Theresa Farris
Katy,TX
Summary
Creative and engaging account manager bringing several years of dynamic and diverse experience. Recognized for essential business acumen and focus through product knowledge and deadline adherence, innovative techniques with customer support solutions. Visionary leader dedicated to aligning organizational business goals with quality work to achieve consistent success.
Overview
19
19
years of professional experience
Work History
Retirement Plan Account Manager
SS&C
Kansas City, Missouri
02.2023 - Current
- Led cross-functional teams to address complex client needs, ensuring cohesive effort and solutions.
- Developed and executed strategic plans to penetrate new markets and acquire new clients.
- Collaborated with sales team to determine best ways to drive market share.
Charity Coordinator
Christus Health
Houston, Texas
08.2005 - 01.2023
Education
Bachelor of Arts - Business Administration And Management
Houston Baptist University
Houston, TX08-2021
Bachelor of Arts - Business Administration And Management
Letourneau University
Houston, TX05-2018
Bachelor of Arts - Humanities
Lone Star College
Houston, TX09-2015
Bachelor of Arts - Business Administration And Management
UHD Downtown
Houston, TXSkills
- Goal setting
- Complaint management
- Administrative oversight
- Strategic planning
- Client relationship management
- Collections expertise
- Employee mentoring
- Coordinating paperwork
- Excellent communication skills
- Customer rapport
- Customer needs assessment
- Relationship building
Timeline
Retirement Plan Account Manager
SS&C
02.2023 - Current
Charity Coordinator
Christus Health
08.2005 - 01.2023
Bachelor of Arts - Business Administration And Management
Houston Baptist University
Bachelor of Arts - Business Administration And Management
Letourneau University
Bachelor of Arts - Humanities
Lone Star College
Bachelor of Arts - Business Administration And Management
UHD Downtown