Experience

YouAttest

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Customer Success Director

  • Aug 2021 - Present

  -Stocks/Carta management -ULA -Invoicing -Customer Quarterlies -Renewals -Insurance -Stocks/Carta management -ULA -Invoicing -Customer Quarterlies -Renewals -Insurance



JL Madison Co

• Laguna Niguel, California, United States

• Project Manager

  • Jun 2019 - Aug 2021

  -Scheduling -Gathering of plans -Specifications -Subcontractor Management -Scheduling -Gathering of plans -Specifications -Subcontractor Management



Identiv

• United States
• Computer and Network Security
• 200 - 300 Employee

• Customer Service Representative

  • Jun 2017 - Jun 2019

  -Maintaining customer happiness with forward-thinking strategies focusing on addressing customer needs and resolving concerns. -Supporting customer needs by fielding diverse questions about issues such as available merchandise, current prices and upcoming company changes. -Liaising with customers, management and the sales team to better understand customer needs and recommending appropriate solutions. -Compiling customer feedback and recommended service delivery improvements to Management. -Communicating internally regarding back order availability, future inventory and special orders. -Consulting with outside parties to resolve disrepancies and create effective solutions. -Responding to customer requests for products, services and company information. -Providing primary customer support to internal and external customers in a fast-paced environment. -Building long-term, loyal customer relations by providing top-notch service and detailed order, account and service information. -Delivering exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences. -Promptly responding to inquiries and requests from prospective customers. -Training new personnel regarding company operations, policies and services. -Effective liaison between customers and internal departments. -Communicating accurate information about promotions, customer programs and products, providing exceptional customer service and driving retention. -Educating customers about billing, payment processing and support policies and procedures. Enhancing productivity levels by anticipating needs and delivering outstanding support. -Entering orders into NetSuite and Salesforce computer database systems. -Evaluating customer information to explore issues, develop potential solutions and maintain high-quality service. -Facilitating inter-departmental communication to effectively provide customer support. Show less



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Client Service Manager

  • Feb 2016 - Apr 2017

  -Researched issues and took appropriate action to ensure speedy resolution. -Ensured that clients received outstanding service to not only maintain but to extend relationships for future business opportunities. -Money movements -Scanning, submitting, and tracking checks -Preparing and tracking paperwork -Creating new clients in software database -Opening new accounts -Researched issues and took appropriate action to ensure speedy resolution. -Ensured that clients received outstanding service to not only maintain but to extend relationships for future business opportunities. -Money movements -Scanning, submitting, and tracking checks -Preparing and tracking paperwork -Creating new clients in software database -Opening new accounts



JK Bookkeeping

• Irvine, CA

• Payroll Accountant

  • Jun 2015 - Jan 2016



LightBox

• United States
• Data Infrastructure and Analytics
• 200 - 300 Employee

• Account Manager

  • Jan 2015 - Apr 2015

  Founded in 2000, Digital Map Products is headquartered in Orange County, CA and has offices throughout the U.S. We serve more than 500 customers in sectors including real estate, government, utilities, and reach millions of users with our innovative cloud-based solutions. The Account Manager is an inside, sales-intensive, customer service position focused on the retention of existing customers. This position involves negotiating with existing clients to renew their contracts. Founded in 2000, Digital Map Products is headquartered in Orange County, CA and has offices throughout the U.S. We serve more than 500 customers in sectors including real estate, government, utilities, and reach millions of users with our innovative cloud-based solutions. The Account Manager is an inside, sales-intensive, customer service position focused on the retention of existing customers. This position involves negotiating with existing clients to renew their contracts.



JK Bookkeeping

• Irvine, CA

• Filing Clerk

  • Sep 2012 - Jan 2015

  Manage the filing and storage of client information, part time book keeping, and client management. Manage the filing and storage of client information, part time book keeping, and client management.



SecureAuth Corporation

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Executive Assistant and Office Manager

  • Mar 2012 - Jan 2015

  A detail oriented executive assistant with a proven ability to bridge business needs and business goals in fast paced environments for dynamic individuals. Engaging, organized, results-oriented individual with expertise simultaneously managing multiple projects and within diverse environments and cross functional groups. A keen ability to assess needs, define requirements, develop value-added solutions, and execute office processes and solutions that streamline and improve operating efficiencies. Excellent communicator, focused on building strong relationships and adept in connecting with management, finance, marketing, engineering, and sales audiences – all with a smile. Show less



Fashion Island Hotel Newport Beach

• Hospitality
• 1 - 100 Employee

• Sales Assistant

  • Aug 2010 - Jan 2012

  Assistant to twelve managers working directly with clients – administering planning, contracts, billing, complaint resolution, satisfaction surveys, and process improvements.  Managed all large customer deals from start to completion including checklists, communication, billing, negotiation, and customer satisfaction.  Presided over communication between Sales and Catering departments and all external communications with customers. Assistant to twelve managers working directly with clients – administering planning, contracts, billing, complaint resolution, satisfaction surveys, and process improvements.  Managed all large customer deals from start to completion including checklists, communication, billing, negotiation, and customer satisfaction.  Presided over communication between Sales and Catering departments and all external communications with customers.



Irvine Company

• United States
• Real Estate
• 700 & Above Employee

• Leasing Consultant

  • Jul 2007 - Oct 2008

  Handled all aspects of customer sales and leasing for Santa Rosa Apartment homes including customer experience, day to day interactions, negotiations, renewals, etc.  Maintained company leading closing ratios.  Responsible for Internet marketing, direct and indirect sales, lease management, service requests, tours, move-ins, move-outs, and the general day to day experience of customers. Handled all aspects of customer sales and leasing for Santa Rosa Apartment homes including customer experience, day to day interactions, negotiations, renewals, etc.  Maintained company leading closing ratios.  Responsible for Internet marketing, direct and indirect sales, lease management, service requests, tours, move-ins, move-outs, and the general day to day experience of customers.