Director Of Client Services
CurrentLeadership and Team Management:•Lead the Client Services team with a focus on excellence, establishing a positive team environment and culture.•Provide guidance, facilitate continuing education, and support personal development for team members.•Conduct regular 1:1 meetings to ensure individual and collective success.•Maintain an open-door policy to foster communication and collaboration within the team.Customer Service Excellence:•Answer all client calls in a… Show more Leadership and Team Management:•Lead the Client Services team with a focus on excellence, establishing a positive team environment and culture.•Provide guidance, facilitate continuing education, and support personal development for team members.•Conduct regular 1:1 meetings to ensure individual and collective success.•Maintain an open-door policy to foster communication and collaboration within the team.Customer Service Excellence:•Answer all client calls in a pleasant tone and respond to voicemails and emails/tickets efficiently and professionally, ensuring high customer satisfaction.•Ensure a quick response to client issues and questions, consistently meeting or exceeding client expectations.•Achieved a CSAT score 17 points above the industry average under my leadership.Training and Documentation:•Deliver comprehensive training on all products to new and existing clients via Zoom meetings.•Log all client interactions internally, maintaining accurate and organized records.•Participate in internal brainstorming meetings to help shape future vision of the product and later QA test based off client feedback.Client Relationship Management:•Proactively reach out to 200+ clients individually via phone and email at least twice a year, demonstrating a commitment to client relationship management.•Conduct quarterly meetings with the CEO and VP of Business Development to identify and address problem accounts.Industry Engagement:•Attend 2-4 trade shows annually, engaging with clients in person to strengthen relationships and represent the company.•Collaborate with outside entities on special projects, showcasing industry involvement and expertise. Show less