Summary
Overview
Work History
Education
Skills
Timeline
Generic

Heather Ware

Huntington Beach,CA

Summary

Highly skilled Relationship Manager with solid background in managing client relationships, resolving complex issues and promoting product growth. Strengths include robust interpersonal skills, strategic planning abilities, and aptitude for fostering positive rapport among staff and clients. In prior roles, significantly improved customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives.

Overview

18
18
years of professional experience

Work History

Relationship Manager

Fssi - Financial Statement Services
Santa Ana, California
07.2017 - Current
  • Cultivated strong client relationships to identify needs and preferences.
  • Developed and implemented client engagement strategies to enhance satisfaction.
  • Conducted follow-ups to resolve client issues promptly.
  • Collaborated with cross-functional teams to improve service delivery processes.
  • Maintained accurate records of client interactions in CRM system.
  • Identified customer needs and delivered tailored solutions with expert advice.
  • Provided timely updates and feedback on product offerings to clients.
  • Resolved escalated client issues efficiently within established timelines.

Account Representative

Fssi - Financial Statement Services
Santa Ana, California
07.2016 - 07.2017
  • Managed client accounts, ensuring accurate financial documentation and timely updates.
  • Coordinated communication between clients and internal teams to enhance service delivery.
  • Developed comprehensive account plans tailored to each client's needs.
  • Conducted regular follow-ups with clients to address issues and gather feedback.
  • Resolved customer complaints promptly, maintaining high satisfaction levels.
  • Trained new staff on account management processes and customer service protocols.
  • Prepared and distributed reports on sales activity and account status to management.
  • Advised clients on best practices related to their accounts.

Executive Assistant

Pinnacle Claims Management
Irvine, California
10.2013 - 01.2015
  • Managed executive schedules and coordinated complex travel arrangements.
  • Organized meetings, prepared agendas, and documented meeting notes.
  • Assisted in project management by tracking deadlines and deliverables.
  • Coordinated vendor relationships and negotiated service contracts effectively.
  • Implemented office procedures to enhance operational efficiency and organization.
  • Prepared reports and presentations for executive review and decision-making.
  • Maintained company confidence and protected business operations by keeping sensitive information confidential.
  • Monitored incoming emails and responded accordingly in a timely manner.
  • Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
  • Answered telephone calls from customers or clients providing assistance where necessary.
  • Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.

Social Studies Teacher

Rosedale Union School District
Bakersfield, California
08.2007 - 09.2013
  • Developed engaging lesson plans aligning with state social studies standards.
  • Facilitated classroom discussions to enhance critical thinking skills among students.
  • Assessed student progress through diverse evaluation methods and feedback sessions.
  • Implemented classroom management strategies to foster a positive learning environment.
  • Collaborated with colleagues to create interdisciplinary projects and activities.
  • Integrated technology into lessons to support student engagement and learning.
  • Communicated regularly with parents regarding student performance and behavior issues.
  • Participated in professional development workshops to enhance teaching practices and methodologies.
  • Collaborated with other subject and grade-level teachers to build complementary educational frameworks for students.
  • Assessed student performance, behavior and social development and devised improvement strategies for struggling children.
  • Provided individualized instruction for struggling students in order to help them achieve their academic goals.

Education

Single Subject Teaching Credential - Social Studies Education

Csub
Bakersfield, CA
03-2007

Bachelor of Arts - History

CSUB
Bakersfield, CA
03-2006

Skills

  • Client relationship management
  • CRM software expertise
  • Client engagement
  • Needs assessment
  • Issue resolution
  • Customer satisfaction analysis
  • Account management
  • Problem solving
  • Strategic communication
  • Cross-functional collaboration
  • Business relationship cultivation
  • Data analytics
  • Customer education and consulting
  • Product recommendations

Timeline

Relationship Manager

Fssi - Financial Statement Services
07.2017 - Current

Account Representative

Fssi - Financial Statement Services
07.2016 - 07.2017

Executive Assistant

Pinnacle Claims Management
10.2013 - 01.2015

Social Studies Teacher

Rosedale Union School District
08.2007 - 09.2013

Single Subject Teaching Credential - Social Studies Education

Csub

Bachelor of Arts - History

CSUB

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