Customer Service & CRM Operations Specialist

Ti’Aira Partee

816-***-**** ************@******.***

PROFESSIONAL SUMMARY

Dedicated Customer Service Representative with 5+ years of experience in customer relations and data entry. Proven track record of improving customer satisfaction by 20% and streamlining CRM processes. Skilled at building rapport with clients, solving problems efficiently, and contributing to business success through data-driven insights and process improvements.

CORE SKILLS

Detail-Oriented & Efficient

Technical Support

Medical Insurance Representation

Supervisory Experience

Sales & Customer Engagement

Email & Live Chat Support

Salesforce & Zendesk

CRM Systems & Data Entry

Customer Needs Analysis

Creative Problem Solving

Call Documentation

Order & Refund Processing

Microsoft Office

Billing & Account Support

PROFESSIONAL EXPERIENCE

LPL Financial 09/2021 – Current

Cross-trained across multiple departments; trained 50+ new employees, improving team efficiency by 15%

Enhanced Salesforce functionality to improve data accuracy and user experience

Managed 500+ monthly customer service requests via phone and email

Customized CRM workflows and automation to optimize service processes

Increased customer satisfaction by 20% through effective needs assessment and education

Conducted audits of internal data/processes to drive performance improvements

Identified trends and recommended metrics/models to support strategic decisions

Collaborated cross-functionally to align customer service strategies with business needs

SS&C Technologies 03/2021 – 08/2025

Processed inbound/outbound mail and faxes; ensured accurate tracking and documentation

Scanned and uploaded documents into Workflow and AWD systems

Maintained daily logs for mail and check processing

Verified Medallion Signature Guarantees for compliance

Managed document storage and retention through Iron Mountain

Pulled historical statements and maintained inventory controls

Supported shareholder requests and fulfillment activities

Completed additional operational projects as needed

Johnson Controls 08/2020 – 09/2021

Performed dispatch operations while supporting business continuity solutions

Coordinated emergency response contact on behalf of clients

Maintained and validated data accuracy across systems

Generated reports and performed data backups to ensure integrity

Supported cross-functional data entry initiatives

Hallcon 07/2017 – 08/2020

Coordinated trip coverage to ensure timely service delivery

Communicated with field operations and leadership to maintain workflow efficiency

Maintained data accuracy, reducing system errors

Escalated and resolved operational and customer issues promptly

U.S. Bank 01/2015 – 06/2017

Resolved complex customer service issues with targeted solutions

Processed requests via phone, email, and live chat across multiple departments

Documented all customer interactions in CRM systems

Guided customers through troubleshooting and product usage

Provided account confirmations and general support to ensure customer satisfaction

EDUCATION

Raytown South High School

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