Highly skilled Client Success Manager with strong experience building customer loyalty and fostering long-term customer relationships to ensure business success. Metric driven mindset. Strong interpersonal and collaboration skills. Proven ability to effectively manage multiple projects simultaneously by being highly organized and deadline-driven. Skilled at driving customers to adopt new programs and services. Secured renewals on multi-year agreements. Able to work virtually, in-office, or in a hybrid arrangement. Areas of expertise include:
Client Loyalty Programs
Customer Transformation Programs
Customer and Sales Reporting
Project Management
New Partner Onboarding
Critical Thinking and Analysis
Contract Renewal
Tableau, Salesforce, DocuSign, and Zendesk
Overview
21
21
years of professional experience
Work History
Member Relations Manager
Austin Board Of Realtors
04.2023 - Current
Liaison between 800+ affiliates and thousands of Realtors
Create schedule of classes and match affiliates to each class
Coordinate and facilitate new member orientations of 100+ people
Promote affiliate membership to businesses that are in the Real Estate Industry
Established Affiliate networking and workshops.
Senior Client Success Manager
ZILLOW GROUP
09.2014 - 12.2022
Effectively managed multiple projects and prioritized a book of business in an evolving real estate ecosystem.
Trusted advisor to real estate brokerages/agents and drove adoption of platform through 50+ outbound calls, customized emails and daily consultations.
Responsible for account performance and success of Zillow product users.
Industry Relations-Broker Development & Listing Acquisition
ZILLOW GROUP
01.2016 - 01.2020
Assisted brokers with listing syndication from MLS (Multiple Listing Service)
Operated as liaison between all 45 MLS's in California & Zillow Group
Completed listing audits daily to assure listings were complete, desirable and compliant.
Created 100+ customized emails daily.
Made 50 outbound calls daily.
Account Manager (Premier Agent Business Consultant)
ZILLOW GROUP
01.2014 - 01.2016
Managed a book of business that consisted of 100+ realtor partners.
Utilized knowledge of local real estate trends, market conditions, and advertising tendencies for particular regions to sell specialized products and services.
Expert knowledge regarding all Zillow Group products
Increased revenue through upselling/cross-selling of auxiliary products.
Personal Cruise Consultant
HOLLAND AMERICA LINE
06.2012 - 03.2014
Worked with guests and groups over the phone to help plan and book their cruise vacation from start to finish.
Made airlines reservations, arranged for airport transfers and cruise excursions, and made dinner reservations.
Made 50-80 outbound calls daily to promote cruise line, covering current promotions and introducing self as their Personal Cruise Consultant
Coordinated with different internal departments to ensure seamless delivery of services for optimal guest cruising experience.
Insurance Agent
FARMERS INSURANCE
07.2011 - 01.2012
Promoted and solicited Farmers Products
Originated and bound insurance policies
Completed contracts from start to finish
Prepared and mailed statements, policies, invoices and checks.
Personal Banker
GOLF SAVINGS BANK
05.2009 - 05.2011
Transacted $300,000 to $600,000 in monthly deposit accounts from bank customers
Acted as a liaison between the bank and Golf Mortgage customers
Opened bank depository accounts for GSB Mortgage customers
Provided GSB Mortgage customers with the same great service that they received during the mortgage process.
Senior Account Executive (Loan Officer)
HSBC
05.2003 - 03.2009
Sold $6M in loans in 2007, achieving 178% of plan
Read and handled many critical banking, mortgage and real estate documents such as HUD statements, appraisals, titles and all income documents
Strong sales, interpersonal and multitasking skills
Provided stellar customer service to current and potential borrowers
Successfully cross sold additional products based on customer's needs.
Prepared documentation, finalized sales and maintained records
Cold called prospects to explain partnership benefits, representing company values
Education
Associate of Arts -
Edmonds Community College
Mountlake Terrace, WA
Skills
Cultural Awareness
Excellent Communication
Analytical Thinking
Team building
Superb at rapport building
Highly detail-orientated
Self motivated
Timeline
Member Relations Manager
Austin Board Of Realtors
04.2023 - Current
Industry Relations-Broker Development & Listing Acquisition
ZILLOW GROUP
01.2016 - 01.2020
Senior Client Success Manager
ZILLOW GROUP
09.2014 - 12.2022
Account Manager (Premier Agent Business Consultant)