Data-Driven Operations & CRM Specialist

David Patton

**************@*****.*** 214-***-**** Garland, TX

Career Summary

Detail-oriented professional with extensive experience in operational support, customer data management, and project coordination. Skilled in maintaining data integrity, managing high-volume information workflows, and utilizing CRM systems to enhance business processes. Adept at technical troubleshooting, record-keeping, and optimizing operations with a focus on accuracy and efficiency. Green Belt Six Sigma certified.

Skills

●Data Entry & Validation

●Information Accuracy & Confidentiality

●CRM Systems (ACT!, Salesforce)

●Microsoft Excel & Google Sheets

●Data Privacy Compliance

●Typing 80 wpm

●Process Documentation & Improvement

●Reporting & Recordkeeping

●Technical Troubleshooting

Time Management

Professional Experience

Self-Employed – Delivery Driver

Favor & DoorDash Nov 2018 – Present

●Managed real-time documentation of 20–30 deliveries daily, maintaining 98% on-time delivery rates and accurate order records.

●Optimized delivery routes and logged route performance metrics using GPS and mobile technologies.

●Handled sensitive customer data and payment information with strict confidentiality and precision.

●Demonstrated strong time management and prioritization skills in a fast-paced environment.

Benefits Advisor – Data Entry & Client Services

Game Changing Benefits Jul 2018 – Nov 2018

●Conducted and logged 300+ client interactions daily, maintaining detailed client profiles in internal CRM systems.

●Ensured 100% accuracy of financial and personal data related to life insurance, retirement, and long-term care plans.

●Applied consultative communication skills to gather and validate client data for compliance and records.

Customer Account Executive – CRM Data Management

Comcast May 2017 – June 2018

●Maintained customer service records by updating CRM databases with accurate product solutions and troubleshooting documentation.

●Assisted with technical troubleshooting, ensuring accurate capture of problem-resolution steps in account records.

●Delivered tailored service solutions by analyzing customer account history and usage data.

Relocation Manager/Assistant Branch Manager – Operations Support

ADT Safe Haven Security Sep 2016 – May 2017

●Prepared and entered customer lead data into CRM systems to support daily operations of sales teams.

●Provided detailed training documentation for new employees on equipment and service packages.

●Oversaw customer information handling and lead generation processes with attention to data privacy.

Account Executive – CRM and Data Specialist

TagMaster North America Sep 2015 – Sep 2016

●Utilized ACT! CRM system for customer lead tracking, opportunity management, and follow-up scheduling.

●Maintained detailed records of long-range RFID system applications for client access control needs.

●Coordinated and documented training webinars for client education.

Project Coordinator Fellow – Data Integrity and Risk Management

Starbucks Mar 2015 – Jul 2015

●Developed and updated continuity plans with detailed documentation to support critical business units.

●Compiled and maintained threat analyses and risk data for proactive corporate safety initiatives.

●Project-managed data-driven initiatives to strengthen global business resiliency.

Team Leader – Data Reporting and Operational Planning

United States Army Feb 2011 – Aug 2015

●Collected and evaluated environmental and operational data to support decision-making for leadership.

●Documented and reported team performance metrics, ensuring accurate records for strategic planning.

●Developed and executed contingency plans, improving responsiveness through documented rehearsals and drills.

Education & Certifications

●Green Belt Six Sigma Certification

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