Tara Roe
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Tara Roe Email & Phone Number

I am a "People First" Client Success Supervisor who is passionate about "Changing Lives with Affordable Technology." at PlanITROI
Location: Louisburg, North Carolina, United States 2 work roles
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Role
I am a "People First" Client Success Supervisor who is passionate about "Changing Lives with Affordable Technology."
Location
Louisburg, North Carolina, United States
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Tara Roe is listed as I am a "People First" Client Success Supervisor who is passionate about "Changing Lives with Affordable Technology." at PlanITROI, a with 67 employees, based in Louisburg, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Tara Roe.

Tara Roe previously worked as Client Success Supervisor at Planitroi and Senior Client Support Manager at Ibm.

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PlanITROI

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Profile bio

About Tara Roe

As a business transformation and client support manager, I’ve spent my career strengthening enterprise client relationships within a global, multibillion-dollar company. I build and maintain strong relationships with key clients, ensuring high levels of client satisfaction and loyalty, while leading and mentoring teams of client support professionals.Leveraging my expertise across client support, business transformations, program management, and customer operations, I effectively lead teams to execute complex projects that improve efficiency. Throughout my career, I have:✓ Reduced team headcount by 20% while increasing deal volumes by optimizing operations✓ Enhanced sales division operations and client relationships to drive client retention and account growth. ✓ Enabled 100% contract fulfillment during a 2-week system blackout by introducing a manual workaround✓ Acted as relationship manager for major accounts, and processed 2-year backlog of contracts✓ Consolidated 32 offices into 3 Centers of Excellence (COE), hired 120 supplemental employees, and created related process flows and training programs for employees and new hires (IBM University)Looking towards the future, I’m eager to continue to provide guidance, training, and performance evaluations to ensure excellent service delivery.

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PlanITROI
Planitroi
I am a "People First" Client Success Supervisor who is passionate about "Changing Lives with Affordable Technology."
denville, new jersey, united states
Website
Employees
67
AeroLeads page
2 roles

Tara Roe work experience

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Client Success Supervisor

Current

Louisburg, Nc

Oct 2024 - Present

Senior Client Support Manager

Ibm

Senior Client Support Manager • Enhance sales division operations and client relationships while leading a team supporting lease originations.• Reduced team headcount by 20% while increasing deal volumes by optimizing operations. • Facilitated cutover planning for 15 systems and 82 million inventory records as a key contributor within a major IBM Finance business transformation.• Enabled 100% contract fulfillment during a 2-week system blackout by introducing a manual workaround.• Improved client retention by implementing quarterly account reviews and continuous improvement plans. Delivery Project Manager • Onboarded new PC financing by implementing client billing requirements and onboarding suppliers.• Minimized manual work through client self-service adoption of e-signature, inventory, and return portals.• Assisted clients in reducing damage to lease returns by hosting site visits with and identifying best practices.• Drove IBM volumes and adoption of self-service e-tools by providing on-site support at Lenovo. Business Controls Analyst – Global Asset Recovery Services • Launched asset disposal program with IBM Legal to dispose of client owned equipment.• Ensured regulatory compliance through monthly audits and risk assessments.• Increased client understanding of end-of-leave process by creating video content for IBM Finance website.Program Manager – Industry Solutions • Launched financing campaign and developed Industry Solutions Program for clients.• Developed and implemented call center support - Hiring, Training staff.• Relationship manager for major accounts, and processed 2-year backlog of contracts.• Reduced operational expenses by developing an image technology/automation of workflow.• Elevated customer satisfaction and reduced cycle time through technical expertise and process improvements.• Identified exposures, recommended solutions, implemented programs, and conducted monthly audits

Jan 2017 - Apr 2024
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Colleagues at PlanITROI

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FAQ

Frequently asked questions about Tara Roe

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What company does Tara Roe work for?

Tara Roe works for PlanITROI.

What is Tara Roe's role at PlanITROI?

Tara Roe is listed as I am a "People First" Client Success Supervisor who is passionate about "Changing Lives with Affordable Technology." at PlanITROI.

Where is Tara Roe based?

Tara Roe is based in Louisburg, North Carolina, United States while working with PlanITROI.

What companies has Tara Roe worked for?

Tara Roe has worked for Planitroi and Ibm.

Who are Tara Roe's colleagues at PlanITROI?

Tara Roe's colleagues at PlanITROI include Daniela Guerra, Christie Antonieta Levi Cabello, Gary Stewart, Nicholas John Petracco, and Mark Fawcett.

How can I contact Tara Roe?

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