Experience

Ameriflex

• United States
• Insurance
• 100 - 200 Employee

• Onboarding/Client Services

  • Sep 2020 - Present

  • Served as the client’s primary point of contact during the new client on-boarding and renewal experience, while educating clients on systems, tools, and polices related to the products and services • Respond to customer calls, voicemails and chat requests for software support via our support ticketing system Zendesk while adhering to SLA (Service Level Agreement) metrics • Escalate technical issues to the engineering team and work with them on a resolution as needed • Handled confidential information with the upmost discretion according to all HIPAA legislation • Follow a highly structured on-boarding and renewal workflows, hitting on all touch points outlined in our standard operating procedures Show less



Avero

• United States
• Hospitality
• 1 - 100 Employee

• Customer Success Associate

  • Aug 2019 - Mar 2020

  • Responsible for assisting my Customer Success Manager with day-to-day client service requests specific to scheduling reinstallations of the Avero platform for client renewals • Documented all activities and follow-ups in Salesforce and other CRM systems including JIRA ticketing software for our engineer team • Responsible for assisting my Customer Success Manager with day-to-day client service requests specific to scheduling reinstallations of the Avero platform for client renewals • Documented all activities and follow-ups in Salesforce and other CRM systems including JIRA ticketing software for our engineer team



IHS Markit

• United Kingdom
• Information Services
• 700 & Above Employee

• Sr. Client Services Analyst

  • Jan 2019 - Aug 2019

  • Coordinated with implementation team to prepare efficient project plans for assigned clients including the initial onboarding, technical configuration analysis and implementation • Built project and custom reports for clients as requested • Provided front line daily support for clients specific to capturing of bugs and enhancements requests • Coordinated with implementation team to prepare efficient project plans for assigned clients including the initial onboarding, technical configuration analysis and implementation • Built project and custom reports for clients as requested • Provided front line daily support for clients specific to capturing of bugs and enhancements requests



ACTIVE Network

• United States
• Software Development
• 500 - 600 Employee

• Client Application Specialist

  • Mar 2017 - Jan 2019

  • Provided technical support to clients and partners for BlueBear Tracks POS and Schoolbooks K-12 accounting software • Provided fault isolation and root cause analysis for technical issues outside of software that included troubleshooting MS Server issues. 32-bit software with 64-bit OS (Windows 7, 8.1, 10) • Assisted with installations, re-installations, workstation and hardware setup • Assisted with Web Store setup and maintenance working with Adobe Photoshop • Provided technical support to clients and partners for BlueBear Tracks POS and Schoolbooks K-12 accounting software • Provided fault isolation and root cause analysis for technical issues outside of software that included troubleshooting MS Server issues. 32-bit software with 64-bit OS (Windows 7, 8.1, 10) • Assisted with installations, re-installations, workstation and hardware setup • Assisted with Web Store setup and maintenance working with Adobe Photoshop