As a global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting, and academic markets. We place a large emphasis on the client experience, we engage with clients post-implementation to address product performance.Typical Job Duties:-Proactively managing, protecting, and growing revenue of Lex Machina from existing customers within an assigned territory/set of accounts.-Optimizes every client contact to assess additional client needs and uncover additional sales opportunities.- Developing and executing a defined account management strategy that drives retention, renewal, adoption, and growth.-Deliver a superior customer experience for Lex Machina and thereby support the businesses’ NPS and renewal goals.Product Focus: a) Collaborates with the product team to further develop knowledge of particular solutions to enhance the client's experience with LNRS; b) serves as a subject matter expert on solution trends, performance, configuration, and impacts to changes in the production environment; c) ensures --continuous improvement by identifying changes in performance, completing and documenting analysis and drive enhancements to production; d) demonstrates in-depth knowledge of LNRS products.

Real Estate Agent since 2011 was a top performing Commercial Agent in Manhattan, NY. I've now transferred my RE knowledge, professionalism and marketing techniques to SouthWest, Fl.If you are looking to Sell your Home for Top Dollar and to sell it Fast or if you are looking to relocate and purchase a new home, I am your agent!I've helped many first-time homebuyers purchase their home and even helped many with second homes or Investment properties as well!What makes me stand out from the rest? I always answer my Phone, Always E-mail back within 5 minutes and I am personable and make both Seller and Buyer Comfortable with Real Estate Transactions.

The Field Operations Consultant is a strategic partnership with our in-house sales consultants and new customers to provide a more robust Customer Experience. This role was developed in order to better establish and manage client relationships at all levels to ensure TriNet is successfully helping prospective clients achieve their strategic business goals and human capital return on investment. Additionally, my position is responsible for increasing both internal and external satisfaction (NPS Score) by direct consulting support. • Collaborated with sales on managing 15-25 prospective clients through the TriNet’s sales process by understanding their business needs, addressing questions around product selection, benefit selection, funding methods, and custom built each timeline to hand off to the implementation team. • Consulting efforts with the first 6-8 months equated to $450K in new revenue and over 400 new work site employees. • Collaborated with cross functional business partners from sales enablement, benefits, tax compliance and with Field Ops specialist to build new employee trainings and templates for a seamless transition into a new client facing role. • Mentored 4 new employees on client facing processes, which equated to 623k in new business. • Partnered with my direct supervisor to build a tracker that would inform upper leadership of our continued enhancement, the teams total ACV. Also, worked on drafting 1-3 questions to be incorporated in TriNet’s quarterly NPS survey to active clients. • Recognized 11 times by cross functional partners for delivering outstanding customer service and by exemplifying our corporate core values.

Works within the TriNet Organization as a trusted adviser throughout each stage of the sales process. As the subject matter experts in proposal and contract processes, we serve as a channel for escalations with internal departments to ensure smooth and timely setup of new TriNet clients.• Served as a central point of contact between multiple internal departments to ensure customer satisfaction with onboarding new business.• Performed sales system (SalesForce) troubleshooting via phone and by case submission from sales. If outside the scope of duties, we would strategically connect with internal departments to consult on system enhancements to increase customer satisfaction both internally and externally.• Completed the 2020 calendar year with 90% on call adherence, ranked 3rd out of 23 employees on case completion within the 24-hour SLA with avg of 13 hours on over 1400 cases closed. • Managed several projects and escalations processes which equated to a total of 4 hour saved on the entire teams 24-hour SLA case completion requirement by corporate. • Conducted on demand training with sales reps, benefits reps and payroll reps to better understand proposal and contract processing, which enhanced turnaround time on new client commitment.• Recognized 8 times by cross functional partners for delivering outstanding customer service and by exemplifying our corporate core values.

Associate Client Partner (Aug ’17- March ’18) •Collaborated senior managers and training colleagues to build an on-bench program to help speed up the training process for new employees to get assigned client facing territories. This program decreased the time to go-live from 60-90 days to 30-45 days. •Collaborated with tenured Client Partners to build out a scheduling program for newly hired Client Partners to shadow and have post meeting Q&A sessions. •Serviced, maintained and participated in over 100 role plays for 24 new Client Partners, which 17 of the 24 ended up getting assigned territories of 250k - 1mm in new books of business. Client Partner (March ’18 – Jan ‘19)•Collaborated with one senior manager to help build out a service/support model for a newly acquired marketing product from CEB. •Worked diligently with cross-functional managers to resolve unique customer/sales colleague objections and potential renewal roadblocks by promoting customer loyalty/advocacy and enhancing account engagement.•Developed and implemented a retention tracker that successfully forecasted growth for a portfolio of 250+ B2B accounts totaling $15 mm CV. Based on the implementation and adoption of the tracker it resulted in me meeting and exceeding my retention goal by 75% for the 2019 GTM year.•Mentored 6 new employees on best practices and client facing process, each were successfully assigned of 1-2 mm in new books of business.Senior Client Partner (Jan- ’19 – Oct ’19)•Consulted marketing leaders from insights, CX, SMB marketing and large enterprise marketing on project performance, job satisfaction, hiring practices and how to best utilize software programs.•Collaborated with account managers to achieve sales and retention goals resulting in increased retention by 7% in 2019.•Collaborated with cross functional partners from product, R&A, and CX to support product roadmaps, innovation and go to market strategies for Gartner Marketing suite..

• Managed annual receivables of 45 million per year• Collaborated with a team of 6 Billing Specialist to reconcile uncollected funds• Utilizes computerized accounting software programs (SAP, Excel, Word) to perform duties and responsibilities ex: V-look, Pivot tables PowerPoint, Microsoft• Monitored & reported daily bank deposits• Researched and applied unallocated funds• Provided monthly financial reports for Management & Corporate reconciliation • Maintained account integrity and account escalation processes • SME on account integration with SAP accounting software

• Recognized by management for excellent progress in training• Contributed in Increasing customer satisfaction (ESQI) score 20% within first 3 months of employment• Worked with team in preparing and placing 45+ customers in rental cars daily• Determined charges for services requested and collected deposits or payments• Resolved guest complaints promptly and professionally.• Took initiative to find extra tasks when scheduled duties were completed.• Built and maintained effective relationships with peers and upper management.• Effectively communicated with others, even if the conversation was difficult.• Top 5% in weekly protection upgrade sales ranking for entire [company name] region• Increased reservation retention from 53% to 87% since becoming reservations manager• Increased customer service rating from 79%-85% since becoming call back manager• Promoted to a higher volume retail branch within a year of employment• Appointed manager on duty and independently operated satellite branch location daily• Promoted to largest volume retail branch in region (Port Charlotte)

• Maintained pipeline of quality leads from multiple marketing channels • Maintained liaison with other brokers and building ownership• Average increase of 25% closed leads for 3 consecutive years..• Established strong name recognition in High End Retail Market.• Implemented a successful marketing campaign which led to a solid referral based business.• Negotiated in the sale or lease of properties ranging in size from 2,000 to 10,000 square feet• Completed lease and sale execution by reviewing terms, obtaining signatures, deposits and payments• Ensured terms and conditions of agreement are met during build out phases• Analyzed market trends to determine competitive pricing for sale prices and lease rates• Provided economic and market advice to potential renters, buyers and sellers• Arranged meetings with architects, engineers, lenders, and property managers to guarantee that deals were done in a timely and effective manner. Noted by senior agents as the "go to" person for advice in new store development, relocation, marketing, and analysis of demographic trends.• Utilized statistical methods from demographic data to determine the "probability of success" for specific clientele.