Summary
Overview
Work History
Education
Skills
Accomplishments
Skills
Timeline
Generic

Elizabeth De Leon

Humble,US

Summary

Effectual Client Success Manager at Snap Finance, adept in CRM proficiency and client relationship management. Significantly improved client retention and satisfaction. Excelled in strategic planning and fostering merchant loyalty, showcasing influential business analytics and effective training skills. Achieved notable sales performance enhancements through innovative growth strategies.

Overview

17
17
years of professional experience

Work History

Client Success Manager

Snap Finance
02.2021 - Current
  • Manage a diverse portfolio of 250+ merchant partners, ensuring effective use of products and services to meet their unique needs, resulting in improved client retention and satisfaction.
  • Participate in strategic planning meetings with leadership to align department objectives with broader company goals related to client success management efforts.
  • Developed strong relationships with merchant owners, fostering long-term partnerships and loyalty.
  • Resolve escalated issues promptly by coordinating with relevant departments while keeping affected clients informed throughout the resolution process.
  • Selected and participated in a Field Advisory Board to provide feedback on go-to-market and pilot initiatives, leading to more effective strategies and increased merchant engagement.
  • Conduct regular reviews of account performance, identifying areas for expansion of services, value of featured benefits, and opportunity for improvements.
  • Implemented changes to originations for first-year merchants, resulting in improved onboarding processes and increased sales performance.
  • Establish performance goals for merchants and provide feedback on methods for reaching those milestones.
  • Review merchant portal dashboards to enhance ease of use and features, leading to increased user satisfaction and adoption.
  • Utilize a discovery process to determine solution-based offers involving pricing and rebate discounts, ensuring competitiveness and efficiency in the marketplace.
  • Generate over $21 million in funding annually and consistently exceed monthly and annual goals.

Community Manager

First Communities Management - Century Palm Bluff
09.2021 - 02.2022
  • Utilized revenue management system to determine lease renewal rates to advocate for high occupancy.
  • Compile vendor proposals for capital and monthly expenditures.
  • Regularly meet with Regional Manager, RVP, and marketing team to develop company objectives and maximize property and staff performance.
  • Manage lease expirations and coordinated make ready board to ensure timely vendor scheduling and expedite move ins as needed.
  • Trained new staff members on effective use of digital tools for managing communications within the online community environment efficiently.
  • Inspected units before and after tenant move outs to determine applicable fees for past tenants and readiness for new tenants.
  • Planned and executed promotional activities to drive community engagement and increase occupancy numbers.
  • Evaluated interior and exterior property conditions and recommended improvements.

Assistant Community Manager

Oldham Goodwin Group, LLC - Palm Bluff Place
04.2017 - 09.2021
  • Managed accounts, rental collections, and tenant notices and provided detailed notation for delinquency.
  • Maintained in-depth knowledge of competition through consistent evaluation of market conditions and trends.
  • Maintained thorough, accurate, and compliant records for internal and regulatory audits.
  • Managed professional and courteous staff through effective training and motivation.
  • Coordinated staff scheduling and ensure coverage is provided appropriately for tours and moves ins.
  • Coordinated vendor scheduling and verify make ready process is completed to the highest satisfaction.
  • Collaborated event planning for residents as well as the community and implement marketing strategies to gain new lead sources.
  • Coordinated and arrange furnishings for corporate units including housewares set up and managing accounts for individual furnished package options.
  • Executed applications, lease documents, renewals, and service requests within time allotted per company policy.
  • Prepared weekly and monthly financial reports to track property progress and determine areas for improvement.
  • Monitored lease expirations to reduce seasonal expirations and maintain resident retention.
  • Inspected units before and after move out to assess charges and readiness.
  • Provided tours of property while highlighting luxury features and redirecting concerns to capture interest.
  • Answered calls and respond to inquiries from various parties, using active listening and open-ended questioning skills to resolve problems or meet prospect and resident needs.
  • Verified property compliance with state and federal regulations avoiding any form of discrimination or illegal practices.
  • Provided professional and positive leadership to team members.
  • Created SOP binder and how to guides to increase office organization and establish proficiency.

