Specialist Account Resume Sample

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Stanton Zboncak
5751 Altenwerth Manors,  Dallas, TX
+1 (555) 756 4960

Work Experience

International Account Specialist
05/2017 - PRESENT
Dallas, TX
  • Subject matter expert on operational policies and procedures with extensive experience in mutual funds
  • Effectively promote NASDAQ’s value proposition and products and services
  • In-person meetings with companies at NASDAQ’s MarketSite, to explain trading and market structure
  • Provide answers and guidance to questions on aspects of a company’s listing
  • Work with NASDAQ Relationship Managers to promote NASDAQ’s value proposition and products and services
  • Serve as an onsite commentator for reporters located at MarketSite. Discuss market trends, analysis and sector commentary on air – in a real-time studio environment. Respond on-air to reporters’ questions on financial and industry topics
  • Synthesize NASDAQ’s value proposition to listed companies, dual listings, and sales prospects
Account Specialist, Collections
01/2014 - 12/2016
San Francisco, CA
  • Complete function-specific or special projects as requested or required in accordance with established procedures, regulations and policies
  • Ensure compliance with government regulations, internal policies, procedures and guidelines for the purpose of audit and compliance
  • Minimize losses by ensuring timely portfolio processing and effective decision making
  • Support AEs in the qualification of new build projects as relevant for the MDU Community Solutions team to pursue
  • Upon contract execution by the Account Executive, take responsibility for the project management of that new build through service activation and customer acquisition at the property
  • Ensure that contractual commitments to Courtesy Accounts, Channel Insertion capabilities, MDTA deployment for Fitness Centers or other property-specific requirements are understood by all with a need to know, and coordinate their delivery across organizations
  • Approximately 60-days prior to property activation, develop sales launch plan and coordinate on-site resources - including Concierge Reps, Direct Sales Reps or others as appropriate - with property management to schedule TWC events, DM and other communications to optimize customer acquisition prior to or at move-in
  • Engage owners and property staff in these communities. Establish self as a primary point of contact for issue resolution
  • Resolve issues as applicable and demonstrate progress to the property staff and decision makers via trend reporting on such measures of success as subscriber numbers, penetration of ancillary services, trouble call reduction, and other
Account Manager Specialist
07/2008 - 10/2013
Los Angeles, CA
  • Enhance TWC's chances of renewing agreements with these at-risk properties, maintaining CRs and PSUs that might otherwise have been lost to Debulk or contract termination
  • Inputs data into Aon’s Global Risk Insight Platform and the Property & Casualty Invoice Database
  • Develop sales launch plan and coordinate on-site resources - including Concierge Reps, Direct Sales Reps or others as appropriate - with property management
  • Work with management and AEs to identify properties to be prospected for potential Bulk growth, and to identify at-risk properties, with a focus on Bulk communities
  • Engage owners and property staff in Bulk communities
  • Learn and understand PubMatic’s products and transfer that knowledge to our technical partners and Demand partners (DSP’s)
  • Proficiency in PowerPoint, with an ability to effectively communicate the results of complex analysis
  • Understands customer needs and objectives; ensures the customer is utilizing and benefiting from the full extent of our solutions, across all products to which they subscribe
  • Maintains awareness of key service deliverables of assigned clients (earnings events, recurring advisory analyst meetings, website re-design due dates)


East Texas Baptist University
2003 - 2008
Bachelor's Degree in Business

Professional Skills

  • Demonstrates knowledge of external trends (i.e. business trends, regulatory issues, global implications) to contribute to the anticipation of customers’ needs
  • Strong communication skills (written and verbal), problem solving & decision making skills; presentation skills
  • Strong computer skills, including experience with Microsoft Excel, Outlook, and Word
  • Strong analytical and problem solving skills to assist clients in resolving issues and improve overall servicing
  • Apply skip tracing techniques and strong negotiation skills when required
  • Strong general computer skills to quickly learner and use multiple applications
  • Strong organizational skills, accuracy and attention to detail

How to write Specialist Account Resume

Specialist Account role is responsible for microsoft, computer, shipping, retail, credit, training, database, compensation, reporting, research.
To write great resume for specialist account job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Specialist Account Resume

The section contact information is important in your specialist account resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Specialist Account Resume

The section work experience is an essential part of your specialist account resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous specialist account responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular specialist account position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Specialist Account resume experience can include:

