​I served as a Senior Customer Success Manager for a managed multi-cloud solutions provider. My primary responsibilities included:• Working directly with customers to maintain public and private cloud environments• Conducting weekly account management meetings with customers• Hosting monthly service review meetings and Quarterly Business Reviews• Engaging resources to implement technical upgrades• Reviewing and correcting billing and invoicing issues• Managing contracts for devices and services

I served as a Customer Success Manager for a solution provider in the home equity ​lending segment of the real estate market. My primary responsibilities included:• Driving Customer Success through follow-up engagement with Lenders• Growing the solutions business by upselling additional services• Addressing Customer Service related issues pertaining to services provided by third party vendors

I served as an Inside Account Manager and Channel Account Manager selling hardware, software, and technology services. My primary responsibilities consisted of the following:• Achieving hardware sales performance in Fiscal Year 2020 of 117% against a $13,000,000 quota• Growing services sales by 30% in Fiscal Year 2020• Increasing E-business revenue by 24% in Fiscal Year 2020• Resolving Customer Service issues with an 85% satisfaction rate• Driving Customer Success through follow-up engagements with mid-level managers and buyers• Forecasting short and long term business plans using Salesforce.com• Mentoring 2 new sales team members per quarter• Preparing quotes for hardware, software and technology services for the Healthcare, Media, Film, Government and Education business sectors

I served as the registered assistant to three Financial Consultants, assisting in all aspects of the financial services business. My primary responsibilities included the following:• Resolving all operational issues and maintaining Financial Management industry compliance requirements• Addressing customer service issues related to client investment holdings and account status• Training new and existing employees on Financial Management software platforms and procedures• Buying and selling stocks, bonds, options and mutual funds for new and existing clients in the absence of the Financial Consultant• Monitoring investment performance for clients• Analyzing client investment portfolios and making recommendations to the Financial Consultant concerning asset allocation and realignment• Preparing monthly and quarterly reports for clients and Consultants