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Skills

  • Client onboarding and training
  • Operations analysis
  • Predictive modeling
  • Team management
  • Technical writing
  • Regulatory compliance
  • Client Feedback Analysis
  • Team building
  • Data collection and analysis
  • Client churn prevention techniques

Work Experiences

  • Planned and executed events and marketing programs that resulted in 5 times the number of qualified leads that were expected.
  • Built strong professional networks with stakeholders, leading to new business opportunities valued at $10.
  • Increased credibility and client awareness by creating technical and non-technical marketing collateral and presentations, public relations campaigns, articles, and newsletters.
  • Achieved 67% higher satisfaction in post-meeting surveys.
  • Analyzed market trends and client preferences, offering recommendations that resulted in 11 new service offerings.
  • Achieved Top Performer for superior relationship management, leading to significant revenue growth of $16 for 2018.
  • Managed the employee benefits program working with vendors, providers, and staff to maintain a strong portfolio of insurance and retirement options for a 18-employee company.
  • Achieved a 38% uptick in portfolio performance.
  • Developed and improved intelligence resources to make method more consistent.
  • Used my problem-solving skills to analyze and resolve issues that were affecting business operations and achieving goals.

Summaries

  • Experienced in applying past lessons to future decision-making.
  • Achieved 83% fewer complaints.
  • Achieved a 56% decrease in reporting errors.
  • Strengths in quality assurance and budget management backed up by Miscellaneous training.
  • Acquired new business opportunities valued at $10.
  • Analyzed client feedback.
  • Achieved standard through detailed performance analysis.
  • Achieved a 78% boost in client engagement scores.
  • Adept at engaging clients and building long-term partnerships, resulting in 3 new contracts and a 43% improvement in business reviews over 2017.
  • Clear understanding of client relations and quality assurance as well as stakeholder engagement training.

Accomplishments

  • Trained new analysts on best practices for managing client data, accelerating onboarding by 33%.
  • Led CRM audit and improved data hygiene processes, increasing data accuracy by 30% and reducing operational delays.
  • Established standardized reporting tools for financial analysis, improving the team’s ability to produce accurate forecasts by 59%.
  • Conducted cross-sell opportunity discovery for 11 key accounts, delivering $16 in new sales revenue.
  • Regularly presented data-driven findings to C-suite executives, influencing new account growth initiatives across multiple verticals.
  • Resolved technical issues and streamlined CRM workflows, cutting down operational delays by 24% consistently over the past year.
  • Documented and resolved metric which led to initiative.
  • Supported sales teams with tailored reports on client performance, which positively influenced 26% of contract renewals.
  • Created and presented comprehensive quarterly business reviews, improving client retention by 69%.
  • Increased cross-functional collaboration by leading bi-weekly strategy meetings between sales, marketing, and analytics teams.

Affiliations

  • International Customer Service Association (ICSA)
  • Sales Management Association (SMA)
  • Professional Risk Managers' International Association (PRMIA)
  • University Alumni Business Network (UABN)
  • American Medical Informatics Association
  • Association for Financial Professionals (AFP)
  • Certified Fraud Examiner (CFE) Certification Program
  • Society of International Business Fellows (SIBF)
  • Strategic Account Management Association (SAMA)
  • Financial Management Association (FMA)

Certifications

  • Certified Investment Management Analyst (CIMA) – Summit Group
  • Certified Anti-Money Laundering Specialist (CAMS) - Ironclad Systems
  • Customer Relationship Management Certification – ServiceNow
  • Certified in the Governance of Enterprise IT (CGEIT) - Northwind
  • Relationship Selling Certification - Meridian
  • Client Risk Assessment and Mitigation Certification - Lakeside Partners
  • Microsoft Certified Systems Engineer (MCSE)
  • Accredited Investment Fiduciary (AIF) – Beacon Labs
  • Financial Modeling & Valuation Analyst (FMVA) - Beacon Labs
  • Chartered Financial Analyst (CFA) - Ironclad Systems

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