Kristen Brown

Manage customer accounts by discussing goals, values, and performance metrics, and guiding customers on a path to achieve their objectives. Improve customer experience through CRM management and sales growth via leads, cold calls, and expanding service scope.

Oversee and manage San Diego staff while supporting operations and sales through effective communication and coordination. Prepare and present account information for executives and customers, and complete proposals and quotes for services.

Provide customer support to assist account managers with order entry and request handling. Answer customer and staff inquiries, escalate issues to the appropriate teams, and support a smooth service experience.

Provide customer service by analyzing and quoting circuit board design and production requests. Facilitate clear communication between operations, manufacturing, and clients to support timely outcomes.

Provide administrative support for account managers, the sales director, and account resolution teams. Manage documentation and contracts (including certificates of insurance), compile quotes and orders, and coordinate service delivery with operations.

Review and analyze purchase and sales orders throughout production to support efficient fulfillment. Improve fulfillment processes, conduct quality control support, maintain inventory accuracy through system audits, and coordinate container ordering and scheduling.

Support tax and accounting advisory work by building and maintaining client databases and assisting with preparation of financial information. Interview clients to gather income, expense, insurance, and tax-status details needed to develop financial plans.

Activities and societies: Relevant courses included Financial Accounting, Accounting Spreadsheet, Business Mathematics, Business Ethics, and Introduction to Business.

Completed coursework at Palomar College in San Marcos, California, including financial accounting and business-related classes.