Operations and account management expert focused on enhancing customer experiences through data analysis and process optimization. Proven ability to troubleshoot order discrepancies and develop teams, ensuring high-quality service delivery and operational compliance.
Overview
28
28
years of professional experience
Work History
Supervisor, Customer Operations
AbbVie Inc.
Austin
05.2023 - Current
Identify process improvement opportunities and implement updated workflow procedures to improve efficiency and accuracy.
Create and present agent performance and metric reports to establish expectations and support operational decision-making.
Set performance goals and coach team members on new and existing processes to improve productivity and quality.
Identify knowledge gaps and provide targeted learning opportunities to strengthen team performance.
Support onboarding and coordinate improvements to processing platforms and operational tools.
Research and resolve open order discrepancies and support issue resolution across billing, shipping, and inventory processes.
Troubleshoot and process order requests for drop ship, direct buy and bill, and hospital network accounts.
Respond to escalations from sales specialists, district managers, and directors of national accounts.
Coordinate new customer account creation with the Credentialing Department.
Customer Experience Representative
AbbVie Inc.
Austin
09.2022 - 05.2023
Coordinated account creation for new Botox Therapeutic customers with the Credentialing Department.
Managed customer updates and listing requests for the Find A Botox Specialist program.
Processed Botox Therapeutic order requests for drop ship, direct buy and bill, and hospital network accounts.
Resolved escalations from sales specialists, district managers, and directors of national accounts.
Processed credits and debits to correct billing, shipping, and inventory discrepancies.
Executed Allergan Direct requests and updates as required.
Commercial Project Manager
Complete Door Systems
Chino
04.2019 - 04.2022
Built and maintained relationships with general contractors, production teams, subcontractors, and vendors.
Coordinated with general contractors, architects, subcontractors, and vendors to meet project schedules and deliverables.
Reviewed blueprints and specifications to ensure alignment with project scope and requirements.
Created submittals, CAD drawings, RFIs, and change order documents to manage project scope.
Managed project budgets and generated purchase orders.
Tracked order lead times and deliveries to support project timelines.
Reviewed and negotiated contracts with general contractors and second-tier subcontractors.
Prepared as-built documentation and operations/maintenance manuals for completed projects.
Reconciled invoices against budgets during project closeout, identified discrepancies, and created audit documentation when needed.
Account Manager
Tenacore Holdings Company
Santa Ana
02.2018 - 04.2019
Managed corporate account relationships and developed new business with large medical groups.
Expanded market share within the assigned territory through strategic account management.
Sold service, repair, new, and re-certified medical equipment to hospitals nationwide.
Completed ad hoc reporting on performance, logistics, and serialized product data by extracting large data files from multiple systems into Excel.
Formatted and summarized data using pivot tables to identify trends, outliers, and opportunities.
Technical Service Specialist
Solugenix for Advanced Sterilization Products, a Division of Johnson & Johnson
Brea
01.2017 - 02.2018
Responded to high call volumes and provided technical troubleshooting support for sterilization and disinfection equipment.
Documented and resolved medical facility, hospital, and laboratory inquiries, service contract requests, and equipment sale requests.
Maintained accurate records of complaints, inquiries, service requests, and troubleshooting steps in support of FDA audit compliance.
Compiled preventive maintenance reports for territory account managers and regional service managers using Oracle and Salesforce data.
Assisted with software upgrades and process changes.
Onboarded and trained new employees, including goal setting, performance tracking, and skills development.
Field Service Coordinator
Solugenix for Advanced Sterilization Products, a Division of Johnson & Johnson
Brea
01.2017 - 02.2018
Coordinated and dispatched field support for the Northeastern United States.
Managed backorder issues and inventory reconciliation for field support teams using SAP.
Audited, processed, and resolved time and materials invoices outside of service agreements in SAP.
Used multiple software platforms including Siebel (Oracle), SAP, Microsoft Office, OneMD-Unity (Salesforce), JNJ Customer Connect, and IRIS.
Owner/Operator
MauriceFitness LLC
Chino Hills
01.2016 - 01.2018
Maintained client information using database systems and file management processes.
Organized community exercise programs for groups and individuals.
Developed personalized fitness programs based on client needs.
Created marketing and promotional materials for traditional and digital channels.
Exterior Sales Project Manager (PSE)
Lowe’s Home Improvement
Ardmore
01.2005 - 01.2016
Met with clients to conduct in-home consultations and define project scope.
Developed proposals based on customer needs and installation requirements.
Coordinated project plans with vendors, contractors, and clients from start to completion.
Designed, ordered, and tracked special orders and materials for exterior projects.
Facilitated customer commitment by securing contracts and financing/payment options.
Administrative and Assistant Store Manager
Lowe’s Home Improvement
Ardmore
01.2005 - 01.2016
Managed daily operations across multiple locations, driving service excellence and sales performance.
Maintained audit compliance by coordinating with store departments and regional staff.
Trained staff to generate and interpret reports to identify discrepancies, sales opportunities, trends, and inventory issues.
Recruited, interviewed, and hired seasonal and full-time employees.
Managed staffing, scheduling, employee engagement, and performance expectations for approximately 150 employees.
Created schedules to align labor with sales forecasts.
Balanced tills, prepared bank deposits, and reconciled financial discrepancies.
Oversaw inventory management, merchandising, freight flow, and store financial reconciliation.
Commercial and Industrial Plumber
Minuteman Plumbing
Garden Grove
01.1998 - 01.2005
Estimated, sold, and executed commercial plumbing projects, enhancing operational capabilities for hospitals and commercial facilities.
Managed project scope, schedule, subcontractors, and suppliers, ensuring timely and budget-compliant project completion.
Conducted quality control and coordinated inspections with local jurisdictions, securing compliance and maintaining project standards.
Prepared material, labor, and equipment reports for invoicing.
Education
Skills
Order management
Customer relationship management
Change order management
Contract performance monitoring
Performance reporting
Process improvement and workflow optimization
Training and development
Team leadership
Contract review and editing
Proposal preparation
Deliverable submission
Trust building and relationship management
Relevant Themes
Contract review, negotiation, and change order management
Billing, credit/debit resolution, and invoice reconciliation
Order processing and discrepancy investigation
Reporting, data extraction, and Excel-based analysis
Process improvement and cross-functional coordination
Experience with SAP, Salesforce, Oracle, and other systems used in operational analysis
Education Certifications Awards
HIPAA Certified
Solugenix HDI Technical Support Analyst of the Year nominee and representative
Lowe’s Manager Training Program Instructor
Lowe’s Zone Manager Certification
Lowe’s Admin Manager Certification
Inventory Control Award for exceeding inventory goals
Sales award for double-digit sales growth
Project Manager, Lowe’s Heroes Project for the Community
Timeline
Supervisor, Customer Operations
AbbVie Inc.
05.2023 - Current
Customer Experience Representative
AbbVie Inc.
09.2022 - 05.2023
Commercial Project Manager
Complete Door Systems
04.2019 - 04.2022
Account Manager
Tenacore Holdings Company
02.2018 - 04.2019
Technical Service Specialist
Solugenix for Advanced Sterilization Products, a Division of Johnson & Johnson
01.2017 - 02.2018
Field Service Coordinator
Solugenix for Advanced Sterilization Products, a Division of Johnson & Johnson
Associate Global Customer Care - Revenue Operations Order Management Specialist at Smith+NephewAssociate Global Customer Care - Revenue Operations Order Management Specialist at Smith+Nephew