Carie Seagren
Colorado Springs,CO
Summary
Dynamic professional with a strong background in client relations and travel planning. Proven ability to enhance customer loyalty through effective problem resolution and relationship building, ensuring positive experiences for clients. Skilled in data analysis and QuickBooks, consistently delivering results that exceed expectations while maintaining high standards.
Overview
12
12
years of professional experience
Work History
Accountant/ Tax Assembler/Senior Client Advocate
Harrison Tax Service
02.2023 - Current
- Resolved customer complaints with empathy, enhancing loyalty and repeat business.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback.
- Handled day-to-day accounting processes to drive financial accuracy.
- Gathered financial information, prepared documents, and closed books.
- Maintained accurate records of fixed assets, including acquisition costs and depreciation schedules.
- Reconciled accounts and reviewed expense data, net worth, and assets.
Executive Territory Manager
Eco Mark Solar
12.2017 - 12.2022
- Coordinated cross-functional teams to deliver seamless service experiences for clients.
- Strengthened relationships with key clients through regular in-person visits and follow-up communication.
- Leveraged strong analytical skills to review performance metrics, making data-driven adjustments.
- Increased sales revenue by developing and implementing strategic plans for territory growth.
Receptionist/Disabled Student Division
Pikes Peak State College
03.2014 - 03.2019
- Confirmed appointments, communicated with clients, and updated client records.
- Greeted incoming visitors and provided professional assistance.
- Resolved customer problems and complaints, ensuring a positive experience.
- Answered phone promptly and directed calls to appropriate offices.
Education
Associate of Applied Science - Digital Communications And Media
Pikes Peak State College
Colorado Springs, CO05-2014
Skills
- Customer relations
- Travel planning support
- Data analysis
- QuickBooks expert
- Adaptability and flexibility
- Problem resolution
- Attention to detail
- Relationship building
- MS Office Suite
- CRM software proficiency
Timeline
Accountant/ Tax Assembler/Senior Client Advocate
Harrison Tax Service
02.2023 - Current
Executive Territory Manager
Eco Mark Solar
12.2017 - 12.2022
Receptionist/Disabled Student Division
Pikes Peak State College
03.2014 - 03.2019
Associate of Applied Science - Digital Communications And Media
Pikes Peak State College