Completed intake assessment forms and filed clients' records.
Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.
Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.
Developed comprehensive client profiles through thorough data collection and analysis.
Demonstrated adaptability by quickly learning new systems and tools as needed for optimal job performance.
Utilized advanced CRM software to manage client information, ensuring accuracy and accessibility for all team members.
Trained new hires on company procedures and best practices for the Client Intake Specialist role, expediting their integration into the team.
Maintained strict confidentiality of sensitive client information, adhering to company policies and legal regulations.
Answered phone calls and provided new clients with required paperwork to initiate service.
Assessed clients' needs and determined eligibility for intake services.
Consistently met or exceeded performance metrics, demonstrating a strong commitment to delivering exceptional service within the Intake Specialist role.
Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
Demonstrated adaptability when faced with changing circumstances or new challenges within the role, maintaining consistent performance levels under pressure.
Assisted in conducting needs assessments to identify key areas of service needs.
ABNA International
Customer Success Manager
09.2012 - 02.2023
Job overview
Assisted customers with onboarding and product setup to foster successful adoption and usage.
Built lasting connections with primary clients, boosting customer retention.
Collaborated with operational teams to resolve service issues.
Executed follow-up procedures after implementation, collecting insights from customers to improve service standards.
Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
Enhanced customer satisfaction by proactively addressing concerns and providing tailored solutions.
Managed a portfolio of key accounts, maintaining strong relationships and ensuring high levels of satisfaction.
Created customer support strategies to increase customer retention.
Established strong relationships with key customers, resulting in increased customer loyalty.
Analyzed customer data to identify trends and develop strategies to improve customer success metrics.
Identified upsell opportunities through frequent account reviews, contributing to increased revenue generation.
Implemented effective communication strategies that fostered long-lasting connections with customers.
Nurtured long-term partnerships by maintaining open lines of communication and providing consistent support.
Peter Stone Group of Companies
Director of Sales & Excellent CX
02.2005 - 08.2012
Job overview
Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
Enhanced customer satisfaction levels by addressing concerns promptly and providing tailored solutions.
Increased sales revenue by developing and implementing strategic plans and setting performance goals for the sales team.
Analyzed market trends to identify opportunities for product expansion, leading to increased revenue streams.
Expanded customer base by targeting untapped markets through innovative lead generation tactics and follow-up mechanisms.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Worked effectively in fast-paced environments.
Proven ability to learn quickly and adapt to new situations.
Launched new products successfully into the market, coordinating marketing initiatives and comprehensive sales campaigns.
Managed team of sales representatives, providing guidance, coaching and support.
Developed high-performing sales teams through targeted recruitment, training, mentoring, and coaching activities.
Streamlined sales processes by identifying inefficiencies, implementing new tools, and providing training to the team.
Dynamic Marketing & Associates
VP of Sales & Customer Service
10.1994 - 12.2004
Job overview
Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue.
Enhanced workflow by optimizing sales and customer service interactions.
Optimized sales methodologies through in-depth metric assessments.
Fostered performance development of staff through ongoing coaching and mentoring on best practices.
Developed tailored solutions for clients, increasing customer retention rates.
Cultivated a culture of excellence within the sales team by setting clear expectations and prioritizing professional development opportunities.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
Spearheaded expansion into new territories, establishing a strong presence in untapped markets.
Enhanced customer satisfaction through fostering strong relationships and providing exceptional service.
Identified new business opportunities through comprehensive market analysis and trend forecasting.
Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Increased sales volume and expanded product line to new retailers, warehouse clubs and natural food chains.
๐ผ๐จ๐จ๐ค๐๐๐๐ฉ๐๐จ ๐ฟ๐๐๐ง๐๐ from ๐ฝ๐ช๐จ๐๐ฃ๐๐จ๐จ ๐พ๐ค๐ข๐ข๐ช๐ฃ๐๐๐๐ฉ๐๐ค๐ฃ๐จ
Skills
Strong Confident and I empathetic , choosing to lead by example, always with a prioritized focus on clear communications boundaries and I expectations
High energy and High Result Orient d, Customer First customer Centric one on On Customer Interfacing
Teamwork and collaboration
Customer service
Customer Retebtion
Dedicat d to the ongoing improvement of the CX
Problem-solving
Multitasking
Excellent communication
Critical thinking
Computer skills
Organizational skills
Problem resolution
Verbal communication
Sales experience
Upselling strategies
Negotiation techniques
Customer retention strategies
Feedback collection
Cross-selling techniques
Customer segmentation
CRM software proficiency
Client onboarding
Client satisfaction measurement
Customer service experience
Customer service background
Outstanding interpersonal skills
Retention strategies
Excellent communication skills
Problem-solving skills
Time management
Attention to detail
Strong Confident and I empathetic , choosing to lead by example, always with a prioritized focus on clear communications boundaries and I expectations
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