Valerie Okunami
Fair Oaks,CA
Summary
Dynamic Client Success Manager with a proven track record in Fintech, excelling in client onboarding, employee training and relationship management. Achieved top 5% quota attainment while delivering strategic guidance and fostering long-term partnerships. Skilled in Salesforce CRM and adept at problem-solving, driving growth through effective communication,collaboration and superior client services.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Client Success Manager
Snap Finance
Salt Lake City, UT
02.2023 - Current
- Train/onboard new clients and their employees
- Monitor client metrics to proactively address potential issues or concerns
- Provide regular reports on portfolio progress, challenges faced and opportunities for growth
- Foster long term relationships with clients by understanding their goals, pain points and expectations from partnership
- Serve as primary point of contact for assigned portfolio, addressing inquiries and resolving issues promptly
- Conduct regular business reviews to provide strategic guidance
- Top 5% YTD quota attainment and top referral producer in 2024
Area Sales Manager
Kafene (start-up)
New York City, NY
02.2022 - 11.2022
- Resolved customer complaints in a timely manner while ensuring high levels of customer satisfaction.
- Reviewed competitor's activities and devised measures to stay ahead in the market competition.
- Identified new business opportunities through market research and analysis.
- Interacted regularly with senior management to discuss current strategies and future plans.
- Identified new business opportunities within the region through networking activities.
- Maintained relationships with existing clients to ensure their satisfaction with products and services offered.
- Provided training and guidance on product knowledge, selling techniques and customer service.
- Planned, developed and implemented sales strategies in an assigned region.
- Collaborated with the customer service team to ensure client satisfaction and resolve any sales-related issues.
- Established and maintained strong, long-lasting customer relationships by addressing needs and concerns.
Media Consultant
Valerie Okunami Media
Fair Oaks, CA
02.1992 - 10.2022
- Deadline driven project management and production schedules
- Collaborated with creative teams to design and produce effective media projects
- Negotiated contracts with clients and media partners
- Reviewed analytic reports regularly, monitoring progress of specific media projects
- Established strong rapport with key decision-makers at client organizations
- Provided exceptional customer service by addressing client concerns promptly and effectively
- Built strong relationships with key stakeholders to foster trust and communication
Area Sales Manager
Snap Finance - Fintech
Salt Lake City, UT
08.2019 - 02.2022
- Drove sales by creating strong relationships with key decision makers
- Expanded business through continuous lead prospecting and new contract acquisitions
- Coordinated cross-functional teams to address customer issues or concerns promptly and efficiently
- Developed and implemented sales strategies to achieve growth in designated territory
- Negotiated contracts with clients as needed to support business growth
- Updated Salesforce CRM at frequent intervals to support accurate records management
- Met or exceeded monthly goals by 175%
Education
Bachelor of Science - Business Administration
CSU Sacramento
SacramentoSkills
- Client onboarding
- Customer relationship management
- Performance metrics analysis
- Business reviews
- Strategic guidance
- Sales strategies
- Training and development
- Problem solving
- Time management
- Cross-functional collaboration
- Customer service and support
- Client education
- CRM software Salesforce
- Microsoft Office
- Client relationship management
- Deadline oriented
Certification
- 200 E-RYT Yoga Alliance Yoga Teacher and Yoga Teacher Trainer since 2009. All levels studio and workplace yoga classes, organizing and teaching yoga workshops & events.
Timeline
Client Success Manager
Snap Finance
02.2023 - Current
Area Sales Manager
Kafene (start-up)
02.2022 - 11.2022
Area Sales Manager
Snap Finance - Fintech
08.2019 - 02.2022
Media Consultant
Valerie Okunami Media
02.1992 - 10.2022
Bachelor of Science - Business Administration
CSU Sacramento
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