Amanda Thomas Email & Phone Number
Who is Amanda Thomas? Overview
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Amanda Thomas is listed as Customer Success Manager at LPL Financial, a with 14027 employees, based in Charlotte Metro, United States. AeroLeads shows a matched LinkedIn profile for Amanda Thomas.
Amanda Thomas previously worked as Customer Experience Specialist at Avidxchange, Inc. and Business Development Project Coordinator at Shadow 1 Contracting. Amanda Thomas holds Masters Of Science In Management from Unc Charlotte Belk College Of Business.
Email format at LPL Financial
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About Amanda Thomas
Customer Experience professional with 5+ years of experience in Finance, Healthcare, and Relationship Management. Proven expertise in leading end-to-end project management, showcasing strong leadership, communication, and problem-solving skills. Adept at creating innovative solutions with software technology and passionate about client advocacy. Seeking a role to leverage dynamic skills in project management, customer service, and strategic planning for customer success and organizational growth.
Listed skills include Communication, Administrative Assistance, Healthcare, Leadership, and 12 others.
Amanda Thomas's current company
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Amanda Thomas work experience
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Customer Experience Specialist
Utilized Salesforce CRM to efficiently and accurately enter and update client data, track interactions, and generate detailed reports to support data-driven decision-making.Developed and implemented effective communication strategies to address and resolve client issues, resulting in a measurable improvement in client retention and service quality.Conducted user feedback sessions, leading to the implementation of key product improvements.
Business Development Project Coordinator
Responsible for handling incoming inquiries and leads from current and prospective clients, showcasing the company's upscale remodeling solutions.Guides clients through the sales process, providing advice and solutions tailored to their needs. Strives to exceed sales targets by cultivating relationships and demonstrating the value of the company's premium offerings.Managing client relationships throughout the duration of the project including onboarding and offboarding.Orchestrated comprehensive marketing strategies, leading to a 30% increase in client engagement and a 20% growth in project acquisitions.Developed and executed integrated marketing campaigns, including digital advertising, social media, and content marketing initiatives, resulting in enhanced brand visibility.Led cross-functional teams in the successful planning and execution of marketing projects, ensuring timely delivery and alignment with business objectives.Conducted market research to identify trends and opportunities, providing valuable insights for strategic decision-making and adjusting marketing strategies for optimal results.Managed relationships with external agencies and vendors to optimize marketing initiatives and ensure cost-effective solutions.Implemented and maintained CRM systems, enhancing lead generation and customer relationship management.Collaborated with Sales and Operations teams to align marketing efforts with project timelines and business development goals.Developed and delivered presentations to internal stakeholders and clients, effectively communicating project milestones and outcomes.
Project Coordinator
Spearhead and oversee administrative projects within the church, ensuring efficient planning, execution, and completion.Manage the scheduling, planning, and coordination of church events, community outreach programs, meetings, and facility usage, optimizing resource allocation.Facilitate effective internal communication among church staff and volunteers, enhancing collaboration and information flow.Coordinate external communication efforts, including newsletters, announcements, and website content, to foster community engagement.- Manage CRM databases and information systems related to church operations, ensuring accuracy and accessibility.
Client Relationship Manager
-Cultivated and maintained positive client relationships by understanding their current and future financial goals, conducting comprehensive financial analyses and providing financial guidance; thus empowering them to make informed decisions about their investment strategy and retirement planning.Stayed updated on TIAA's financial products and services, as well as industry trends, to effectively communicate and recommend suitable options to clients when conducting educational calls and coaching sessions.Worked with cross functional internal teams to be an advocate for the customer. Improved client retention rates through proactive relationship management and strategic initiatives.Piloted new programs aimed at enhancing customer experience and increasing client participation.Cultivated strong client relationships built on trust, transparency, and integrity.Participated in multiple pilot programs to facilitate user experience of the online portal for customers, and increased online user engagement by 37%.
Certified Medical Assistant
Medical Assistant who serves as a key member of an interdisciplinary health team at a busy urgent care. Assist provider in ensuring optimal patient care and smooth daily office operations. -Increased efficiency 20% by implementing training strategies within the workplace with new employees.-Efficiently handled administrative duties (e.g. returning patient phone calls, scheduling referral appointments, and maintaining medical records) that allowed providers to focus on the health concerns of the patient.-Decreased patient wait times through effective teamwork, including helping the provider with procedures and remaining proactive.
Certified Medical Assistant
Customer Service Representative
Handled acceptance of 1000+ incoming financial documents from FedEx, UPS, and USPS for TIAA on a daily basis, and aided in the transition to correct department. Worked closely with treasury and wealth management to ensure timely transactions and accurate transfers of client funds and documents.
Crew Trainer
Responsible for training 3-5 incoming crew members and monitoring performance while also maintaining daily duties including, order taking, upselling, food preparation, and cleaning.
Colleagues at LPL Financial
Other employees you can reach at lpl.com. View company contacts for 14027 employees →
Steve Buszka
Colleague at Lpl FinancialSan Diego, California, United States
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Kelly Davis
Colleague at Lpl FinancialKansas City, Kansas, United States
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Frank Santos
Colleague at Lpl FinancialNew York, United States
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Greg Hoskins
Colleague at Lpl FinancialGreater Chicago Area, United States
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Greg Bradley
Colleague at Lpl FinancialGreenville-Spartanburg-Anderson, South Carolina Area, United States
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Nicholas Abelow Cfp®, Csric
Colleague at Lpl FinancialSouth Lake Tahoe, California, United States
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Vicki Buchanan
Colleague at Lpl FinancialCharleston County, South Carolina, United States
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Lynn Ruiz
Colleague at Lpl FinancialSan Diego, California, United States
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Jeff Welte
Colleague at Lpl FinancialOrlando, Florida, United States
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Peter Valverde
Colleague at Lpl FinancialSan Diego Metropolitan Area, United States
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Amanda Thomas education
Masters Of Science In Management
Bachelor Of Applied Science - Basc, Psychology / Sociology
Frequently asked questions about Amanda Thomas
Quick answers generated from the profile data available on this page.
What company does Amanda Thomas work for?
Amanda Thomas works for LPL Financial.
What is Amanda Thomas's role at LPL Financial?
Amanda Thomas is listed as Customer Success Manager at LPL Financial.
Where is Amanda Thomas based?
Amanda Thomas is based in Charlotte Metro, United States while working with LPL Financial.
What companies has Amanda Thomas worked for?
Amanda Thomas has worked for Lpl Financial, Avidxchange, Inc., Shadow 1 Contracting, Think Kingdom Church, and Tiaa.
Who are Amanda Thomas's colleagues at LPL Financial?
Amanda Thomas's colleagues at LPL Financial include Steve Buszka, Kelly Davis, Frank Santos, Greg Hoskins, and Greg Bradley.
How can I contact Amanda Thomas?
You can use AeroLeads to view verified contact signals for Amanda Thomas at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Amanda Thomas attend?
Amanda Thomas holds Masters Of Science In Management from Unc Charlotte Belk College Of Business.
What skills is Amanda Thomas known for?
Amanda Thomas is listed with skills including Communication, Administrative Assistance, Healthcare, Leadership, Office Administration, Teamwork, Collaborative Problem Solving, and Time Management.
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