Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jonathan Ventura

Hainamosa

Summary

With extensive experience and skills in the BPO industry, I bring a proven track record of success in streamlining operations and driving results. I tackle both routine and complex business challenges with resourcefulness and creativity. Along with my leadership abilities, I have developed expertise in bookkeeping, technology, accounting, and financial services. This proficiency has allowed me to develop effective strategies, optimize processes, and consistently deliver outstanding results. As an independent-minded professional, I am dedicated to achieving operational excellence and improving efficiency. My ability to work autonomously, take ownership of projects, and analyze data to develop effective strategies has been instrumental in my success. Additionally, I possess strong communication skills, the ability to build relationships, and a collaborative approach when working with cross-functional teams to achieve shared goals. Overall, my skills, experience, and commitment to customer satisfaction make me an ideal candidate for organizations seeking an independent and results-driven professional in operations.

Overview

24
24
years of professional experience

Work History

Supervisor of Operations

BOND INSURANCE
11.2024 - Current
  • Evaluate staff performance regularly, offering constructive feedback designed to promote growth within their roles.
  • Establish clear expectations for team members, fostering a positive work environment through open communication and accountability.
  • Achieved high levels of customer satisfaction with consistent attention to detail and effective communication skills.

Sales Development Representative

BOND INSURANCE
01.2024 - Current
  • Built and managed accurate sales pipeline to maintain high volume of activity.
  • Used data analytics to identify and track sales trends and develop actionable insights.
  • Established relationships with prospects and customers to promote product understanding and drive submission growth.
  • Won new business by articulating full value of company's capabilities to prospects.
  • Achieved and exceeded monthly and annual submission targets.
  • Averaged 40+ Submissions monthly.

Data Lead

Finally
05.2023 - 08.2023
  • Overseeing all aspects of data management related to Quickbooks, Salesforce, and Zendesk on a MacBook Pro laptop.
  • Ensuring data accuracy and completeness across all systems.
  • Developing and maintaining data processes and procedures on a MacBook Pro laptop.
  • Analyzing data and provide insights to management.
  • Collaborating with cross-functional teams to ensure data integrity.
  • Identifying and implementing process improvements to optimize data management on a MacBook Pro laptop.
  • Providing training and support to end-users on data management best practices.
  • Preparing the P&L, Balance Sheet, and Statement of Cash Flows using QuickBooks, a leading accounting software. In addition, integrate QuickBooks with Zendesk and Salesforce tools to ensure smooth financial operations.
  • Efficient and accurate attention to details; ability to work under pressure while providing excellent communication skills.
  • Analyze and track improvements, additions, and sales of Fixed Assets.
  • Consolidate Financial Statements and Condensed Accounts.
  • Prepare Bank Reconciliations.
  • Adjust Tax Credits and Sales Taxes.
  • Review and adjust books as per Tax Returns.
  • Migrate Financial Data.

Operations Supervisor

Acquire BPO
08.2017 - 02.2023
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
  • Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
  • Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
  • Followed through with client requests to resolve problems.
  • Improved office operations by automating client correspondence, record tracking and data communications.
  • Trained and regularly mentored associates on performance-oriented strategies and sales techniques
  • Implemented project management techniques to overcome obstacles and increase team productivity.
  • Exceeded team goals and collaborated with staff members to implement sales techniques initiatives.
  • Generated $750,000 - $1,000,000 USD in tickets sales monthly.
  • Skills: Microsoft Word · Microsoft Office · Sales Management · Effective feedback/Coaching · Customer Relationship Management (CRM) · Sales · Microsoft Excel · Emotional Intelligence · Time Management · Customer Service · Team Leadership

Sales Representative

Acquire BPO
11.2016 - 07.2017
  • Maintained customer satisfaction with forward-thinking strategies.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Answered calls promptly to avoid on-hold wait times.
  • Highly efficient detailed oriented. Accurately working with close attention to small particulars, spotting errors in processes.
  • Contributed to team objectives in fast-paced environment.
  • Achieved or exceeded company-defined sales quotas.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Managed over 50 calls daily.

Medical Appointment Scheduler

Contact Center Dominicana
04.2016 - 11.2016
  • Scheduling patients’ appointments according to their preferences
  • Communicating with patients about their appointments, answering questions about their health conditions, and reminding them of upcoming appointments
  • Estimating how long each procedure will take so that wait times are within range that is considered acceptable for that clinic or hospital
  • Reviewing insurance coverage and determining how much patients will need to pay for services and procedures
  • Arranging transportation for patients who need it from one facility to another or from home to facility for appointments
  • Communicating with other staff members about patient issues such as cancellations, rescheduling requests, or missed appointments
  • Maintaining computerized records of patient information such as birth dates, medical histories, insurance information, and previous treatment results
  • Notifying patients about test results and other information regarding their condition
  • Scheduling medical staff to ensure having enough time to perform their duties such as attending to patients and performing procedures.
  • Managed over 200 calls daily.

Student

Hazleton Area School District
09.2000 - 06.2004
  • High School Diploma
  • General Studies.

Education

High School Diploma -

Hazleton Area High School
Hazle Township, PA
06.2004

Skills

  • Engaging Sales Pitches
  • Team Leadership in Sales
  • Effective Feedback Delivery
  • Customer Relationship Management (CRM)
  • Sales
  • Microsoft Excel
  • Time Management
  • Client Relations
  • Collaborative Team Management

Timeline

Supervisor of Operations

BOND INSURANCE
11.2024 - Current

Sales Development Representative

BOND INSURANCE
01.2024 - Current

Data Lead

Finally
05.2023 - 08.2023

Operations Supervisor

Acquire BPO
08.2017 - 02.2023

Sales Representative

Acquire BPO
11.2016 - 07.2017

Medical Appointment Scheduler

Contact Center Dominicana
04.2016 - 11.2016

Student

Hazleton Area School District
09.2000 - 06.2004

High School Diploma -

Hazleton Area High School
Jonathan Ventura