Charlotte Brown

Collaborated with Agile teams to identify opportunities for CRM improvement and increased efficiency.

• Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures.
• Enhanced collaboration by providing clear communication of complex findings through visualizations and reports.
• Developed roadmap in alignment with goals and specifications of the business units.
• Prioritized stakeholder needs and feedback to drive product and service improvements.
• Led cross-functional teams in strategic planning sessions, aligning efforts with company goals.

• Provided timely and accurate information to clients regarding their accounts, transactions, and financial goals.
• Utilized CRM to capture and process data.
• Developed long-term relationships with customers through personalized interactions, ensuring loyalty and repeat business.
• Recognized as a top performer in the market due to consistently exceeding customer service expectations and customer retention.
• Mentored junior team members on best practices for relationship management, contributing to overall team success.