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Customer Service Specialist 

Experienced Customer Service Representative, Instructional Assistant, Salesperson, and Creative Visionary.

-	Draft Rental, Trial, Service and Product Placement Agreements for new and existing customers by analyzing cost of capital equipment quotes and sales history.
-	Serve as Faculty KOL for over 25 Surgeons; maintain all HPC agreements and make necessary changes; drafting contract addendums and termination letters.
-	Assist Marketing by providing administrative support at on-site & off-site company labs.
-	Configure and build Insightly CRM database to provide valuable customer information such as sales and quote history to both Sales and Clinical Teams.
-	Increased Service and Repair revenue by 167% by drafting preventative maintenance quotes and following up quarterly with Service Technicians.
-	Integrate and customize data primarily using Lead commerce, QuickBooks, Excel, and Google Sheets to support both sales analysis & reporting.


-	Received visitors at the front desk by greeting, welcoming, directing and announcing them appropriately.
-	Answered a multiple line phone system, managed calls by routing them to the proper extensions or taking messages and delivering them.
-	Presented comprehensive information about all services offered at CEC and those offered districtwide.
-	Carried out administrative duties such as filing, copying, binding, scanning, etc.
-	Scheduled student appointments, recorded placement test scores, and resolved student log in issues via SARS Grid.


Counseling Assistant 

-	Processed purchase orders and communicated estimated delivery dates to buyers.
-	Drafted quotes for Joimax instruments, devices, and replacements.
-	Assisted Customer Service Lead with opening/closing of RMA complaint forms and processed No-Charge warranty claim sales orders.
-	Maintained accurate records for over 800 customers by collecting all necessary new customer on boarding documents (Tax certificates, W9, Account Info Forms, and COI).


Customer Service Representative 

-	Processed resident applications, lease documents, and related paperwork as needed.
-	Assisted residents with the move-in and move-out process.
-	Completed and submitted Final Account Statements (FAS) and reviewed it thoroughly with each resident.
-	Toured prospective clients around the property and answered community related questions.
-	Ensured all resident information regarding resident concerns was logged correctly in OneSite.
-	Acted as CRR floater and provided support to 3 Irvine Company Properties (Park West, Parkwood, and Rancho San Joaquin).


Community Relations Representative 

-	Answered 65 inbound customer calls per day and assisted customers with product pricing, order status, returns, and warranty requests.
-	De-escalated problematic customer concerns by maintaining a calm and friendly demeanor.
-	Processed and managed $600,000 worth of supply orders per month and $6 Million annually via SAP.
-	Coordinated RMA’s with Customer Service Supervisor for the return of defective and warranty items.
-	Worked closely with Technical Support (Patient Monitoring/Neurology) to collect all necessary customer information to send loaner/replacement equipment.
-	Partnered with the Capital Sales department to process consignment requests for Sales Executives.


Find out detailed information about Alfredo Pena, Customer Service Specialist  in Tustin, CA

Alfredo Pena: Customer Service Specialist in Tustin, CA

Alfredo Pena

Joimax Inc.

Rancho Santiago Community College District

Joimax Inc.

Irvine Company

Nihon Kohden America

California State University, Long Beach

Irvine Valley College