Utilize interviewing skills to create client packageMonitoring budgetManaging project workflowManaging and creating a list of items for the eventPrimary point of contact to clientsMeeting the client to walk through the venue, and documenting changesExecuting meetings, rehearsals, and ensuring execution and accuracy of the event Managing vendors and providing updatesUtilizing analytical and problem solving skills

Proactively monitor and manage customer orders from initial contact through fulfillment Responsible for quotes, entry of new orders, maintaining current orders, invoicing, return of material and creditPartner with Sales to build compelling and data-driven engagement and client success plans designed to optimize the client partnership, maintain healthy customer engagement levels, and provide solutions to further drive client successImplement appropriate escalation strategies for customer concerns/requests to ensure proper response, documentation and approval for returns, delays, expedites, canceled orders, etc.Monitor and manage client invoicing, credits, rebates and AR reconciliation processesSubject matter expert for customer service strategy, process and IFS ERP systemAssist in testing IFS ERP system changes and communicating defectsAdvise executive leadership on business operational needs and create/enhance operational procedures to meet those needsDevelop, organize and maintain account operational procedures manualAccountable for implementing and executing all coaching and training of new and current account managers, including new and updated processes Collaborate with product, operations and quality teams to troubleshoot problems, improve processes and ensure client satisfactionCreate and manage quarterly customer satisfaction surveys to collect and measure data anomalies and discrepancies, analyzing and closing any gaps through use of strategic initiatives to ensure customers and internal stakeholders expectations are met or exceededProvide client feedback cross-departmentally and translate business needs into client solutionsEngage with multiple teams to understand business process in order to translate customer and employee insights into actionable strategies to drive a better customer experienceSupport VP of Sales with special projects, initiatives and adoption plans

- Provide general administrative and clerical support including mailing, scanning, faxing and copying to management- Perform data entry and scan documents- Manage calendar for companies owner- Schedule and coordinate internal/external meetings and appointments- Resolve any administrative issues- Creates, updates and monitors proposals using Design Manager- Creates, updates and monitors documents, spreadsheets and timelines using Google Suite- Maintain electronic and hard copy filing system- Open, sort and distribute incoming correspondence- Monitors and records project expenditures- Manages project workflow and communicates changes in status- Determines and oversees resources and tools needed- Create a project management calendar for fulfilling each goal and objective- Assists in creating and preparing presentation materials- Managing social media sites- Create content for monthly newsletter and blog posts- Office inventory management- Drafts meeting notes and other correspondence- Run company errands- Answer calls from customers regarding their inquiries- Prepare and modify documents including correspondence, reports, drafts, memos and emails

Maintains office services by organizing office operations and proceduresPreparing weekly payrollReview and approve inventoryMaintains office efficiency through planning and implementation of office systems and equipmentDesigns and implements office policies through establishing standards and proceduresSchedule meetings and appointmentsDesign and implement filing systems; maintained and kept currentEnsure security, integrity and confidentiality of dataHandles customer inquiries and complaintsMaintain a safe and secure working environment

Responsible for handling incoming sales and service callsCompleting outbound calls to customers to meet sales goalsResponsible for handling situations which require deviation from standard scripts and screensResponsible for developing and maintaining knowledge of a variety of financial products and servicesHandles calls with intent of providing excellent customer service for satisfaction and retentionS.A.F.E Mortgage certifiedUtilize excellent verbal, written and interpersonal communication skills

Responded to and dispositioned reporting on approximately 60 workplace complaints within the 8-minute SLACompleted and remained compliant with confidentiality policyLearned and applied client complaint interviewing skills