Summary
Overview
Work History
Education
Skills
Timeline
Generic

Julia Tracy

Memphis

Summary

Accomplished Account Manager with a proven track record at Hatfield & Associates, LLC, excelling in client relationship management and strategic planning. Demonstrated ability to enhance customer satisfaction and retention through effective communication and problem-solving skills. Spearheaded process improvements, significantly boosting account performance and efficiency. Expert in documentation and reporting, committed to fostering team collaboration and achieving goals.

Overview

3
3
years of professional experience

Work History

Account Manager

Hatfield & Associates, LLC
07.2024 - Current
  • Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
  • Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
  • Streamlined internal processes for better efficiency in account management tasks.
  • Negotiated contract terms with clients, securing favorable agreements for both parties.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.

International Account Manager

Hatfield & Associates, LLC
12.2023 - 07.2024
  • Built relationships with customers and community to promote long term business growth.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Contributed to team objectives in fast-paced environment.

Document Specialist

Nelnet
04.2023 - 12.2023
  • Evaluated current document processes, suggested methods for change and implemented successful improvements.
  • Transmitted documents, organized revisions and tracked changes.
  • Prepared digital files, physical documents and work requests in compliance with company guidelines.
  • Managed high volumes of documents efficiently, prioritizing tasks according to deadlines and project requirements.

Domestic Auditor

Hatfield & Associates, LLC
02.2022 - 04.2023
  • Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
  • Interviewed auditees to gather data needed to conduct audits.
  • Developed strong relationships with clients, building trust and ensuring a high level of satisfaction during the audit process.
  • Followed established auditing processes to meet internal and regulatory requirements.
  • Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
  • Mentored junior auditors, sharing knowledge and best practices to foster their professional growth within the team.

Education

High School Diploma -

Tennessee Online Public School
Bristol, TN
05-2021

Skills

  • Account management
  • Customer service
  • Teamwork and collaboration
  • Client relations
  • Client relationship management
  • Customer satisfaction
  • Relationship building
  • Strategic planning
  • Goal oriented
  • Account oversight
  • Issue resolution
  • Documentation and reporting

Timeline

Account Manager

Hatfield & Associates, LLC
07.2024 - Current

International Account Manager

Hatfield & Associates, LLC
12.2023 - 07.2024

Document Specialist

Nelnet
04.2023 - 12.2023

Domestic Auditor

Hatfield & Associates, LLC
02.2022 - 04.2023

High School Diploma -

Tennessee Online Public School

Similar Profiles

CREATE PROFILE
Julia Tracy