Robert Elkins
Columbus,OH
Summary
Strategic Client Success and Operations Leader with 10+ years of experience managing complex client relationships, driving measurable outcomes, and delivering high-value service across financial services, entrepreneurship, and organizational leadership. Proven ability to partner with clients to align solutions with business objectives, ensure data integrity, and lead cross-functional collaboration. Experienced in leveraging AI tools such as ChatGPT to enhance efficiency, communication, and client engagement. Doctoral candidate in Business Administration (Organizational Leadership) with strong expertise in strategic management and performance optimization.
Overview
2027
2027
years of professional experience
Work History
Event Planner & Coordinator
Dr. E’s Signature Designs
2017 - Current
- Built and managed a client-centered business, serving as a trusted partner to clients and delivering tailored solutions aligned with their goals.
- Managed multiple client engagements simultaneously, ensuring timelines, budgets, and expectations were consistently met.
- Negotiated vendor contracts and coordinated cross-functional partners to deliver high-quality, cost-effective outcomes.
- Drove client satisfaction and retention through strong relationship management and proactive communication.
Gift & Estate Design Consultant
Christian and Missionary Alliance
09.2023 - 01.2025
- Managed complex client portfolios, aligning financial and philanthropic goals through strategic planning solutions.
- Served as a trusted advisor, guiding clients through detailed processes while ensuring clarity, compliance, and accuracy.
- Leveraged AI tools to streamline communication, improve documentation, and manage multiple client cases efficiently.
- Maintained high data integrity and collaborated cross-functionally to support client success and execution.
Director
Laugh N Learn
09.2017 - 09.2023
- Managed operations of three childcare centers, ensuring effective staffing, budget adherence, compliance, and program delivery.
- Cultivated robust relationships with families and staff to enhance retention and satisfaction.
- Directed implementation of operational strategies to enhance efficiency and organizational performance.
- Led cross-functional teams to create engaging content aligned with educational standards.
Operations Manager
Morgan Stanley
01.2010 - 09.2017
- Directed management of high-net-worth client accounts to uphold compliance standards and deliver superior service quality.
- Facilitated collaboration among departments to enhance processes and address challenges.
- Upheld rigorous data integrity standards to facilitate accurate reporting and informed decision-making.
- Refined processes to enhance operational effectiveness and improve service delivery.
- Designed and implemented innovative strategies aimed at streamlining workflow and reducing operational expenses.
Catastrophe Property Claims Adjuster
Nationwide Mutual Insurance Company
09.2006 - 01.2010
- Managed complex, high-volume claims in disaster environments, delivering timely and accurate resolutions.
- Built trust with clients during high-stress situations through clear communication and problem-solving.
- Evaluated property damage claims to determine coverage and settlement amounts.
- Communicated with policyholders to gather information and clarify claim details.
Education
Doctor of Business Administration - Organizational Leadership
Walden University
Minneapolis, MN05.2019
MBA - Organizational Leadership
Franklin University
Columbus, OH09.2013
Bachelor of Science - Business Management
Franklin University
Columbus, OH09.2011
Bachelor of Science - Business Forensic
Franklin University
Columbus, OH09.2011
Associate of Science - Financial Management
Franklin University
Columbus, OH01.2010
Skills
- Client Success & Relationship Management
- Strategic Account Planning
- Client Retention & Growth
- Cross-Functional Collaboration
- Data Integrity & CRM Management
- AI Tools (ChatGPT)
- Performance Metrics & Reporting
- Executive Communication
Timeline
Gift & Estate Design Consultant
Christian and Missionary Alliance
09.2023 - 01.2025
Director
Laugh N Learn
09.2017 - 09.2023
Operations Manager
Morgan Stanley
01.2010 - 09.2017
Catastrophe Property Claims Adjuster
Nationwide Mutual Insurance Company
09.2006 - 01.2010
Event Planner & Coordinator
Dr. E’s Signature Designs
2017 - Current
Doctor of Business Administration - Organizational Leadership
Walden University
MBA - Organizational Leadership
Franklin University
Bachelor of Science - Business Management
Franklin University
Bachelor of Science - Business Forensic
Franklin University
Associate of Science - Financial Management
Franklin University