Client Services Executive
CurrentAwards since starting this role: • July 2023 Summit Club• October 2023 Summit Club • November 2023 Above and Beyond Discretionary Bonus for complex billing audit for multiple high value, high risk clientsResponsibilities: • Manage the client relationship for multiple high value projects for our professional services team. • Provides accountability by routinely pulling audits and preparing reporting data to our operations team to highlight opportunities that could impact client satisfaction. • Prepares data and executive level power point slides to showcase our success across the month or quarter for regular Business Review calls with our clients. • Completed intricate billing audit for multiple high value and high risk clients resulting in over $2,000,000 in unrealized revenue and provided oversight to ensure that revenue was processed accurately to the client within 30 days or less. • Partner across teams to provide solutions for our high value, high risk clients. • Ensure progress is made for our customers by providing oversight to operations team activities and provide reoccurring updates on current project milestones and accomplishments. • Create training tools and processes in partnership with several operations teams in order to ensure success across the production process to meet our clients complex and unique needs.