Summary
Overview
Work History
Education
Skills
Tech & Tools
Timeline
Generic

Katharine M Jones

Carrollton,Tx

Summary

Experienced with managing client accounts and optimizing client satisfaction through tailored solutions. Utilizes comprehensive knowledge of account management practices to foster long-term client relationships. Track record of effective communication and problem-solving in team-oriented setting.

Overview

16
16
years of professional experience

Work History

Independent Contractor

Freelance Customer Support Consultant
11.2024 - Current
  • Provided remote customer success and intake services for small businesses and legal clients.
  • Assisted with onboarding, client communications, and document management using CRM tools.
  • Maintained high client satisfaction by delivering prompt, personalized support in a contract capacity.
  • Remote

Internal Auditor

Scott and Associates, PC
08.2020 - 11.2024
  • Audited case discrepancies and ensured compliance with consumer privacy regulations.
  • Maintained compliance with high-volume recordkeeping and customer interaction standards.
  • Worked with multiple departments in a deadline-driven environment requiring accuracy and discretion.
  • Remote

Territory Account Specialist/Customer Service/Dispatch

Andy’s Sprinkler, Drainage, & Lighting
02.2017 - 04.2020
  • Managed high-volume client interactions to resolve billing and scheduling concerns.
  • Delivered outstanding service through clear, empathetic communication.
  • Accurately updated customer accounts and provided follow-through support.

Customer Service/ Call Center/Dispatch

Moxie Pest Control
10.2016 - 01.2017
  • Delivered frontline phone support, coordinated technician schedules, and responded to service issues.
  • Used CRM systems and multiple software tools while managing active calls.
  • Maintained calm under pressure in a high-volume, fast-paced call center environment.

Sr Business Control Analyst/Auditor/Litigation Specialist

Bank of America
04.2009 - 05.2016


  • Analyzed financial data to identify trends and support strategic decision-making.
  • Managed complex documentation and contributed to risk control strategies.
  • Communicated with internal departments and external clients to ensure workflow transparency.
  • Remote

Education

Paralegal Certificate - Paralegal Studies

ICDC College
01.2009

B.S. - Business Management

Capella University
01.2026

Skills

  • Client relationship development
  • Performance analytics
  • Order management expertise
  • CRM software proficiency
  • Issue resolution expertise
  • Multi-tasking expertise
  • KPI analysis and reporting
  • Effective virtual collaboration
  • Client relationship building
  • Workload management
  • Deadline adherence
  • Safety compliance

Tech & Tools

  • Microsoft Office Suite | CRM Systems | Dual Monitor Environments
  • Zoom | Slack | Typing 45 WPM | Professional Call Handling
  • Document Management Systems | Remote Work Tools

Timeline

Independent Contractor

Freelance Customer Support Consultant
11.2024 - Current

Internal Auditor

Scott and Associates, PC
08.2020 - 11.2024

Territory Account Specialist/Customer Service/Dispatch

Andy’s Sprinkler, Drainage, & Lighting
02.2017 - 04.2020

Customer Service/ Call Center/Dispatch

Moxie Pest Control
10.2016 - 01.2017

Sr Business Control Analyst/Auditor/Litigation Specialist

Bank of America
04.2009 - 05.2016

Paralegal Certificate - Paralegal Studies

ICDC College

B.S. - Business Management

Capella University
Katharine M Jones