Julie Duran
West Palm Beach,FL
Summary
Developed robust skills in customer relationship management and data-driven decision-making in a collaborative, client-focused environment. Skilled in leading cross-functional teams and implementing strategies to enhance customer satisfaction and retention. Excelling in team development and leadership, budgeting and cost optimization, project management, lead generation, and operations management. Proven track record of driving significant traffic and sales increases through innovative marketing strategies and effective communication. Adept at fostering collaboration, managing budgets, and negotiating deals to achieve business goals. Strong skills in analysis and customer service ensuring enhanced marketing outcomes and exceptional client experiences. Seeking to transition these transferrable skills into a new, challenging field.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Director of Customer Success
The Berkley Group
01.2017 - Current
- Generated new leads through effective communication and marketing tools
- Created and processed essential sales-related documents, including contracts, invoices, and other paperwork
- Led the gifting department, negotiating new premiums and deals
- Ensured all documents were signed, stored securely, and easily accessible
- Collaborated with clients and internal teams to verify the accuracy and details of documents
- Prepared regular reports on payment statuses for internal teams to ensure timely follow-ups
- Set up client terms and conditions in the billing system and resolved payment issues, refunds, and adjustments
- Worked closely with the billing team to ensure accurate account setup and billing details for clients
- Collaborated with sales and support teams to address client issues, ensuring smooth communication and efficient workflows
- Tracked client payments in accordance with issued invoices, sending reminders for overdue or partial payments
- Increased traffic by 30% between 2023 and 2024
- Analyzed customer feedback to enhance marketing strategies and customer experience
- Managed a team of 8 onsite and 20 offsite marketing representatives
- Hired, trained, and supervised new employees
- Collaborated with department heads to increase productivity
- Organized meetings and special events, increasing company vacation owners
- Consistently achieved a 25% annual sales increase
- Created schedules and managed payroll
- Designed and created marketing content such as flyers and job postings
- Arranged target audience information to develop and execute innovative advertising campaigns and pricing strategies
- Leveraged professional expertise in content development and optimization, advertisement, and events planning to support organizational inbound and outbound marketing activities
- Implemented a data-driven approach to continually refine customer success strategies based on client needs and industry trends.
- Created effective customer feedback channels that enabled real-time adjustments to services or products offered based on input received from users.
- Provided comprehensive training programs for Customer Success team members, ensuring high-quality service delivery across all touchpoints.
- Conducted regular account reviews to identify areas of opportunity for upselling or cross-selling product offerings.
Realtor
Chane Realty
08.2020 - 12.2023
- Researched and evaluated real estate deals
- Analyzed cost and profit data
- Scheduled and reviewed real estate projects
- Closed 95% real estate deals from start to finish
- Developed and executed social media marketing strategies.
- Designed and created marketing content, including graphics, edited photos, flyers, and website content
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
Marketing Manager
The Berkley Group
01.2014 - 12.2016
- Spearheaded training sessions and monitored staff productivity to meet department expectations
- Increased customer show rate and contact ratio by more than 85%
- Assisted executives with day-to-day business
- Exceeded monthly goals for pipeline
- Planned and devised multiple modern ways to acquire and engage loyal and potential customers
- Fostered and cultivated strong ties with new and existing customers through prospecting and networking
- Utilized existing marketing tools to increase new customers
- Assisted VIP owners and guests with booking attractions
- Worked in a close-knit team
- Conducted strategic inbound and outbound campaigns
Intern
Palm Beach Medical Society
08.2012 - 01.201
- Assisted in event planning and travel arrangements
- Conducted research and analyzed medical data for the IHI Triple Aim Program
- Managed approximately 35 calls, emails, and faxes per day from clients.
Education
Master of Health Administration (M.H.A.) -
Florida Atlantic University (FAU)
Boca Raton, FL01.2013
Master of Education (M.Ed) - School Counseling
Florida Atlantic University (FAU)
Boca Raton, FL05.2009
Skills
- Billing and budgeting
- Team Leadership
- Negotiation
- Data Analysis
- Recruiting
- Executive Assistant
- Customer Service
- Lead generation
- Client advocacy
- Sales
- Customer onboarding
- Event planning/Travel planning
Websites
Certification
- Licensed Real Estate Agent (Realtor)
- Certificate in Elementary Education and School Counseling
Languages
Spanish
Professional Working
Timeline
Realtor
Chane Realty
08.2020 - 12.2023
Director of Customer Success
The Berkley Group
01.2017 - Current
Marketing Manager
The Berkley Group
01.2014 - 12.2016
Intern
Palm Beach Medical Society
08.2012 - 01.201
Master of Health Administration (M.H.A.) -
Florida Atlantic University (FAU)
Master of Education (M.Ed) - School Counseling
Florida Atlantic University (FAU)
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