Angie Boudreaux
Lafayette
Summary
Dynamic, tech-savvy client relations innovator with extensive hands-on experience in emerging technologies and a strong commitment to enhancing customer relations. Expertise in identifying opportunities for technological advancements and implementing innovative solutions that significantly boost productivity. Proficient in leveraging cutting-edge tools and methodologies to address complex challenges and streamline processes. Thrives in fast-paced environments, consistently driving technology initiatives while fostering a culture of innovation.
Overview
12
12
years of professional experience
Work History
Client Operations Leader
My Digital Money
04.2021 - 04.2026
- Executed rollovers, withdrawals, contributions, Roth conversions, and excess distributions to uphold regulatory standards.
- Implemented strategic initiatives that increased overall efficiency within client support operations.
- Developed and implemented structured feedback systems to optimize internal processes and procedures related to client relations.
- Spearheaded discussions on service level agreements with partners, resulting in improved client service delivery times and more effective relationship management.
- Revamped client onboarding procedures to enhance efficiency and strengthen client relationships.
Client Services Manager
Noble Gold
Remote
03.2018 - 04.2021
- Enhanced daily operations by establishing quality metrics, resulting in a 20% increase in operational efficiency for account transfer by improving compliance adherence.
- Streamlined support ticket workflows, achieving a 40% reduction in average response time over a six-month period.
- Analyzed customer feedback and established engagement strategies to improve satisfaction scores and reinforce client relationships.
- Identified patterns in customer inquiries through data analysis, resulting in the implementation of self-service solutions to streamline support processes.
- Engaged with sales and marketing teams to ensure operational strategies effectively addressed client expectations.
Client Support Specialist
Noble Gold
05.2016 - 03.2018
- Managed resolution of customer inquiries to elevate service quality and satisfaction.
- Oversaw retirement account transactions, maintaining a flawless accuracy rate of 100% throughout the process.
- Leveraged CRM data to identify trends, which informed targeted support strategies that boosted customer engagement by 20%, driving higher service usage.
- Created a comprehensive FAQ resource to minimize client support inquiries, allowing the team to concentrate on complex issues.
- Led monthly performance review meetings to evaluate customer service metrics, achieving a consistent 95% satisfaction rate through targeted improvements.
Client Support Specialist
Xtreme Commercial Solutions
Lafayette
07.2014 - 05.2016
- Optimized data workflows, cutting processing time by 12%.
- Evaluated key performance indicators, resulting in a 23% enhancement in service delivery outcomes.
- Employed data analytics tools to support strategic decision-making, resulting in improved project success rates.
- Formulated data entry protocols aimed at reducing inaccuracies and improving overall efficiency.
- Utilized data analytics tools to drive informed decision-making, boosting project success rates by 26%.
Education
Bachelor's Degree - Business Management
Sam Houston State University
06-2006
Graduate Certificate - Fintech Foundations & Regulations
Wharton College Online
11-2023
Skills
- Conflict resolution strategies
- Customer Experience
- Analytical Thinking
- Flexible problem-solving
- Salesforce
- Operational streamlining
- Client Relationship Management
Accomplishments
Developed and implemented AI tools for chat support and phone operations.
Timeline
Client Operations Leader
My Digital Money
04.2021 - 04.2026
Client Services Manager
Noble Gold
03.2018 - 04.2021
Client Support Specialist
Noble Gold
05.2016 - 03.2018
Client Support Specialist
Xtreme Commercial Solutions
07.2014 - 05.2016
Bachelor's Degree - Business Management
Sam Houston State University
Graduate Certificate - Fintech Foundations & Regulations
Wharton College Online