Teresa Phillips

Teresa Phillips Email and Phone Number

Sr. CSM | Managing customer relationships to ensure high product usage & recurring revenue. @ Broadridge
new york, new york, united states
Teresa Phillips's Location
Dallas-Fort Worth Metroplex, United States
Teresa Phillips's Contact Details

Teresa Phillips work email

Teresa Phillips personal email

n/a
About Teresa Phillips

I’m a dynamic Customer Success Manager with over 20 years of experience servicing customer accounts and 8 years in strategic client management. As an Energizer, I thrive in customer-facing roles, building strong relationships and driving value. As a Visionary, I see the big picture, turning roadblocks into actionable strategies for customer growth and process improvement. With the heart of a Warrior, I’m passionate about ensuring success for both my customers and my team, tackling challenges head-on and driving results in fast-paced environments.

Teresa Phillips's Current Company Details
Broadridge

Broadridge

View
Sr. CSM | Managing customer relationships to ensure high product usage & recurring revenue.
new york, new york, united states
Website:
broadridge.com
Employees:
9823
Teresa Phillips Work Experience Details
  • Broadridge
    Senior Client Relationship Manager
    Broadridge Jul 2017 - Present
    Dallas/Fort Worth Area
    • Client Relationship Management - Manage relationships with strategic clients, overseeing a $15 million portfolio, ensuring their needs are met and their goals are achieved.• Account Growth and Resource Optimization - Successfully oversaw a 42% account growth while reducing resource allocation by 50%, showcasing strategic planning and efficient resource management.• Project Management - Managed multiple projects concurrently, establishing effective cadences to meet client objectives.• SLA Adherence - Consistently meet and maintain contractual SLAs, ensuring the timely delivery of essential communications.• Regulatory Compliance - Ensure compliance with GDPR and HIPAA standards, maintaining data privacy and security.• Cross-Functional Collaboration - Collaborate with internal teams across various departments to advocate for client needs and achieve alignment.• Training and Mentorship - Document processes instructions and provide training to clients and team members to increase utilization. Mentor team members on process efficiency and application utilization along with guidance on professional growth.• C-Suite Communication - Conducted quarterly and semi-annual business reviews with C-suite executives, showcasing strong communication and presentation skills.
  • Pampered Chef
    Senior Consultant
    Pampered Chef Apr 2016 - Jul 2017
    Dallas/Fort Worth Area
    • Built and retained over 150 customer relationships on a part-time basis. • Achieved over $3,000 in sales in first month, which resulted in receiving “Top Seller Award.”
  • Dst Output, Llc
    Senior Client Services Liaison
    Dst Output, Llc Apr 2012 - Mar 2013
    El Dorado Hills, Ca
    • Primary point of contact to 5 national accounts within the medical/pharmaceutical and financial/insurance verticals.• Had 100% SLA attainment; monitored contract agreements and ensured delivered documents followed required federal regulations and HIPAA compliance.• Managed projects and daily operations to guarantee overall customer satisfaction and retention.• Identified opportunities using a consultative sales approach to grow revenue opportunities and meet client needs.• Conducted training sessions with clients on technical products and systems.
  • Trillian Park, Llc
    Vice President Operations
    Trillian Park, Llc Mar 2005 - Dec 2010
    Englewood, Co
    • Business Ownership - Successfully conceptualized, launched, and managed a business, demonstrating entrepreneurship, leadership, and strategic thinking.• Customer Experience - Managed relationships with multiple accounts to ensure positive user experiences and meet customer needs.• Process Improvement - Collaborated with customers to streamline workflows, improving inventory control, sales reporting, and customer database management.• Training and Empowerment - Trained customers to fully utilize the product, fostering their independence and efficient usage.• Financial Management - Managed the company's financials, including salaries, taxes, insurance, and accounts payable.
  • Us Bank
    Personal Banker
    Us Bank Sep 2003 - Dec 2004
    San Diego, Ca
    Managed customer relationships while increasing branch business growth through direct sales of checking accounts, lines of credit, loans, and other financial products and services to prospective and existing customers. KEY CONTRIBUTIONS:• Executed growth business plan to meet or exceed recurring national quarterly branch sales goals by increasing customer base. • Maintained high-level of confidentiality to protect customer’s financial privacy.• Established relationships with private banking managers, financial advisors, business bankers and mortgage brokers to meet customer’s financial goals.• Assisted tellers in handling large dollar amounts during money exchanges, ATM balancing, and nightly closing of vault.
  • All Covered
    Client Operations Representative
    All Covered Sep 2002 - Jul 2003
    San Diego, Ca
    Managed office and daily client service operations to ensure efficient and profitable flow-of-business servicing $1.7M client portfolio, while acting as liaison between 8 technical engineers and 260 clients. Sold technical consulting services to new and existing customers to initiate, maintain or enhance their IT needs and / or goals. KEY CONTRIBUTIONS:• Maintained and managed technical engineer’s schedules to increase profits and decrease unnecessary costs to company and clients.• Salvaged relationships with 4 at-risk client companies who were threatening termination of long-term contracts worth more than 5% of office’s annual gross revenue. • Consistently maintained fastest average payoff time nationally, staying below expected goal of 30-days without jeopardizing client relationships.
  • Joseph & Friends Aveda Lifestyle Salon & Spa
    Licensed Aesthetician
    Joseph & Friends Aveda Lifestyle Salon & Spa Mar 2000 - May 2002
    Roswell, Ga
    Acquired, cultivated, and retained personal clientele with a 76% success rate of repeat business along with an average growth expectancy of over 20%. Analyzed client's skin to determine the best approach toward their desired outcome. Managed clients with dry, oily and acne skin types, along with others who were experiencing severe acne, hyperpigmentation, rosacea, and aging skin. KEY CONTRIBUTIONS:• Educated and trained clients on how to manage their skin issues away from a clinical setting, while following up with future appointments.• Marketed and sold skin care products and spa services.• Established strong client base, averaging 5 clients a day over a one-year period and increasing service sales by 71% from previous year.• Reliably followed strict scheduling parameters and time management to ensure a stable flow-of-business and client satisfaction.• Responsible for overall training and management of the aesthetics department.
  • Bullfrog Technologies, Llc
    Business Development Manager
    Bullfrog Technologies, Llc Oct 1998 - Feb 2000
    Englewood, Co
    Marketed and sold operational and technical support, virtual reality, web development, e-commerce software, and secure custom financial software. Instructed corporate-level and branch office employees on the Y2K project, educating on project’s purpose, expectation, status, and goal, as well as level of sensitivity. KEY CONTRIBUTIONS:• Authored and submitted business proposals and achieved successful contract negotiations to gain new business clients.• Established strong relationships with clients by evaluating and recommending products based on their technical needs.• Analyzed and reorganized current procedures and documentation to follow and meet required federal regulations. • Developed business contingency, resumption, and disaster recovery plans.
  • Java.Net Cybercafe
    Chief Executive Officer
    Java.Net Cybercafe Jan 1992 - Oct 1998
    Aurora, Co
    ● Grew revenue by 155% during second year of operation.● Conducted business-to-business sales to expand services to 4 business offices.● 5% employee retention rate over 3 years.● Co-hosted weekly live talk radio show for 3 months.

