Summary
Overview
Work History
Education
Skills
Timeline
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Samantha Kroeze

Sioux Center,IA

Summary

Experienced professional with over 20 years experience in the financial services industry and a strong background in delivering tailored solutions to clients that will fit their needs and help them stand out. Dedicated to taking ownership of the full customer lifecycle, from pre-sale education to post-sale support. Adept at fostering team collaboration to drive results and deliver value in dynamic environments. Skilled in problem-solving, strategic planning, and client engagement.

Overview

20
20
years of professional experience

Work History

Client Solutions Consultant

Fiserv
03.2016 - Current
  • Perform detailed research of client business structures as well as host a discovery to accurately tailor presentations to their specific needs.
  • Deliver approximately 10 high-quality presentations and demonstrations per week, showcasing the value of proposed solutions to prospective clients.
  • Complete workbooks showcasing requirements for each client so it is accurately reflected in the Statement of Work.
  • Plan product focused sessions for user groups and conferences as well as lining up speakers for the sessions.
  • Develop and maintain long-term relationships with clients.
  • Complete incoming RFPs/RFIs as well as reviewing the library annually.
  • Meet weekly with Product to go over enhancements, roadmap and challenges faced.
  • Meet weekly with Implementations to maintain an accurate picture of what the install queue and process looks like as well as prioritize clients.
  • Work with Marketing on a regular basis to make sure all sales collateral is up to date.

Software Services Specialist

Fiserv
09.2006 - 03.2016
  • Provide support and assist clients with issues regarding products.
  • Install and train clients on products
  • Create documentation and presentations
  • Train internal staff on various products offered
  • Track activities
  • Involved in beta testing of new products, as well as rollout
  • Work across business units to troubleshoot client issues.

Sales Associate II

Home Federal Savings Bank
06.2004 - 09.2006
  • Performed daily transactions for customers
  • Opened accounts
  • Managed vault transactions
  • Made sales calls

Education

High School Diploma -

Baltic High School
05-2004

Skills

  • Sales support
  • Product knowledge
  • Product demonstration
  • Market research
  • Business process mapping
  • Teamwork and collaboration
  • Multitasking
  • Excellent communication
  • Organizational skills
  • Relationship building

Timeline

Client Solutions Consultant

Fiserv
03.2016 - Current

Software Services Specialist

Fiserv
09.2006 - 03.2016

Sales Associate II

Home Federal Savings Bank
06.2004 - 09.2006

High School Diploma -

Baltic High School

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Samantha Kroeze