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Skills

  • Business communication for virtual settings
  • CRM software management (Tableau)
  • Client recovery strategy design
  • Creative merchandising
  • Regulatory compliance
  • Process improvement
  • Framework equipment
  • Budgets
  • Contract negotiation with virtual partners
  • Customer experience optimization

Work Experiences

  • Various events, such as tradeshows, seminars, and workshops, were used to engage prospects and customers.
  • Developed, managed, and implemented a business plan, as well as communicated the company's vision and goals to motivate teams.
  • Planned marketing initiatives and tapped into my referral network to promote business development.
  • Achieved Outstanding Service Award in 2021 for outstanding performance in virtual client relationship management, exceeding retention targets by 68%.
  • Achieved a 55% increase in monthly touchpoints with premium clients.
  • Created a cutting-edge employee recognition program that increased productivity and morale.
  • Achieved Innovation Award in 2020.
  • Achieved a significant metric by making proactive decisions based on market expertise and business knowledge.
  • Sell financial products like bonds, mutual funds, and insurance if I'm licensed.
  • Reduced workflow inconsistencies by recruiting and hiring capable employees.

Summaries

  • Competent offerings, pricing, and market positioning, as well as demonstrated Salesforce expertise.
  • Bringing 2 years of industry experience to Brightline, and ready to take on a challenging, growth-oriented role.
  • Mentoring and challenging team members to meet and exceed company goals is something I'm passionate about.
  • Results-driven, decisive leader who knows how to build profitable relationships with key partners, vendors, and clients.
  • Virtual Relationship Manager with 13 years of successful process improvement and cross-functional collaboration experience.
  • Clear understanding of vendor management and workflow optimization as well as vendor management training.
  • Leader with an organized nature and an analytical problem-solving approach who is goal-oriented and enterprising.
  • Strong motivation combined with outstanding interpersonal, communication, and team-building abilities.
  • Develop strategic business partnerships and relationships.
  • Strengths in quality assurance and process improvement backed up by Miscellaneous training.

Accomplishments

  • Resolved product issue through consumer testing.
  • Optimized the use of process to track key performance metrics, contributing to a 25% reduction in missed follow-ups.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Boosted top-line revenue by 18% through strategic virtual relationship-building and targeted upselling strategies.
  • Provided tailored virtual engagement strategies to a portfolio of 7 clients, resulting in a 19% increase in customer satisfaction rate.
  • Reduced customer attrition by identifying patterns in client feedback and proactively addressing concerns, leading to a 41% rise in retention.
  • Devised a customer segmentation strategy based on engagement data, resulting in a 22% increase in personalized product recommendations.
  • Led a digital-first client experience initiative that contributed to a 76% higher NPS score in customer satisfaction surveys.
  • Utilized program to track and analyze client interactions, leading to a 59% increase in cross-sell and upsell opportunities.
  • Achieved President's Club in 2018 for outstanding performance in virtual client relationship management, exceeding retention targets by 75%.

Affiliations

  • Member of the National Association for Sales Professionals (NASP)
  • Association of Information Technology Professionals
  • Member of the Customer Success Association
  • Participant in the Digital Experience Strategy Network (DESN)
  • Association for Computing Machinery
  • Enrolled in the Society for Marketing Professional Services (SMPS)
  • Society of Human Resource Management
  • American Society of Safety Professionals
  • International Association of Administrative Professionals
  • Project Management Institute

Certifications

  • Certified Experience Economy Expert (CEEX) - Meridian
  • Certified Public Accountant
  • Salesforce
  • SHRM Certified Professional (SHRM-CP)
  • Certified Digital Transformation Officer (CDTO) - Meridian
  • Service Design in Action Certificate - Beacon Labs
  • Apple Certified Associate (ACA)
  • Project Management Professional (PMP) - Project Management Institute
  • Google Certified Professional Cloud Architect
  • CompTIA Security+

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