Customer Service Support

J. COURTNEY ROMEO

Kingwood, TX ***** · 713-***-****

*.*************@*****.*** · linkedin.com/in/jcourtney-romeo/

EXPERIENCE

OCTOBER 2021 - PRESENT

ACCOUNT EXECUTIVE, Digitial Intelligence systems (disys)

Drive sales and prospect new accounts.

Expand client base through networking and cold calling with new contacts in assigned territory.

Build and maintain relationships with clients on-site at their offices or at social events.

Understand client business and IT initiatives, as well as their specific technical and cultural environments to provide proactive workforce planning.

Create and execute strategies to gain account intelligence and develop business with new and existing clients.

Communicate, collaborate, negotiate, and present consultants skills, clear job descriptions and ability to provide insight to senior management.

Develop relationships and partnerships through entertaining clients through client meetings in/out of office, breakfasts, lunches, dinners, social events.

AUGUST 2018 – OCTOBER 2021

PROJECT SPECIALIST, INSPERITY

Plan and produce Department Project Plans and assist the project owner.

Provide oversight and prioritization to Business Solutions reservation system.

Test and approve new code changes as requested by the department

Lead Custom projects, provide and document system process changes

Manage department change requests, SOW preparation and Delivery, and RFI's

Assist multiple business units with customer communications and direct client contact

Schedule department meetings and provide management with overview of all projects and tasks for the department

JULY 2013 – AUGUST 2018

PROJECT MANAGER, GTG TECHNOLOGY GROUP

Assist Sales with custom demos, client communication and company application overall

Oversee marketing literature, company blogs, white papers, and social media

Oversee Customer Support team, assignments, and schedules

Manage and on-site sales presentations for exhibits and conventions

Front-of-the-room training

Plan and produce Project Implementations for multiple transportation companies such as 3PLs, Intermodal Drayage and Brokerage with fully integrated accounting, including follow-up on-site training and customized documentation and training manuals

Provide oversight and prioritization to Coders for project tasks

Test and approve new code changes as requested by the Customer

Lead Custom projects and Scoping sessions, front-of-the-room training

Manage Customer change requests, SOW preparation and Delivery

MAY 2012 – JULY 2013

CUSTOMER SERVICE/MARKETING SPECIALIST, GTG TECHNOLOGY GROUP

Lead efforts to provide new features and functions for all Customers

Maintain marketing literature, company blogs, white papers, and social media

Front-of-the-room training

Maintain Customer Support After Hours Schedules and assignments

MAY 2011 – MAY 2012

CUSTOMER SERVICE, GTG TECHNOLOGY GROUP

Updated all Customer systems with Rail and Dray rates

Manage data, extra charges, and user authority for 15 Intermodal companies

Managed fuel programs for all Customers

SKILLS & RELEVANT EXPERIENCE

Ability to apply a systematic method to problem solving, analyze data, and recommend opportunities that support positive business results.

Strong Presentation skills

Competency in strategic thinking and leadership with strong abilities in relationship management.

Strong leadership and interpersonal skills at all management levels.

Project Management Professionals Class 2017

Toastmasters 2018 - 2019

OMNI

DefCon

iSolved

Microsoft Project

Smartsheet Project Development and Reservation Ticket System

Excel

Word

Visio

PowerPoint

Microsoft Project

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