STEVEN DANIEL RODRIGUEZ
Wyckoff,NJ
Summary
Dynamic Client Engagement Coordinator at New Jersey Innovation Institute with a proven track record in client relationship management and strategic thinking. Expert in optimizing service delivery and enhancing client retention through innovative solutions and data analytics. Successfully managed 300+ client accounts, driving engagement and satisfaction to new heights.
Overview
4
4
years of professional experience
Work History
CLIENT ENGAGEMENT COORDINATOR
NEW JERSEY INNOVATION INSTITUTE
01.2024 - 02.2025
- Managed client engagement initiatives by assessing needs, crafting tailored solutions, and providing proactive support boosting satisfaction and long-term retention.
- Planned and hosted networking events that increased client participation and promoted meaningful knowledge exchange.
- Oversaw a portfolio of 300+ client accounts, launching strategic initiatives that drove higher retention, stronger relationships, and measurable success outcomes.
- Led 100+ monthly client consultations, delivering customized recommendations that improved service efficiency and deepened client engagement.
- Directed 30+ concurrent projects from kickoff to delivery, increasing workflow efficiency and ensuring timely completion while resolving operational issues proactively.
- Presented live demos of the NJ Health Information Network (NJHIN) to educate providers, boost user adoption, and support improved interoperability and patient care coordination.
- Collaborated cross-functionally with product, support, and technical teams to improve service delivery, streamline system performance, and quickly resolve client issues.
- Utilized Salesforce CRM to manage leads, track onboarding stages, generate reports, and support customer relationship management initiatives
CLIENT SERVICE ANALYST
NEW JERSEY INNOVATION INSTITUTE
01.2022 - 01.2024
- Delivered client-focused solutions by analyzing interactions, improving workflows, and implementing process enhancements reducing response times and increasing service efficiency.
- Strengthened client engagement and retention by nurturing relationships and providing strategic, personalized recommendations that supported business growth.
- Acted as the main point of contact for clients, resolving complex issues quickly and proactively to improve satisfaction and drive long-term loyalty.
- Analyzed client data to uncover trends and translate insights into operational improvements streamlining service delivery and boosting performance.
- Collaborated across teams to redesign workflows, implement new tools, and optimize operations resulting in faster response times and enhanced service quality.
PROJECT ASSISTANT
NEW JERSEY INNOVATION INSTITUTE
01.2021 - 01.2022
- Managed project timelines and deliverables across departments, ensuring 100% on-time completion and alignment with business objectives.
- Redesigned operational workflows, cutting administrative tasks by 30% and increasing team output by 20%.
Education
BACHELOR OF SCIENCE (B.S.) - BUSINESS ADMINISTRATION AND MANAGEMENT
RAMAPO COLLEGE OF NEW JERSEY
12.2021
Skills
- Client Engagement Management
- Project Coordination
- Business Development
- Customer Relations
- Data Analysis
- Salesforce
- Power BI
- Microsoft Office Suite
Timeline
CLIENT ENGAGEMENT COORDINATOR
NEW JERSEY INNOVATION INSTITUTE
01.2024 - 02.2025
CLIENT SERVICE ANALYST
NEW JERSEY INNOVATION INSTITUTE
01.2022 - 01.2024
PROJECT ASSISTANT
NEW JERSEY INNOVATION INSTITUTE
01.2021 - 01.2022
BACHELOR OF SCIENCE (B.S.) - BUSINESS ADMINISTRATION AND MANAGEMENT
RAMAPO COLLEGE OF NEW JERSEY
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