Accomplished management professional with diverse experience in Client Services, Project management, and Sales
Adept at working in fast-paced, technically challenging, and time sensitive environments
Recognized as being diligent and not backing away from demanding work assignments
Team leader charged with developing complex business solutions for internal and external groups
Critical thinker with strong problem-solving skills
Knowledgeable Client Success Leader with deep understanding of specialized processes and systems. Proven track record in driving efficiencies and supporting critical initiatives. Demonstrated ability to analyze complex data and implement effective strategies.
Overview
14
14
years of professional experience
Work History
Senior Specialist, Client Success
Ansira
01.2019 - Current
Maintain general brand and channel consistency on SAAS marketing sites and perform regular site audits, creative proofing, and test ad template functionality
Manage all aspects of technical and creative projects, including project planning, execution, timing, functionality, troubleshooting, quality, and cost
Work closely with cross-functional departments to set project expectations and deadlines and effectively communicate client requests, concerns, and feedback to internal teams
Oversee training of End User Support Team and resolution of system support issues
Develop client presentations, provide tactical marketing recommendations, and plan meeting logistics
The Ansira Integrated Local Marketing Platform provides a suite of SAAS based tools and a Through Channel Marketing Automation platform that helps national brands manage local marketing and incentive programs.
American Express - Corporate Card Services
Sedgwick
01.2018 - 01.2019
Responsible for providing customer service and claims support to American Express Corporate Card Holders
Onboard and educate corporate customers on claims system
Act as the primary liaison with Corporate Card Members during the claim process
Report to management on how system is being utilized by users and provide application information to both internal and external teams
Help ensure Service Level Agreement parameters are being met or exceeded using internal software tools and systems - ensure that service teams exceed Service Level Agreement Performance Standards and Quality Programs
Sedgwick Claims Management Services, Inc. develops and operates a SAAS, cloud-based platform that provides technology-enabled claims and productivity management solutions to businesses in North America.
Account Manager
Open Systems of Cleveland
01.2013 - 01.2016
Responsible for strategic client relationship management, business development, and customer service; solutions included high-end data servers, storage, virtualization, networking, and disaster recovery
Worked with in-house System Engineers, OEM Engineers, and Channel Partners to customize complex technology solutions
Expanded K-12 practice by establishing new reseller agreements with Google, Hapara, and BumpArmor creating additional revenue potential
Education
Bachelor of Arts - History
University of Akron
Akron, OH
Foreign Studies Program - International Affairs
University of Brussels
Skills
Client Relationship Management – work to attain high level of customer satisfaction by understanding customers’ business needs and concerns; acts as internal customer advocate; provides high visibility and heavy interaction with C-level points of contact
Team Building – familiarity with team-building exercises across departments – Sales, Customer Service, Implementation, and IT; extensive experience in articulating teams’ common goals and purposes and building cohesion; act as coach and collaboration advocate
Advanced Sales and Negotiating Skills – deep experience in all aspects of inside and outside sales, list development and prospecting, sales scripts, correspondence, and forecasting; pipeline management and experience with complex proposal writing and pricing; adept at identifying value opportunities within accounts
Expert Communicator – concise and articulate communicator, adept at directing meetings and large presentations as well as one-on-one exchanges with C-level executives, marketing professions, and technical teams
Project Management – knowledge of methodology and overall best practices; coordinate multiple projects across internal and external stakeholders; executes to improve internal processes; applies strong organizational skills
Technical Skills- Trained in SAAS and large enterprise systems computing; proficiency in CRM software including Salesforce, MS Dynamics, and Goldmine; firm understanding of CRM reporting and database query tools; excellent Microsoft Office Skills
Stakeholder engagement
Business development
Customer relations
Process improvement
Project management
Team leadership
Accomplishments
Successfully Managed Partner Reseller Relationships with Google, Dell, ACER, Microsoft, and Samsung
Created numerous marketing initiatives for trade shows, CIO conferences, and email and telemarketing campaigns
Managed a team that successfully developed a web-based student registration system for Case Western Reserve University and implemented the system within 90 days
Supervised upgrade of Microsoft Dynamics CRM 4.0 to 5.0 and completed overall system configuration
Timeline
Senior Specialist, Client Success
Ansira
01.2019 - Current
American Express - Corporate Card Services
Sedgwick
01.2018 - 01.2019
Account Manager
Open Systems of Cleveland
01.2013 - 01.2016
Foreign Studies Program - International Affairs
University of Brussels
Bachelor of Arts - History
University of Akron
Section name
Upselling/cross selling/corp. training/Drove retention and expansion/manage internal teams