Renee Sobaram
Pembroke Pines
Summary
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 three years of experience and take on challenging new role.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Success Manager
My TaxHack
10.2022 - Current
- Acted as the primary point of contact for a portfolio of 250+ key existing clients and ensuring attentive customer service.
- Successfully Onboarded new clients ensuring a smooth and efficient transition into the firm's services.
- Evaluated customer problems, implemented resolutions and followed up with clients to manage additional problems and maintain satisfaction.
- Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards.
- Successfully managed and led a bookkeeping team of 12.
- Actively participated in client presentations showcasing key project insights and performance updates to strengthen client relationships and demonstrate value of services.
- Worked cross-functionally with our Accounting, Tax and R&D credit departments.
Onboarding Manager
Club Capital
01.2022 - 10.2022
- Served as the point of contact for 300+ key clients.
- Address and resolve client concerns or issues promptly.
- Delight customers with expert guidance and support during the onboarding process.
- Define, document, and debug how we interact with new financial institutions.
- Partner with Account Management, Sales, and Marketing to advocate for customer needs.
- Address payroll questions / concerns and provide first-level troubleshooting.
- Communicate effectively with internal owners/management on establish performance expectations.
Senior Programs Coordinator
University Of Miami
08.2021 - 01.2022
- Provided ongoing direction and leadership for program operations.
- Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestones.
- Developed and maintained relationships with external partners to facilitate program operations.
- Led a team of 2 program coordinators providing guidance, training and support resulting in a 15% improvement in team efficiency and productivity.
- Conducted surveys and gathered feedback from program participants.
- Led the planning and execution of a large-scale annual fundraising event.
- Monitored program performance and conducted regular evaluations to measure program effectiveness and identify areas for improvement.
Administrative Assistant
University Of Miami
01.2020 - 08.2021
- Provide comprehensive administrative support to senior executives including managing calendars, scheduling meetings and coordinating travel arrangements.
- Maintain and update files records and databases streamlining information retrieval and improving data accuracy.
- Executed record filing system to improve document organization and management.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Handle confidential and sensitive information with the utmost discretion and professionalism.
Lead Hostess
Houston's, Hillstone Restaurant Group
10.2017 - 01.2020
- Supported servers, food runners, and bussers with keeping dining area ready for every guest.
- Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
- Cultivated positive guest relations by managing information and orchestrating speedy seating.
- Answered customer questions about hours, seating, and menu information.
- Participate in training programs to enhance knowledge of menu items.
Education
Bachelor of Science - Communications
University of Miami
Coral Gables, FL05.2020
Skills
- Project Management
- Account Management
- Crisis Management
- Customer Service
- Problem-Solving
- Emotional Intelligence
- Decision Making
- Adaptability
- Organization
Certification
- Salesforce Sales Operations Professional Certified
- HubSpot Certified
- Fathom Certified
- Gusto Certified
- Asana Certified
- Xero Certified
- CPR Certified
Timeline
Client Success Manager
My TaxHack
10.2022 - Current
Onboarding Manager
Club Capital
01.2022 - 10.2022
Senior Programs Coordinator
University Of Miami
08.2021 - 01.2022
Administrative Assistant
University Of Miami
01.2020 - 08.2021
Lead Hostess
Houston's, Hillstone Restaurant Group
10.2017 - 01.2020
Bachelor of Science - Communications
University of Miami
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