Mark Darling Email & Phone Number

Jacksonville, Fl, Us

Jacksonville, Fl, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

Became the go to point of contact by clients on their most high priority items.Strengthened client relationships through efficient service and creative problem solving during consultative meetings and trainings. Trained new team members and clients on the Black Diamond platform.Designed Salesforce reports and workflows that allowed for successful adoption to case management. Created an interactive excel dashboard to provide clients multiple service metrics.Investigated a wide range of client inquiries that helped them both understand their data and create necessary reports. Wrote excels macros that reduced a weekly task from six hours across multiple team members to about 10 minutes for a single person.Developed client relationships through the implementation of new client offices.

San Francisco, Ca, Us

Utilize Salesforce to manage case work and communicate with financial management firms.Create and customize unique reports for financial advisors.Use creativity and problem solving skills to come up with solutions for client requests.Investigate errors to correct the issue.Effectively explain the workings of Black Diamond reports to both clients and internal users.

Boston, Ma, Us

• Efficiently resolved client issues while providing exceptional service by using an array of computer tools.• Utilized interpersonal skills to gain information needed to handle client needs.• Led a team of peers through projects that were presented to upper management.• Analyzed data by creating an Excel dashboard in order to improve the effectiveness of sales leads. • Completed project work while fielding customer calls and communicating with multiple groups nationwide.

Delray Beach , Florida, Us

• Promoted from “Manager in Training” to Assistant Sales Manager within 6 months due to outstanding sales, customer service, and beating both district and company-wide averages across most metrics.• Consistently exceeded personal and team sales metrics.• Managed the sales floor and a team of 6 to ensure daily tasks and goals were met.• Trained employees on sales techniques, equipment, POS system, insurance portals. • Handled customer service issues to ensure return business. • Regularly top sales within branch with personal sales totaling nearly $300,000 during 2018.

Jacksonville, Fl, Us

• ¬Developed a fun and educational environment for soccer players ages 5-16.• Mentored children while promoting sportsmanship and building confidence.• Maintained parent relationships by addressing athletes' needs both on and off the soccer field.• Managed up to 12 ball boys before and during all Armada home games, providing clear organization and instructions.• Communicated with coaches and staff from diverse backgrounds and cultures.

Master Of Financial Technology & Analytics, Financial Technology & Analytics

Bachelor'S Degree, Finance, General