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
• 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