client experience specialist resume example with 11+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Professional Summary
Customer-oriented, strategic-thinking sales professional with over seven years of experience in building relationships, cultivating partnerships, retaining top accounts and growing profit channels. Multi-tasking and self-motivated leader with expertise in expanding network connections, persuasively introducing products, implementing pricing models, inventory control and projections, vendor relations, territory development and revealing customer needs to deliver solutions.
Skills
Strategic Planning
Customer retention
Training
Time management
Regulatory Compliance
Customer Service
Research
Business process optimization
Management collaboration
Sales analysis
Vendor Management
Tactical planning
CRM Systems
Customer rapport
Business development and planning
Interpersonal skills
Work History
05/2019 to Current
Client Experience SpecialistBok Financial – Little Rock, AR,
Establish milestones for projects and call campaigns and prepare all team members to meet aggressive deadlines.
Cross functionally collaborate with sales, marketing and operations team to ensure high service expectations met/exceeded.
Indentifying and isolating potential threats to the relationship (i.e. X process takes too long, X competitor is in discussions with them, etc.).any causation for intermediate
Proactively contact clients by phone and email to assist with the on-boarding process, and moving them through the process of opening their new account, funding their new account, and finalizing their investment.
Align with sales, marketing and operations team to ensure high service expectations are met, new products and tools are ready for introduction.Identifying potential threats to the relationship (i.e. X process takes too long, X competitor is in discussions with them, etc.).
Successfully identify and isolate any causation for intermediate roadblocks or complaints and drive solutions interdepartmentally.
Support and/or participate in projects and initiatives related the creation of additional value for existing client relationships.
Maintaining proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
Activating any outbound call campaign that drives value towards client retention and renewals.
Training clients on how to utilize available services, including: new account on-boarding process.
Responsible for facilitating and educating the account funding, investments, account maintenance, account services, and any applicable technology tools that reduce inbound customer service desk requests/inquiries.
10/2006 to 08/2012
Account ManagerOracle – Nh, NH,
Elevated account management by predicting potential competitive threats and outlining proactive solutions.
Managed sales relationships and profitability of new and exiting accounts within appointed sales territory. Identified and qualified new and existing customer needs, developed sales strategies, negotiated, and closes profitable projects.
Generated and increased revenue with special emphasis on establishing and extracting value, based on the technical competencies of Air Liquide.
Successfully and consistently exceeded annual sales and contract renewal quotas between 2006-2012.
Researched analyzed test results in collaboration with Business Development, Applications Engineers, and Project Engineers, to present C-Level contacts an added value based proposals.Met or exceeded target for sales, gross profit goals between 2006-2012.
Between 2006 to 2012, maintained a client retention rate of 97%.
Achieved a national ranking in the top 15 out of 70 Account Managers.
01/2006 to 09/2006
Pharmaceutical Territory ConsultantMetromile – Tempe, AZ,
Demonstrated products and specific features at customer locations and special events.
Proactively managed client correspondence and recorded all tracking and communications.
Identified prospect needs and developed appropriate responses along with information on suitable products and services.
Worked to develop network by identifying and pursuing new leads, attending industry events and building rapport with clients.
08/2002 to 01/2006
Auto Claims AdjusterProgressive Casualty Insurance Company – City, STATE,
Adhered to company and insurance client's guidelines in claims processes, estimate writing and claim closures.
Drafted statement of loss to summarize damages, payments and underlying policy coverage.
Conducted interviews, gathered detailed information and completed field investigations to determine liability.
Reduced loss ratios through fair and prompt processing of claims.
Designated sole total loss and complex claims adjuster for Orange County, CA branch.
Investigated potentially fraudulent claims with focus on thoroughness, quality and cost control.
Recommended settlement offers and negotiated payment arrangements.
Customer Service All Star Award Recipient 2004-2005
Examined photographs and surveillance and any other documents relating to claims.
Issued payouts to claimants.
Documented all findings in concise reports.
Negotiated with claimants to settle claims.
Education
Expected in to to
Bachelors of Arts: Mount Saint Mary’s University - Los Angeles, CA GPA:
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