Customer Service Inside Sales

PM Phyllis Mobley

Staten Island, NY ***** +1-347-***-****

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

PROFESSIONAL

SUMMARY

I have a background in Inside Sales. B2B is my sales experience with extensive outbound and inbound phone calls and follow ups. Also appointment settings with potential prospects. Customer Service Representative consisting of receiving inbound calls as well as making outbound phone calls answering inquiries with customers, resolving issues and following up with complaints making sure to maintain customer satisfaction.Authorized to work in the US for any employer

SKILLS • Excel (3 years)

• Microsoft Word (10+ years)

• Multitasking (5 years)

• Oracle (2 years)

• Quicken (3 years)

• Negotiation

• Analysis skills

• Customer service

• Telemarketing

• Salesforce

• Door-to-door

• Upselling

• CRM software

• Business development

• Inside sales

• Microsoft Office

• Product demos

• Banking

• Lead generation

• SaaS

• Outbound calling

• Outbound sales

• Google Suite

• Sales

• Communication skills

• Organizational skills

• Time management

• Typing

• Data entry

• Certifications and Licenses

• Driver's License

• Additional Information

• Skills

• Strong organizational

• Multitasking skills, self-motivated

• Solid communication skills

• Proficiency in

• Microsoft Word

Excel, PowerPoint, Access,

Oracle

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• And Quicken

• Professional telephone demeanor

• Technical Support

• Account management

• CRM

WORK HISTORY None Brooklyn, NY 11/2019 to 10/2021 I was in a medical facility Rehab to overcome major emergency surgery after affects.

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BUSINESS DEVELOPMENT REPRESENTATIVE 09/2018 to 11/2019 Lenco Diagnostic Laboratories Inc Brooklyn, NY

I was in charge of creating new business relationships, scheduling appointments with Doctors or Office

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• Managers in Private Practice

• Created leads for employees

Worked on daily spreadsheets, created weeklystatus report indicating number of leads for the week as well as number of appointments

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• Assigned leadappointments to Sales Account Executives

• Attended weekly sales meetings

Spoke directly with Doctorsor Office Managers providing information about our services and sent emails with information

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• Madeoutbound phone calls daily and followed up with potential prospects.

• Used SalesForce to handle current portfolio and prospective leads. Expanded business through effective network development, identifying new, and prospective clients.

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• Developed business pipeline using cold and warm techniques. Brought in new accounts through successful networking strategies and promotional approaches.

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Networked among local business and community organizations to develop leads and generate business.

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Provided exceptional customer service, resulting in increased client satisfaction and repeat business.

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Increased client base by identifying potential customers and initiating strategic outreach.

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CUSTOMER SERVICE INTAKE SPECIALIST 06/2017 to 07/2018 The Debt Management Group Brooklyn, NY

Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according totheir needs

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• Qualified potential clients for our Debt Settlement Programs Received inbound phone callsfor inquiries of those interested in debt settlement with credit card debt.

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Managed high call volume effectively, maintaining professionalism under pressure.

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Contributed to departmental goals by consistently meeting or exceeding individual performance targets.

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Maintained accurate records of customer interactions, ensuring seamless communication across departments.

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Exceeded performance metrics consistently, demonstrating commitment to high-quality service delivery.

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Developed strong product knowledge to provide relevant information and recommendations to customers.

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Enhanced customer satisfaction by efficiently handling inbound calls and addressing inquiries.

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Streamlined the intake process for improved efficiency, reducing call wait times.

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Assisted in training new hires, sharing best practices and industry insights for their success.

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Adapted communication style to accommodate diverse clientele, resulting in increased satisfaction ratings from customers with different backgrounds and needs.

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Provided empathetic support to customers in distress, fostering trust and loyalty.

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Utilized CRM software proficiently, enabling efficient data entry and retrieval during customer interactions.

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Collaborated with team members to identify areas for process improvement, contributing to a better customer experience.

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Exhibited high energy and professionalism when dealing with clients and staff.

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Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

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SENIOR ACCOUNT EXECUTIVE 06/2013 to 03/2016

Imperial Advance New York, NY

• Send email information; establish new clients and their accounts

• Answer allinquiries via phone or email

Pre-approve prospects for loans, follow up with potential clients and acquirenew files for underwriting, follow up for loanapplication status

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• Heavy outbound B2B phone calls.

Secured [Number] new accounts to increase company revenue and drive market share.

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Sold new products and services and developed new accounts to maximize revenue potential.

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Promoted company offerings to diverse customers with targeted and disciplined approach.

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Cold called prospects to explain partnership benefits, representing company values.

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Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.

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Increased account retention by building strong relationships with clients and addressing their needs promptly.

