Customer Business Representative Resume Samples

A Customer Business Representative works with the sales team and identifies and develops new businesses. Other accountabilities are listed on the Customer Business Representative Resume as – contacting customers by e-mails, cold calling for new business development opportunities; performing win/loss; prospect and sales pipeline, ensuring customer satisfaction for business development and retention, maintaining strong product knowledge, and allowing effective sales strategies presentation to customers; and maintaining accurate records of all sales activities including sales calls, presentations, closed sales and follow-up activities.

To excel in this field, the following skills are needed – excellent knowledge of MS Office; familiarity with BRM and CRM practices along with the ability to build productive, excellent selling and negotiation skills, the ability to create and deliver presentations, and relationship management skills. A bachelor’s degree in business or a related field is commonplace among job applicants.

Customer Business Representative Resume example

Customer Business Representative Resume

Objective : Responsible for Maintaining confidentiality of patient diagnostic and treatment information with a focus on HIPAA guidelines and strong customer service skills, Demonstrating flexibility to meet the needs of external and internal customers in regard to changes in work volume, planned changes, scheduling changes, etc.

Skills : Office Equipment, Office Applications.

Description :

    1. Utilized analytical problem solving and decision-making abilities to implement the construction of solution configurations.
    2. Monitored over 60 accounts each month with a total value in excess of $1 million.
    3. Continually delivered Systems Product Administration order cycle time target of fewer than 1.6 days.
    4. Edited and processed legal contracts with a less than 10% error rate.
    5. Scheduled deliveries and removals of Xerox high-end products.
    6. Developed processes to assist in order entry and data mining for a 5% improvement of invoice accuracy.
    7. Formulated new Xerox Business Services process changes resulting incorrect billing and revenue accuracy.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science


Customer Business Representative Resume

Summary : To secure a Customer Business Representative position; equipped to bring applicable knowledge and clinical pastoral education skills to maximize the quality of life for individuals, families, and staff.

Skills : Proficient in Microsoft Word, Excel, PowerPoint, Publisher, Advertising, and Event Planning.

Description :

    1. Performed administrative support functions for the sales representatives.
    2. Handled all direct contact with the customer, which included customer care and problem resolution, from the point of sale to installation and initial billing of all types of Xerox equipment.
    3. Defined the sales contracts for the customer as well as analyzed creditworthiness using business financial statements for equipment in excess of $100,000.00.
    4. Utilized most types of office equipment including the computer on a daily basis.
    5. Streamlined end-of-the-month deadlines for the sales force by creating daily reporting procedures to keep them informed of their individual sales totals.
    6. Used During my career with Xerox I analyzed data, problem-solved regarding placement and installation of high-end printing and copy equipment.
    7. Billed and invoiced supplies and equipment.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS In Hospital Administration


Customer Business Representative Resume

Objective : Experienced Customer Business Representative professional with a diverse set of skills in the areas of, Office Management, Customer Service, Project Coordination, and Inside Sales. Excellent interpersonal, verbal and written communication skills, particularly in dealing with internal/external customers, vendors and management at all levels.

Skills : Active Directory, Microsoft Office.

Description :

    1. Primarily responsible for the processing, coordination, and management of all POS hardware and software orders.
    2. Worked closely with all levels (i.e. with sales representatives, finance, accounts payable, accounts receivable, product distribution center, field engineers, training, and licensing) to ensure customer orders are processed and installed as promised to the customer.
    3. Supported 8 sales representatives around the US to ensure orders were processed promptly so hardware and software were delivered to the customer in a timely manner.
    4. Coordinated the installation date of hardware and software with customer and field engineer so the customer would not experience unnecessary disruption to daily sales.
    5. Responsible for ensuring drop-shipped orders were processed and invoiced properly.
    6. Resolved account discrepancies that included billing, delivery dates, and configuration adjustments Ensured all internal/external departments followed documented departmental processes and procedures.
    7. Validated that customer data was consistent within the Oracle database and other internal databases.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma

Customer Business Representative Resume

Objective : Responsible for Achieving and consistently exceeding monthly sales goals- strong work ethic and tenacity are key, Staying organized and manage your time effectively in order to complete your daily goals- you know that sales is a numbers game and youre here to win.

