Spencer Trotman
New York,NY
Summary
Seasoned Client Solutions Manager with a decade of customer facing experience, seeking to leverage extensive expertise in client relationship management and data-driven solutions for a Client Data role in the SaaS industry.
Overview
9
9
years of professional experience
Work History
Client Solutions Manager
Radix
08.2024 - Current
- Acquisition: redIQ was acquired by Radix to enhance its data analytics capabilities and create a more comprehensive platform.
- Data Transfer and Integration: Played a critical role in the integration to combine redIQ's underwriting software with Radix's existing solutions. Successfully transferred business processes and product knowledge.
- Reporting Enhancements: Generated customer data reports for Radix's engineering team. This data improved forecasting and predictive capabilities within Radix's platform.
- Quality Control Measures: Acting as a QC analyst, the team ensures that document processing remains accurate throughout this transition.
Client Solutions Manager
RedIQ
01.2022 - 08.2024
- Promoted to Lead Client Support Team: Regularly analyze program performance in relation to client business goals and offer consultative advice on business solutions.
- Data Processing and Reporting: Took ownership of data processing tasks such as rent roll processing, reporting, and analysis to support client needs.
- Product and Service Development: Participate in the development and launch of new products and services, ensuring that client customization projects meet profitability goals and exceed client expectations.
- Cross-functional Collaboration: Worked with stakeholders across different teams to ensure deliverables are met, manage escalations, and participate in key business project initiatives.
- Hiring Manager: Reviewed resumes and conducted interviews to build support team.
Client Support Coordinator
RedIQ
06.2019 - 01.2022
- Client Support: knowledgeable about multi family housing industry and redIQ's products to effectively answer client questions regarding rent roll and operating statement reports, as well as underwriting model generation.
- Product Support and Helpdesk: Use Salesforce Service Cloud for ticket tracking and client communication, while also handling phone and email inquiries.
- Quality Assurance and Data Manipulation Support: Ensure accuracy and quality in data processing tasks.
- Reporting/Analysis: Conduct analysis and generate reports as needed on multifamily financial documents, such as rent rolls, T-12's/pro formas, and/or valuation models.
Leasing Agent
Mdrn Residential
09.2015 - 06.2019
- Performed background, reference and credit checks as part of screening process of prospective tenants.
- Expedited the leasing process for prospective tenants by efficiently managing application paperwork and conducting background checks.
- Handled tenant communications by quickly responding to requests for maintenance and answering any questions or concerns.
- Toured property with prospective tenants and provided wealth of information in regards to its key features.
Education
MBA - Business Analytics
University of Massachusetts
Lowell, MA01-2025
Bachelor Of Arts - Communication Studies
Buffalo State University
Buffalo, NYSkills
- Growth strategies
- Solution optimization
- Client relationship development
- Staff training
- Salesforce
- Excel
- SQL
- Power BI
- Zendesk
- Jira
Timeline
Client Solutions Manager
Radix
08.2024 - Current
Client Solutions Manager
RedIQ
01.2022 - 08.2024
Client Support Coordinator
RedIQ
06.2019 - 01.2022
Leasing Agent
Mdrn Residential
09.2015 - 06.2019
MBA - Business Analytics
University of Massachusetts
Bachelor Of Arts - Communication Studies
Buffalo State University
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