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Skills

  • Client invoicing
  • Customer and client relations
  • Global client management
  • Client satisfaction-driven
  • Technical assistant
  • Client direction
  • Client service-focused
  • Client services
  • Manager support
  • Client health monitoring

Work Experiences

  • Oversaw the scheduling, preparation, and distribution of information for board and committee meetings.
  • Assisted Client Manager Assistant with client contract renewals and negotiation support, incorporating strategic product offerings that contributed to an $8 contract extension.
  • Collaborated with internal teams on deliverables.
  • Conducted client satisfaction surveys.
  • Took and managed incoming and outgoing calls, as well as recording and distributing accurate messages to the office staff.
  • Coordinated between Client Manager, internal stakeholders, and external clients.
  • Organized physical files and digitized records so that authorized team members could update and retrieve them quickly.
  • Assessed the urgency and priorities before accepting or declining appointments and meetings with the CEO.
  • Contributed to a 65% increase in contract renewals.
  • Assisted in cross-departmental projects with marketing and product development teams, driving successful promotions of Tableau to new client segments.

Summaries

  • Meticulous Client Manager Assistant capable of creating exceptional communications, presentations, and spreadsheets that meet a variety of administrative needs using Salesforce.
  • Client engagement champion known for successfully negotiating service agreements and upsell messaging that contributed to a contract extension of $6 during 2020.
  • Client Manager Assistant experienced in managing high-volume client requests, handling new client onboarding, upselling opportunities, and ensuring a high-quality client experience.
  • Client Manager Assistant with 8 years of experience supporting strategic accounts, driving client satisfaction, and increasing client retention by 46% through data-driven decision-making.
  • Clear understanding of strategic planning and budget management as well as strategic planning training.
  • Detail-oriented office support specialist with demonstrated expertise in data analysis.
  • Client Manager Assistant is a multi-talented Client Manager Assistant who is consistently rewarded for planning and operational improvements.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Client Manager Assistant adept at combining marketing, sales, and client service expertise to support business growth and enhance client relationships, securing over 12 new accounts.
  • With an organized approach and strong multitasking abilities, dedicated to maximizing customer satisfaction and exceeding business objectives.

Accomplishments

  • Implemented sales automation software to streamline order processing for 14 clients, reducing manual input errors by 37%.
  • Developed a streamlined process for capturing client feedback post-service, improving overall client satisfaction feedback loops by 57%.
  • Collaborated on the creation of a centralized client FAQ document, reducing inbound client inquiries by 32%.
  • Enhanced product implementation times for new clients, collaborating with technical teams to reduce delays, achieving 58% faster implementation rates.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Scheduled and facilitated stakeholder meetings for 13 key accounts, ensuring agendas and action items were followed through on.
  • Collaborated with team of 6 in the development of initiative.
  • Monitored client service performance through dashboards, identifying service gaps and proactively addressing them before escalations occurred.
  • Handled sensitive communications with over 12 clients, adhering strictly to legal compliance and internal regulations, earning recognition for accuracy and discretion.
  • Analyzed client feedback and worked closely with product managers to implement 5 client-requested features, resulting in a 39% satisfaction increase.

Affiliations

  • Global Association of Client Relationship Managers (GACRM)
  • Young Administrators Network (YAN)
  • Association of Professional Client Managers (APCM)
  • American Society of Safety Professionals
  • Society for Human Resource Management (SHRM) – Client Relations Subgroup
  • Chartered Institute of Management Accountants (CIMA)
  • International Association of Business Communicators (IABC)
  • International Council of Nurses
  • Global Organization of Client Success Leaders (GOCSL)
  • Rotary International

Certifications

  • Apple Certified Associate (ACA)
  • Certified Client Service Professional (CCSP)
  • ServSafe
  • Google Workspace Professional Certificate
  • HubSpot Customer Relationship Management Certification
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Digital Transformation Professional
  • Certified Contract Manager (CCM)
  • CompTIA Customer Service Fundamentals Certification
  • Advanced Digital Client Management Certification framework

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