Adam Triana Email & Phone Number

Los Angeles, California, United States

Greater Los Angeles Area

Develop long-term service strategies to effectively manage and support the customer service team, ensuring client needs and expectations are metEstablish processes that ensure efficient movement of client requests across the department, with timely follow ups to align client expectations with internal turnaround timesCultivate a culture where teams are.

Greater Los Angeles Area

• Kurtzman Carson Consultants LLC (KCC) is a computershare company providing administrative support services including corporate restructuring, class action, and more. As their Senior Consultant, I lead full-cycle.
• Manage a team of 10 consultants and lead project management for 10-15 projects within key accounts, representing 80% of division’s annual income.
• Create division operational structure and business workflows from conception to adoption company-wide.
• Build and develop internal data base technology to increase operational efficiency, internal process creation, and access to client information and project status; Work with IT and Executive teams to formalize processes.
• Develop and execute pitches to prospective and existing clients, increasing project work and revenue for the division by 70%.
• Spearhead hiring, training, and development of division team from 5 to 30+ employees within first year.

Greater Los Angeles Area

• As a Consultant and Account Intake Specialist, I oversaw project management of department’s largest case compromising of 3k clients and estimated total revenue of $10M.Key Achievements:
• Liaised with clients on establishment of account criteria, product history research, script and template development and client outreach recommendations.
• Managed case team by facilitating and optimizing workflow to ensure highest client satisfaction.
• Maintained and updated client files with comprehensive intake and screening, reviewed personal and medical history, retrieved medical records and ensured compliance with discovery requirements.

Greater Los Angeles Area

• Seville Properties is real estate company based out of Inglewood. As their Senior Manager of Mortgage Loans, I managed a team of 8 underwriters through full cycle and schedule of processing mortgages and loan.
• Created an improved workflow for the team, increasing processing and turnaround time by 20%.
• Grew business by 20%+ through project leadership and cultivating strong client relationships.

Greater Los Angeles Area

• At Best Buy, I held management and sales roles, developing strong experience in sales, customer support, operations, and team leadership.Key Achievements:
• Developed and implemented staff training for new service line; Created user training for operational processes, product knowledge, and client relationships.
• Increased service line sales by 15% by improving sales processes, training, and increasing team morale.

Education record

Education record