- Reinforcing established quality control standards and followed procedures for optimal customer experience.- Closing 500-600 monthly emails and calls with overall positive customer satisfaction rating of 98%.- Monitoring metrics and developed actionable insights to improve efficiency and performance.- Maintaining statistical database of customers using Infusionsoft and Zendesk for types of customer complaints, resolutions offered by organization and satisfaction rating by customer.- Assisting customers with opening accounts and signing up for new services.- Offering internal and external customers first-rate customer service to maximize satisfaction and business success.

- Collaborated with sales leadership to drive prospecting and enhance engagement through sales promotions.- Assessed prospects and customers by presenting alternative solutions best suited for their personal necessities and demands.- Generated revenue of $700,000 in 2019 accounting for 23% of store gross sales.- Maintained 70% email acquisition rate for new customers for re-targeting.- Organized personalized product demonstrations to educate new visitors about our product’s benefits, key features, and build brand trust and awareness.- Resolved customer issues quickly to close deals and boost client satisfaction.

- Cultivated relationships with prospects by educating and providing information about company’s investment services and onboarding process.- Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.- Acquired $850,000 of new investor's capital for managing fund within 12 months.- Answered incoming calls and emails from clients and agents in relation to fund allocations, fund allocation changes, transfers, and withdrawals.- Called 35-60 inbound leads on daily basis to understand their needs and nurture them about our investment services, company's vision, and investment allocation procedures.- Provided ongoing assistance to customers with their brokerage accounts, including – account features, commission costs, deposit and withdrawal options, communicating daily account statements, and reviewing current open positions.- Assisted, reviewed, and processed new customer’s applications to ensure that all information would comply with regulatory standards.

• Trained on how to conduct study interviews and how market research study bid is conducted• Learned how surveys are structured in order to gather primary data for clients• Learned how to analyze data, conduct screenings for various projects including taste tests, and understand consumer behavior based on product placement and order

• Conducted market research, SWOT Analysis to track internal and external issues, and served as brand ambassador for one of the local stores • Created social media strategies to drive organic traffic to our Facebook fan page• Analyzed insights to understand current traffic engagement demographics • Maintained social engagement with customers and fans to promote the brand and increase its exposure and awareness