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Skills

  • Organization
  • Supervision
  • Proficiency in CRM software Workday
  • Customer service
  • Market trends and analysis
  • Process improvement
  • Managing High-Value Client Portfolios
  • Client workshops leadership
  • Enterprise-level advisory services
  • Key account upselling strategies

Work Experiences

  • Restocked the sales floor and reorganized the shelves, racks, and bins for a cleaner look.
  • Boosted follow-up completion rates by 50%.
  • Advised clients on purchasing decisions.
  • Achieved a 19% increase in repeat business.
  • Helped customers by answering their questions and completing their requests.
  • Collaborated with the marketing team to roll out client retention campaigns, boosting engagement by 77% in 2017.
  • Acted as primary point of contact for 13 major accounts.
  • Achieved a margin of 42%.
  • Awarded Innovation Award.
  • Achieved a 85% reduction in operational costs.

Summaries

  • Product merchandising, payment processing, and cleaning knowledge.
  • Boosted client onboarding efficiency by over 35%.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Adept at tailoring client solutions through comprehensive market analysis, boosting service utilization by 52% and securing long-term partnerships in Austin.
  • Analyzed market trends.
  • Adept at redesigning client engagement frameworks.
  • Client advisor with demonstrated success.
  • Accomplished in resolving client concerns quickly, reducing complaint resolution time by 54% and enhancing service engagement.
  • Expert Client Advisor is a multi-talented Expert Client Advisor who is consistently rewarded for planning and operational improvements.
  • Achieved results across Portland.

Accomplishments

  • Played a critical role in achieving 24% increase in upselling revenue by implementing key account growth strategies focused on client needs assessment.
  • Simplified complex technical information for non-technical clients, reducing decision-making time by 9 days and improving client satisfaction scores by 33%.
  • Co-led a cross-functional team tasked with improving customer relationships, resulting in a 64% reduction in response times and increasing satisfaction scores.
  • Secured 13 new business accounts through strategic client outreach that resulted in more than $6 in total contract value for 2016.
  • Contributed to business growth by spearheading initiatives to improve client satisfaction, reducing churn rate by 18% over a 6 months period.
  • Collaborated with sales and product teams to create tailored proposals, closing 78% of all pitches and increasing annual revenue by 5.
  • Negotiated multi-year service renewals with top clients, generating $5 in recurring annual revenue and improving contract retention by 64%.
  • Planned and led 9 client training sessions on software products and analytics tools, driving a 78% increase in product adoption.
  • Identified opportunities to cross-sell complementary services, boosting average revenue per customer by 82% and improving client lifetime value.
  • Upsold additional solutions during strategic account review meetings, contributing to 4 new long-term contracts and increasing overall revenue.

Affiliations

  • Member of the Chartered Financial Analyst (CFA) Society
  • Jaycees
  • Member of the National Investment Banking Association (NIBA)
  • Strategic advisor for 2022 Regional Business Leadership Conference
  • Mentor at system
  • Project Management Institute
  • Guest Lecturer at metric on Client Relationship Management
  • Toastmasters
  • Membership with the Institute of Management Accountants (IMA)
  • Rotary International

Certifications

  • Certified Account Management Specialist (CAMS) - category
  • Certified Expert in Relationship Management (CERM) - Northwind
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Strategic Partnership Manager - Microsoft Excel
  • Strategic Business Planning for Clients Certification - framework
  • Certified Client Success Facilitator (CCSF) - metric
  • CompTIA A+ Technician
  • Certified Insight Sales Specialist - program
  • Cisco Certified Network Associate (CCNA)
  • ServSafe

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