Experienced portfolio manager with a demonstrated history of working in both financial and travel services industries. Skilled in management, leadership, customer engagement, consulting, and customer experience.
Overview
6
6
years of professional experience
Work History
Account Executive - Centurion Memberships
American Express
05.2023 - 12.2024
Successfully managed a portfolio of approximately 250 high-value card members, driving engagement and increasing overall spending through strategic outreach and personalized communication.
Achieved the highest revenue among 130 account executives nationwide in Q3 and Q4 2023, demonstrating exceptional sales performance and client relationship management.
Developed and implemented a comprehensive business plan that identified growth opportunities, leading to a significant increase in portfolio spending.
Conducted daily outreach via phone and email to proactively engage in product offering conversations, fostering strong relationships with card members and ensuring their needs were met.
Collaborated with a team of 12 membership managers to enhance travel bookings and optimize client experiences, resulting in increased benefit engagement and customer satisfaction.
Effectively managed and resolved all incoming escalations from portfolio clients, maintaining a high level of service and addressing concerns promptly to ensure client retention.
Centurion Membership Manager
American Express
11.2021 - 05.2023
Consulted with high value, premium cardholders to understand their needs and tailor unique solutions for each customer.
Demonstrated abilities as an expert to bring personal insight to travel and lifestyle events among colleagues and cardholders.
Utilized exceptional consulting skills to recommend relevant products to services of concierge, tailored to cardholders' needs.
Met and exceeded performance goals that include, but are not limited to, quality goals, customer survey results, compliance regulations, and productivity targets.
Centurion Membership Professional
American Express
08.2021 - 11.2021
Provided thorough, friendly, and efficient customer service to premium cardholders (primarily inbound calls and may also encompass outbound calls, email, etc.)
Understood cardholders' needs and provide them with personalized solutions.
Arranged tickets to in-demand shows, sporting events, and concerts.
Arranged travel and dining recommendations/bookings upon request.
Travel Consultant
American Express
05.2019 - 08.2021
Researched and executed custom travel experiences through booking international and domestic flights, hotel arrangements, ground transportation - while maximizing cardholder benefits and satisfaction.
Monitored and sorted Sabre global distribution (GDS) queues to maintain quality control.
Stayed apprised of current airline industry rules and regulations, and informed clients of changes that may affect them during traveling.