Summary
Overview
Work History
Education
Skills
Websites
Certification
LANGUAGES
LINKS
Timeline
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Reginald Lorius

Stamford

Summary

Detail-oriented professional with industry experience leveraging data analytics, financial analysis, CRM tools, and cross-functional collaboration to drive business growth while managing books of business across diverse sectors. Adept at executing data driven strategies that enhance client retention, optimize operational workflows, and contribute to revenue growth.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Client Success Specialist, Dedicated

Indeed
08.2021 - Current
  • Manage a portfolio of 75+ SMB and enterprise clients using Indeed’s SaaS hiring platform
  • Maintaining a 90% YoY retention rate and contributed to $1.2M in upsell opportunities through consultative account management
  • Execute financial trend analysis to assess spending patterns, ROI impact, and retention risks, providing clients with data-driven recommendations
  • Develop custom financial performance reports to track client budget utilization, cost efficiency, and ROI.
  • Generate industry-specific analytics and financial insights, assisting clients in optimizing their spending strategies and portfolio performance
  • Partner closely with Sales to optimize performance, align client budget strategies with business objectives, and identify revenue growth opportunities.
  • Collaborate cross-functionally with Finance and Product Development teams to troubleshoot technical and budget-related issues, streamline processes, and lead financial reconciliations to resolve billing discrepancies—ensuring budget accuracy and operational efficiency
  • Deliver dedicated support for account setups, client onboarding, and product adoption to ensure seamless integration and user engagement

Relationship Banker

People's United Bank
05.2019 - 08.2021
  • Enhanced profitability through proactive sales, cross-selling various products, and originating loans
  • Successfully sourced, acquired, and expanded high-value relationships, achieving client retention goals and increasing profitable clients
  • Collaborated with a Financial Advisor, Business Banker, and Loan Officer in high-touch client meetings focused on delivering financial solutions
  • Consistently exceeded quarterly goals for over 2 years, maintaining a 95% client experience score
  • Empowered and developed employees through coaching, training, and setting performance standards
  • Identified fraudulent activities, managed records, and ensured regulatory compliance
  • Oversaw sales, new business, operations, customer service, and teller activities
  • Promoted digital fluency within the bank as a digital ambassador
  • Partnered closely with Underwriting through the Upward Initiative to improve loan review efficiency and cross-team alignment

Store Manager

T-Mobile
09.2017 - 05.2019
  • Led daily store operations and managed a team of employees to achieve sales and service goals
  • Developed sales strategies and marketing initiatives to drive store performance and customer satisfaction
  • Oversaw inventory management, financial reporting, and budget monitoring for optimal store efficiency
  • Recruited, trained, and evaluated staff, fostering a positive work environment and promoting professional growth
  • Ensured compliance with company policies, procedures, and legal standards, while engaging with the local community

Education

Bachelor - Business Administration

Western Connecticut State University—Ancell School of Business
Danbury, CT
05.2017

Skills

  • CRM software Salesforce
  • Client Portfolio Management
  • Tableau Reporting
  • MS Office
  • Quantitative Data Analysis
  • Excel Data Management
  • Financial Modeling & Reporting
  • Programmatic Campaign Optimization
  • Client onboarding
  • Account Management

Certification

  • Business Fundamentals: Corporate Strategy
  • UDEMY CERTIFICATE OF COMPLETION—2024-04-11

LANGUAGES

Creole

LINKS

www.linkedin.com/in/reginald-lorius

Timeline

Client Success Specialist, Dedicated

Indeed
08.2021 - Current

Relationship Banker

People's United Bank
05.2019 - 08.2021

Store Manager

T-Mobile
09.2017 - 05.2019

Bachelor - Business Administration

Western Connecticut State University—Ancell School of Business

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