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Account Manager Data Entry

Location:
Plano, TX, 75094
Salary:
23
Posted:
August 24, 2025

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Resume:

Experience

Geoffrey

Fox

Contact

Address

Dallas, TX 75001

Phone

469-***-****

E-mail

Businessprofessional4u@gma

il.com

WWW

Bold Profile

Skills

Salesforce and Oracle

CRM expertise

• SAP ERP proficiency

Microsoft Office

applications mastery

Strong verbal and written

communication

Customer support and

problem-solving

Account management

and relationship building

Data entry and analysis

skills

Dynamic professional with a decade of experience in customer service and account management. Strong track record in fostering client relationships and enhancing customer satisfaction. Skilled in utilizing CRM and ERP systems, including Salesforce, Oracle, and SAP. Proven ability to thrive in high-pressure settings while meeting and surpassing performance goals.

Strategic Account Manager

Randstad, Irving, TX, USA

2023-09 -

Current

Established collaborative relationships with internal and external stakeholders, enhancing cross-

functional communication.

Resolved complex customer issues while driving

innovative solutions in dynamic 340B environment.

Obtained and maintained 340B Apexus Certified

Expert certification to ensure compliance and

expertise.

Acted as primary point of contact for all customer inquiries, facilitating timely responses.

Tracked requests, new setups, order verifications, and terminations to ensure accurate processing.

Demonstrated extensive knowledge of healthcare,

340B programs, and retail pharmacy

communications.

Utilized SAP, Salesforce, STAR PBM management

software, and Excel spreadsheets for effective data management.

Senior Processing Specialist

Goldman Sachs, Richardson, TX

2021-07 -

2023-09

Processed Accounts Payable transactions, including correcting mislabeled invoices and processing

electronic transfers.

Executed Accounts Receivable functions by

entering receipts and applying customer payments

promptly.

Facilitated collections while managing ACH and

wire transfer requests for high-value accounts.

• Employed SAP and Salesforce for effective data

Lean Six Sigma (Yellow

and Greenbelt)

Project coordination

abilities

Adaptability and

teamwork

Websites, Portfolios,

Profiles

https://www.linkedin.com

/in/geoffrey-f-364063210/

management and processing accuracy.

Trained in Lean Six Sigma Yellow and Greenbelt

methodologies to improve process efficiency.

Engaged with customers using Amazon Connect

and various CRM platforms for enhanced service

delivery.

Completed rigorous business courses through

Harvard Business University, focusing on

communication skills and leadership.

Obtained Lean Six Sigma Greenbelt certification

through Genome Training, reinforcing process

improvement expertise.

Commercial Lines Senior Account Manager

Ambit/Vistra Energy, Dallas, TX, USA

2014-07 -

2021-03

Assisted consultants with business development,

implementation of new business accounts, and

customer onboarding.

Resolved customer issues through exceptional

service, including billing inquiries and charge

reconciliations.

Processed follow-up calls and managed escalated

queues for effective client resolution.

Handled move requests, changes of ownership, and

adjustments in property types accurately.

Provided training as Subject Matter Expert on rules and regulations of the company.

Managed customer accounts using CRM databases

to facilitate interdepartmental communications.

Senior Hospital Liaison III

McKesson Pharmaceutical, Southlake, TX, USA

2004-09 -

2012-08

Delivered medical supplies to significant retail and healthcare facilities, including VA hospitals.

Assisted retail pharmacies with inventory and

database management via Telxon/Mobile Manager.

Addressed customer concerns involving shipping

discrepancies and pricing adjustments.

Worked alongside field sales associates to

coordinate special orders and quotations.

Ensured efficient order processing by liaising with warehouse teams and clients.

Education

Accomplishments

Managed order entry while referencing prior orders for current pricing accuracy.

Trained in SAP CRM to improve operational

efficiency and data management.

Associate of Applied Science: Business

Management

Tarrant County College - Ft Worth, TX

• Deans List Cum Laude

• GPA: 3.6 GPA

• Harvard Business Academy course completion

• AR/AP, Billing Analysis, Collections

• Lean Six Sigma Greenbelt

Certifications in multiple CRMs,ERPs, and MRP

applications ie Salesforce, Oracle Netsuite, HubSpot, Microsoft 365,Star PBM, etc

• Microsoft Office Suite Certification

Perfect Attendance 5 years straight

I was recognized by my peers, upper management

and my customers as being a top 3% performer in all combined CSAT and Quality scores as well as required call center statistics across three call centers at my previous job.

I was awarded a yearly Diamond award for excellence in providing exemplary customer service for five years straight.



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