solutions, customer relations champion, STARRS program support.

I also made my scorecard numbers every quarter, led the team and worked through trouble shooting, and completely new business transition from BBVA bank technology software to PNC and had to help associates navigate through the transition.

My Never meets a stranger award, shows just how well the Customers loved me and wanted to see me when they came in.

Staples 2013-2018

Technology Manager, Trussville, AL

Served as the store manager 3 nights a week, learned how to make angry customers leave happy or satisfied after results.

Responsible for budget development, allocation, monitoring, sales, customer service, product knowledge, and time clock implementation.

Compiled data and prepared documents, for training purposes, led implementations of store layout, and support for customer products.

Worked closely with the District Manager, Store Manager and various special project teams to set and execute project priorities; establish timelines, sets agenda; developed reports, and other documents and monitored team progress and provide status reports to the Store manager, and district manager.

Responsible for the management of training and course development for online and in-person cultural competency education and product knowledge for all store associates and customers and demonstrated easy ways to utilize the products.

Was in the top5 in the company in sales and product knowledge.

Education:

Highlands College Certificate of Ministry and Leadership, Birmingham, AL 2/2015- 12/2016

Microsoft Certification Courses - 2022

Relevant Professional Development and Computer Skills:

Salesforce 2018-2021

Oracle Certification Series 2021-2022

ZoomInfo Training 2021-2022

Oracle PeopleSoft Certificate Series (Zoominfo University Ricoh) 2021-2022

Microsoft

Proficiency with multiple productivity and specialty software systems including:

Microsoft Office: Word, Excel (Data Tables, Formulas), Access, PowerPoint, Outlook, SharePoint, One Note, Cloud Software

Adobe: Illustrator

Other: ServiceNow, MS SQL, Oracle Fusion Cloud Application, Adobe Pro, Smart Sheets, Google Docs, Salesforce, Navigating ADP, Chat GPT

Communication Tools: GoTo Meeting, Zoom, Google+, Skype, Microsoft Teams, Facebook, Twitter, Instagram, LinkedIn, Gaggle AMP

Contact this candidate