Teresa Phillips Skills

Entrepreneurship Customer Service Management Sales Operations Business Development Customer Relations Account Management Sales New Business Development Process Improvement Contract Negotiation Strategic Planning Training Team Building Leadership Marketing Project Management Crm Selling Marketing Strategy E Commerce Team Leadership Customer Satisfaction Hospitality Problem Solving Vendor Relationship Management Aesthetics Customer Retention Consultative Selling Long Term Customer Relationships Customer Service Management Customer Focused Service Customer Service Training Customer Loyalty Customer Support Customer Engagement Client Relations Client Development Client Liaison Client Education Client Presentation Client Focused Client Liason Helping Clients Succeed National Accounts Accountability Microsoft Office Public Speaking Time Management

Teresa Phillips Education Details

Frequently Asked Questions about Teresa Phillips

What company does Teresa Phillips work for?

Teresa Phillips works for Broadridge

What is Teresa Phillips's role at the current company?

Teresa Phillips's current role is Sr. CSM | Managing customer relationships to ensure high product usage & recurring revenue..

What is Teresa Phillips's email address?

Teresa Phillips's email address is te****@****ark.com

What schools did Teresa Phillips attend?

Teresa Phillips attended University Of Colorado At Boulder.

What skills is Teresa Phillips known for?

Teresa Phillips has skills like Entrepreneurship, Customer Service, Management, Sales Operations, Business Development, Customer Relations, Account Management, Sales, New Business Development, Process Improvement, Contract Negotiation, Strategic Planning.

Who are Teresa Phillips's colleagues?

Teresa Phillips's colleagues are Ashish Tiwari, Jamie Blasko, Ray Kwong, Jerripothula Kavitha, Akhila Allagadda, Dinesh Narendula, Matshitso Mpho.

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