Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Tina Roberts

San Diego,CA

Summary

Dedicated professional with a history of meeting company goals utilizing consistent and organized practices. Collaborative leader consistently partnering with coworkers to promote engaged, empowering work culture. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Possessing excellent customer relations aptitude and relationship-building skills.

Overview

12
12
years of professional experience

Work History

Customer Success Manager

Caring Transitions Of San Diego
02.2019 - Current
  • Assisted customers with onboarding and product setup to foster successful adoption and usage.
  • Created customer support strategies to increase customer retention.
  • Monitored customer progress and addressed customer inquiries with timely and accurate updates.
  • Conducted periodic user training sessions to support customer understanding and product feature utilization.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Monitored metrics and developed actionable insights to improve efficiency and performance.

Customer Success Executive

Vyne
05.2016 - 12.2018
  • Assisted customers with onboarding and product setup to foster successful adoption and usage.
  • Established strong relationships with key customers, resulting in increased customer loyalty.
  • Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.
  • Utilized customer feedback to inform changes and improvements to customer success plans.
  • Created customer support strategies to increase customer retention.

Client Relationship Manager

GetixHealth
05.2014 - 12.2016
  • Addressed and resolved customer complaints and issues to improve satisfaction.
  • Fostered customer trust by addressing concerns and needs using targeted problem-solving.
  • Assessed client needs and developed plans to adequately address current and future objectives.
  • Identified opportunities to cross or up-sell [Product or Service] and communicated customer needs to appropriate team.
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.
  • Adhered to sales contract agreements and high-quality service delivery by coordinating with [Type] team and leveraging productive and open client communications.
  • Exceeded annual revenue goals by [Number]% through improving client relationships and education.

Client Relations Officer

Gardner Group
02.2012 - 04.2014
  • Utilized statistical data to create processes and improve outcomes by over 40%.
  • Documented accurate data on customer relationships to increase customer satisfaction by %.
  • Educated community about services by presenting key information to help maintain and grow customer base by %.
  • Hired, trained and managed largest team of onsite employees within company. Outcome: highest scores as far as customer service and productivity within company.
  • Developed relationships with local, regional and federal government entities to generate and pursue opportunities to find funding for patients. Increased number of patients funded by 30%.
  • Reported field activity, interactions and results weekly o key stakeholders thus increasing adoption of services by %

Education

Bachelor of Science - I/O Psychology

San Diego State University
San Diego, CA

Skills

  • Customer Service and Assistance
  • Brand Enhancements
  • Sales Management
  • Interdepartmental Collaboration
  • Customer Retention
  • Client Service Optimization
  • Consultative Selling Techniques
  • Transfer Processes
  • Training Programs
  • Contact Management Systems
  • Renewal Opportunities
  • Satisfaction Surveys
  • Effective Customer Communication
  • Revenue Growth
  • Outreach Initiatives
  • Renewing Accounts
  • Corrective Action Planning
  • Operational Efficiency
  • CRM Software
  • Key Account Development
  • Change Management Process
  • Customer Relations

Accomplishments

  • Achieved [Result] through effectively helping with [Task].
  • Supervised team of [Number] staff members.
  • Collaborated with team of [Number] in the development of [Project name].

Timeline

Customer Success Manager

Caring Transitions Of San Diego
02.2019 - Current

Customer Success Executive

Vyne
05.2016 - 12.2018

Client Relationship Manager

GetixHealth
05.2014 - 12.2016

Client Relations Officer

Gardner Group
02.2012 - 04.2014

Bachelor of Science - I/O Psychology

San Diego State University
Tina Roberts