Teresa Phillips Email and Phone Number
Teresa Phillips work email
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Teresa Phillips personal email
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.
Broadridge
View- Website:
- broadridge.com
- Employees:
- 9823
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Senior Client Relationship ManagerBroadridge Jul 2017 - PresentDallas/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. -
Senior ConsultantPampered Chef Apr 2016 - Jul 2017Dallas/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.” -
Senior Client Services LiaisonDst Output, Llc Apr 2012 - Mar 2013El 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. -
Vice President OperationsTrillian Park, Llc Mar 2005 - Dec 2010Englewood, 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.
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Personal BankerUs Bank Sep 2003 - Dec 2004San Diego, CaManaged 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. -
Client Operations RepresentativeAll Covered Sep 2002 - Jul 2003San Diego, CaManaged 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. -
Licensed AestheticianJoseph & Friends Aveda Lifestyle Salon & Spa Mar 2000 - May 2002Roswell, GaAcquired, 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.
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Business Development ManagerBullfrog Technologies, Llc Oct 1998 - Feb 2000Englewood, CoMarketed 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.
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Chief Executive OfficerJava.Net Cybercafe Jan 1992 - Oct 1998Aurora, 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
Teresa Phillips Education Details
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Communications
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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