Outgoing Customer Success Specialist with 23 years of experience. Fantastic salesman with proven eye for detail and goal-oriented mindset. Known for closing sales quickly and ensuring both buyer and seller satisfaction.
Overview
23
23
years of professional experience
Work History
Customer Success Specialist
Integrated Database Systems, Inc.
8 2023 - Current
Create product training plans, train, and assist new users in setting up and using the full functionality of Generations Homecare software
Maintain awareness of changes, updates, and improvements to the software and work with the team members for testing and troubleshooting
Troubleshoot by deconstructing, reproducing, and resolving issues
Document customer interactions and follow up with open issues
Improved response times by streamlining support processes and prioritizing urgent requests.
Actively seek customer feedback on products/services in order to improve quality and enhance overall experience.
Collaborated with cross-functional teams to deliver successful product implementations.
Systems and Member Support Specialist
International Registration Plan, Inc.
12.2015 - 7 2023
System administration and support on the operations of the IRP membership database and website utilizing YourMembership Association Management Software
Post content and ensure layout on website
Create, format, and send email notifications and a biweekly newsletter to membership
General membership support includes, but is not limited to, interacting directly with the membership by phone, email, live chat, etc
Develop and maintain user, and administrator documentation, including new user, help aids, policies, and procedures for various systems
Develop and edit policies and procedures for SOC 1 and SOC 2 audits
Lead fiscal audit through completion
Collaborate with staff, organize, execute, and attend the Annual Meeting and Managers' and Law Enforcement Workshop
System administration and support of the IRP Data Repository, learning management system, and help desk application
Develop and analyze issues and trend reports for each application
Develop and maintain user, and administrator documentation, including new user, help aids, policies, and procedures for various systems
Conducted regular audits of support tickets, ensuring all cases are assigned and resolved in a timely manner.
Assisted with the implementation of new support software tools, leading to more efficient case management and improved customer experience.
Educated and engaged customers with new Learning Management System.
Maintained and managed customer files and databases.
Clerk
Birch Run Township
06.2001 - 06.2012
Managed and supervised township staff
Created and distributed board meeting agendas and packets
Recorded and edited meeting minutes, distributing them to appropriate officials and staff
Created and maintained records for all ordinances and resolutions
Supervised the issuance of business licenses
Issued public notifications electronically and in writing of all official meetings and activities
Participated in the creation of annual budgets for all township departments
Handled all aspects of elections – voter files on Qualified Voters File program, preparation, and distribution of absentee ballots and election ballots
Maintained all cemetery records and documents, including deeds, burials, cremations, and foundation orders
Maintained and responded to Freedom of Information requests
Assisted in bid-writing and awarding of contracts
Created, implemented, and administered personnel policies, rules, and regulations
Created reports for various internal departments as well as local and state reports
Maintained accurate insurance policies and claims
Assisted the public with questions, concerns, and requests
Communicated with the Township attorney on behalf of the Board
Contracted as secretary of the DDA.
Assisted in financial tasks such as invoicing, budget tracking, and expense report processing for optimal fiscal management.
Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
Provided support for meetings by scheduling appointments, preparing materials, and taking detailed minutes.
Supported event planning initiatives through venue sourcing, material preparation and logistics coordination resulting in successful gatherings.
Interacted with customers by phone, email, or in-person to provide information.
Maintained filing system and organized customer documents for easy retrieval of information.
Monitored and tracked budgets and expenses.
Education
Bachelor of Arts -
Saginaw Valley State University
Saginaw
05.2001
Skills
Client Relations and Education
Timeline
Systems and Member Support Specialist
International Registration Plan, Inc.
12.2015 - 7 2023
Clerk
Birch Run Township
06.2001 - 06.2012
Customer Success Specialist
Integrated Database Systems, Inc.
8 2023 - Current
Bachelor of Arts -
Saginaw Valley State University
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