  • Intermediate skills in Microsoft applications: Word, Excel and Power Point
  • Innovation - Builds own skills and shares new ideas; looks for new ways to serve clients
  • Broadening the technical and behavioural skill-sets of Account Specialists to match our promise to customers
  • Understanding and demonstrated use of Incoterms 2010 is required
  • Experience of handling and resolving challenging conversations with customers, and making every wrong right for them!
  • Healthcare industry experience – preferably in a behavioral health care setting

Education on a Specialist Account Resume

Make sure to make education a priority on your specialist account resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your specialist account experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Specialist Account Resume

When listing skills on your specialist account resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical specialist account skills:

  • Unmatched Teams - Responds promptly, thoughtfully, and effectively to changing work environments, priorities, and situations
  • Strong computer skills (Excel and Word)
  • Effectively liaise with CCS/OPD agencies to request and follow-up documents and payments pertaining to the CCS program
  • Proficient PC skills, including but not limited to Microsoft Excel, Word, Access, etc
  • Experience in a customer service or other customer facing role, international experience required
  • Effectively utilize Lean Six Sigma (LSS) Methodologies

List of Typical Experience For a Specialist Account Resume


Experience For International Account Specialist Resume

  • Assists in researching/disputing customer chargeback’s
  • Provide support to specialist team including 1 Senior National Account Manager, 2 Account Managers and the Account Controller within the Specialist Channel
  • Support sales team with creation, sell in and ensure execution of sales and marketing plans
  • Typically sought out for information from the team, business, and customers regarding process questions and product delivery
  • Ensures clients understand who their Nasdaq contacts are and roles, responsibilities of each
  • Special projects and additional responsibilities as assigned
  • Mitigate fraud losses to zulily and our customers
  • Configure the client enrollment application to meet the client’s needs for their employee’s benefit elections
  • 70% Import/Export/Order Management

Experience For Account Specialist, Collections Resume

  • Investigate, approve, document, and pay charges through the use of Shipment Cost Documents. Maintain up-to-date and accurate files and complete audits for import and export shipments as required by Arkema Import Self-Assessment status with US Customs and Border Protection
  • Consistently executes transactions and understands Import/Export processes
  • Supports the site HES policy and complies with all regulatory and internal requirements
  • Participates in HES activities provided by site management and Arkema Inc. (e.g., Behavioral Base Safety, SafeStart, etc.)
  • Trusted to operate within any general customer service compliance guidelines and within the guidelines of the Arkema Code of Ethics/Conduct. Trusted to act in accordance with US Customs & Border protection regulations, international regulatory parties, and on behalf of Arkema to protect the company’s interest in international transactions
  • Understand cash processing and vault operations
  • Ensure vaults are reconciled timely, research and resolve any out of balance conditions
  • Manage appropriate daily inventory levels
  • Be able to understand complex issues and distill them into simple, lay-person language

Experience For Account Specialist Manager Resume

  • Learn and Understand the 15 month credit process
  • Learn and Understand the Unclaimed Property Laws for each State
  • Work on special projects for the Dental Insurance Administration team, reports, and other such projects to support the work of the Dental Insurance Administration Department
  • Import & Export: Investigate, approve, document, and pay charges through the use of Shipment Cost Documents. Maintain up-to-date and accurate files and complete audits for import and export shipments as required by Arkema Import Self-Assessment status with US Customs and Border Protection
  • Responsibilities include order processing from point of receipt to shipment ensuring that customer routing requirements are adhered to
  • Reviews incoming orders, checks for accuracy, including customer specific pricing, promotional discounts, ship dates, terms, routing requirements, etc. before the order is released

Experience For Account Manager Specialist Resume

  • Keeps abreast of customer routing guide changes and ensures new requirements are communicated throughout sales, operations and is to avoid chargeback’s
  • Proactively monitors product availability on open orders and communicates potential backorders to customer and Internal Sales and Operation Teams
  • Provides customer planner/buyer with feedback on future product availability and makes recommendations for cancel and reorder if necessary
  • Provide leadership and develop a group of 10-15 Account Specialists to help them achieve career and business goals
  • Ensures execution of associate’s tasks
  • Motivate associates to make meaningful recommendations to mitigate client risk and ultimately grow client portfolios
  • Identify areas for process improvement within Account Management and lead the development and documentation of new processes
  • Define roles and responsibilities for Account Specialist associates
  • Communicate with other department leaders to ensure proper support is provided for all customer programs

