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Customer Service Manager with Sales Expertise

Location:
Grand Junction, CO
Posted:
April 07, 2026

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Resume:

Dana Montano

Customer Service Management

Grand Junction, CO 81503

**********@*****.***

+1-970-***-****

Professional Summary

Objective: To obtain a job with an established company from which I can benefit from and I can apply my knowledge and skills to help the company benefit as well. Authorized to work in the US for any employer

Work Experience

Account Specialist

Spectrum-Grand Junction, CO

April 2022 to Present

Customer service and sales of products for customers needs.I take payments, also do mobile sales knowledge about cell phones. Computers, and input customers info in computer. Balance cash drawer and kiosk.

• Provided assistance to clients

• Answered phone and assisted customers and clients with changes

• Assisted customers in person

• Created customer appointments

• Scheduled reservations for customers

• Maintained up-to-date knowledge of customer accounts

• Inventoried stock

• Confirmed payments, refunds, etc.

• Resolved payment and order disputes

• Provided excellent technical support

Office Assistant

Pride plumbing and heating-Grand Junction, CO

February 2021 to April 2022

Answering phones, setting up appointments, collecting money, taking money to bank, Running all business alone, cleaning,managing guys jobs and scanning in all jobs paperwork in accounts.Closing business, running training. Classes.

Department Manager

Wal-Mart-Grand Junction, CO

August 2010 to February 2021

•Department Manager over

Cosmetics, ladies wear,undergarments, jewelry, shoes.Also over nights to set up modes for all departments.Cashier balancing cash drawers, paperwork managing associate's and inventory and stocking shells.hiring and interviewing for new associates. CREDIT MANAGER

• 06/09/08-08/12/10 PRIMARY CARE PARTNERS Grand Junction, CO

• Collections, Accounts receivable, Notary, Patient Advocate, Customer service Credit Manager

PRIMARY CARE PARTNERS-Grand Junction, CO

June 2008 to August 2010

• Collections, Accounts receivable, Notary, Patient Advocate, Customer service. Using computer software Programs for scheduling and billing insurances. Data entry would set up payments on accounts and mail copies of receipts and bills to patients.

Teller

GRAND VALLEY NATIONAL BANK-Grand Junction, CO

January 2008 to December 2008

• Customer service, check cashing, deposits, and transfers.

• Vault verifications, corporate accounts, and personal accounts. Store Manager

PREMIER CASH ADVANCE-Grand Junction, CO

January 2005 to December 2008

• Train staff, fire staff, run day to day operations.

• Hire Open new loans, manage existing loans, and collect on default loans

• Daily, weekly, and monthly reports, cash balancing, and banking. Education

Upper secondary education

12

Skills

Sales strategy Retention metrics analysis Communication skills Customer service Working with medium-sized companies Global sales Databases Client services Regulatory compliance Driving Performance Management Care plans Sanitation Grocery store Accounts receivable Interviewing Correspondence management Customer interaction metrics Computer networking Experience in small businesses (as technical sales engineer) Restaurant experience Sales experience within transportation industry Microsoft Office Units sold Front desk Cashiering Operating systems Change Management Team development General management Report writing Administrative experience Lead generation activity metrics tracking Planograms Negotiation Task prioritization Office experience Attention to detail Cleaning Nutrition Medical administrative support Process improvement Organizing events Cash handling Microsoft Outlook Management Shipping & receiving Events management Computer skills Gmail Insurance verification Data collection Product demos Supervising experience Upselling Account analysis Marketing Writing skills Compliance management Talent management Continuous improvement Time management Cash register Workplace health and safety regulatory compliance Plumbing 10 key typing Sales needs analysis Revenue targets Microsoft Word Sales experience within retail Outside sales Medical billing Relationship building Sales Complaint handling Sales automation technologies Organizational skills Channel sales Team management Client communication Data analytics technologies Sales administration Sales reporting Cooking Telemarketing Employee Orientation Clerical experience Regulatory reporting EHR systems Documentation review Hand tools Solution selling approach SharePoint Sales experience within healthcare Presentation software Fashion retail Revenue Metrics

(lead generation initiatives) Mentoring Google Docs English Logistics Phone communication Salesforce Schedule management Merchandising Customer retention Microsoft Access Analysis skills Post-sales client support Agility Enterprise sales Large sales teams managed Sales training Cosmetology Market share Teamwork Inside sales Presentation skills Sales territory planning Medical office experience Client invoicing Client interaction via phone calls Budgeting Fashion styling Consultative selling Data analysis skills Operations Management Cash application Retail sales Data analytics Childcare Customer acquisition targets Microsoft Windows Server EMR systems Succession planning Financial sales Math Leadership Business Development Filing Data entry Wireless sales Hospitality Intake Store management CRM Software Lead generation performance metrics Office Management Google Drive Banking Recruiting Written communication Conflict management Computer literacy Order entry Sales incentive & commission planning Event Planning Personal assistant experience Swift Fraud Value-based selling Multi-line phone systems Customer support Word processing Financial software Large sales teams managed (3-4 teams) Heavy lifting Sales experience within education Account management Problem-solving Improve communication (sales) Customer-centric metrics analysis Experience in non-profits Human resources Patience Inbound selling Achieving large sales - Largest sale achieved ($1-$5,000) Closing sales Sales experience within finance Achieving HIPAA compliance Proofreading Territory management Sales intelligence tools Research Sales technology adoption Contracts Customer feedback analysis Medical scheduling Strategic Planning Multitasking Clinic New customer acquisition - Increase in new customer acquisition (26-50%) Legal administrative experience Quality control Sales presentations Microsoft Powerpoint Record keeping HIPAA Sales proposal development Office management Sales goal setting Computer operation Prepress Executive administrative support Phone etiquette Delivery driver experience Medical office management Stocking Patient service Greeting customers Dispatching Maintaining patient confidentiality Basic math Windows Excel data analysis Sales experience within manufacturing Data management Sales experience within tech Enhance product knowledge Microsoft Outlook Calendar Direct sales Working in large corporations Sales follow-up Closing sales leads - Average sales lead-to-close time (More than 12 months) Financial management Volume targets Sales revenue Forecasting Manufacturing Document management Microsoft Excel Van driver CRM software Food safety Typing Managed care Operations management Sales lead qualification Medical records Project management Guest services Appointment scheduling E-commerce Customer relationship management Google Suite Relationship management Relationship selling Medical terminology Interpersonal skills Cross sales Technical support Serving Patient observation Sales budget management Needs-based selling Facilities management Prospecting metrics analysis Patient interaction Strategic territory metrics Client relationship development Human Resources Sales experience within hospitality industry Public relations Patient assessment Spreadsheets Construction Dependability Ethernet Languages

• English

Certifications and Licenses

Driver's License

Certified Notary Public



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