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… 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

• Oversee client services department• Conduct all new client trainings and ensure specific needs are met• Provide excellent customer support via phone, email, and GoToMeeting when questions arise• Create and implement new systems and procedures to effectively assist a large volume of clients• Create written instructional guides and other training resources for newly released features of the product• Collaborate with the sales team to identify and re-engage with clients whose… Show more • Oversee client services department• Conduct all new client trainings and ensure specific needs are met• Provide excellent customer support via phone, email, and GoToMeeting when questions arise• Create and implement new systems and procedures to effectively assist a large volume of clients• Create written instructional guides and other training resources for newly released features of the product• Collaborate with the sales team to identify and re-engage with clients whose interaction with the product is decreasing• Participate in brainstorming meetings to help shape future vision of the product and later QA test Show less

•Maintain records in ACT!•Support the VP of Business Development and Business Development Team•Send e-mail blasts to current clients and prospective clients.•Organize and book travel for trade shows.•Manage the booth box and ensure on-time delivery for shows.

• Data entry using Microsoft Word, Excel and Access• Monitor student attendance and grades• Monitor student financial status regarding tuition payments

• Provide excellent customer service daily• Cash management

• Certified barista trainer• Shift supervisor• Provide excellent customer service daily• Inventory management • Record and make deposits during morning shifts

• Coordinated with project managers to ensure payroll accuracy with employees• Developed a system for billing clients that improved efficiency and ensured deadlines were met• Learned programs quickly and multi-tasked effectively

• Worked the front desk and recorded registration of groups and ensured payments were paid in full at the beginning of each week of camp• Handled all financial matters for the camp including weekly reports, deposits, expense reports, and all purchases• Oversaw camp store set-up as well as cash register reports and inventory management• Maintained communication with main office • Oversaw inventory process of entire camp supplies at the beginning of camp and at the end of camp

Corresponded and scheduled with doctors and attorneys on medical review panel meetings. Transcribed correspondence to doctors and attorneys. Filing.