Experience For Capture Specialist / Account Executive Texas Resume

  • Facilitate internal discussion between departments and help identify solutions for customer health situations
  • Assign new business opportunities to associates and align with organizational structure
  • Provide status reports to Vice President, Corporate Accounts on department initiatives
  • In customer service, account management or project management
  • Manage a large team in an entrepreneurial environment
  • Ability and willingness to travel overnight for business (local and domestic)

Experience For Account Servicing Specialist Resume

  • Assist the team in delivery of revenue targets and objectives
  • Development of cross functional relationships to the benefit of delivery WHEG business targets with our customers
  • Enter customer’s deposit funds into their savings account
  • Increase the credit limit on customer’s account when customer sends in additional funds
  • Knowledge of various functional areas within benefits administration

Experience For Credit Account Specialist Resume

  • Able to work, adapt, and contribute to a team atmosphere
  • Open, Positive, and Flexible and a Can Do attitude
  • Maintain accuracy and attention to detail, but keep up with a fast paced environment
  • Manipulate spreadsheets in Microsoft Excel
  • Knowledgeable in and consistent use of Incoterms 2010 is required
  • Experienced Customer Service Professional who possesses skills to quickly gain the confidence of peers, staff and customers. Easily navigates relationships and is very trustworthy

Experience For Account Executive Specialist Resume

  • Creates a relationship with customers (internal & external), possesses appropriate business knowledge and can offers solutions to issues within business specific limits
  • Works with many staff departments and forwarder/broker for import and export activities
  • Consistently communicates effectively, verbally and in writing, and is able to identify and provide peer mentoring on best methods of communication to utilize in various customer and internal team scenarios
  • Communicates with foreign affiliates, customers, and suppliers for desired results in a multi-cultural environment
  • Well versed in international terminology and proper use of such terminology, including of parties involved in international transactions, Broker/Forwarder/Notify Parties/Consignee/Steamship Line/NVOCC/consolidator/etc. Understands the role of each party in the international processes

Experience For Account Processing Specialist Resume

  • Receives little instruction on routine work, general instruction on new work
  • Complex assignments; wide latitude for independent judgment
  • Handles renewal and RFP transactions for Aon Hewitt’s Structured Portfolio group
  • Business Results - Provide simple, quality client solutions; follows established processes
  • Values - Consistently performs responsibilities to the best of ability
  • Service-releated professional qualification
  • Import: Issue purchase orders to foreign suppliers, and communicate requirements for importation of goods into the United States. Maintain required documentation and update import order information for stock requirements used by production facilities and/or domestic sales. Submission of ISF10+2 to USCPB maintaining compliance at or above the national average

List of Typical Skills For a Specialist Account Resume


Skills For International Account Specialist Resume

  • Proven ability to multitask, prioritize workload and meet deadlines
  • Learn and Understand how to audit accounts effectively and in a timely manner
  • Inside Sales and/or Customer Services experience or closely related experience in a Sales office or similar environment
  • Juggle multiple tasks and prioritize one’s own work. Strong self-motivation
  • Process Mapping - Accountable for facilitating, developing, designing and implementing processes that improve the overall customer experience
  • Experience using RTB Technology such as a DSP
  • BS/BA required and 3 - 5 years experience in a client facing service role
  • Demonstrates general knowledge of customer relationship management, sales, and operations functions

Skills For Account Specialist, Collections Resume

  • Experience in related field
  • Prioritize own accounts, define business opportunities and customer needs
  • Experience in the financial services industry is desirable
  • Data Entry experience
  • Experience with Microsoft Office, specifically Excel, Word, and Outlook
  • International experience in a similar position or with a forwarder/broker
  • Demonstrated ability to own, resolve and research complex service issues
  • Database experience and basic knowledge of statistics
  • Experience with FDA Food Code

Skills For Account Specialist Manager Resume

  • Two to four years’ experience
  • Highly skilled, seasoned professional
  • Experience in a professional environment
  • Strong scientific knowledge and ability to rapidly understand and communicate complex scientific data
  • Benefit configuration experience
  • Maintain an effective network of internal and external contacts to improve the efficiency of the client account

