Kevin Dickard Email & Phone Number

Little Rock, AR, US

- First at SOCi to be promoted into this top-tier CS role. - Manage the largest portfolio at the company, nearly $6M ARR within the Financial Services & Insurance vertical.- Cross functional collaboration with Product, Sales, Engineering, and other various team to exceed customer expectations, as well as work to continue strengthening product.

- Brought into SOCi as the first, specialized FinServ CSM to help better establish the vertical.- Manage the largest portfolio at the company, nearly $6M ARR within the Financial Services & Insurance vertical.

Bedford, Texas, United States

Sole owner and operator, providing clients with a myriad of custom home good options. Responsible for all aspects, including operations, financial management, social media, marketing, and sales.

Remote

Work alongside the Chief Executive Officer to foster current and curate new relationships with prospects, clients, and industry partners. Establish internal systems and controls and oversaw marketing efforts in conjunction with leading the sales and project management team.Aiding in growing company book by 80%, including new partnership agreements, during.

Dallas, Texas

Develop objectives and initiate strategic efforts to enhance the customer experience and increase the technological trajectory of the department. Work in partnership with the management team on intentional efforts to grow profitable business through new and creative practices.Helped pilot and lead a cohort of front line leaders in establishing leadership.

Dallas, Texas

Manage new business sales and relationships for churches and ministries across three states while building key external relationships to increase new business opportunities for the department. Work alongside the Director to enhance systems and technologies for the line of business.

Dallas, Texas

Support new and existing clients within a high-touch, fast-paced customer centric environment utilizing agency standards and tools. Collaborate alongside the Manager to aide in refining processes, creating new methods to operate and process time-sensitive information.

Dallas, Texas

Analyze, process, and interpret varied requests concerning retirement accounts while upholding detailed knowledge and understanding of retirement investing, plans, and procedures permitted by law, implementation of complex research, analysis, and decision- making skills regarding retirement records.

Drive sales profitability and payroll performance to maintain controls and goals of the overall store. Manage day to day operations of a $60+ million dollar store while leveraging company tools, reports, and talent to successfully control a culture of compliance and productivity.

Bbs, Management

Aas, Culinary Arts