Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Andrew Klein

Agoura Hills,CA

Summary

Talented President with excellent employee development, customer service and analytics skills coupled with more than 25 years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.

Overview

25
25
years of professional experience

Work History

President & CEO

Edufacts/USBS
10.1999 - Current
  • Drove revenue growth by expanding product offerings and identifying new market opportunities.
  • Developed strong partnerships with cross-functional teams for improved collaboration and efficiency.
  • Oversaw divisional marketing, advertising and new product development.
  • Directed change management initiatives that aligned employees with evolving business objectives.
  • Prepared annual budget forecasts and monitored performance to meet organizational objectives.
  • Developed and implemented comprehensive risk management programs to mitigate potential liabilities.
  • Facilitated communication between departmental teams and stakeholders to build consensus.
  • Cultivated strong relationships with external partners to foster collaboration and maximize resources.
  • Managed crisis situations effectively while minimizing disruption to daily operations.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Monitored financial performance and implemented measures to enforce compliance with budgetary standards.
  • Adopted cutting-edge technologies to improve productivity levels within the organization.
  • Delivered operational excellence by optimizing resources, processes, and overall cost structure.
  • Streamlined organizational processes by evaluating current systems and implementing improvements.
  • Represented organization at industry conferences and events.
  • Established innovative policies to improve organizational performance and increase customer satisfaction.
  • Established a culture of accountability by setting clear expectations and holding individuals responsible for results.

Director of Client Services

Records Search Incorporated
12.1998 - 01.2000
  • Streamlined internal processes for better workflow management and improved cross-functional collaboration within the organization.
  • Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
  • Increased client retention rates by providing exceptional support, feedback, and ongoing relationship management.
  • Communicated with clients regarding account services, statements, and balances.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Coordinated with other departments to ensure seamless delivery of services across all touchpoints in the customer journey.

Education

Bachelor of Arts - Political Science And Government

Florida Atlantic University
Boca Raton, FL
08.1997

Skills

  • Program Administration
  • Client Engagement
  • Budget Management
  • Cost Reduction
  • Financial Management
  • Systems Organization
  • Employee Coaching
  • Legislative Knowledge
  • Human Resources
  • Leadership and People Development
  • Vendor Sourcing and Negotiations

Affiliations

  • Member of PBSA for more than 20 years

Timeline

President & CEO

Edufacts/USBS
10.1999 - Current

Director of Client Services

Records Search Incorporated
12.1998 - 01.2000

Bachelor of Arts - Political Science And Government

Florida Atlantic University

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Andrew Klein