Skills For Account Manager Specialist Resume

  • One to Two years of previous Debit Card or Credit Card Fraud or transaction research experience
  • Identifying, quantifying, qualifying, tracking, and evaluating customer pain points
  • Gathering customer insights from defined accounts/customers and developing and maintaining account plans for Pfizer Oncology Business Unit at Pfizer
  • Working seamlessly in multidimensional cross functional setting
  • Being part of a high-performing team

Skills For Capture Specialist / Account Executive Texas Resume

  • Knowing and understanding different insurance plans, and Medicaid
  • Negotiate proposals for resolution by balancing the financial risks/rewards to the bank by working with and meeting the needs of the customer
  • Execute established procedures for the successful resolution of non-performing accounts, adhering to all applicable guidelines, requirements and regulations
  • Client Value - Provides timely response to requests while independently delivering outstanding work product
  • Account Management and strategic sales ( including Targeting and segmentation of customers
  • Acquire and maintain a working knowledge of the complete capabilities of our service offerings as well as the existing and future needs of the customer

Skills For Account Servicing Specialist Resume

  • Manage onboarding plan and training of new associates
  • Collaborates with colleagues and customer group leaders to assess customers’ immediate and long-term needs, contributes in defining solution offerings
  • Resolve customer issues/inquiries and non-performing accounts to determine appropriate solutions
  • An understanding of how a bank works - knowledge of the systems T24 or CRM would help, but is not essential
  • Coordinates data collection and reporting to support initiatives and basic business needs
  • Field based position covering relevant brands and customer universe in West Denmark
  • Contact with customers, delivering sales calls, participation and preparation of meetings
  • Merge the needs of the client with the Adobe offering
  • Occasionally rotating schedule required to cover hours of operation outside of normal business hours

Skills For Credit Account Specialist Resume

  • Ensure a high level of quality is produced by the team by performing quality checks on team members’ change order projects
  • Participate in a variety of projects supporting the broader Trade team’s goals and objectives
  • Coordinates client onboarding for NPM’s transaction software tools
  • Accurate entry of case into BenefitMall’s system to ensure efficient carrier transmission, employer billing, and benefit utilization
  • 10%- 20% resolving issues

Skills For Account Executive Specialist Resume

  • 20% Training & Additional Activities
  • Supports and promotes the reporting of all health, safety, environmental, near-miss, accident or injury incidents
  • Provide daily reporting to management on currency levels and issues
  • Resolve complex service questions, using multiple systems and points of contact to get the answer
  • Adopts a Continuous Improvement Culture always looking for better ways to complete daily tasks
  • Promptly answering phone calls and emails with great customer service
  • Recruit and hire high performing candidates

Skills For Account Processing Specialist Resume

  • Utilizes techniques to convey complex information persuasively and generate commitment where necessary
  • Gains insight to best practice methods to identify potential barriers/ resistance during sales calls and develops an understanding of methods to overcome resistance
  • Embraces customer service as a key driver of success and makes decisions with customers in mind, soliciting customer feedback and actively following-up pre-sale and post-sale
  • Respond to past-due customer-initiated requests and work with customer to resolve delinquency in a manner beneficial to all parties
  • Preparation of all documents such as letters of credit, bills of lading, air way bills, commercial invoices, insurance forms, shipper’s export declarations, dock receipts and certificates of origin; or any other documents required to support and comply with export regulations for any specific country
  • Contact past-due customers and execute established procedures for the successful resolution of non-performing accounts, adhering to all applicable investor guidelines, requirements and regulations
  • Keep management apprised of complex or high-risk situations or issues
  • Analyze, document and approve/decline CCS or OPD proposals

Skills For Account Installation Specialist Resume

  • Respond to customer-initiated requests and work with customer to resolve delinquency in a manner beneficial to all parties
  • Use sound judgement when applying procedures related to re-age, revoking credit facilities, interest reversals, cancelling auto-payments and preparing accounts for write off and abandonment
  • Prioritise and manage your busy workload whilst delivering amazing service
  • Comfortable thinking on your feet and taking ownership of how we make things better for our customers
  • Knowledge of the systems T24 or CRM would be beneficial
  • Knowledge of the systems T24 or CRM would help, but is not essential
  • Drive operational excellence and maximize customer loyalty
  • Responsible for process improvement projects, SOP/BDP identification and replication throughout customer base as required

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