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CONSULTANT 08/2012 to 06/2013

Companies New York, NY

COMMERCE SALES ACCOUNT EXECUTIVE 01/2011 to 06/2012 Universal EHR Solutions New York, NY

Contact private practices to arrange presentations for our EHR (Electronic Health

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• Record)

• Sent out information via email also answered inquiries regarding software

• Created spreadsheet for status reports, targeted specialties for demo Booked outlook calendar appointments; gathered leads potential prospects, made outbound B2B phonecalls daily to build rapports and maintained communication.

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Leveraged CRM to collect, organize, and manage sales data and customer information.

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• Managed sales cycle to maintain solid customer base. Mastered and constantly improved sales prospecting, follow-up and upsell processes.

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Conducted regular sales presentations to showcase company offerings and demonstrate product value.

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Optimized CRM data utilization by keeping accurate records of all client interactions.

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Managed a diverse portfolio of accounts to ensure consistent customer satisfaction and loyalty.

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Provided exceptional customer service, addressing concerns promptly to maintain strong client relationships.

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Trained, coached, and mentored new sales associates for maximum performance.

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Developed and maintained strong working relationships with professionals within assigned territory.

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Identified new business opportunities through cold calling, networking, marketing and prospective database leads.

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SENIOR ACCOUNT REPRESENTATIVE 09/2009 to 03/2010

Debt Settlement 2Day Brooklyn, NY

• Heavy outbound and inbound phone calls

Breakdown of debt on debt settlement amount, total savings as well as monthlypayments

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Enrolled clients in debt settlement program as per their creditors, account numbers and term agreement

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Resurrected and monetized dormant leads to build book of business and increase revenues.

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Enhanced client satisfaction by providing exceptional service and addressing account inquiries promptly.

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Mentored junior account representatives, sharing industry knowledge and best practices for career growth.

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• Identified and qualified accounts to assess revenue potential.

• Established and maintained business relationships with CEOs, Finance VPs and other senior leaders.

Utilized CRM tools to effectively manage a large portfolio of accounts, ensuring timely follow-ups and accurate recordkeeping.

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Developed strong relationships with clients, fostering trust and loyalty to retain business over time.

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Grew book of business [Number]% by developing creative and successful strategies to enhance sales and promote services.

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Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.

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Built relationships with customers and community to promote long term business growth.

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Identified new business opportunities through cold calling, networking, marketing and prospective database leads.

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FN ACCOUNTING CLERK 01/2006 to 12/2008

Morgan Stanley New York, NY

• Received from imaging and cleared out files and forward to archives Received and Accounts Payable processed invoices for payment, received allinvoices

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Updated invoices on imaging spreadsheet, verified invoices received from imaging

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• Filed invoices recorded check deposits on spreadsheet

• Sent check deposits to A/R after balancing deposits

• Managed accounts payable and receivables and payroll. Provided exceptional customer service when addressing client inquiries related to invoices, payments, or account balances.

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Collaborated with other accounting clerks to maintain a cohesive and supportive work environment, fostering knowledge sharing and continuous improvement efforts.

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Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.

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Recorded deposits, reconciled monthly bank accounts and tracked expenses.

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Supported management by processing invoices and documents with consistent on-time delivery.

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• Handled day-to-day accounting processes to drive financial accuracy.

• Input financial data and produced reports using [Software]. CONSULTANT 01/2003 to 11/2005

Walsh Associates Agency New York, NY

Worked in Mutual Funds, received networking requests for 529 College Funds, updated account owner information, called broker dealers to obtain account info

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• Processed and networked broker dealer 529 applications Helped new employees with learning work related procedures regarding various funds

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Worked in taxation, verified documents for various relationships, recorded missing agreements and W9's, logged information on spreadsheet via account number and relationship

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OPERATIONS ASSOCIATE 03/1999 to 06/2002

Prudential Financial New York, NY

• Provided clients with technical assistance on website navigation

• Helped with downloading financial information to Quicken software

• Trained and supervised ten personnel

Resolved issues regarding browser settings, encryption, secure socket layering

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Answered email inquiries and researched discrepancies in client accounts and billing

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Enrolled clients for online and bill payment services, heavy inbound call volume

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Resolved customer issues promptly and professionally, maintaining high satisfaction rates while minimizing escalations.

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Maintained and prioritized to-do-list and followed up to complete tasks on-time.

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Increased customer satisfaction by implementing feedback systems to directly address concerns and improve service delivery.

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Oversaw daily operations, ensuring timely completion of tasks and adherence to company policies and procedures.

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Maintained accurate records using various software systems, ensuring data integrity and regulatory compliance.

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Trained and mentored new team members, fostering a positive work environment and promoting professional growth.

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• Increased customer service success rates by quickly resolving issues.

• Trained and supervised employees on office policies and procedures. CUSTOMER SERVICE

Marketing Sammy EHR

EDUCATION Bachelor of Science Business Management 06/2008 Touro College, Brooklyn, NY

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