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Skills

Deal Desk Operations | Customer Service and Call Center | Contract Audit | G-Suite | Microsoft Office | Salesforce

Skills

Order Management
Provisioning
Catalyst
CPQ
Zoura
G-Suite
SFDC

Summary

Motivated, ambitious, and quick-learning professional seeking a Renewal or Order Management role where I can leverage my experience to contribute to organizational success.  Currently, I serve as a Renewal Specialist, a customer-facing position where I manage on-time renewals and ensure accurate order entry. I’m eager to bring my skills and dedication to your team and deliver measurable value.

Key Qualifications

  • On-Time Renewals and Mitigating Churn: Proactively managed customer accounts to ensure timely renewals while addressing potential risks to reduce churn and maintain strong customer relationships.
  • Identifying Growth Opportunities: Collaborated with customers to identify areas for expansion, positioning additional products or services that aligned with their needs and business goals.
  • Order Entry and Contract Management: Accurately processed orders, managed contracts, and ensured seamless execution of agreements to support operational efficiency and customer satisfaction.

Experience

2021Current

Renewal and Order Management Specialist

Heap by Contentsquare
  • Developed and optimized account retention processes by collaborating with internal teams and implementing a 180-day renewal cadence workflow to improve visibility into expansion opportunities, risks, and overall account health.
  • Conducted detailed customer data reviews to verify correct charges ensure proper product provisioning to minimize billing errors.
  • Served as a key liaison between customers and internal departments to resolve order discrepancies.
  • Reviewed and approved CPQ quotes to ensure compliance with company policies and pricing guidelines.
  • Audited new and existing customer orders submitted by Sales Teams, verifying accuracy and adherence to booking requirements.
  • Performed financial, commission, and sales data quality checks in Salesforce to maintain data integrity and ensure all records met booking standards.
  • Identified and resolved discrepancies in sales metrics, financial data, and order details to align with business requirements.
  • Acted as the primary quality control from quote creation to booking in Salesforce, ensuring smooth and error-free transactions.
  • Partnered with RevOps and cross-functional teams to troubleshoot booking issues, improve operational workflows, and enhance system efficiency.
  • Managed and resolved Salesforce cases submitted by end users, addressing system-related issues and process inquiries.
20202021

Customer Service/ Warehouse Associate

Heritage Personnel
  • Performed diverse responsibilities across warehouse operations, order fulfillment, and customer service to support day-to-day business functions.
  • Acted as the primary point of contact for customers and managed the intake and organization of customer donations.
  • Collaborated with schools to prepare facilities for the upcoming academic year.
  • Prepared and processed products for shipping using the internal CRM system, ensuring accurate fulfillment of customer orders across the United States.
20192020

eCommerce Fulfillment Specialist (Seasonal)

The Home Depot
  • Maintained a focus on first-call resolution to meet key performance metrics and ensure customer satisfaction.
  • Oversaw the processing of incoming online customer orders as an order specialist, ensuring accurate handling and timely input into the fulfillment system.
  • Conducted quality checks on all processed customer orders to verify accuracy and ensure seamless order fulfillment.
  • Supported order fulfillment processes to uphold 100% satisfaction standards and enhance overall customer experience.

Education

November 2022

Texas Real Estate Commission

Texas Real Estate Sales Agent (#796509)
Attending

Austin Community College - Business, Real Estate