Experience

Advyzon | yHLsoft, Inc.

• Client Success Specialist

  • Nov 2018 - Present

  - Quickly learned the robust, multifaceted CRM platform and communicate to clients how to use the program efficiently for their needs.- Work with financial advisors and breakaway startup firms in understanding their needs and how the platform can work best for them.- Use my organizational skills to be sure all clients receive appropriate information and follow up.- Develop new relationships with clients and grow their success using the platform while answering all questions expertly.- Take initiative with new clients calling the support line to help them learn how to use the platform. - Work with development team on product improvements using my knowledge of client needs and regular use of the platform.



Zack Investment Research

• Junior Client Relationship Manager

  • Oct 2017 - Nov 2018

  • Proactively manage financial advisor clients equating to 300 users while training, educating and updating all clients about the product.• Lead conference calls with large brokerage firms and clients about advisor tools. • Write, record and edit webinars about how to use products and services. • Use Salesforce to update client information, create tasks, and track client usage.• Develop overall product by working with development team using client suggestions.• Create training documents, interview and train new team members.



Lowes Home Improvement

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Customer Service Representative

  • May 2015 - Aug 2016

  • Used communication skills with customers and other employees.• Commuinicated goals between other employees and upper management.• Handled money and used basic arithmetic skills. • Used online inventory system to handle and research items for customers. • Used communication skills with customers and other employees.• Commuinicated goals between other employees and upper management.• Handled money and used basic arithmetic skills. • Used online inventory system to handle and research items for customers.



Global Protection

• Retail
• 1 - 100 Employee

• Intern

  • Jul 2014 - Aug 2014

  • Performed trademark searches on protecting and actively using your trademark rights. • Prepared and executed a service agreement (private label customer)• Worked on Quality Assurance 2014 Batch Condom Release and Testing Log• Researched a project regarding marketing and its strategy for the product ONE and its Facebook • Performed trademark searches on protecting and actively using your trademark rights. • Prepared and executed a service agreement (private label customer)• Worked on Quality Assurance 2014 Batch Condom Release and Testing Log• Researched a project regarding marketing and its strategy for the product ONE and its Facebook



Kohl's Department Stores

• United States
• 1 - 100 Employee

• Associate

  • May 2012 - Jul 2014

  • Organized materials in the store• Used good customer service• Supported associates and helped with specific projects• Organized and designed layouts of areas on the floor• Responsible for restocking store shelves when inventory was low • Organized materials in the store• Used good customer service• Supported associates and helped with specific projects• Organized and designed layouts of areas on the floor• Responsible for restocking store shelves when inventory was low