RENEE SOBARAM
Pembroke Pines
Summary
Enthusiastic and driven expert promoting a successful career engaging clients and establishing lasting partnerships. Smart and well-educated with the desire to see others succeed. Ready to step into a Client Success Manager position and pursue new business relationships.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Success Manager
My TaxHack
10.2022 - Current
- Successfully onboarded new clients ensuring a smooth and efficient transition into the firm's services.
- Managed a diverse portfolio of clients, ensuring timely delivery of services to meet their unique needs.
- Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards.
- Participated in strategic planning meetings to align department objectives with broader company goals related to client success management efforts.
- Successfully managed the bookkeeping department and led a bookkeeping team of 6.
- Worked cross-functionally with our Bookkeeping, Tax and R&D credit departments.
Onboarding Manager
Club Capital
01.2022 - 10.2022
- Promptly addressed and resolved client concerns, ensuring a smooth onboarding experience and high levels of customer satisfaction.
- Provided expert guidance and support during the onboarding process, enhancing client engagement and confidence in services.
- Collaborated with Account Management, Sales, and Marketing teams to advocate for customer needs and enhance service offerings.
- Managed and supervised the bookkeeping team for assigned client portfolios, ensuring efficient month-end close processes.
- Delivered exceptional customer service and maintained a NPS score of 9.5 each quarter.
Senior Programs Coordinator
University Of Miami
08.2021 - 01.2022
- Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestones.
- Conducted surveys and gathered feedback from program participants.
- Created detailed reports that highlighted program achievements, challenges, and areas for improvement for senior leadership review.
- Led the planning and execution of a large-scale annual fundraising events.
- 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.
- Executed record filing system to improve document organization and management.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Handle confidential and sensitive information with the utmost discretion and professionalism.
- Increased accuracy of documentation by proofreading, editing, and formatting reports and presentations.
Lead Hostess
Hillstone Restaurant Group
10.2017 - 01.2020
- Supported servers, food runners, and bussers with keeping dining area ready for every guest.
- Managed guest waitlists effectively, minimizing wait times while still accommodating walk-in customers whenever possible.
- Answered customer questions about hours, seating, and menu information.
- Participate in training programs to enhance knowledge of menu items.
- Adapted quickly to changing restaurant needs, maintaining composure under pressure and exhibiting excellent problem-solving skills.
Bartender/Server
Signature Cigar Lounge
01.2015 - 05.2018
- Demonstrated expertise in preparing a wide variety of cocktails, ensuring consistent quality and taste
- Maintained a clean and organized bar area, restocked supplies, and ensured compliance with health and safety regulations
- Provided excellent customer service, engaging with patrons and creating a welcoming atmosphere
- Managed cash transactions accurately and efficiently, handling high-volume nights with precision
- Collaborated with the kitchen staff to ensure timely service of food and drinks
Education
Bachelor of Science - Communications
University of Miami
Coral Gables, FL05.2020
Skills
Client Engagement
Project Management
Customer Retention
Deadline-oriented
Account Management
Team Leadership
Certification
- CPR Certification
- ABC Bartending
- Asana Certification
- Xero Certification
- HubSpot Certification
- Salesforce Certification
- Bartender License
- Food Handler Certification
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
Hillstone Restaurant Group
10.2017 - 01.2020
Bartender/Server
Signature Cigar Lounge
01.2015 - 05.2018
Bachelor of Science - Communications
University of Miami
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