Goal-oriented Client Success Manager adept at promoting customer loyalty and maintaining retention with proactive and hands-on strategies. Effective at giving customers highly positive experiences as primary liaison and company representative. Ready to bring 8 years of experience and take on challenging new role.
Overview
17
17
years of professional experience
4
4
years of post-secondary education
Work History
Client Success Manager
Focusinc Group
Suffern, NY
10.2017 - 04.2022
Hosted daily status calls and weekly ad hoc meetings with clients to promote client satisfaction and keep all parties abreast of changing environment.
Evaluated customer problems, implemented resolutions and followed up with clients to manage additional problems and maintain satisfaction.
Developed marketing campaigns to enhance clients' return on investment.
Attended networking events to meet new prospects and expand business opportunities through partnerships.
Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards.
Planned, articulated and executed client development strategies.
Communicated best practices among on-site and external personnel to align efforts and goals.
Client Relationship Manager
Seven Seven Corporate Group
Rockaway, NJ
06.2014 - 02.2017
Addressed and resolved customer complaints and issues to improve satisfaction.
Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
Fostered customer trust by addressing concerns and needs using targeted problem-solving.
Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
Worked with clients to address and respond to client and partnership management issues.
Assessed client needs and developed plans to adequately address current and future objectives.
Manager of Operations
Bank Of America Merrill Lynch
Philippines
11.2012 - 06.2014
Prepared annual budgets with controls to prevent overages.
Worked in matrix management environment with oversight of division level managers, operations, sales, finance, human resources, safety and compliance.
Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
Reduced process bottlenecks by training and coaching employees on practices, procedures and performance strategies.
Directed initiatives to improve work environment, company culture or overall business strategy.
Advanced productivity KPIs to achieve key business goals and objectives.
Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
Introduced new methods, practices and systems to reduce turnaround time.
Asst Operations Manager
SYKES
Philippines
01.2004 - 07.2012
Helped team members maintain business professionalism by coaching each on methods for delivering exceptional service to every customer.
Leveraged fair evaluation processes, employee reviews and staff mentoring to drive performance and job satisfaction at all levels.
Enhanced employee management by developing schedules, tracking time and administering payroll.
Spearheaded daily staff meetings to identify improvement strategies, discuss policy updates and facilitate open communication.
Educated operations team on best practices, company policies and service excellence standards.
Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
Supervised operations team to support operational excellence and excellent customer service.
Developed and maintain operational guidelines for staff.
Education
Bachelor of Science - Finance
De La Salle University
Philippines
06.1993 - 06.1997
Skills
Customer service and support
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Software
Hubspot
MS Office
Excellent knowledge in MS Office Word, Excel & Powerpoint
Timeline
Client Success Manager
Focusinc Group
10.2017 - 04.2022
Client Relationship Manager
Seven Seven Corporate Group
06.2014 - 02.2017
Manager of Operations
Bank Of America Merrill Lynch
11.2012 - 06.2014
Asst Operations Manager
SYKES
01.2004 - 07.2012
Bachelor of Science - Finance
De La Salle University
06.1993 - 06.1997
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Michael DoromalMichael Doromal
Site Lead at Focusinc Group CorporationSite Lead at Focusinc Group Corporation