Global Client Relationship Coordinator/CRM Manager
The Cultural Intelligence Center
04.2023 - Current
- Streamlined internal processes by integrating CRM software with other business systems, enhancing team efficiency.
- Implemented automation tools to streamline routine tasks, allowing team members to focus on high-impact activities that drive results.
- Collaborate with all departments to gather requirements and customize processes in Salesforce for greater ease of use and data accuracy.
- Resolve user support requests and maintain access through profiles and permission sets
- Data Hygiene
- Report and Dashboard building including creating custom report types.
- Maintain and establish relationships with new and existing clients and Certified CQ Facilitators from around the world by phone, email, and chat.
- Recommend products, fulfill order requests, process payments and refunds.
- Provide technical support for user portal.
- Update and maintain event attendee data in Excel and Salesforce.
- Responsible for pre, intra, and post event correspondence and technical support for attendees.
- In-person event planning and execution
- Generate weekly and monthly sales reports
