Client Success Account Manager

• Aug 2021 - Present

Account Project Manager

• Mar 2019 - Aug 2021

Leading SaaS provider of data management, outcome measurement and performance management software.-Act as a client advocate for a book of business of 600+ clients.-Project manage new client implementations, determining requirements, and project timelines to ensure client satisfaction every step of the way.-Track and deliver on all client business needs. Responsible for ongoing client relationship, regularly communicating to evaluate client satisfaction and ensure retention.-Responsible for working with internal teams, including software development, technical support, and executive leadership.-Address client concerns by documenting technical bugs and feature requests, improving solutions and services.-Champion the TraxSolutions software by pitching to new clients and capitalizing on upsell opportunities with our existing client base, when appropriate. Selling an average of $11,000 per month.

Client Support Specialist

• Apr 2017 - 2019

-Proactively resolves customer issues using problem-solving and customer service skills. -Effectively communicate policies, procedures, and manage customer expectations. -Collaborate on daily basis with Development, Sales, and Account Management teams to escalate customer issues. -Subject Matter Expert for Online Registration. -Serves as knowledge and training resource to new and existing employees. -Proactively resolves customer issues using problem-solving and customer service skills. -Effectively communicate policies, procedures, and manage customer expectations. -Collaborate on daily basis with Development, Sales, and Account Management teams to escalate customer issues. -Subject Matter Expert for Online Registration. -Serves as knowledge and training resource to new and existing employees.

Account Manager

• Jun 2016 - Feb 2017

Zenefits eliminates the stress and complexity of HR administration for you and your employees.From on-boarding to health insurance, payroll to PTO, 401(k) to FSA, Zenefits integrates all of your HR functions into an easy-to-use online dashboard. It's the perfect solution for small to mid-size businesses with 150 employees or fewer.-Benefits Advisor to 50 small businesses year-round. Supported Zenefits’ growing client base with human resource needs, including health and life insurance, Affordable Care Act compliance, employee on-boarding/termination, and payroll management. -Subject Matter Expert for group health enrollment applications with insurance carriers nationwide. -Leveraged client relationships to drive additional feature adoption (HSA, FSA, PTO tracking, and Business Intelligence) through product demos and consultative approach. -Life and Health Insurance Licensed in the following states: Alaska, Arizona, California, Colorado, Hawaii, Idaho, Montana, Nevada, New Mexico, Oregon, Washington, and Wyoming.

Executive & Development Assistant

• Jun 2015 - Feb 2016

UMOM is the largest homeless shelter for families in the state of Arizona. Every night we provide safe shelter and supportive services for over 170 families through our continuum of services. We also offer nearly 300 units of affordable housing across the Valley, each community with Program Centers for residents.-Supported the Database Manager, Grants Manager, and Development Resource Manager. -Researched and found new funding opportunities, proof read grant submissions, and tracked funding in Raiser’s Edge database. -In-charge of overall support to the Executive and Development Teams; coordinated and maintained calendars and contact lists, pro-actively organized CEO emails and files; assisted in submission of grant packets and reports. -Maintained rosters, agendas, and minutes for Board of Directors and Patrons Circle meetings.

Recertification Program Specialist

• Jul 2014 - May 2015

WBEC-West is a regional partner of the Women’s Business Enterprise National Council (WBENC), a coalition of corporations, WBEs and regionally focused women’s business organizations. As an affiliate organization, WBEC-West implements the certification standards of WBENC throughout Arizona, Colorado, Southern California, Utah, Wyoming, Nevada,Hawaii and Guam. WBENC certification is nationally recognized and accepted by more than 10,000 major corporations. We also support corporations in their efforts to include WBENC Certified WBEs in their supplier diversity programs.-Managed and coordinated 7 territories including Arizona, Colorado, Hawaii, Nevada, Utah, Wyoming, and Southern California. Consulted women-owned businesses on the importance of renewing certification. Retained 500+ women-owned companies.-Researched and provided in-depth reports; regularly made presentations for Supplier Diversity Managers and Directors of Fortune 500 companies; ensured the WBEC-West certification process was current.-Developed and produced 2014 WBEC-West’s annual reports for the Board of Directors.-Supported community partnerships with the Latina Business Enterprise.

Certification Specialist

• Sep 2013 - Jun 2014

-Created the organizations’ first annual report which highlighted the company’s territories and certified members. -Facilitated in the development of beneficial procurement opportunities for women-owned businesses and corporate Supplier Diversity Managers. -Created and performed community outreach initiatives to educate women business owners on the benefits of being a certified Women Business Enterprise. -Developed a highly-reviewed certification toolkit to present to non-certified women-owned businesses.

Campaign Assistant

• May 2010 - Feb 2015

•Data Entry of constituent information.•Run audits on campaign finances.•Prepare mailers, door to door campaigning, and fundraising.•Schedule appointments with constituents to meet with candidate. •Data Entry of constituent information.•Run audits on campaign finances.•Prepare mailers, door to door campaigning, and fundraising.•Schedule appointments with constituents to meet with candidate.

Public Ally/ AmeriCorps Member

• Aug 2013 - Jun 2014

-Served a 10 month AmeriCorps term of service; created successful and well-reviewed partnership with Phoenix Center for the Arts. Developed and achieved a successful event showcasing the new program, Teen Artist Guild. -Participated in community building projects with local organizations; attended multiple educational conferences and training regarding the non-profit sector. -Served a 10 month AmeriCorps term of service; created successful and well-reviewed partnership with Phoenix Center for the Arts. Developed and achieved a successful event showcasing the new program, Teen Artist Guild. -Participated in community building projects with local organizations; attended multiple educational conferences and training regarding the non-profit sector.

Special Ministries Intern

• Aug 2012 - Dec 2012

-Interviewed homeless clients and processed paperwork for identification cards. -Provided mentoring and guidance with goal setting. -Inventoried and organize clothing donations, scheduled showers, worked customer service counter distributed clothing, lunches, and other necessities. -Interviewed homeless clients and processed paperwork for identification cards. -Provided mentoring and guidance with goal setting. -Inventoried and organize clothing donations, scheduled showers, worked customer service counter distributed clothing, lunches, and other necessities.

Tennis Instructor/ Camp Counselor

• Jun 2010 - Aug 2010

-Taught private lessons.-Instructed tennis clinics for various skill levels. -Ensured safety of children on tennis courts, in dorms, and on field trips. -Taught private lessons.-Instructed tennis clinics for various skill levels. -Ensured safety of children on tennis courts, in dorms, and on field trips.