Sara E. Email & Phone Number

Seattle, WA, US

- Onboard firms to the Tamarac Trading software and optimize their trading workflows tocreate efficiency, systemization and scalability.- Act as a subject matter expert for internal teams and external clients and communicatetechnical processes and concepts effectively.- Collaborate with project managers, sales and product teams to meet client goals. This.

- Engage in defect management to help resolve issues. This includes troubleshooting,improving workflow management on the client’s end, and collaborating with developers toimprove software functionality.- Play an active role in educating new and current team members.- Engage in active information sharing with other teams to assist with client issuesand.

- Proficiency with Tamarac’s trading software which provides service to RIAs. - Respond to emails and maintain open correspondence with clients via Zendesk - over 10k resolved tickets. - Answer calls via RingCentral to assist with immediate client service needs.- Act as a liaison between custodians, clients, and other third-party providers.- Continually.

- Rang items for customers for customers and simultaneously marketed new products, encouraged membership for Amazon Prime, and raised money for local and country-wide fundraisers.- Assisted other departments such as grocery with stocking products.- Assisted coffee bar with ringing customers, making coffee, and cleaning station. - Performed light janitorial.

- Restocked, organized and set up marketing displays for Accessories and Home Goods departments. - Assisted with ringing up purchases for customers in the front end and collecting donations for fundraisers. Highlight: Employee of the Month 2x