Shari Sandberg
Dallas,TX
Summary
Customer-focused project manager with a proven track record in driving customer success, developing strong client relationships, and ensuring alignment with business objectives. Skilled in managing complex projects, enhancing customer satisfaction, and collaborating with cross-functional teams to deliver impactful solutions. Committed to leveraging technical expertise and strategic planning to empower customers and drive sustainable growth.
Overview
2
2
years of professional experience
Work History
Customer Experience Specialist
Exertis Almo
Dallas
03.2023 - Current
- Lead customer engagement efforts, utilizing Salesforce CRM to manage interactions and drive business development, ensuring alignment with customer success goals and business objectives.
- Build and maintain strong, long-term relationships with key stakeholders, including account managers, sales teams, and manufacturers, to optimize customer experience and maximize value delivered.
- Educate new and existing customers about product offerings, translating technical solutions into tangible business impact to enhance customer satisfaction and retention.
- Re-engage dormant accounts, implementing targeted strategies to rebuild relationships and generate new sales opportunities, contributing to increased revenue and long-term partnerships.
- Collaborate cross-functionally with national account managers and outside sales teams to leverage networking opportunities, driving customer success and supporting program execution.
- Actively support the identification of customer needs and potential blockers, partnering with internal teams to develop tailored solutions and ensure seamless delivery of services.
- Awarded Employee of the Month in 2023 and in 2024
- Winner of the NBT New Orleans Team Building Contest for top CER
Organizational Specialist
GlobeAware
Dallas
- Developed and maintained professional and efficient work environment, enhancing productivity, focus and workflow for the company and individuals
- Created well-organized workspaces, improving functionality and accessibility for all users
- Streamlined processes to optimize both work and living environment using effective space planning techniques geared to the productivity requirements and goals
- Implemented standards and methodology tailored to enhance the efficiency of individuals and teams
Branch Manager, Vice President Southwest
Branch Banking and Trust Company
Bedford, TX
- Led the build-out and launch of a $14 million auto finance facility, overseeing daily operations including loan management, risk management, collections and human resources
- Recruited, trained, and managed a team of 15 focusing on career development, facilitating team-building activities with senior leadership and management to foster collaboration and leadership growth
- Developed and executed marketing strategies and budget goals, contributing to increased visibility and revenue through successful event planning
- Successfully grew business by exceeding revenue and budget targets, achieving a 300% increase in growth in 12 months
- Led the planning, coordination and execution of an annual golf tournament for customers and staff, including budgeting, sponsor engagement, and event logistics, resulting in strengthened customer relationships and enhanced brand visibility
- Invited by the president of the company to attend and work the booth at the N.A.D.A
- Auto Show, discussing industry trends, and identifying new business opportunities with car dealership owners
Branch Manager, Assistant Vice President
Chevy Chase Bank
Irving, TX
- Managed operations for a $49 million auto finance facility, overseeing a team of over 10 employees and consistently maintaining operational efficiency as the top-ranked branch among 23 offices
- Recognized with the corporate FOCUS Award for outstanding achievement among 500 employees company wide
- Collaborated with senior leadership to create and implement the 'Leadership Vision 2000' operating protocol, streamlining branch management processes
Education
Master of Business Administration - Finance and Human Resources
The University of Texas
Arlington, TXBachelor of Science - Marketing and Sociology
University of Texas
Austin, TXSkills
- Client Relationship Management
- Customer Satisfaction
- Customer Success Management
- Account Development & Growth
- Strategic Planning & Execution
- Project Management
- Cross-functional Collaboration
- Stakeholder Management
- Solution Delivery
- Business Case Development
- Presentation & Communication Skills
- Leadership & Team Collaboration
- Customer Relationship Development
- Performance Metrics & Reporting
- Revenue Growth
Leadership and Involvement
- Theatre Guild Board Member, Booker T. Washington High School, Merchandise Committee Chair, Event Logistics Manager, Digital Commerce Development
- Parent Teacher Organization Board Member, Lakehill Preparatory School, Auction Committee Head, Fundraising and Resource Acquisition
Timeline
Customer Experience Specialist
Exertis Almo
03.2023 - Current
Organizational Specialist
GlobeAware
Branch Manager, Vice President Southwest
Branch Banking and Trust Company
Branch Manager, Assistant Vice President
Chevy Chase Bank
Master of Business Administration - Finance and Human Resources
The University of Texas
Bachelor of Science - Marketing and Sociology
University of Texas
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