Results-driven management professional with proven track record of fostering team collaboration and driving results. Consistently delivers on organizational goals through effective leadership and adaptability. Known for strong interpersonal skills and ability to manage changing priorities with ease.
Overview
16
16
years of professional experience
Work History
Client Success Team Manager
GreenPath Financial Wellness
09.2021 - Current
Develop a high-performing team by recruiting top talent, providing ongoing training, and fostering a positive work environment.
Boost employee satisfaction through regular performance reviews, constructive feedback, personal development plans, and professional advancement opportunities.
Collaborate with cross-functional departments to drive cohesive efforts towards common goals and objectives.
Ensure compliance with company policies as well as industry regulations through diligent oversight of daily operations and staff adherence to guidelines.
Improve overall team morale with effective motivational techniques like reward programs and transparent communication practices.
Champion process improvements within the department by identifying inefficiencies, proposing solutions, and leading change initiatives.
Use industry expertise, human centered skills and analytical nature to resolve customer concerns and promote loyalty.
Senior Program Launch Specialist
GreenPath Financial Wellness
12.2019 - 09.2021
Collaborated with various departments and external partners to update job processes.
Built rapport and empathetically responded to clients while navigating their financial situation; offered detailed recommendations and creative solutions as well as resources to empower them.
Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
Implemented training programs for several different departments, leading to higher employee retention rates and better overall performance.
Program Launch Specialist
GreenPath Financial Wellness
08.2016 - 12.2019
Completed setup of higher priority DMPs and trained new members on best practices and creditor policies
Offered feedback to business analysts on company software enhancements.
Spearheaded the first Close Department by presenting feedback and opportunities to leaders on preventing unsuccessful closes
Client Success Specialist
GreenPath Financial Wellness
07.2011 - 08.2016
Assisted clients in achieving their goals by developing customized success plans and monitoring progress.
Consistently exceeded performance targets by maintaining a proactive approach towards client account management.
Championed a customer-centric culture within the organization, instilling a shared commitment to delivering exceptional client experiences.
Certified Consumer Credit Counselor
GreenPath Financial Wellness
11.2009 - 07.2011
Helped clients create realistic payment plans by analyzing income, expenses, and outstanding debts, promoting on-time payments and reduced stress levels.
Managed caseload efficiently while maintaining high-quality service delivery standards, consistently meeting deadlines and performance metrics set by the organization.
Assisted clients in understanding their credit reports and offering advice on improving their scores for future opportunities.
Education
Bachelor of Science - Communication
UW-Stevens Point
08.2007
Skills
Skilled in Microsoft Teams and Office applications
Proficient in team leadership and development
Cultivate a positive work environment
Proficient in data analysis and resolution strategies