Detail-oriented and results-driven professional with over 13 years of experience in technical client services, front line support, software training, account management, and client retention. In my most recent role at MyComplianceOffice, I have led client support operations, resulting in an increase in client retention. My background includes a significant tenure at Charles Schwab Compliance Technologies, where I assisted financial firms in transitioning to a paperless environment, improving operational efficiencies. My expertise spans customer relationship management, data analysis, and cross-functional collaboration, enabling me to drive projects to successful completion while maintaining high-quality standards and client satisfaction. I am a strong communicator and collaborator, capable of leading diverse teams to deliver quantifiable business value. Passionate about continuous improvement and innovation, I am seeking to leverage my skills and contribute to furthering client success and business growth.
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Senior Specialist - Technical Client ServicesMycomplianceoffice (Acquired Schwab Compliance Technologies) May 2022 - Jul 2024Chicago, Illinois, United States- My efforts in account management and retention fostered long-term relationships and increased client retention. - Coordinated with in-house development and sales teams to align technical solutions with client requirements, helping boost sales and driving project success through seamless inter-departmental communication.- Helped lead client support operations, managing inbound emails and calls to deliver exceptional customer service and comprehensive software training, which resulted… Show more - My efforts in account management and retention fostered long-term relationships and increased client retention. - Coordinated with in-house development and sales teams to align technical solutions with client requirements, helping boost sales and driving project success through seamless inter-departmental communication.- Helped lead client support operations, managing inbound emails and calls to deliver exceptional customer service and comprehensive software training, which resulted in higher client satisfaction rates. - Through meticulously analyzing data and performing system testing I identified potential issues and collaborated with technical teams to implement solutions. Show less
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Senior Specialist - Technical Client ServicesCharles Schwab Compliance Technologies May 2011 - May 2022Chicago, Il- Focus on account management and retention led to a increases in client loyalty through strategic communication and personalized service. - Partnership with in-house development and sales teams facilitated cross-functional initiatives that supported growth in new client acquisition.- Delivered high-quality customer service and software training, managing a significant volume of inbound emails and calls, which resulted in higher resolution rates for client inquiries. - Conducted… Show more - Focus on account management and retention led to a increases in client loyalty through strategic communication and personalized service. - Partnership with in-house development and sales teams facilitated cross-functional initiatives that supported growth in new client acquisition.- Delivered high-quality customer service and software training, managing a significant volume of inbound emails and calls, which resulted in higher resolution rates for client inquiries. - Conducted extensive data analysis and system testing, collaborating with development teams to enhance software performance and reliability. Show less
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Admissions AdvisorDevry University Jan 2008 - Mar 2009Chicago, Il- My efforts in sales and relationship building resulted in an increase in enrollment rates.- My proactive engagement with students and continuous support throughout their educational journey improved student retention, contributing significantly to the institution's growth.- Responsible for recruiting students and guiding them through the enrollment process for online classes. I took on a project management role, ensuring all aspects of the admissions process were streamlined and… Show more - My efforts in sales and relationship building resulted in an increase in enrollment rates.- My proactive engagement with students and continuous support throughout their educational journey improved student retention, contributing significantly to the institution's growth.- Responsible for recruiting students and guiding them through the enrollment process for online classes. I took on a project management role, ensuring all aspects of the admissions process were streamlined and efficient. - By effectively managing multiple projects and resources, I enhanced operational efficiency and reduced processing times. Show less
Marty S. Education Details
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Marketing And Management -
Liberal Arts
Frequently Asked Questions about Marty S.
What is Marty S.'s role at the current company?
Marty S.'s current role is Specialist in Technical Client Support | Expertise in Software Training and Troubleshooting | Expert in Account Management & Client Retention | Proven Leader in Customer Success Strategies.
What schools did Marty S. attend?
Marty S. attended Indiana University Bloomington, Oakton Community College.
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Marty Jeane PhD, LPC-S, LMFT
Owner @ Regency Counseling | Recovering Evangelical: All The Good News Without The Hate Speech; Retired Minister; Lpc Supervisor, Marriage TherapistMansfield, Tx5sbcglobal.net, txca.org, hotmail.com, aol.com, hotmail.com
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