Senior Customer Service Advisor

About Candidate

Education/Qualification

  • Attended College – Completed Teaching Assistant Course

Systems used

  • Microsoft Office, Word and Excel
  • Sage
  • Xero
  • CRM systems
  • In-House systems

Career Summary

Current Employer – Catering Suppliers

Position – Customer service/Admin

Dates – January 2024 – October 2024

  • Worked in a team of 16 and reported to Office Manager
  • Produced, processed and provided client with invoices and quotes
  • Processed purchase invoices on Sage while maintaining Inventory
  • Ordered necessary products for building site
  • Scheduled appointments with clients and engineers
  • Followed up on site visits to ensure the job was complete
  • Maintain confidentiality of sensitive information
  • Dealt with general new and existing client and engineer enquiries including issues via telephone and emails

Previous Employer – Supplier of equipment for those of speech or writing impairments

Position – PA to Managing Director

Dates – June 2015 – December 2023

  • Worked in a team of 5 and reported to the Managing Director
  • Introduced service packages to CRM systems by also converting documents and information over from excel and other systems onto CRM systems
  • Dealt with customer enquiries and resolve them
  • Produced reports for surveyors after they have been to the site to review sites for any asbestos
  • Produced, processed and provided invoices and quotes to clients using the Xero software
  • Accompanied the Managing Director when out on a survey or business appointments
  • Schedule meetings and appointments
  • Completed bank reconciliation for the Managing Director
  • Performed general administrative duties such as filing, data entry
  • Chased payments, took payments and recorded payments

Previous Employer – Primary school

Position – Voluntary

Dates – April 2012 – June 2015

Previous Employer – Developer of Diagnostics Devices

Position – Business Development Executive

Dates – October 2008 – November 2010

Responsible for bringing in new business and developing a database for a new Digital Two Way Radio and Fleet management products (GPS Tracking).

  • Used technical knowledge to identify and promote sales opportunities with new and existing customers
  • Provided technical information and advice to customers promoting the nature, performance and capability of the company’s products
  • Promoted the sale of Motorola Zeon Digital equipment and services by developing new customers through the application of selling skills and detailed product knowledge
  • Worked closely with Motorola State Manager to develop larger opportunities
  • Provided weekly reports of all sales calls, customer contacts, competitor information and activity
  • Product or service complaints, business trends and recommendations for action to be taken
  • Actively pursue new business opportunities and growth with existing customers

Previous Employer – International Courier

Position – Depot Sales Manager – Promoted to Vertical Market Manager

Dates – 1994 – 2007

  • Promoted from Depot Sales Manager after two years to Vertical Market Manager-FMCG.  Responsible for International and domestic sales of FMCG from all major, blue chip companies throughout Australia.  Oversaw four Sales Manager, was responsible for direct sales and marketing in Sydney
  • Recruited, trained and managed Sales teams.  Developed marketing strategy, prepared sales projections and established KPI’s
  • Negotiated and finalized long term contractual agreements with customers.  Oversaw all aspects of transactions, including letters of credit, financing and preparation of the opening an account documentation
  • Prepared and presented performance reports to major customers on a weekly/monthly basis, followed by corrective action on both parts where necessary
  • Planned and administered sales and marketing budget, also maintained profit/loss responsibility.

Related Candidates