Jeffrey Ojeda Email & Phone Number

United States

Managing the business relationships for assigned clients from a strategic and consultative perspective. Serving as the primary contact for the clients, lead and grow the overall relationship with key decision makers and influencers at assigned clients to ensure business growth and customer satisfaction. Create and manage opportunities in the account.Responsible for account strategy, GM targets and growth Targets.Responsible for operations and management of the accounts.Collaborate and work with the account team.Understand sales processes and implement strategies to ensure that the Sales team assigned is following all company processes.Ensure that defined sales activity metrics and reporting methods are being followed by all members of the Sales team.Lead from the front by learning the defined processes as well as guiding and mentoring assigned team.Plan & attend weekly face-face meetings with key clients and client stakeholders.

United States

United States

San Antonio, Texas

Employee inquiries, HR policies, payroll, and benefits. Educate the employee on resources they could utilize for future reference to gain an understanding of how to advance within their employment. Research complex issues and work to resolve in a timely manner. Partner with other departments within the company to resolve escalated issues. Always maintained a rapport with customers.Key Accomplishments:Managed a high-volume workload for several partners and employees. Maintained deadlines and quotas to meet performance and compliance set forth by our partners. Experienced in HRIS and Ceridian systems.Transitioned to a senior role for new and existing customer service representatives. Particularly, for escalated and challenging inquiries. Assisted with training and quality assurance reviews. Exceeded expectations in performance reviews, team metrics, and company goals. Volunteered to participate in time studies for performance reviews, and team metrics. Information I reported, and helpful suggestions I offered, were implemented.Participated in pilot testing for on coming customer service systems for each partner. Completed ongoing customer service trainings to learn ways to enhance customer satisfaction and improve productivity.Initially started my career with Accenture, as a customer service representative. Transitioned to a senior role, and was promoted to Human Resources Transaction Specialist within four years of employment. Took advantage of cross training opportunities with other departments to gain resourceful knowledge of the company. Maintained a government required federal security clearance.

Received incoming calls from financial institution banking account customers. Responded to check inquiries, placed personal and business check orders. Reviewed order status, and delivery options. Responsible for cross-selling and up-selling products and services. Resolved issues associated with customer orders and bank account information. Key Accomplishments:Transitioned to a key team that specifically handled our #1 client for check orders and bank account inquiries.Accomplished 1 through 12 grade level award program voluntarily to establish a strong building relationship with my team members and managers. Successfully completed all elements required in each grade level efficiently and timely. Became subject matter expert within the department for assistance with critical customer inquiries and partner phone calls. Transitioned to Quality Assurance Coordinator to manage order production and check quality.

Organized merchandise for overnight manifest. Researched delayed inventory and shipments. Delivered orders timely to corporate companies.; Delivered shipments timely and effectivelyExceed expectations in delivery performance, shipment order accuracy, and partner relationships.