Customer Success Service

PROFESSIONAL SUMMARY

SKILLS

WORK HISTORY

BRIAN STALEY

480-***-**** • **********@*****.*** • Phoenix, AZ 85014 Dynamic professional with a proven track record with Customer Success Relations and excelling in the technological field. I possess skills in documentation accuracy and relationship building. I effectively navigated complex databases with confidence and empathy. I am committed to continuous knowledge building in technology and accurate data kills. I leverage critical thinking to enhance operational efficiency and support strategic initiatives. Computer literate with exceptional skills in HTML, Java, MS Word, MS Excel and Salesforce platforms.

• MS office 5 Years of Professional Customer Service Experience.

•

Exceptional active listening, interpersonal

communication and consultive sales skills.

• Excellent verbal, written and building report

skills with the ability to overcome objections.

•

Self-starter, outstanding organizational skills,

and top shelf managerial abilities.

• Perfect record of paying attention to detail

and accurately documenting data.

•

Computer literate with proficient knowledge

in programs such as Microsoft Word, Microsoft

Excel, PowerPoint, MS teams, CRM, Outlook,

Zoom, Slack, Salesforce, DocuSign,

QuickBooks, Dropbox, Command Prompt,

Java, Python, CSS, and HTML.

• Knowledgeable with Networking and Social

Media platforms.

•

Professional demeanor with tested problems-

solving and scheduling coordination skills.

•

Oct 2023 - Apr 2025

Phoenix, AZ

COVID-19 Response Frontline Case Investigator / Valor Global/AZDHS Conducted comprehensive case investigations to identify COVID-19 exposure and transmission pathways. Utilized electronic health record systems for accurate data entry and case management documentation. Provided support in developing communication strategies for public health outreach initiatives. Documenting confidential health information accurately while building rapport. Following strict guidelines while still being personable. Navigating numerous databases while on the call and probing for additional information. Participated in ongoing professional development opportunities related to COVID-19 best practices, staying informed on emerging trends and strategies for effective outbreak management. Jul 2021 - Aug 2023

Phoenix, AZ

Human Resources Specialist / XPO Logistics

Facilitated recruitment processes, including job postings and candidate screening. Managed employee onboarding programs to enhance new hire integration. Assisted in developing training materials for employee development initiatives. Implemented HR policies and procedures to ensure compliance with regulations. Analyzed employee data to identify trends and inform strategic decisions. Managed the onboarding process; Making calls to potential employees, scheduling interviews, sitting in on interviews, and creating Offer Letters. Conducting tours of the facility for new employees for a smooth transition into the work environment. I multi-tasked with numerous databases and created a new filing system for past, current and new employees and staff. Jun 2020 - May 2021

Phoenix, AZ

Enrollment Specialist / UEI College

Calling potential students with the opportunity to gain better education in their respected fields of study. Making 200+ calls per day with goals to get the most transfers to finical aid representatives or counselors. Competitive environment and having sheer grit to overcome numerous declines to get that one yes. Expressing empathy on calls and gained report to better understand the potential student and then motivated them to better their education and their lifestyle. Communicated effectively via telephone, email, and in person with prospective customers.

Mar 2019 - May 2020

Scottsdale, AZ

Client Service Excellence Representative / The Vanguard Group Inc. Facilitated effective communication between departments to enhance service delivery. Resolved customer inquiries and complaints, ensuring high satisfaction levels. Maintained detailed records of customer interactions for quality assurance. Implemented process improvements to streamline operations and reduce response times. Qualifying customers with various Retirement and Investments products. Adjusting/Cashing out/ Transferring Annuity portfolios. Working with high dollar amounts and paying attention to detail to ensure all transactions are correct and executed the correct way.

Communicating with numerous investments companies with extreme professionalism and precise instructions to ensure quality work. Learned and followed all organizational policies and procedures to maintain safe and professional working environments.

Mar 2018 - Jan 2019

Scottsdale, AZ

Concierge Lead Specialist / Realtor.com

Delivered exceptional customer service, addressing guest inquiries and resolving issues promptly. Cultivated relationships with local businesses to provide guests exclusive offers and recommendations. Make 200+ calls per day, receive multiple inbound calls. Reply via text and emails for the EDUCATION

purpose of qualifying potential home buyers and sellers. Connecting customers with local Agent or Broker with exceptional professionalism. Providing potential buyers with general information on property of interest. Working along side the IT department in creating and providing feedback for a functional AI bot for the company's website. Jun 2017 - Mar 2018

Phoenix, AZ

Customer Support Specialist/Operations Assistant / JPMorgan Chase Resolved customer inquiries through effective communication and problem-solving techniques. Streamlined support processes by implementing standard operating procedures, improving response times. Analyzed customer feedback to identify trends and recommend service improvements to management. Organizing files according to specific stages of applicant's process of request. Providing 40 employees with work based off of qualifications and clearances. May 2016

Crownpoint, NM

Associate of Applied Science in Information Technology Navajo Technical University

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