Makenzie Lachowski
Partner Services Specialist
Cincinnati,OH
Summary
Accomplished Partner Services Specialist with 5 years of experience in a client-facing position. Dedicated to identifying customers needs and providing solutions and recommendations accordingly. Accurate and clear presenter, with the ability to problem solve on-the-spot.
Overview
7
7
years of professional experience
Work History
Partner Success Specialist
EAB
Remote
3 2019 - Current
- Schedule and host Best Practices Zoom calls for colleges & universities renewing their subscriptions for EAB products
- Provide recommendations to our higher education partners regarding how to improve student reach
- Analyze reports that note partners who are pacing behind, then meet with account managers individually to provide solutions to improve student inquiries for these partners.
Client Support Specialist
EAB
Remote
03.2019 - 10.2019
- Monitor the partner support queue and respond to support inquiries via email
- Host product specific webinars attended by 30+ individuals at a time
- Update Best Practices documentation and Help Center "How-to" videos.
Compliance Clerk
Kemba Credit Union
Cincinnati, OH
08.2017 - 03.2019
- Conduct thorough research on the financial activity and background of member accounts that have been flagged for suspicious activity
- Organize data collected on member accounts to be processed into a Suspicious Activity Report (SAR), and determine the necessity of filing a SAR on the member
- Write and review the SARs to be processed through the Financial Crimes Enforcement Network.
Education
Bachelor of Arts - English
University of Cincinnati
Cincinnati, OH04.2017
Skills
- Client rapport building
- Support inquiry assistance
- Interpersonal and written communication
- Public speaking
Timeline
Client Support Specialist
EAB
03.2019 - 10.2019
Compliance Clerk
Kemba Credit Union
08.2017 - 03.2019
Partner Success Specialist
EAB
3 2019 - Current
Bachelor of Arts - English
University of Cincinnati