Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jasmine Romero

Austin,TX

Summary

Results-driven Strategic Account Manager with over 5 years in payment processing and fintech. Manages client onboarding and account management for over 100 accounts, ensuring swift issue resolution and driving platform adoption. Enhances client satisfaction through proactive support and effective relationship management.

Overview

6
6
years of professional experience

Work History

Account Manager / Client Success Specialist

Global Payments Inc.
02.2024 - Current
  • Manage a portfolio of 100+ client accounts, serving as the primary point of contact for onboarding, support, and ongoing account success
  • Lead full-cycle onboarding, including system setup, dashboard configuration, and go-live execution for new clients
  • Provide continued post-launch support, ensuring long-term client satisfaction and retention
  • Monitored and managed multiple ticketing platforms, responding to client inquiries within 1 hour and resolving most issues within 24 hours to enhance client satisfaction
  • Work cross-functionally with internal teams and external partner organizations to ensure client needs are met from all stakeholders
  • Liaised between clients and partner companies, ensuring alignment and satisfaction to foster strong relationships
  • Recommended platform features and solutions to clients, enhancing their experience and driving adoption
  • Train clients on platform functionality and best practices to drive adoption and reduce support needs
  • Troubleshoot payment processing systems and POS devices, minimizing downtime and ensuring operational continuity
  • Operate with a high level of autonomy, managing daily responsibilities and client relationships with minimal supervision

Account Manager Analyst

NCR
11.2019 - 12.2023
  • Managed client communications and account support, ensuring timely inquiry resolution and maintaining high customer satisfaction
  • Conducted onboarding and platform training sessions, improving client adoption and usability
  • Identified upsell opportunities by analyzing client needs and platform usage
  • Generated account reports and insights to support client decision-making
  • Collaborated with internal teams to address client issues, enhancing service delivery effectiveness
  • Strengthened client relationships, contributing to retention and long-term account success
  • Participated in process improvements, streamlining team efficiency and reducing response times

Education

High School Diploma -

Premier High School
Austin, TX
06-2016

Skills

  • Account Management
  • Client Retention
  • Customer Success
  • Relationship Management
  • Client Onboarding
  • Implementation
  • Client Engagement
  • Service Level Management
  • Cross-Functional Collaboration
  • Client Reporting
  • Salesforce
  • CRM
  • Technical Troubleshooting
  • Issue Resolution
  • Adoption
  • Platform Training
  • Billing Solutions
  • Process Optimization
  • Excel
  • Google Drive
  • Microsoft Office Suite
  • Outlook
  • Word
  • Strong Communication
  • Problem-Solving
  • Critical Thinking
  • Time Management
  • Prioritization
  • Independent Work
  • Accountability

Accomplishments

  • Managed 100+ client accounts in a high-volume fintech environment
  • Maintained rapid response times (~1 hour) and issue resolution within 24 hours for most client requests
  • Led onboarding and implementation for new clients, improving adoption and time-to-launch
  • Selected to train new employees, demonstrating leadership and platform expertise
  • Recognized for strong client relationship management and proactive problem-solving

Timeline

Account Manager / Client Success Specialist

Global Payments Inc.
02.2024 - Current

Account Manager Analyst

NCR
11.2019 - 12.2023

High School Diploma -

Premier High School
Jasmine Romero