Spearheaded cross-functional collaborations to drive operational efficiency and business development, supporting archive program managers and staff as needed.Researched and synthesized information from diverse sources, identifying new market opportunities and contributing to strategic decision-making.Monitored and analyzed daily reports to ensure optimal performance of product hardware and software, promptly addressing concerns and resolving issues.Crafted training materials and… Show more Spearheaded cross-functional collaborations to drive operational efficiency and business development, supporting archive program managers and staff as needed.Researched and synthesized information from diverse sources, identifying new market opportunities and contributing to strategic decision-making.Monitored and analyzed daily reports to ensure optimal performance of product hardware and software, promptly addressing concerns and resolving issues.Crafted training materials and conducted presentations for seamless client onboarding, demonstrating product features to clients, staff, and stakeholders.Advocated for client needs by documenting user feedback and delivering recommendations for product enhancements, resulting in increased revenue.Efficiently executed data restores for clients using company software (VaultTek and Virtual Microfilm).Assisted in leading the UX/UI redesign of end user web and mobile interfaces, as well as the transformation of the software interface from a windows program to a web-based solution.Played a pivotal role in creating and managing the company's social media marketing efforts, enhancing brand visibility and online presence.Contributed to SEO improvements by researching and curating relevant topics for the website blog.Orchestrated successful trade shows and conferences, including the creation of promotional marketing materials and videos.Developed a robust sales pipeline and designed an effective onboarding process for new clients.Established internal processes and procedure documents, contributing to streamlined operations and knowledge sharing within the team. Show less

Generated marketing workflows and automations as well as system documentation, policy, and procedure maintenance. Executed successful CRM data migrations. Facilitated in the form of workshops and webinars to provide comprehensive education to internal and off-site users to maximize implementation and efficiency. Integrated systems to streamline team communication and project organization, including automating all backend processes from manual to automated actions. Resolved… Show more Generated marketing workflows and automations as well as system documentation, policy, and procedure maintenance. Executed successful CRM data migrations. Facilitated in the form of workshops and webinars to provide comprehensive education to internal and off-site users to maximize implementation and efficiency. Integrated systems to streamline team communication and project organization, including automating all backend processes from manual to automated actions. Resolved complications with clientele and effectively prepared, distributed, and processed client invoices and materials. Show less

Managed real-estate interactions from procurement to commission, including facilitating meetings between stakeholders and clientele as well as overseeing contractors.Implemented project management tools to provide measurable performance indicators and workload metrics, ensuring milestone and deadline completion. Strategized operational methods and data compilation to improve efficiency while also overseeing accounting procedures and tracking information. Collaborated with senior… Show more Managed real-estate interactions from procurement to commission, including facilitating meetings between stakeholders and clientele as well as overseeing contractors.Implemented project management tools to provide measurable performance indicators and workload metrics, ensuring milestone and deadline completion. Strategized operational methods and data compilation to improve efficiency while also overseeing accounting procedures and tracking information. Collaborated with senior leaders and maintained open communication by presenting consistent updates on project statuses in a timely manner. Show less

Developed standard procedures and policies for client support; presented performance metrics to ensure management of client service effectiveness. Collaborated with stakeholders to implement SaaS and CRM enhancements such as questionnaire, lead captures, triggers, and delivery mechanisms. Facilitated SaaS and CRM education for sales, marketing, and administration teams, ensuring that company-wide technical and product support was consistent and efficient. Onboarded multiple… Show more Developed standard procedures and policies for client support; presented performance metrics to ensure management of client service effectiveness. Collaborated with stakeholders to implement SaaS and CRM enhancements such as questionnaire, lead captures, triggers, and delivery mechanisms. Facilitated SaaS and CRM education for sales, marketing, and administration teams, ensuring that company-wide technical and product support was consistent and efficient. Onboarded multiple enterprise accounts through successful sales calls under strict deadlines, improving the overall revenue of the company. CORE COMPETENCIES• Solution-oriented SaaS Implementation• Identity Verification / KYC / CIP / AML• Knowledge-based Authentication• Analytics & Forecasting• Customer Support• Customer Satisfaction & Retention Show less

Analyzed internal projects for system enhancements, policy and procedure changes, and training materials for both internal and external stakeholders. Reviewed client contract pricing as well as barter, non-disclosure, and pre- and post-sales agreements to ensure overall contract management and compliance.Collaborated daily with teammates, ensuring open communication and accurate notation of any engagements or incidents.Partnered with the appropriate teams to ensure any contractual… Show more Analyzed internal projects for system enhancements, policy and procedure changes, and training materials for both internal and external stakeholders. Reviewed client contract pricing as well as barter, non-disclosure, and pre- and post-sales agreements to ensure overall contract management and compliance.Collaborated daily with teammates, ensuring open communication and accurate notation of any engagements or incidents.Partnered with the appropriate teams to ensure any contractual non-adherences were escalated and dealt with accordingly, including seeing tickets through to completion. Show less

Managed internal projects for system enhancements, process and procedure changes, and any training materials to be issued to employees. Maintained contact with clientele throughout account contract pricing implementation, account management, and business account analyst requests. Researched solutions for financial disputes and contractual agreements, discovering and reporting multiple billing errors that benefited both clientele and company. Aided clients with top notch service… Show more Managed internal projects for system enhancements, process and procedure changes, and any training materials to be issued to employees. Maintained contact with clientele throughout account contract pricing implementation, account management, and business account analyst requests. Researched solutions for financial disputes and contractual agreements, discovering and reporting multiple billing errors that benefited both clientele and company. Aided clients with top notch service, receiving multiple accommodations from executives and colleagues (of which can be found on my LinkedIn). Show less

Communicated with 120+ clients daily with amiable efficiency, achieving 97% first call resolution; awarded with recognition as the overall top performer nationwide (2012).Resolved a $1.7 million billing error, appropriately escalating to repair the systematic malfunction as well as to collect (also personally thanked by CEO Dan Hesse!).Solved a variety of complications communicated by distressed clients by providing swift solutions, including saving a client account worth $1M+ from… Show more Communicated with 120+ clients daily with amiable efficiency, achieving 97% first call resolution; awarded with recognition as the overall top performer nationwide (2012).Resolved a $1.7 million billing error, appropriately escalating to repair the systematic malfunction as well as to collect (also personally thanked by CEO Dan Hesse!).Solved a variety of complications communicated by distressed clients by providing swift solutions, including saving a client account worth $1M+ from cancellation. Exceeded quantitative metrics on clientele satisfaction, client retention, and inquiry volume, consistently diagnosing and resolving prevalent obstacles. Show less