Results-oriented Account Manager who excels in revealing customer needs and delivering solutions.
05/2015 - Current
Wall Street Systems － New York, NYAccount Manager/ Relationship Manager
Serve as treasury system and process advisor to Fortune 500 clients in North America on the full Treasury suite of functionality - treasury accounting, cash management, FX trading, derivatives, and bank account management.
Understand both the business needs of clients as well as the technical aspects of treasury application (SaaS, Citrix).
Serve as main point of contact for all client day-to-day communication and oversight while continuously striving to improve overall level of service/client satisfaction and proactively identifying opportunities to optimize, retain and upsell or cross sell new products and paid features to existing customers.
Client advocate for all support, service, billing, and commercial items; primary point of escalation for all matters needing resolution.
Ensure client needs are recognized and addressed in a timely matter by working in close liaison amongst departments such as presales, sales, client services, professional services, product development, R&D and Finance.
Support sales in responding to RFP's, working closely with Sales, AdOps, Product and Creative Services teams as needed.
Regularly conduct touch bases with clients maintaining a steady stream of communication and trusting relationship, providing updates to clients while confirming there are no outstanding issues.
getting in front of issues).
Maintain thorough records of client interactions in Salesforce database, monitoring the portfolio of clients for past dues, changes to the client's risk profile, updates and upgrades to their current offerings and notes on current standing of client relationship.
Organize team meetings to discuss process improvements, goal alignment and proper messaging to clients.
Collaborate with product management and support team, learning best practices to educate and guide new and existing clients toward process optimization.
Create implementation, activation, and follow up with new and existing clients, as well as any related documentation/administrative requirements.
06/2012 - 06/2015
Wall Street Systems － New York, NYOffice Manager
Coordinated and oversaw four office moves and served as project manager in transition to new office location.
Acted as liaison between architectural/contracting team and internal upper management to progress buildout of new office location.
Organized all company hosted events and activities in NYC and formed global events committee, setting budgets, communication and procedures in place for 45+ offices.
Instituted multiple vendor account consolidation initiatives across North America, leveraging company buying power to renegotiate contracts and drive down costs.
Interviewed, onboarded, trained and led the US Office Management team.
Led the administrative and office management teams, developing new processes and procedures related to day to day office operations including but not limited to IT and equipment maintenance, supply management and procurement, travel scheduling, resulting in a service orientated approach with clients, vendors and internal staff.
Mobile phone management and tracking of all North American plans, including quarterly review and continuous renegotiation focused on driving down costs.
Assistance with set up and maintenance of updated PO system.
Worked with Human Resources and IT team to implement processes for all new hires, terminations and onboarding procedures.
Managed relationship with building management and building security and managed staff security passes.
06/2009 - 05/2012
William Gottlieb Management Company － New York, NYExecutive Assistant/ Office Manager
Oversaw demolition and construction of office spaces, managing a workforce of over 40 persons.
Reviewed all contracts and bids for work to be performed at various residential and commercial construction sites.
Established and improved relationships with account representatives.
Established workshop training sessions to instruct current and new employees on updated technologies.
Submit job criteria for new employee hiring and assist in the interview process.
Handled CEO's business and personal finances, including reconciling AMEX account and creating/submitting expense reports.
Developed and maintain an enhanced filing system.
Gathered employee documentation and information for various incentive plan enrollment (Health, dental, 401K, etc.
04/2008 - 06/2009
William Gottlieb Management Company － New York, NYPersonal Assistant
Updating and managing the database of contacts (both business and personal).
Prepared, booked, and confirmed international and domestic travel itineraries.
Maintained extensive calendar for CEO of the company.
Procured equipment, supplies and services as needed.
Handled vast amount of sensitive material concerning both the organization and the principals with the highest level of confidentiality.
Liaised with high level internal and external contacts.
Initiated use of video conferencing for office and personal use.
Organized charitable events, including collections and contributions.
Coordinated various events, including managing guest-lists, arranging transportation, venue selection, and entertainment appointments.
Researched and selected appropriate locations for several auction events.
11/2007 - 08/2008
COACH Legacy Boutique; － New York, NYSales/Service Specialist
Managed store operations, including customer service, sales, and inventory control.
Trained new hires with product knowledge, company polices, and store's POS system.
Engaged clients with concierge services in a comfortable friendly atmosphere.
Used original forms of communication to create a new store client database.
Scheduled and planned press meetings, events and established new vendor relationships.
City University of New York at Baruch CollegeNew York, NYBBA: Operations ManagementMinor in Psychology
Summa Cum Laude
Microsoft Word, Excel, PowerPoint, Salesforce, Wallstreet Treasura, Wallstreet City
Financials, Yardi Voyager