Donald Smith Email & Phone Number

Scottsdale, Arizona, United States

• Successfully managing a portfolio of 90 client accounts including administrators, educators, and district technology teams.• Analyzing client engagement and conducting regular check ins to uncover their needs and develop account strategies to maintain a strong client relationship.• Consistently conducting client onboarding presentations to uncover their unique needs and recommend the best solutions.• Productively collaborating with internal teams to drive adoption.

Scottsdale, Arizona, United States

• Supported a diverse group of 200+ client accounts for various education staff.• Expanded portfolio by proactively educating clients on products to improve their satisfaction and deepen their relationships. • Accurately generated and presented internal and external performance reports.

Tempe, Arizona, United States

• Successfully obtained insurance licenses in 13 states.• Prioritized client concerns, including interdepartmental escalations and de-escalations when appropriate, in order to provide a great client experience.• Educated clients on coverage and policy details to build trust, deepen relationships, and reduce risk by ensuring clients were in compliance.• Consistently exceeded monthly customer satisfaction and call resolution goals by providing exemplary over the phone and email… Show more • Successfully obtained insurance licenses in 13 states.• Prioritized client concerns, including interdepartmental escalations and de-escalations when appropriate, in order to provide a great client experience.• Educated clients on coverage and policy details to build trust, deepen relationships, and reduce risk by ensuring clients were in compliance.• Consistently exceeded monthly customer satisfaction and call resolution goals by providing exemplary over the phone and email support. Show less

Phoenix, Arizona, United States

• Supported the photographer to ensure a great client experience.• Maintained equipment and organized contracts and permits, affirming that projects were in compliance with the necessary organizations.

Scottsdale, Arizona, United States

• Coordinated efforts effectively with team members to elevate the experience for an average of 150 club members a month. • Efficiently addressed club member concerns through creative problem solving.

Scottsdale Az

• Managed a territory of multiple zip codes spanning major U.S. cities and built relationships with small business owners across diverse industries, resulting in exceeded sales goals.• Analyzed market demand to find unique advertising solutions for each client.• Partnered across teams to proactively onboard and support clients.

Tempe

Northville Mi

Education record

Education record