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Customer Service Account Executive

Location:
San Antonio, TX, 78258
Salary:
$60,000
Posted:
September 27, 2023

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Resume:

Christopher Leonard

San Antonio, TX 718-***-**** LinkedIn

PROFESSIONAL SUMMARY

A highly driven, dedicated, and skilled Operations Management professional with 20+ years of experience driving business growth through effective leadership, customer service, and operational oversight. Strong understanding of diverse business processes disciplines, concepts, and verticals to identify business functions and processes to meet organizational goals. An effective communicator and staff manager who establishes relationships with teams to support their professional development. SKILLS & COMPETENCIES

● Customer Service

● Project Management

● Budgeting & Forecasting

● Risk Management

● Cost Benefit Analysis

● Administrative Oversight

● Team Leadership

● Operations Management

● Staff Training & Development

WORK EXPERIENCE

The Wash Tub San Antonio, TX 2015 – Present

General Manager

● Responsible for providing daily oversight of business operations to ensure profitable success and ensure high quality of customer service is being provided by the team

● Utilize a data-driven approach to monitor financial performance, forecasting future profits, and uncover areas to improve on costs and expense reduction

● Perform the scheduling of staff to ensure adequate coverage to support peak hours and business demand

● Provide staff training and development to guide their skill set growth, service knowledge, and goal attainment

● Oversee inventory and place orders to vendors as needed to replenish stock

● Schedule maintenance and repair of faulty equipment or damaged machinery, while establishing strong relationships with suppliers to maximize the partnership in terms of cost and availability

● Serve as an escalated point of contact for customer concerns to resolve issues and maintain their satisfaction Silverman Acampora LLP Jericho, NY 2011 – 2015

Service Advisor

● Prepared legal documents for attorneys and paralegals of a medium-sized law firm specializing in Bankruptcy & Creditors’ Rights, Business Law, Corporate Restructuring, Employment Law, Litigation, Real Estate, Trusts & Estates, and Government Contracts & Compliance

● Assisted the Panel Trustee and Firm Controller with file management and daily bank runs

● Provided supervision of temporary and summer interns within the General Services Department

● Traveled to various clients, courthouses, and Offices of the United States Trustee to file and procure legal documents

● Prepared and processed large mailings while maintaining detailed filing of confidential banking records and documents

● Revamped firm vendor onboarding process saving thousands by applying thorough cost benefit analysis

● Developed archiving policy resulting in more efficient data storage Rockwell Global Capital LLC Farmingdale, NY 2007 – 2011 Financial Consultant / Stockbroker

● Provided and maintained service to long-standing clients, serving as their trusted advisor and market expert

● Contacted prospective clients to seek new business to provide services related to the selling and buying of stocks, bonds, and mutual funds

● Studied financial markets including NASDAQ, NYSE, AMEX, and S&P 500

● Trained new recruits how to secure domestic and international clients, successfully supporting the operation’s growth

● Earned numerous Account Executive/Broker of the Month awards at Rockwell Mortgage Line Financial Corp Woodbury, NY 2005 – 2007 Financial Sales Planner

● Originated loans and prepared closing documents for established and new clients

● Developed cold calling strategies to gain new business, uncover their needs, and create targeted proposals

● Maintained client relationships through effective servicing and follow up to ensure satisfaction throughout phases

● Implemented a business development strategy to continuously strive for new clients to achieve revenue growth goals Cantella & Company Hicksville, NY 2004 – 2004

Lead Investment Advisor

● Tasked with purchasing and selling stocks, bonds, 401Ks, and IRAs

● Prepared confidential client documents and presented on a routine basis to inform of their portfolio performance

● Studied financial markets including NASDAQ, NYSE, AMEX, and S&P 500

● Developed, maintained, and services client relationships while consistently seeking new business opportunities Ladenburg Thalmann & Co Melville, NY 2001 – 2004 Financial Consultant / Stockbroker

● Managed timely purchases and sales of securities including of stocks, bonds, 401Ks, and IRAs

● Contacted prospective clients to seek new business, present benefits of services, and acquire new customers

● Served as a team leader who provided training new recruits on procedures, regulations, and expectations

● Earned numerous Account Executive/Broker of the Month awards ADDITIONAL INFORMATION

● Concordance Pre-Law Discovery Training

● Series 7 & 63 Licenses



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