Experience

ClearOne Advantage

• United States
• Financial Services
• 100 - 200 Employee

• Finance Specialist

  • Aug 2018 - Present

  Provide accurate financial analysis and innovative solutions to a range of complicated problems.Serve as the principal client contact on contracts and often play a project leadership role.Successfully generate over $1 million in revenue yearly.

• Retention Specialist

  • Jun 2016 - Aug 2018

  Implemented creative solutions to address special circumstances and ensure high client retention rates.Analyzed client feedback and developed new techniques to enhance customer satisfaction.Achieved the #1 ranking for highest retention and revenue generated for the year.

• Loyalty Specialist

  • Jan 2015 - Jun 2016

  Conducted in-depth client interviews and expanded financial planning relationships.Made quick decisions to achieve efficient and effective resolutions.Recognized as the Employee of the Month for 11 out of the 12 months employed.