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Donna Harper is listed as Client Care + Support at Self-employed, based in Aldergrove, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Donna Harper.
Donna Harper previously worked as Volunteer Online Meditation and Visualization Trainer at Self-Employed and Learner Enrollment Support Specialist at Erickson Coaching International. Donna Harper holds Sauder School Of Business, Real Estate Trading Services from The University Of British Columbia.
A highly versatile and personable individual with over 20 years of customer/client care. I pride myself on consistently reaching key KPI's and identifying opportunities for optimization along the way.As a team member and individual contributor I work effectively with cross-functional teams. I advocate for both the voice of the customer and health of the business in order to reach goals.I believe in solutioning for customers. Make an effort to get yeses. {Raving Fans}I believe in documenting processes. Make it easy on others to know what the current process is. {Continuity}I believe in consultative and supportive communication. Make it easy on others to explain why they do things. {Coaching}I believe in seamless onboarding. Make the friction disappear. (Service Elegance}
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I help people find zen and connect with their inner knowingness so they can optimally share their gifts with the world.
Vancouver, British Columbia, Canada
*Support customer needs with their requests for class changes, extensions and enrollments.*Onboard new B2B customers onto Salesforce & enroll them in their desired courses*Prepare reports for B2B customers to outline the progress of their learners*Monitor multiple Salesforce reports to ensure there are no gaps in our service delivery*Respond to & resolve customer inquires through multiple support channels in a timely fashion*Troubleshoot, report, & escalate customer issues to the appropriate team member*Ensure contracts are digitally filed*Implemented new workflow processes to improve the visibility, efficiency and productivity for the operations and marketing team*Set up a project management task tracking system on Asana to improve the flow of launching new courses into the market.*Monitor course launch Asana board and assist the team to move through stoppers and blockers*Trained in Traction's L10 meeting style
Surrey, Bc
*Onboarded new clients onto the web based platforms, processed payments, & scheduled courses *Trained clients on the web platforms *Responded to & resolved client inquires through multiple support channels in a timely fashion *Troubleshooting, reporting, & escalating client issues to the appropriate team member *Documented all communication with clients *Recorded feedback on client experience *Introduced & set up e-filing *Set up Sales Team onto Trello *Kept CRM up to date and Sales Team on top of current client follow up
Rated #1 Broker at CME for 2018 *Managed incoming & outgoing phone, mail, & email correspondence with clients, lenders, appraisers, realtors, lawyers, & referral partners *Maintained regular contact with prospective, current & past clients *Scheduled & confirmed appointments *Data entry & upkeep of CRM databases *Managed e-filing *Prepared payroll sheets for payroll review *Responsible for sending out gifts & notecards at specific milestones
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Donna Harper works for Self-employed.
Donna Harper is listed as Client Care + Support at Self-employed.
Donna Harper is based in Aldergrove, British Columbia, Canada while working with Self-employed.
Donna Harper has worked for Self-Employed, Erickson Coaching International, Make Your Mark Training And Consulting, and Alex Mcfadyen Mortgage Team.
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Donna Harper holds Sauder School Of Business, Real Estate Trading Services from The University Of British Columbia.
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