Experience

Classic Vacations

• United States
• Travel Arrangements
• 200 - 300 Employee

• Product Specialist

  • 2009 - Present

  Supporting CRM technology (plex) in a multi-channel client/customer support environment ( email, phone, chat), and ability to build strong relationships. Ability to identify new opportunities, drive collaboration and deliver high-quality, complex projects. Ensure smooth day-to-day operations of business critical workflow and resolving escalations. Contribute to strategic projects to drive internal quality and efficiency metrics. Identify and troubleshoot system issue and develop solutions Supporting CRM technology (plex) in a multi-channel client/customer support environment ( email, phone, chat), and ability to build strong relationships. Ability to identify new opportunities, drive collaboration and deliver high-quality, complex projects. Ensure smooth day-to-day operations of business critical workflow and resolving escalations. Contribute to strategic projects to drive internal quality and efficiency metrics. Identify and troubleshoot system issue and develop solutions



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Mutual Fund Operations Assistant

  • Apr 2007 - May 2008

  Performed data entry and management, cash break and dividend updating, and daily operations assistance Attained departmental daily goal of 100% Conducted research on mutual fund dividend payments for updating purposes Developed monthly reconciliation reports Performed data entry and management, cash break and dividend updating, and daily operations assistance Attained departmental daily goal of 100% Conducted research on mutual fund dividend payments for updating purposes Developed monthly reconciliation reports