
Hardworking and dedicated individual with experience in customer service and teamwork. Skilled in problem solving and maintaining an effective work environment.
Appointed to Advanced Support Team (Apple Client) at Infotree GlobalAppointed to Advanced Support Team (Apple Client) at Infotree Global
<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA
<ul> <li>Facilitated operational transformation projects and managed Cloud Engineering initiatives, drafting proposals and Statements of Work with High-Level and Low-Level Designs.</li> <li><br></li> <li>Collaborated with stakeholders to define project scope, objectives and deliverables.</li> <li>Led planning and execution of MECM hybrid transformation initiatives, ensuring seamless integration and optimal performance.</li> <li>Oversaw end-to-end imaging service delivery for over 130K devices, managing client relations and desktop engineering.</li> <li>Utilized Intune for patch management, compliance oversight, configuration management, and mobile device administration.</li> <li>Developed strategic recommendations for process enhancements and operational efficiencies.</li> </ul> at HCL<ul> <li>Facilitated operational transformation projects and managed Cloud Engineering initiatives, drafting proposals and Statements of Work with High-Level and Low-Level Designs.</li> <li><br></li> <li>Collaborated with stakeholders to define project scope, objectives and deliverables.</li> <li>Led planning and execution of MECM hybrid transformation initiatives, ensuring seamless integration and optimal performance.</li> <li>Oversaw end-to-end imaging service delivery for over 130K devices, managing client relations and desktop engineering.</li> <li>Utilized Intune for patch management, compliance oversight, configuration management, and mobile device administration.</li> <li>Developed strategic recommendations for process enhancements and operational efficiencies.</li> </ul> at HCL
<ul><li>Managed end-to-end client journeys across residential and commercial lighting projects, ensuring alignment of aesthetic design with technical feasibility.</li><li>Drove revenue growth and new business development through personalized client consultations, targeted relationship-building, and market exploration.</li><li>Supervised and delivered multiple high-value projects, collaborating with architects, designers, and procurement leads for flawless execution.</li><li>Mentored new team members, elevating overall team capability and customer engagement standards.</li><li>Played an active role in client feedback integration, contributing to continual process and strategy enhancements.</li><li>Entrusted with flagship accounts and time-sensitive, complex projects, reflecting strong leadership and problem-solving abilities.</li><li>Contributed to the optimization of showroom operations, enhancing brand image and improving customer experience.</li></ul> at ESQRO Lighting Co.<ul><li>Managed end-to-end client journeys across residential and commercial lighting projects, ensuring alignment of aesthetic design with technical feasibility.</li><li>Drove revenue growth and new business development through personalized client consultations, targeted relationship-building, and market exploration.</li><li>Supervised and delivered multiple high-value projects, collaborating with architects, designers, and procurement leads for flawless execution.</li><li>Mentored new team members, elevating overall team capability and customer engagement standards.</li><li>Played an active role in client feedback integration, contributing to continual process and strategy enhancements.</li><li>Entrusted with flagship accounts and time-sensitive, complex projects, reflecting strong leadership and problem-solving abilities.</li><li>Contributed to the optimization of showroom operations, enhancing brand image and improving customer experience.</li></ul> at ESQRO Lighting Co.