Summary
Overview
Work History
Education
Skills
Software
Timeline
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James Allen

Tekemah,NE

Summary

A seasoned professional with a proven track record at Toast, Inc. Excels in leveraging CRM software and exceptional communication skills to enhance customer experiences and operational efficiency. Expertise in data analysis and customer service has consistently driven improvements and solutions, showcasing adaptability and commitment to excellence.

Knowledgeable and dedicated customer service leader with extensive experience in the payment processing and call center industry. Considered a solid team player with an outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specializing in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

4
4
years of professional experience

Work History

Data Analyst

Toast, Inc
01.2023 - Current
  • Created various Excel documents to assist with pulling metrics data and presenting information to clients for their business needs.
  • Generated ad-hoc reports to evaluate specific business requirements.
  • Implemented business intelligence solutions to increase operational efficiency.
  • Analyzed data to identify root causes of problems and recommend corrective actions.
  • Utilized data visualization techniques to present and explain complex data sets.
  • Utilized Sift to work with Fraud Risk team to determine risk factors of online payments being taken at client's businesses.
  • Used WorldPay Vantiv and Chase Deposit Tracing systems to analyze and record complex credit card payment scenarios and trace position of deposits throughout batching process.
  • Troubleshooted complex email suppression and email bounce issues with SendGrid.

Payments Experience Expert

Toast, Inc
01.2023 - Current

Developed and maintained positive relationships with clients via email, phone, and live chat services.

  • Researched and resolved complex issues and appeals to facilitate prompt resolution.
  • Identified and reported on utilization patterns to enhance quality of service delivery.
  • Delivered exceptional customer service to every client by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Worked with new employees to train in customer service practices and company policies.
  • Worked with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
  • Maintained up-to-date knowledge of product and service changes.
  • Worked with Okta for multi-login and authentication procedures.
  • Gained knowledge on Workday system for tracking career performance, pay, and benefits.
  • Worked with Salesforce daily to interact with clients, organize data for accounts, and business workflows.
  • Used Salesforce to create and manage data and information provided to agents, in knowledgebase.
  • Utilized Jira and Atlassian systems to collaborate with Engineering team on solutions for ongoing software and system bugs.

Customer Support

Alorica (FirstNet)
05.2022 - 01.2023
  • Assisted first responders over telephone to provide support for cellular and communication services.
  • Worked with ATT/FirstNet internal systems such as Clarify, OPUS, Slack, and Teams to provide efficient support systems.
  • Worked with other customer support teams to develop consistent and equal high-quality levels of support.
  • Prioritized urgent customer support issues while balancing operational needs and general customer service duties.
  • Worked with multiple integrated companies, and policies while performing daily duties.
  • Used free time to research market trends and technical specifications for devices to better assist first responders with their own hardware.

Restaurant General Manager

Freddy's Frozen Custard & Steakburgers
12.2020 - 05.2022
  • Orchestrated positive customer experiences by overseeing every area of restaurant operations.
  • Met, greeted, and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
  • Purchased adequate quantities of food, beverages, equipment, and supplies for successful operations.
  • Transitioned restaurant from Aloha POS to Micros POS and oversaw team training and compliance with new systems.
  • Delivered in-depth training to workers in food preparation and customer-facing roles to promote strong team performance.
  • Identified problems, conducted troubleshooting and sought repair or maintenance support to keep restaurant equipment operational.
  • Developed, implemented, and managed business plans to promote profitable food and beverage sales.
  • Reconciled cash and credit card transactions to maintain accurate records.
  • Carefully interviewed, selected, trained, and supervised staff.

Education

High School Diploma -

Williamsville East High School
Williamsville
06-2014

Skills

  • Communication and presentation
  • Data-driven decision making
  • Training & Enablement
  • Performance tracking
  • Merchandise upselling
  • Usability testing
  • Brand advocacy
  • Refunds processing
  • Promotional support
  • Work prioritization
  • Excellent communication
  • CRM software
  • Administrative and office support
  • Phone etiquette
  • Customer relationship management (CRM)
  • Call center experience
  • Conflict resolution
  • Account reconciliation
  • Cultural sensitivity
  • Call documentation
  • Business ethics
  • Time management
  • Professionalism
  • Self motivation
  • Organizational skills
  • Resourcefulness
  • Customer education
  • Teamwork
  • Following scripts
  • Policy adherence
  • Adaptability
  • Report generation
  • Sales quota achievement
  • Computer skills
  • Trained in Salesforce
  • Product knowledge
  • Calm and professional under pressure
  • Issue and complaint resolution
  • Credit card payment processing

Software

Salesforce

Sift

Workday

WorldPay Vantiv

Chase Deposit Tracing

Excel

Google Drive Programs

Intercom

Slack

Microsoft Teams

Zoom

Medallia

Timeline

Data Analyst

Toast, Inc
01.2023 - Current

Payments Experience Expert

Toast, Inc
01.2023 - Current

Customer Support

Alorica (FirstNet)
05.2022 - 01.2023

Restaurant General Manager

Freddy's Frozen Custard & Steakburgers
12.2020 - 05.2022

High School Diploma -

Williamsville East High School
James Allen