Nicole Rivera
Customer Success Manager at Syndio- Claim this Profile
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Topline Score
Bio
Credentials
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Customer Success Management Fundamentals
LinkedInAug, 2022- Sep, 2024 -
Business Management
Valencia College -
Human Resource Management
Valencia College -
Operations Services and Support
Valencia College -
Six Sigma Lean
Bisk
Experience
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Syndio
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United States
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Software Development
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100 - 200 Employee
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Customer Success Manager
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Oct 2021 - May 2022
Managing 12 client accounts • Use product knowledge to meet the clients needs • Partnering with analysts in the strategic planning process to assist clients with initiatives • Facilitating product orientations • Positioning new solution offerings to clients • Discussing membership renewals • Monitoring customers satisfaction • Developing solutions to critical issues Managing 12 client accounts • Use product knowledge to meet the clients needs • Partnering with analysts in the strategic planning process to assist clients with initiatives • Facilitating product orientations • Positioning new solution offerings to clients • Discussing membership renewals • Monitoring customers satisfaction • Developing solutions to critical issues
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Deloitte Consulting
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Italy
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Business Consulting and Services
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700 & Above Employee
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Member Relationship Executive
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Mar 2021 - Sep 2021
Managing 39 client accounts • Conducting initiative reviews • Partnering with analysts in the strategic planning process to assist clients with initiatives • Facilitating product orientations • Creating access guides • Coordinating touchpoints • Discussing membership renewals • Providing insights to the broader consulting firm on revenue-generating opportunities
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Client Services Associate
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Feb 2020 - Sep 2021
Streamlining processes • Processing renewals • Activating new contracts • Extending access • Curating content for member newsletters • Salesforce/Mercury maintenance and casework • Member engagement reporting • Auditing admin and CRM system for errors • Account management (back-end) • Generating CRM reports • Resolving client inquiries • Sending email blasts to encourage more product engagement • Creating learning guides
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Client Solutions Engineer
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May 2018 - Feb 2020
Resolving client platform issues • Forecasting disruptions • Engaging client teams to resolve mission-critical incidents • Managing multiple inboxes • Monitoring various CRMs • Using service to create more revenue-generating opportunities • Training peers on project materials
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ADP
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Lebanon
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Architecture and Planning
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1 - 100 Employee
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NAS HCM Consultant SE
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Oct 2016 - May 2018
Managing multiple client projects • Main point of contact for the client relationship • Conducted weekly/bi-weekly check-in to discuss progress • Data entry • Resolving payroll errors • Educating clients on system changes • Facilitating orientation for new hires • Developing innovative solutions • Reconciliation of quarterly reports to ensure a clean year-end • Analyzing data reports to determine client needs • Upselling services • Collaborating with third-party vendors to manage the… Show more Managing multiple client projects • Main point of contact for the client relationship • Conducted weekly/bi-weekly check-in to discuss progress • Data entry • Resolving payroll errors • Educating clients on system changes • Facilitating orientation for new hires • Developing innovative solutions • Reconciliation of quarterly reports to ensure a clean year-end • Analyzing data reports to determine client needs • Upselling services • Collaborating with third-party vendors to manage the implementation of new reports and/or custom programs • Consulting with the client on compliance needs Show less Managing multiple client projects • Main point of contact for the client relationship • Conducted weekly/bi-weekly check-in to discuss progress • Data entry • Resolving payroll errors • Educating clients on system changes • Facilitating orientation for new hires • Developing innovative solutions • Reconciliation of quarterly reports to ensure a clean year-end • Analyzing data reports to determine client needs • Upselling services • Collaborating with third-party vendors to manage the… Show more Managing multiple client projects • Main point of contact for the client relationship • Conducted weekly/bi-weekly check-in to discuss progress • Data entry • Resolving payroll errors • Educating clients on system changes • Facilitating orientation for new hires • Developing innovative solutions • Reconciliation of quarterly reports to ensure a clean year-end • Analyzing data reports to determine client needs • Upselling services • Collaborating with third-party vendors to manage the implementation of new reports and/or custom programs • Consulting with the client on compliance needs Show less
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Education
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Valencia College
Associate of Arts (A.A.), General Studies
Community
