Gabrielle Smith
Los Angeles,CA
Summary
Results-driven leader with over 9 years of experience in customer success, operations, and financial services. Demonstrated expertise in leadership, client retention, and driving revenue growth. Proven track record in training, process automation, and business development. Skilled at effectively managing high-performing teams of up to 30 individuals and utilizing data-driven strategies to optimize customer experience and financial performance. Proficient in Salesforce leads management, CRM tools, and workflow optimization. A dedicated professional committed to delivering exceptional results and exceeding organizational goals.
Overview
10
10
years of professional experience
Work History
Client Services Director
Seek Capital
10.2019 - Current
- Led customer success strategies, increasing retention to 95 percent and generating $2M in revenue
- Managed and trained teams of up to 30 employees to improve efficiency and performance
- Developed and executed strategic initiatives for process automation and workflow optimization, boosting productivity by 40 percent
- Spearheaded Salesforce leads management, driving client acquisition and engagement
- Oversaw billing, forecasting, and financial planning to align operations with revenue goals
- Strengthened customer relationships through proactive support, enhancing satisfaction and loyalty
- Reduced billing discrepancies by 15 percent and improved chargeback resolution processes
- Increased account revenue by 20 percent through upselling and cross-selling initiatives
- Designed and implemented an onboarding program, cutting ramp-up time by 50 percent
- Led cross-functional teams in the development of innovative solutions tailored to meet unique client needs.
Business Banker & Relationship Manager
Wells Fargo
11.2014 - 11.2024
- Managed a portfolio of business clients, delivering tailored financial solutions and credit analysis
- Led risk assessments and compliance strategies, ensuring financial stability and growth
- Achieved a 30 percent revenue increase through strategic sales, cross-selling, and client engagement
- Provided expert advisory services on loan structuring, capital management, and banking solutions
- Recognized as a top performer, exceeding sales targets by 20 percent for two consecutive quarters
Education
Associate of Arts - Business Marketing
Santa Monica College
Santa Monica, CASkills
- Effective Team Management
- Client Retention Strategies
- Revenue Growth Initiatives
- Credit Analysis Proficiency
- Workflow Automation
- Sales Forecasting Expertise
- Technical Tool Management
- Data Visualization Expertise
- Client Account Management
- Cross-Selling Expertise
- Employee Training
- Salesforce
Languages
Spanish
Full Professional
Timeline
Client Services Director
Seek Capital
10.2019 - Current
Business Banker & Relationship Manager
Wells Fargo
11.2014 - 11.2024
Associate of Arts - Business Marketing
Santa Monica College
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