I am a passionate individual who loves to serve clients and my team members. I am hoping to share my passion with an organization that has a professional sports team outlook that is in the business of creating soluitons for clients, and retaining them long term.
Overview
9
9
years of professional experience
Work History
Client Advocate Manager
Global Payments Integrated
10.2020 - Current
Oversaw monthly completion of One on Ones/QAs for a team consisting of 31 Advocates.
Developed and managed a 60-day call-out program for various portfolios, enhancing client engagement.
Created and maintained engagement campaigns with existing clients, resulting in a 10% response rate
Built strong relationships with senior leadership to prioritize employee and client experience
Implemented reporting and automation systems on various platforms to monitor team productivity
Delivered regular reports on Business NPS to executive leadership.
Achieved a 5% response rate by enhancing the NPS survey process through Qualtrics automation and quality control
Presented prior accomplishments and initiatives to senior leadership quarterly, highlighting progress and plans for the upcoming quarter.
Collaborated with peers and upper management to achieve a company-wide attrition reduction of 12%.
Managed escalated cases effectively by working closely with other teams and departments, leading to successful resolutions and satisfied clients.
Evaluated performance metrics regularly, identifying areas for improvement and implementing necessary changes for better results.
Managed a diverse portfolio of clients, tailoring advocacy strategies to suit individual needs and preferences.
Client Advocate
OpenEdge(Global Payments)
01.2018 - 09.2020
Demonstrated leadership by fostering a collaborative work environment, promoting teamwork and maintaining high standards of reliability
Built strong relationships with at risk clients, developed RFPs, and renegotiated contracts to drive client and business success
Worked closely with internal departments to determine the most effective approach in serving clients
Established strong rapport with clients by maintaining open lines of communication and promptly addressing concerns.
Streamlined communication channels for improved efficiency in handling client inquiries.
Maintained high levels of client retention with personalized follow-up strategies.
Sales
OpenEdge(Global Payments)
03.2015 - 12.2017
Supported clients in meeting deadlines for application submission and achieving monthly revenue targets
Managed large number of incoming and outgoing calls efficiently
Used strong negotiation skills to successfully finalize contract agreements and negotiate competitive rates.
Leveraged understanding of products to effectively communicate benefits and significance of proprietary software
Education
High School Diploma -
Joseph A Foran
Milford, CT
06.2011
Skills
Strong written and verbal communication
Proficient in Google Data Studio, and Google tools
Use of SFTP
Qualtrics certified
Client Relationship Building
Salesforce and Netsuite proficiency
Excel proficiency
Exceptional communication
Timeline
Client Advocate Manager
Global Payments Integrated
10.2020 - Current
Client Advocate
OpenEdge(Global Payments)
01.2018 - 09.2020
Sales
OpenEdge(Global Payments)
03.2015 - 12.2017
High School Diploma -
Joseph A Foran
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