Summary
Overview
Work History
Education
Skills
Timeline
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Matt Bowman

Saint Louis,MO

Summary

Dynamic Senior Customer Success Associate at CT Corporation, adept at fostering client relationships and achieving over 90% satisfaction. Skilled in compliance management and effective communication, I excel in resolving issues and managing extensive client accounts, ensuring timely service delivery and enhancing customer loyalty through strategic upselling and personalized support.

Overview

8
8
years of professional experience

Work History

Senior Customer Success Associate

CT Corporation - Wolters Kluwer
11.2022 - Current
  • Cultivating strong client relationships through personalized Registered Agent services, and prompt issue resolution.
  • Achieving over 90% customer satisfaction in feedback surveys.
  • Delivering efficient service for report filings, business registrations, and billing inquiries, adhering to a 3-hour response metric.
  • Managing 500-800 Small Business to Mid-Market client accounts, balancing ongoing and ad-hoc activities effectively.
  • Collaborating with cross-functional teams to ensure businesses' annual reporting compliance obligations are met.

REALTOR

Janet McAfee
09.2020 - Current
  • Luxury Homes Certification
  • Licensed residential sales with Janet McAfee, largest independent luxury real estate firm in St. Louis area.
  • Achieved first personal sale within 3 months of sign-on, surpassing industry average.
  • Maintaining an average personal sale price of $350,000, exceeding local market average.

Licensed Life & Health Insurance Producer

Independent
09.2019 - 05.2020
  • Obtained Illinois licenses in life and health insurance to provide comprehensive coverage options.
  • Completed courses in annuities, long term care, and investments to enhance client consultation capabilities.

Intern

L3 Corporation
06.2018 - 09.2018
  • Managed multifaceted projects including market research, preparing client marketing materials, calling prospective tenants, touring with company real estate managers, assessing properties.
  • Identified new market potential in central corridor for 3 future locations of an undisclosed client.
  • Commercial Real Estate focus

Education

Bachelor of Science - Business Administration, Finance & Economics

University of Missouri
Columbia, MO
05.2019

Skills

  • Client relationship management
  • Cross-functional collaboration
  • Issue resolution
  • Compliance management
  • Account management
  • Customer feedback analysis
  • Negotiation skills
  • Sales strategies
  • Effective communication
  • Problem solving
  • Attention to detail
  • Upselling strategies
  • Time management
  • Client relationship building
  • CRM software expertise
  • Customer consulting
  • De-escalation techniques
  • Call center experience

Timeline

Senior Customer Success Associate

CT Corporation - Wolters Kluwer
11.2022 - Current

REALTOR

Janet McAfee
09.2020 - Current

Licensed Life & Health Insurance Producer

Independent
09.2019 - 05.2020

Intern

L3 Corporation
06.2018 - 09.2018

Bachelor of Science - Business Administration, Finance & Economics

University of Missouri
Matt Bowman