Vanessa Araujo
Alachua,FL
Summary
Driven Client Relationship Specialist with proven success in cultivating, strengthening and maintaining strong business relationships. Demonstrated strengths include strategic planning and problem solving, with a focus on customer satisfaction. Proven track record of contributing to business growth through identification and realization of client and business needs.
Overview
5
5
years of professional experience
Work History
Client Relationship Specialist
James Moore
Gainesville, FL
01.2022 - Current
- Crafting, designing, and monitoring service level, tax strategy, and overall engagement to clients’ specificity within risk tolerance framework for 450 clients generating $750,000 in revenue.
- Providing support to clients on billing inquiries and maintaining accounts receivable aging to less than 10% of assigned clients.
- Reporting client realization to firm partners and adjusting service fees to maintain realization at 80% or higher.
- Implemented a new CRM system, which allowed the Client Success Team to effectively follow up with clients and meet quarterly deliverable goals.
- Preparing detailed proposals based on customer requirements, which include pricing structures and delivery schedules.
- Managing a team of two Client Relationship Specialists, hosting weekly huddles to review progress on client deliverables, and providing support on difficult client cases as needed.
Project Coordinator
Concept Companies
Gainesville, FL
06.2019 - 01.2022
- Produced due diligence and feasibility reports that resulted in a 40% increase in approved commercial real estate development projects from 2019 to 2021.
- Collaborated with Agile teams to identify essential elements for project completion, execute critical paths, and create project schedules and budgets.
- Hosted pre-development meetings with municipal leaders and regulatory agencies to present development projects, overcome objections, budgetary constraints, and submittal deadlines.
- Conducted risk assessments and identified potential issues that could affect project success, resulting in projects being delivered on time and on budget.
- Maintained Asana reports of project information, including budgeting, resources, and submittal deadlines.
Education
Master of Business Administration -
University of the People
Pasadena, California03.2024
Bachelor of Arts, Anthropology -
University of Florida
Gainesville, FL12.2018
Skills
- Client relations
- Proficient in Asana
- Account management
- Data analysis and reporting
- Project and program management
- HubSpot CRM software
- Monday CRM software
- Microsoft Office suite
- Operations management
- Managerial accounting
- Financial accounting
- Native in English language
- Native in Spanish language
- Intermediate in Haitian Creole language
Timeline
Client Relationship Specialist
James Moore
01.2022 - Current
Project Coordinator
Concept Companies
06.2019 - 01.2022
Master of Business Administration -
University of the People
Bachelor of Arts, Anthropology -
University of Florida
Similar Profiles
Ben Clark, CPABen Clark, CPA
Director - Assurance and CFO Services at James Moore and Co., P.L.Director - Assurance and CFO Services at James Moore and Co., P.L.
Julie LongJulie Long
Administrative Services Supervisor at James Moore & Co.Administrative Services Supervisor at James Moore & Co.
Casey LeonardCasey Leonard
Administrator at Moore & MooreAdministrator at Moore & Moore
Vanessa McDanielVanessa McDaniel
Communications Supervisor at Alachua Police DepartmentCommunications Supervisor at Alachua Police Department
Cheyla (Jaidyn) StrongCheyla (Jaidyn) Strong
Assistant Department Manager at MCDONALDSAssistant Department Manager at MCDONALDS