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Skills

  • Bookkeeping
  • Organization
  • Account upgrade consultations
  • Client Success Strategies
  • Closing processes
  • Aging reports analysis
  • First Aid/CPR
  • Process improvement
  • Key account management
  • Relationship development

Work Experiences

  • Transported Microsoft Excel to three years customer locations.
  • Achieved this over 6 months.
  • Achieved total savings of over $6.
  • Achieved a 32% reduction of disputed transactions.
  • Advised clients on portfolio diversification strategies.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved over 50% of revenue targets.
  • Achieved a 15% improvement in processes.
  • Achieved 8% faster turnaround for clients.
  • Achieved regular follow-up with high-value customers, improving contract renewals by 65% within two years.

Summaries

  • Aligned account reconciliation operations with company goals.
  • Account Advisor recognized for delivering financial expertise and personalized service, resulting in 23% improved results in Asana deployments for clients.
  • Award-winning Account Advisor known for delivering exceptional service, reducing client churn by 78% and earning recognition for consistent levels of performance.
  • Recognized as a dedicated professional who strives to exceed team goals and improve bottom line results.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Analyzed customer feedback and data to identify revenue-driving opportunities, personalizing strategies to increase client profitability by 66% in 2021.
  • Account Advisor is a multi-talented Account Advisor who is consistently rewarded for planning and operational improvements.
  • Achieved client satisfaction growth.
  • Account Advisor with a strong reputation for building long-term relationships, enhancing satisfaction for 9 key customers with timely advisory services.

Accomplishments

  • Documented and resolved program which led to framework.
  • Collaborated with product development teams to refine Power BI, resulting in a 57% increase in repeat purchases.
  • Strategically managed a book of business worth $17, exceeding client growth goals by 34% in framework or 2017.
  • Improved cash flow by reducing delinquency rate by 62% through proactive management of customer accounts.
  • Collaborated with team of 14 in the development of method.
  • Resolved product issue through consumer testing.
  • Negotiated complex contracts with 8 key accounts, avoiding service disruptions, increasing renewal rate by 16%.
  • Analyzed customer data across multiple accounts, delivering trending reports that informed sales strategy and led to 82% higher close rates.
  • Created customized reports and conducted data analysis to deliver actionable insights, leading to 60% improvement in client satisfaction.
  • Consistently exceeded monthly sales targets by an average of 60% through a solution-oriented sales approach.

Affiliations

  • National Business Development Association (NBDA)
  • National Association of Social Workers
  • Association for Financial Professionals (AFP)
  • Institute of Management Accountants (IMA)
  • Jaycees
  • Independent Account Management Professionals Network (IAMPN)
  • Customer Experience Professionals Association (CXPA)
  • American Finance Association (AFA)
  • American Association of Inside Sales Professionals (AA-ISP)
  • Digital Analytics Association (DAA)

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Debt Collection Professional (CDCP) – Vantage
  • Advanced Certified Account Manager (ACAM) – Lakeside Partners
  • Certified Key Account Manager (CKAM) - Cedar Works
  • Certified Customer Success Manager (CCSM Level 1) - Summit Group
  • Global Risk Management Professional (GRMP) Certification – Lakeside Partners
  • Certified Business Analysis Professional (CBAP) - Ironclad Systems
  • Net Promoter System (NPS) Certification – Meridian
  • Accredited Financial Counselor (AFC) – Meridian
  • Certified Account Manager (CAM) - Lakeside Partners

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