Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Ericka Rodriguez

Paterson,NJ

Summary

Dynamic Account Manager with expertise in client relations, feedback analysis, and CRM software. Proven ability to enhance customer satisfaction and streamline onboarding processes.

Overview

3
3
years of professional experience

Work History

Account Manager

Discover Card
WFH
12.2025 - Current
  • Analyzed client feedback to refine service offerings and improve customer satisfaction levels.
  • Maintained up-to-date knowledge of financial products to provide informed recommendations to clients.
  • Supported onboarding processes for new clients, facilitating smooth transitions and setup.
  • Coordinated regular check-ins with clients to assess satisfaction and address potential concerns proactively.
  • Managed client accounts, ensuring timely communication and support for account-related inquiries.
  • Assisted in developing strategic account plans to enhance client relationships and retention.

Customer Account Specialist

Capital One
WFH
08.2025 - 12.2025
  • Managed client accounts, ensuring timely communication and support for account-related inquiries.
  • Assisted in developing strategic account plans to enhance client relationships and retention.
  • Collaborated with cross-functional teams to deliver tailored solutions that met client needs.
  • Conducted market research to identify opportunities for account growth and improvement.
  • Managed customer inquiries and resolved account issues with a focus on satisfaction.
  • Collaborated with cross-functional teams to streamline account management processes.

Care Team Associate

Sedgwick CMS
WFH
11.2022 - 08.2025
  • Assisted in coordinating care plan implementation for clients, ensuring adherence to established protocols.
  • Communicated effectively with clients and healthcare providers to facilitate timely service delivery.
  • Maintained accurate documentation of client interactions and care activities in electronic health records system.
  • Monitored client progress and reported changes to the care team, enhancing response strategies.

Education

High School Diploma -

Steam Academy
Paterson, NJ

Associate of Science -

William Paterson University of New Jersey
Wayne, NJ

Skills

  • Account management
  • Customer service
  • Teamwork and collaboration
  • Client relations
  • Phone etiquette
  • Goal oriented
  • Aegis CRM
  • Typing speed
  • Appointment scheduling
  • CRM software
  • Call handling
  • Microsoft office
  • Healthcare systems navigation
  • Patient care coordination
  • Medical terminology
  • Data entry proficiency

Languages

Spanish
Native or Bilingual

Timeline

Account Manager

Discover Card
12.2025 - Current

Customer Account Specialist

Capital One
08.2025 - 12.2025

Care Team Associate

Sedgwick CMS
11.2022 - 08.2025

High School Diploma -

Steam Academy

Associate of Science -

William Paterson University of New Jersey