Created training program to advance team industry knowledge and personal development resulting in higher client satisfaction and team retentionDesignated as the key resource for delivering cross-functional platform training.Facilitating the professional growth of junior employees in preparation for future promotions through mentorship. Produced customized analysis reports for senior executives

Implementing streamlined processes to enhance cross-functional collaboration and partnership efficiency. Influencing strategic business decisions by delivering client analysis reports, generated using Salesforce and Excel, to executive leadership.Spearheaded an initiative to diminish overall support volume through the implementation of a comprehensive root cause analysis for client inquiries.Facilitating the professional growth of junior employees in preparation for future promotions through mentorship.

Perform an in-depth analysis of solution-based data to gain valuable client insightsProduced client presentations and comparative reports utilizing Excel and an in-application report generation tool. Conduct comprehensive analysis of solution-based data to derive valuable client insights.

Acted as a bridge between clients (Asset Managers, Consultants, and Investors) and the product development team. Develop client understanding of various software solutions through personalized demonstrations both virtually and onsite in the US and London.

•Served as a intermediary between CharterUP and charter bus companies in and after the onboarding process•Gathered all required documentation from companies in the onboarding process•Conducted virtual website and app demonstrations for possible partners•Trained new personnel on company practices and policies•Supervised administrative staff•Assisted Business Development team with Ad Hoc Projects•Input client and customer information into database•Conducted research of various travel companies and transportation practices

•Acted as a first contact for guests in the office as well as over the phone•Managed data entry of expense reports into Concur and Excel•Filed and Cleaned Up File Archives•Scanned and Cataloged documents into PDF format•Completed clerical, administrative, and technical projects within a timely manner•Assisted in overall management of the office

•Sold over $25,000 in supplemental products (Short Term Disability, Cancer, Hospital, etc.) to individuals and businesses•Tailored programs to fit individual needs•Assisted policyholders with filing claims•Sought out new clientele through prospecting and canvassing techniques•Managed weekly calendar and appointments

•Resolved customer inquiries and complaints via phone, email, chat, and social media in a high-volume environment•Served as an advocate of the customer by relaying product needs and potential problems to management and product development•Placed outbound calls to customers to ensure excellent satisfaction•Conducted administrative duties as needed such as reception, filing, etc.

•Researched and developed communication practices and clientele demographics of the Gold Coast Veterans Foundation, a 501(c)(3) organization•Recommended multiple practices and software to streamline office work flow and establish prospective clients and donors

•Responsible for placing outbound calls to school affiliates (alumni, parents, etc.) for monetary support in a high-volume environment•Input/Update accurate computer data entry of prospect demographics and result updates•Met/exceeded goals as outlined by the center manager; successfully raised over $90,000

•Influenced customer decisions by communicating information about the brand so as to improve sales and build customer relationships•Proactively resolved problems in a fast-paced retail environment

•Responsible for placing outbound calls to school affiliates (alumni, parents, etc.) for monetary support in a high-volume environment•Input/Update accurate computer data entry of prospect demographics and result updates•Met/exceeded goals as outlined by the center manager; successfully raised over $40,000