Account Advisor
Current• Manage 450+ accounts while providing client support through all phases of accreditation via phone and email• Audit the progress of each account across multiple platforms daily such as Microsoft 365 suite, Microsoft Teams/Zoom, Adobe, and internal account management software• Facilitate the renewal process by executing strategies to maximize customer retention and revenue• Build and maintain strong relationships with key accounts to ensure long-term loyalty and satisfaction• Process documents within established internal timeframes and in accordance with federal policies• Lead scheduled calls with clients to educate on next steps and address questions• Tasked with training new hires and participating in peer interviews while maintaining full workload• Ensured consistent collaboration with cross-functional teams to coordinate all processes efficiently without error• Chosen as a representative Account Advisor to participate in the internal audit and the annual ISO audit due to exemplary organization and account management