Skills : Microsoft Office, Customer Service.

Description :

    1. Delivered expertise by identifying and analyzing customer and agent needs to ensure high satisfaction, growth and retention of business.
    2. Provided counsel, guidance and suggestions to our customers to adequately cover and protect what they value most. This is done by using upselling and cross-selling sales skills to educate customers and agents on new and existing insurance products & services.
    3. Uphold our customer care standards by achieving individual goals on call quality, handle time, lead transfer ratio, adherence, first call resolution, and reliability.
    4. Maintained and tracked accurate data in various computer systems.
    5. Reviewed, recorded, and organized written data from a variety of sources with no pre-established format.
    6. Handled confidential and proprietary information is critical.
    7. Knowledged and able to use Microsoft office tools is necessary.
            Years of Experience
            Experience
            2-5 Years
            Experience Level
            Level
            Executive
            Education
            Education
            GED

            Customer Business Representative Resume

            Summary : Proactive, highly skilled, and reliable administrative professional with 10+ years of experience supporting executives, sales, and managers to improve internal operations. Proficient in all of the standard office desktop software. Diversified skill sets covering administrative support, client relations, writing, account management, and project management.

            Skills : Management, Microsoft Office, Word, Excel, Collections, Hippa Law Knowledgeable, FCRA Knowledge.

            Description :

              1. Oversaw the movement of equipment through to customer delivery and installation.
              2. Supported a portfolio of Xerox sales representatives.
              3. Assisted in all phases of pre-and post-sale customer relations with the sales rep.
              4. Reviewed, validated, and edited contracts and credit forms prior to input into the Xerox Enterprise Resource Management (ERM) system.
              5. Ensured all contracts were complete and correct in pricing, equipment configuration, and legal terms and conditions.
              6. Involved in several employee team projects.
              7. Participated in a regular cadence of process mapping, work process review, and Lean Six Sigma Process Improvement teams as part of the Xerox Capital Services joint venture with General Electric.
            Years of Experience
            Experience
            10+ Years
            Experience Level
            Level
            Senior
            Education
            Education
            Bachelor Of Arts

            Customer Business Representative Resume

            Headline : Highly motivated and organized individual seeking a challenging and interesting role in a company where my experience and knowledge can utilize and enhance.

            Skills : Business Intelligence, Strategic Planning, Cost Reduction, Process Improvement, Operations Management, Lean Six Sigma, Budget Management, Product Management, Testing, Data Analysis.

            Description :

              1. Responded to complex customer request, resulting in high level of customer satisfaction.
              2. Worked directly with salesforce and dealers to resolve pricing issues, returns, evaluate contracts, and ensure that sales promotions items were captured on contracts.
              3. Nominated by senior management to attend all-expense-paid Xerox Women's conference in Connecticut as reward and recognition for hard work as customer business representative in 2005.
              4. Skills Used Customer service mentor/trainer of both new and established employees.
              5. Helped with challenging calls, contrasts, returns and phone etiquette.
              6. Responded to complex customer requests, resulting in a high level of customer satisfaction.
              7. Worked directly with salesforce and dealers to resolve pricing issues, returns, evaluate contracts, and ensure that sales promotions items were captured on contracts.
            Years of Experience
            Experience
            5-7 Years
            Experience Level
            Level
            Executive
            Education
            Education
            Master Of Science

            Customer Business Representative Resume

            Headline : A results-oriented, self-motivated, operationally astute team player offering expertise in customer support/ relations and marketing looking to leverage and expand my knowledge in leadership by securing a position in sales and marketing.

            Skills : Microsoft Word, Planning Skills.

