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Skills

  • Safety measures
  • Internal auditing
  • Bilingual in Spanish
  • Sales pipeline management
  • MS Office
  • Weekly Payroll
  • Music showcase training
  • Problem resolution
  • Process improvement
  • CRM Systems

Work Experiences

  • Demonstrated extensive product knowledge, establishing trust and respect.
  • Was asked for feedback on general operational decisions such as goal-setting, staffing, and policy development.
  • Achieved client retention of 85%.
  • Performed financial due diligence and developed a valuation model to determine the enterprise value and purchase price.
  • Examined the capital structures and plans of clients and made recommendations for products and financial strategies to meet their needs.
  • Collaborated with clients and financial institutions to find the best financing options.
  • Evaluated the financial situations of individual clients in order to develop strategic financial planning solutions.
  • Achieved customer adoption in Tableau solutions.
  • Looked for ways to upsell additional services that would benefit the client.
  • Researched banking guidelines and statutory requirements to stay current on new laws and applications.

Summaries

  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Proficient in promoting process by leveraging stakeholder engagement and risk assessment knowledge.
  • Knowledge of Jira in depth, as well as data analysis and workflow optimization abilities.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Six Sigma certified
  • Excellent communicator who thrives in a fast-paced work environment and is dedicated to building positive long-term client relationships.
  • Expert in procedure with a strong aptitude for improved and implemented.
  • Strong technical skills and experience in data analysis.
  • Dedicated to exceeding expectations and capable of performing well in high-pressure situations.
  • Proven track record of motivating spearheaded to achieve team, individual, and management goals.

Accomplishments

  • Business Development: Initiated two key partnerships which resulted in procedure revenue growth.
  • Prepared
  • Represented
  • Achieved an Innovation Award for consistently maintaining top-tier client satisfaction scores across 16 accounts.
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Facilitated conflict resolution between client and internal stakeholders, achieving a 24% retention rate for high-value customers.
  • Created
  • Trained
  • Reduced
  • Improved

Affiliations

  • Active participant, Practitioners’ Forum in Strategic Business Management, regularly engaging in discussions around business growth strategies.
  • Fellow, Financial Management Association (FMA), enhancing understanding of financial metrics to foster better client business reviews.
  • Alumni, SaaS Academy for Customer Success Managers 2015, leveraging digital solutions to foster stronger client relationships.
  • Member, Certified Customer Success Manager (CCSM) program, holding certifications in client risk management and retention strategies.
  • Member, Association for Talent Development (ATD), developing custom training and enablement programs tailored to client needs.
  • Member, Association of Proposal Management Professionals, specializing in business report and proposal writing techniques for strong client presentations.
  • Presenter, Customer Advocacy & Reference Programs Forum, sharing insights on driving customer advocacy initiatives.
  • Affiliate, Global Sales Advocate Group (GSA), contributing to the adoption of critical account management principles.
  • Participant, Gartner’s Client Experience & Engagement Summit 2023, learning strategies for enhancing client interactions and account retention.
  • Fellow, Institute of Customer Service, promoting operational excellence in client experience and satisfaction initiatives.

Certifications

  • ITIL Foundation Certification - AXELOS
  • Inbound Sales Certification - HubSpot Academy
  • Client Leadership Development Program - framework
  • Lean Six Sigma Green Belt Certification - system
  • Apple Certified Associate (ACA)
  • Certified Change Management Practitioner (CCMP) - metric
  • Certified Protection Officer (CPO)
  • JIRA Software Essentials Certification - system
  • Advanced Upsell Strategies Certification - metric
  • Advanced Customer Success Certification – SuccessCOACHING

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