Gordon Archer IV
Customer Success Relationship Manager
Gilbert,AZ
Summary
Proactive and meticulous Relationship Manager with over 8 years of experience in Finance industry. Proficiencies in relationship building, business development, sales, and staff training. Customer-oriented team player with expertise generating optimal satisfaction levels while building profits and consistent client retention.
Overview
8
8
years of professional experience
Work History
Customer Success Relationship Manager
Dama Technology Inc
Gilbert, AZ
02.2022 - Current
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Collaborated with sales and product teams to address customer success objectives.
- Established strong relationships with key customers, resulting in increased customer loyalty.
Technical Trainer
Local Motors
Gilbert, AZ
09.2021 - 02.2022
- Compiled IT training and assessment resources based on understanding of technical processes and skills-development needs.
- Oversaw technical documentation, instruction and evaluation to meet IT education initiatives.
- Created courseware using online learning management system tool and various graphics and multimedia software programs.
- Cultivated customized curriculum and course content to address organizational technology training mandates.
- Updated training coursework and requirements according to group and technology changes.
Senior Account Executive
Directed Trust Company
Phoenix, AZ
03.2021 - 09.2021
- Sold new products and services and developed new accounts to maximize revenue potential.
- Set and monitored sales targets and identified potential customers.
- Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
- Trained and coached sales team members servicing Retirement accounts.
- Contributed to annual revenue goals by selling new services and developing new accounts.
Deal Office Consultant
Pacific Premier Trust
Denver, CO
12.2017 - 11.2019
- Review, analyze and interpret private equity investment documents and convertible debt instruments to ensure compliance and feasibility for investments on behalf of client retirement accounts.
- Consult and educate investment sponsors, CPA’s, attorney’s, clients and their financial advisors on coordinating investment transactions.
- Oversee the timely and successful delivery of effective solutions according to client needs and objectives with a consultative approach.
- Develop effective ways to identify growth opportunities within the investment office, and actively work with the sales team to ensure growth attainment.
- Work closely with support departments and business partners throughout the company to facilitate tasks.
Licensed Relationship Banker
JPMorgan Chase
Boulder, CO
12.2014 - 12.2017
- Worked with clients to address and respond to client and partnership management issues.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Increased daily sales by 125% by upselling banking products and financial services to customers.
- Continually boosted branch production and revenue by 20% by consistently meeting all monthly and quarterly sales goals.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Engaged departments in customer satisfaction initiatives to uplift service ratings.
- Cultivated strong customer relationships by providing tailored advice and services.
Education
No Degree - Business Administration And Management
Chandler Gilbert Community College
Gilbert, AZ 05.2001 -
Skills
Revenue growth
Training and mentoring
Business Development
Inter-department collaboration
Customer Relations
Hobbies
- Father
- Golf
- Travel
Timeline
Customer Success Relationship Manager
Dama Technology Inc
02.2022 - Current
Technical Trainer
Local Motors
09.2021 - 02.2022
Senior Account Executive
Directed Trust Company
03.2021 - 09.2021
Deal Office Consultant
Pacific Premier Trust
12.2017 - 11.2019
Licensed Relationship Banker
JPMorgan Chase
12.2014 - 12.2017
No Degree - Business Administration And Management
Chandler Gilbert Community College
05.2001 -