Customer Solutions Specialist

TramAnh Thi Nguyen (June)

PO Box ****** San Jose, CA 95161 ● 669-***-**** (Mobile) ● E-mail: ***********@*****.*** Professional Experiences

Confluent Medical Technologies – Fremont, CA

Customer Solutions Specialist 02/2021 – Present

Provide support for Sales and Commercial Operations.

Responsible for the entry and management of customer orders, includes collaboration with internal partners (Planners, Supply Chain, Engineers, Quality) to meet customer’s delivery deadlines.

Maintain clear visibility of customer orders within EPICOR (ERP system) using various reports to track and effectively respond to customer inquiries.

Support Account Directors with service related matters, using critical thinking to investigate and efficiently resolve issues.

Henry Servin & Sons, Inc. – Santa Clara, CA

Purchasing Agent / Scheduler 01/2017 – 12/2020

Managed the end-to-end Sales process, which included quoting, scheduling, purchasing and timely fulfillment of orders.

Worked in conjunction with the company President to provide superior service for large clients, such as Google, Apple and Facebook.

Responsible for building strategic customer and supplier relationships.

Acted as Quality Assurance Representative, developed and execute SOPs, and worked with Registrar to maintain certification for ISO 9001-2015

Supported technicians with machine issues, troubleshooting and repair services

Also handled various administrative duties, including but not limited to training, reception, logistic & invoicing.

Kaiser Foundation Health Plan (San Jose, CA)

Account Manager 06/2006 – 12/2016

Held various positions within Large Group Sales & Account Management during my 10-year tenure.

Started as an Associate Account Manager, later promoted to Senior Associate Account Manager, promoted to Team Lead and then Account Manager.

Managed a book of business in the mid-large market segment with 100+ accounts and millions in potential revenue annually.

Used SalesConnect (Salesforce) reporting capabilities to analyze and improve risk, price, and benefit positions within each account.

Established and maintained broker relationships through continuous engagements and value demonstrations.

Developed and executed account plans to ensure attainment of group-specific goals.

Created customized reports to support broker and customer needs and account strategy.

Lead and managed implementation of group renewal process.

As Team Lead, worked jointly with Sales Manager to recruit, hire, fire, train, coach and conduct performance management conversations with Associate Account Managers. Qualifications & Skills

15+ years in the healthcare, insurance and high-tech industries managing employee benefits

Experienced in all aspect of business: Sales, Service, Account Management, Customer Relations

Able to multi-task, work independently and/or in a team environment

Great interpersonal skills, detail oriented, highly organized, dependable, eager and fast learner

Proficient with MS Office, Intuit Quickbooks, Epicor, SalesForce’s SalesConnect Education & License(s)

California Health and Life Insurance License – 0D98929 Evergreen Valley College – San Jose, CA

Area of Study: Business Administration & Management Herbert Hoover High – San Diego, CA

References are available upon request.

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