Leasing Consultant

RAM Partners, LLC - San Marin Apartments
05.2016 - 04.2017
  • Provided tours of property to prospective tenants while highlighting features and amenities.
  • Excelled in resident retention by implementing referral programs and developing positive rapport within the community.
  • Maintained thorough knowledge of market in competitive environment.
  • Implemented marketing initiatives, including social media and community outreach.
  • Executed applications, lease documents, renewals, and service requests within timeline allotted per company standards.
  • Oversaw vendor scheduling to verify make ready process was completed to standards efficiently.
  • Completed daily follow ups for lead sources to promote active engagement .
  • Adequately used software and listening skills to suit the needs of prospects.

Client Service Professional

H & R Block
01.2016 - 04.2016
  • Kept meticulous records of all client conversations, implementing new data into computer system each day.
  • Provided exceptional client support, resulting in high referral rates and repeat business.
  • Responded to customer questions via phone, email, and in-person.
  • Conducted follow up phone calls for previous and potential clients to generate business growth.

Receptionist/Lead Coordinator

Sport Clips
11.2013 - 08.2015
  • Maintained client log and utilized active listening skills to schedule with appropriate stylist based on clients needs.
  • Answered telephone inquiries regarding services, products, and prices.
  • Maintained lobby and organized product displays.
  • Placed product orders to restock merchandise and replenish items.
  • Performed weekly inventory for products and supplies.
  • Effectively trained and mentored new employees to instill company values and procedures.
  • Responsible for cash handling and tip distributions.

Sales Associate

Luxottica Retail
06.2011 - 11.2013
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Provided personalized shopping experiences for repeat customers by remembering their preferences and offering tailored recommendations.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Rotated stock and restocked shelves to maintain product availability and store appearance.
  • Helped customers locate products and checked store system for merchandise at other sites.

Jewelry Consultant / Merchandising Assistant

Sears
06.2008 - 05.2011
  • Provided expert advice on proper jewelry care and maintenance to prolong the life of precious items for customers.
  • Boosted sales revenue through effective upselling techniques and in-depth product knowledge.
  • Performed regular inventory audits.
  • Conducted thorough inspections and cleanings of jewelry items to evaluate expected durability and construction quality.
  • Participated in seasonal changeovers, updating merchandise selection based on current trends and consumer preferences.
  • Consistently met or exceeded monthly credit application targets
  • Responsible for departmental cash handling.

Education

Psychology

Del Mar College
Corpus Christi, TX

High School Diploma -

Roy Miller High School

Skills

  • Sales and Marketing
  • CRM proficiency
  • ROI Understanding
  • Growth Strategies
  • Client Relationship Management
  • Revenue Forecasting
  • Business Analytics
  • Training and Mentoring

Accomplishments

Expanded the East Houston portfolio that was underperforming and reworked the current visit structure by implementing incentives and gaining referrals. Achieved highest funded goals and approvals rates in the region. Attained 98% occupancy in a newly constructed luxury property. Developed profitable and lasting relationships with multiple Fortune 500 companies and large market partners. Awarded Portland's Business of the Month as part of a team effort through community involvement. Voted Best of San Patricio 2021.

Skills

Client Relationship Management, Churn Reduction Strategies, Detail-Oriented, Salesforce, Tableau, Blue Moon, Onesite, Yardi Voyager, LRO, Jostle, Yieldstar, Knock, Entrata, Outlook, Internal Auditing, Time Management, Strategic Problem Solving.

Timeline

Community Manager

First Communities Management - Century Palm Bluff
09.2021 - 02.2022

Client Success Manager

Snap Finance
02.2021 - Current

Assistant Community Manager

Oldham Goodwin Group, LLC - Palm Bluff Place
04.2017 - 09.2021

Leasing Consultant

RAM Partners, LLC - San Marin Apartments
05.2016 - 04.2017

Client Service Professional

H & R Block
01.2016 - 04.2016

Receptionist/Lead Coordinator

Sport Clips
11.2013 - 08.2015

Sales Associate

Luxottica Retail
06.2011 - 11.2013

Jewelry Consultant / Merchandising Assistant

Sears
06.2008 - 05.2011

Psychology

Del Mar College

High School Diploma -

Roy Miller High School

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