Summary
Overview
Work History
Education
Skills
Timeline
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Milly Rodriguez

Pembroke Pines,FL

Summary

Results-driven account Manager and Client Relations Specialist with over 10 years of experience in customer success, business operations, and executive support across various industries. Proven ability to enhance customer satisfaction, streamline administrative processes, and drive revenue growth through strategic relationship management and operational efficiency. Excels in logistics coordination, executive-level administration, and process improvement, making a significant impact in fast-paced, high-demand environments.

Overview

10
10
years of professional experience

Work History

Client Success Coordinator

TrustWorks Law
04.2024 - Current
  • Directed multi-location operations by managing and supporting a remote team across Georgia, standardizing processes, and enhancing client services from a South Florida headquarters.
  • Organize and execute client seminars, networking events, and community outreach initiatives, delivering seamless logistics and high-impact engagement.
  • Serve as the primary point of contact for prospective and existing clients, managing the end-to-end onboarding process, including screening calls, scheduling consultations, and guiding clients through estate planning services.
  • Establish and maintain vendor relationships, securing venues, negotiating service agreements, and coordinating logistics for firm-hosted events.
  • Act as the firm’s liaison with courts for probate cases, ensuring timely documentation, client support, and streamlined communication between attorneys and court officials.

National Account Executive

Fetch Package
06.2020 - 01.2024
  • Managed a high-volume portfolio of 180+ client accounts, fostering strong partnerships and ensuring customer satisfaction through proactive engagement and tailored solutions.
  • Led business presentations, proposals, and client consultations, focusing on optimizing service delivery and customer experience.
  • Represented the company at trade shows, networking events, and industry conferences, strengthening corporate relationships and driving operational efficiency.
  • Implemented client success strategies that significantly reduced account churn, ensuring long-term customer retention.
  • Identified profitable business leads and built pipeline of prospective customers.

Account Manager

Tambourine
05.2018 - 05.2020
  • Served as the main point of contact for 100+ corporate clients, ensuring customer needs and operational expectations were met.
  • Led client onboarding and account management, ensuring all administrative and operational aspects aligned with service expectations.
  • Handled contract administration, account support, and project coordination, ensuring seamless execution of business initiatives.
  • Resolved high-priority client concerns, maintaining trust and long-term partnerships through effective problem-solving and proactive communication.
  • Collaborated with cross-functional teams to develop engaging client engagement strategies and operational improvements.

Office Manager

Balarezo Medical Office
01.2015 - 01.2017
  • Led and managed all daily office operations, overseeing patient scheduling, medical records processing, insurance claims, and compliance with HIPAA regulations.
  • Served as the primary liaison between patients, healthcare providers, and insurance companies, ensuring seamless communication and high-quality patient care.
  • Directed billing and invoicing operations, improving revenue cycle efficiency and ensuring accurate reimbursement from insurance providers.
  • Developed office policies and workflow improvements, increasing efficiency in administrative processes and patient record management.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

Education

Business Administration and Management -

Florida International University
Miami, FL
06.2020

Skills

  • Client Relationship Management
  • Administrative Support/Executive Assistance
  • Office Management
  • Customer Success/Account Growth
  • Project/Logistics Coordination
  • Vendor Relations
  • Process Improvement/Workflow Optimization
  • CRM Software: Salesforce, Clio, HubSpot

Timeline

Client Success Coordinator

TrustWorks Law
04.2024 - Current

National Account Executive

Fetch Package
06.2020 - 01.2024

Account Manager

Tambourine
05.2018 - 05.2020

Office Manager

Balarezo Medical Office
01.2015 - 01.2017

Business Administration and Management -

Florida International University

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