            Description :

              1. Nominated by senior management to attend all-expense-paid Xerox Women's conference in Connecticut as reward and recognition for hard work as customer business representative.
              2. Used Customer service mentor/trainer of both new and established employees.
              3. Developed and maintained systems and strategic relationships that meet customer demand forecast, as well as other databases related to shipments and inventory management.
              4. Used thorough knowledge of complex customer service practices and procedures to independently validate and execute customer service strategies.
              5. Advised customers about order status, invoices, contract balances and other information needed to complete the sale.
              6. Independently solved moderately complex issues with minimal supervision, while escalating more complex issues to appropriate staff.
              7. Worked with patients, insurance carriers, or other areas of the billing department to resolve billing inquiries received via phone, mail and E-Mail communications.
                                Years of Experience
                                Experience
                                5-7 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                Master Of Science

                                Customer Business Representative Resume

                                Headline : Responsible for Consistently improving and managing customer communication flow on promotions and product information, Updating, maintaining, and analyzing customer account profiles.

                                Skills : Accounting Skills, Developing Skills.

                                Description :

                                  1. Provided technical assistance to individuals and/or businesses primarily through telephone interaction in a dynamic call center environment, and/or face-to-face contact.
                                  2. Addressed wide range of issues/problems that require unique solutions.
                                  3. Applied the tax code to assist taxpayers in understanding and meeting their tax responsibilities.
                                  4. Secured, analyzed and protected sensitive personal and financial information.
                                  5. Made determinations and use sound judgment to resolve taxpayer disputes and delinquency issues.
                                  6. Developed, analyzed and evaluated information involving the research of computerized records by accessing multiple online/database systems.
                                  7. Assisted individuals in understanding their coverages and selecting the right products, services and best solutions to meet their personal needs.
                                Years of Experience
                                Experience
                                5-7 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                GED

                                Customer Business Representative Resume

                                Headline : Responsible for maintaining a working knowledge of all company products, services, and promotions, Assisting in training new employees in addition to other duties as assigned by management.

                                Skills : Managing Skills, Training Skills.

                                Description :

                                  1. Be provided full lifecycle customer service and sales where you could accept inbound or might be calling out to provide follow up.
                                  2. Responded to customer inquiries with compassion and active listening and select the best solution in an efficient manner.
                                  3. Identified additional needs customers may have and help them to upgrade products or services.
                                  4. Maintained a thorough understanding of mutual fund operations products, services and affiliated systems including the DST and Thrivent systems and applicable operational policies and procedures.
                                  5. Built and maintained a high quality and professional working relationship with all field professionals, shareholders and internal business units.
                                  6. Provided quality customer service by providing detailed, accurate and timely communications to ensure the field and clients have a reasonable understanding of the operational status of the account.
                                  7. Accurately processed all mutual fund transactions on a timely basis to achieve the best possible results for the member and representative, adhering to the applicable industry regulated guidelines.
                                Years of Experience
                                Experience
                                5-7 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                GED

                                Customer Business Representative Resume

                                Headline : Responsible for Communicating effectively and confidently with all clients to make their financial lives better. Assisting our customers with plan design inquiries, balance transfers, overall account information, loan requests, and loan payments.

                                Skills : Loan Processing, Communication Skills.

                                Description :

                                  1. Accurately processed various transactions via phone work including transfers, disbursements and other maintenance requests.
                                  2. Daily visited to rigs and customer locations to gauge opportunities.
                                  3. Found, cultivated, and developed relationships to exceed KPI targets.
                                  4. Actively listened to our customers needs, and providing the products and services they need and want.
                                  5. Developed and maintained business and competitive intelligence.
                                  6. Used expertise to provide impactful solutions to our customers problems.
                                  7. Helped customers in their time of need by building rapport, responding to, and resolving inbound phone calls in a fast-paced call center environment. This is done by identifying and providing services and solutions to their questions regarding renewals, coverage, eligibility, billing, and policy changes.
                                Years of Experience
                                Experience
                                5-7 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                GED