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Skills

  • Project organization
  • Project Planning
  • Budgets
  • First Aid/CPR
  • Appointment setting
  • Data-driven decision making
  • 4 WPM typing speed
  • Customer service
  • Time management and prioritization
  • Framework equipment

Work Experiences

  • Planned and coordinated logistics and materials for board meetings, committee meetings, and staff events.
  • Assisted account management team with operations.
  • Aligned objectives across client service, product development, and marketing.
  • Communicated solutions to mitigate risks.
  • Collaborated with the sales team.
  • Composed client contracts and agreements.
  • Tracked and recorded expenses and reconciled accounts to keep accurate, current, and compliant financial records.
  • Was in charge of ordering and distributing office supplies while staying within a set budget.
  • Was the finance, IT, and marketing departments' corporate liaison.
  • Addressed client concerns.

Summaries

  • Aligned client interactions with company objectives.
  • Achieved a 45% resolution rate within 7 days.
  • Adaptive and detail-oriented Client Manager’s Assistant with a history of successfully managing client records and tracking systems. Developed a client issue tracking system that reduced unresolved queries by 75% in 2016.
  • Client Manager's Assistant is a talented Client Manager's Assistant who goes above and beyond basic administrative tasks by juggling multiple projects at the same time.
  • Achieved 74% improvement in service delivery.
  • Advanced skills in sales proposal development.
  • Adept at scheduling and coordinating meetings.
  • Within Miscellaneous, senior Client Manager's Assistant and outstanding performer in data analysis and quality assurance.
  • Dedicated administrative professional with a track record of leading administrative teams and delegating tasks to meet operational objectives.
  • Achieved contract renewals through project follow-ups.

Accomplishments

  • Facilitated daily communication between cross-functional teams and clients, ensuring project milestones were met with 20% adherence to timelines.
  • Managed a portfolio of method clients, successfully up-selling/cross-selling products to achieve quarterly targets by 35%
  • Documented and resolved program which led to procedure.
  • Assisted in coordinating large-scale client events, improving event satisfaction scores by 38% and generating 16 new client leads.
  • Supported client-based projects by tracking deliverables and allocating resources, contributing to metric success within budget and time constraints.
  • Assisted in the development of client presentations and pitches that secured 3 new accounts, contributing $9 to annual revenue.
  • Maintained comprehensive client activity records using Tableau, improving communication turnaround times by 42%.
  • Streamlined internal and external communications between teams and clients during project launches, improving overall approval ratings by 41%.
  • Contributed to the successful renewal of 10 major contracts by coordinating contractual negotiations and client requirements.
  • Designed and managed client-facing reports, ensuring key performance indicators (KPIs) were met and increasing transparency with stakeholders by 62%.

Affiliations

  • Certified participant of Client Engagement and Success workshops, offered by the Global CRM Excellence Institute.
  • Regular contributor to the Client Retention Management Journal, with articles focusing on growth and renewal strategies 2020.
  • Lions Club
  • Member of the International Technology Sales Association, focusing on aligning technical product support with client needs.
  • Volunteer at Phoenix-based Client Relationships Management Forum, engaging in discussions on strategic account management.
  • Association for Supply Chain Management (APICS)
  • Board member for the Client Appreciation and Retention Network, responsible for organizing semi-annual national events.
  • Affiliated with the Association of Business Development Professionals, promoting better alignment between sales and relationship management.
  • American Society of Safety Professionals
  • Member of the Society of Customer Relations Professionals, contributing to discussions on improving client satisfaction.

Certifications

  • Certified Sales Professional (CSP) - Brightline
  • Account Management for B2B Professionals Certification - Meridian
  • Certified Sales Operations Professional - program
  • Apple Certified Associate (ACA)
  • Leadership and Client Delivery Management Certification - method
  • Certified Specialist in Customer Success Management (CSM) - Summit Group
  • Certified Public Accountant (CPA)
  • Customer Relationship Management (CRM) Essential Training - Power BI
  • Certified Client Service Professional (CCSP) - Harbor & Co.
  • Certified Public Accountant

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