Alejandro Jimenez Email & Phone Number

Hercules, Ca, Us

Dublin, California, United States

- Proactively consult customers on procurement processes and dilemmas to drive customer success and build strong relationships- Responsible for customer retention, identifying growth opportunities, and enabling effective execution between a supplier's trading partners- Assist with onboarding efforts and other internal processes to facilitate positive customer experiences- Maintain outreach schedules, plan and lead account health checks, and establish and refine tools and processes internally to facilitate customer interaction- Persuade customers to use products and solutions in ways they hadn't previously thought of through identification of customer inconsistencies and inefficiencies in their business processes- Prepare and present formal reports for key stakeholders (internal and external)- Engage customer key stakeholders to become a trusted, credible, valued partner. Level set on expectations and gain buy-in on strategic plans

Dublin, California, United States

- Qualify and generate onboarding sales with the company’s new and established customer’s trading partners- Manage inbound onboarding sales leads to create, negotiate and close sales opportunities- Research and document existing customer activity and new customer estimates for the purposes of contract pricing- Utilize established pricing catalogues and processes to provide standard pricing terms and conditions to new or existing customers- Communicate, present and demonstrate value of iTradeNetwork products for new customer opportunities- Process contracts and onboard customers on iTradeNetwork products- Manage upsell/cross-sell opportunities of SaaS products and/or functionality- Understand and communicate advantages of EDI integration between trading partners- Communicate buyer/distributor workflow to prospective customers- Communicate and interact with various buyer or distributor trading partners on weekly calls to manage onboarding programs

Emeryville, California

- Responsible for developing and maintaining world-class relationships with both external and internal diagnostics customers including the commercial operations and technical support departments- Ensure on-time and complete delivery of goods to diagnostics customers by developing and maintaining key relationships with all logistics providers (manufacturers, warehouses and freight carriers)- Monitor processes and products to identify opportunities for continuous improvement- Create and maintain procedural documents and user guides - Collaborate with Planning/Procurement group for ongoing analysis of the required levels of inventory to meet customer needs- Perform ongoing analysis of Supply Chain Key Performance Indicators (KPIs) including customers on-time delivery metrics- Review issues and make recommendations that maximize operational efficiency and quality of service - Create operational reports used to track accuracy, efficiency, and productivity- Assist assigned customer base with invoicing questions or concerns- Provide accurate and detailed records to internal audit teams to ensure SOX compliance

- Work as a liaison between our card vendors, bank customers, and internal partners to ensure the delivery of quality products and services to our customers- Create and maintain databases using data from multiple sources with the goal of tracking progress, volume, and performance- Manage our prepaid card inventory by tracking run rates, monitoring reorder points, and ensuring the successful order and delivery of over four million items of inventory each year to ensure we are able to successfully fulfill customer orders- Work with vendors to resolve all issues pertaining to the delivery of damaged or out of spec orders in a timely and cost effective manner in order to avoid delays in order fulfillment- Lead calls between Third Party Service Providers and internal partners to track and resolve production issues- Review issues and make recommendations that maximize operational efficiency and quality of service - Create operational reports used to track vendor efficiency and productivity- Developed reporting and analysis tools that minimized data entry and streamlined both quality assurance procedures and compliance analysis- Provide input for increased efficiency on current procedures and processes - Lead call center listening sessions with our Third Party Service providers to ensure calls are being handled properly and stellar service is being provided

San Francisco Bay Area

- Established timelines and tracked ongoing projects to meet established deadlines - Was responsible for consulting with clients and implementing them with desired Treasury Management products and services - Acted as a single point of contact for assigned clients throughout the design and implementation phase- Expertly used internal systems to configure or troubleshoot customer setups of varying complexity - Provided Subject Matter Expert support on internal systems to the implementation and customer service teams- Participated in the pilot phase of new products and procedures in order to evaluate their strengths and weaknesses and provide constructive feedback as needed- Provided input for increased efficiency on current procedures and processes - Worked as a liaison between our customers and bank operations, sales officers, Relationship Managers, and external partners to ensure the delivery of quality services to meet client needs- Set proper expectations for clients and ensured that implementation and training were delivered in a timely manner- Ensured that clients understood the process by which all legal and implementation documents had to be completed- Audited customer documents to ensure that all required information was present and completed in compliance with bank rules and regulations- Trained clients on the use of Wells Fargo applications and provided them with the knowledge base required to use them effectively

San Francisco Bay Area

- Established timelines and tracked ongoing projects to meet established deadlines - Was responsible for consulting with clients and implementing them with desired Treasury Management products and services - Acted as a single point of contact for assigned clients throughout the design and implementation phase- Expertly used internal systems to configure or troubleshoot customer setups of varying complexity - Provided Subject Matter Expert support on internal systems to the implementation and customer service teams- Participated in the pilot phase of new products and procedures in order to evaluate their strengths and weaknesses and provide constructive feedback as needed- Provided input for increased efficiency on current procedures and processes - Worked as a liaison between our customers and bank operations, sales officers, Relationship Managers, and external partners to ensure the delivery of quality services to meet client needs- Set proper expectations for clients and ensured that implementation and training were delivered in a timely manner- Ensured that clients understood the process by which all legal and implementation documents had to be completed- Audited customer documents to ensure that all required information was present and completed in compliance with bank rules and regulations- Trained clients on the use of Wells Fargo applications and provided them with the knowledge base required to use them effectively