ALEXIS COOKE
Flushing,NY
Summary
Motivated Customer Success Manager with proven track record of building and growing sales territories in competitive environments. Dedicated to building rapport and maintaining loyal customer relationships through understanding needs and creating individual solutions. Offering deep technical acumen with strong communication skills to help customers understand product offerings. Works in tandem with sales team to exceed customer expectations.
Overview
23
23
years of professional experience
Work History
Customer Success Manager
Eplus
New York, NY
06.2021 - Current
- Conducted web and in person product training presentations to large and small groups.
- Provided technical troubleshooting and problem solving for clients with installed equipment or system issues.
- Identified sales opportunities by assessing environment and devising and implementing winning strategy.
- Increased customer satisfaction by resolving product or service issues.
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
- Created customer support strategy to increase customer retention.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
- Contributes to sales engineering effectiveness by identifying short-term and long-range issues and recommending courses of action.
Customer Success Manager
Thomson Reuters/Refinitiv
New York, NY
03.2020 - 05.2021
- In-depth knowledge of Wealth Management industry and technical expertise to drive client adoption with largest, most sophisticated and strategic accounts.
- Gained customer acceptance by demonstrating cost reductions and operations improvements through group seminars and individual training sessions.
- Performed technical troubleshooting and problem solving for clients with installed equipment or system issues.
- Recommended changes, improvements and enhancements to the product development team based on customer feedback.
- Collaborate effectively with Sales and Customer Success teams globally to enable highest levels of customer service and satisfaction.
Financial Advisor
Prudential Financial
Brooklyn, Ny
06.2018 - 03.2020
- Recruited, trained and mentored junior financial and support staff.
- Cultivated and strengthened relationships with new clients on account services and capabilities through web and In person
Financial Advisor
New York Life Insurance Co
New York, NY
08.2016 - 06.2018
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building a successful book of business.
Senior Relationship Manager II
Wells Fargo Bank
New York, NY
10.2013 - 07.2016
- Trained sales representative, to reach and maintain a strong sales acumen.
- Generated new business and referrals in partnership with financial advisors and branch team.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication
Senior Relationship Manager
Chase Bank
New York, NY
08.2003 - 08.2013
- Worked directly with Financial Advisors to achieve monthly goals, which awarded Top Sales Ranking.
- Conducted training and mentored team members to promote productivity, accuracy and commitment to provide friendly service in New York and Southern California Market.
Education
High School Diploma -
New York City College of Technology
Brooklyn, NYSkills
- Sales proficiency, Lifecycle management
- Ability to multi-task, prioritize, and manage time
- Functional technical skills in SaaS implementation
- Experience working in cloud software solutions and delivery models
- Proficient in Microsoft Office, Excel
- Advanced experience working with Salesforcecom and similar CRM
Timeline
Customer Success Manager
Eplus
06.2021 - Current
Customer Success Manager
Thomson Reuters/Refinitiv
03.2020 - 05.2021
Financial Advisor
Prudential Financial
06.2018 - 03.2020
Financial Advisor
New York Life Insurance Co
08.2016 - 06.2018
Senior Relationship Manager II
Wells Fargo Bank
10.2013 - 07.2016
Senior Relationship Manager
Chase Bank
08.2003 - 08.2013
High School Diploma -
New York City College of Technology