Senior Account Executive/Customer Service Manager
Lori Degruise
PowerTPO
Metairie,LA
Work Preference
Work Type
Part TimeFull Time
Location Preference
Remote
Minimum Desired Compensation
$100000/yr
Important To Me
Work-life balanceWork from home optionPaid time offHealthcare benefitsCompany Culture
22
years of professional experience
Client success and account management leader with a track record of growing high-value client relationships, improving loyalty, and expanding long-term account value. Brings strong technical problem-solving, value-based communication, and cross-functional coordination to align client needs with tailored solutions and consistent service delivery.
Work History
SR. ACCOUNT EXECUTIVE / CLIENT SUCCESS PARTNER
2 Years 11 Months- Nurtured high-volume client relationships, resulting in account expansion and increased long-term loyalty.
- Grasped complex client business and technical challenges to architect and fit tailored solutions around specific operational needs.
- Consulted with leadership to optimize customer engagement strategies, aligning product offerings with evolving customer expectations and business needs.
- Communicated company differentiators and value propositions in competitive situations, reinforcing client confidence and commitment.
- Collaborated cross-functionally to advocate for client requirements, ensuring seamless service delivery from onboarding through ongoing support.
- Maintained meticulous records of account interactions, transaction histories, and feedback data within company tracking systems.
SR. ACCOUNT EXECUTIVE / ACCOUNT MANAGER
18 Years 8 Months- Managed and nurtured multi-million dollar portfolio, cultivating high-volume relationship pipelines through proactive engagement and trust-building, resulting in strengthened client partnerships.
- Developed and executed structured implementation and reporting processes that fostered exceptional client retention and high levels of account satisfaction.
- Resolved complex customer escalations swiftly, recapturing brand loyalty and reducing account churn through effective communication and problem-solving.
- Leveraged deep product knowledge to address high-level customer inquiries, troubleshoot issues, and guide clients toward optimal product utilization.
- Bridged gap between client business goals and internal teams, translating customer feedback into actionable service improvements that enhanced client satisfaction.
- Analyzed competitive landscapes to proactively advise clients on strategic adjustments, ensuring mutual business growth and partnership longevity.
Education
Business Certificate - Business/Management
Graduated with honors.
Skills
Client Success & Retention: Account health management
Portfolio Management
Client Onboarding
Customer loyalty
Strategic Engagement: Relationship Management
Cross-Functional Collaboration
Value communication
Customer Advocacy
Problem-Solving & Support: Problem-solving
Conflict management
Technical Challenge Analysis
Needs Assessment
Operations & Planning: Project Planning
Organization
Data integrity
Implementation Processes
CRM management
Sales forecasting
Pipeline management
Customer Insights
Personal Information
Title: Customer Success Manager & Senior Account Executive
AWARDS
Circle of Excellence ($300+ Million)
Chairman's Club ($180+ Million)
President's Club (20122017 | $120+ Million)
Timeline
SR. ACCOUNT EXECUTIVE / CLIENT SUCCESS PARTNER
PowerTPO
11.2023 - CurrentRead More
SR. ACCOUNT EXECUTIVE / ACCOUNT MANAGER
Citizens Bank
02.2005 - 10.2023Read More
South Louisiana Trade/Technical School
Business Certificate from Business/Management
Read More