Summary
Overview
Work History
Education
Skills
Timeline
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Tammy Herrera

390 Oaklawn Pl ,MS

Summary

Driven by a passion for client success, I leveraged data analytics and team-building skills at Sandler Training to enhance client satisfaction and drive revenue growth. My strategic planning and customer relationship management led to a notable increase in client retention, establishing long-term partnerships and fostering a culture of excellence and mutual respect.

Overview

31
31
years of professional experience

Work History

Client Success Manager

Sandler Training
01.2021 - 05.2024
  • Participated in strategic planning meetings to align department objectives with broader company goals related to client success management efforts.
  • Conducted regular reviews of account performance, identifying opportunities for upselling and expansion of services.
  • Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards.
  • Streamlined communication between clients and internal teams for smoother project execution.
  • Collaborated with cross-functional teams to develop innovative, client-centric strategies and drive business growth.
  • Managed a diverse portfolio of clients, ensuring timely delivery of products and services to meet their unique needs.
  • Hosted daily status calls and weekly ad hoc meetings with clients to promote client satisfaction and keep all parties abreast of changing environment.
  • Resolved escalated issues promptly by liaising with relevant departments while keeping affected clients informed throughout the resolution process.
  • Enhanced client satisfaction by proactively addressing concerns and providing tailored solutions.
  • Reviewed products and user documentation to assess compliance with client success processes.
  • Evaluated customer problems, implemented resolutions, and followed up with clients to manage additional problems and maintain satisfaction.
  • Tailored customer relationships by determining expected needs and finding correct solutions.
  • Reached out to accounts regularly to check on needs, understanding business operations and offer services.
  • Implemented efficient processes for tracking client interactions, improving overall organization and response times.
  • Attended networking events to meet new prospects and expand business opportunities through partnerships.
  • Planned, articulated and executed client development strategies.
  • Served as the primary point of contact between clients and company personnel, facilitating effective communication channels.
  • Analyzed client data reports to ascertain renewal risk while assessing account trends.
  • Developed strong relationships with key stakeholders, fostering long-term partnerships and loyalty.
  • Developed marketing campaigns to enhance clients' return on investment.
  • Assisted clients with strategic processes and provided with necessary tools to achieve success.
  • Established strong relationships with key customers, resulting in increased customer loyalty.
  • Created customer support strategies to increase customer retention.
  • Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
  • Assisted customers with onboarding and product setup to foster successful adoption and usage.
  • Utilized customer feedback to inform changes and improvements to customer success plans.
  • Defined clear targets and objectives and communicated to other team members.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Established team priorities, maintained schedules and monitored performance.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Assisted in organizing and overseeing assignments to drive operational excellence.

Hostess

K Hovnanian Homes
04.2018 - 12.2020
  • Demonstrated strong multitasking skills, balancing responsibilities such as answering phone calls, greeting guests, and updating reservation logs simultaneously.
  • Greeted customers warmly upon arrival and provided friendly and warm presence throughout dining experience.
  • Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
  • Maintained a clean and welcoming environment, ensuring the comfort of guests throughout their visit.
  • Worked with front of house staff to move tables and adjust seating to accommodate groups with special requests.
  • Completed daily side work and opening and closing duties without fail.
  • Minimized customer service complaints by expertly managing customer expectations during busy periods.
  • Promoted business loyalty by fostering positive customer relationships.

Office Manager

Houston Stafford Electric
01.2003 - 08.2006
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
  • Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
  • Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
  • Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.
  • Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
  • Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.
  • Optimized office space utilization, leading to more efficient and productive work environment.
  • Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
  • Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Identified and communicated customer needs to supply chain capacity and quality teams.
  • Managed senior-level personnel working in marketing and sales capacities.

Office Manager

Calvin McManus, MD
03.1993 - 11.2001
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
  • Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
  • Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
  • Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.
  • Conducted regular reviews of office procedures, identifying and implementing improvements for operational excellence.
  • Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
  • Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
  • Increased customer satisfaction by developing effective client feedback system that led to service improvements.
  • Resolved office disputes swiftly and equitably, maintaining harmonious workplace.
  • Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
  • Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
  • Improved team morale and cohesion with regular team-building activities and open communication channels.
  • Optimized office space utilization, leading to more efficient and productive work environment.
  • Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Defined clear targets and objectives and communicated to other team members.

Education

Associates -

San Jacinto College
Pasadena, TX

Skills

  • Client engagement
  • Data analytics
  • Customer retention
  • Report generation
  • Marketing tools
  • Customer service and support
  • Key performance indicators
  • Customer satisfaction
  • Growth strategies
  • Deadline oriented
  • Client relationship management
  • Performance goals
  • Account oversight
  • Telephone etiquette
  • Client education
  • Proficient in software
  • Status updates
  • Revenue generation
  • CRM software
  • Client liaison and advocacy
  • Reporting
  • ROI
  • Materials and documentation
  • Client onboarding
  • Customer account management
  • Key accounts development
  • Revenue growth
  • Customer needs assessment
  • Research and due diligence
  • Customer relationship building
  • Team building
  • Client relations
  • Strategic planning
  • Schedule management
  • Pipeline development
  • Account management
  • Training programs
  • Account updates
  • Customer onboarding
  • Customer relationship management
  • Computer skills
  • Scheduling and coordinating
  • Documentation and reporting
  • Needs assessment
  • Staff development
  • Work Planning and Prioritization
  • Teamwork
  • Teamwork and collaboration
  • Problem-solving

Timeline

Client Success Manager

Sandler Training
01.2021 - 05.2024

Hostess

K Hovnanian Homes
04.2018 - 12.2020

Office Manager

Houston Stafford Electric
01.2003 - 08.2006

Office Manager

Calvin McManus, MD
03.1993 - 11.2001

Associates -

San Jacinto College

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Tammy Herrera