Experience

TokenTax

• United States
• Financial Services
• 1 - 100 Employee

• Client Success Manager

  • Jan 2022 - Present

  The role of client success manager reflects a wide range of responsibilities as TokenTax is still a growing company. As a daily baseline, I work with new clients to educate them on our product and answer their questions on cryptocurrency taxes while assessing their data to be able to provide an accurate plan recommendation. For our existing clients, I assume a more technical role, walking them through the software and explaining how to import data and perform the manual reconciliation needed to attribute their data correctly. In addition to the client facing work, I am tasked with training and onboarding junior reps, a process which can take up to six months given the wide range of knowledge that is required to perform the role successfully. I also perform internal tasks, such as updating the Trello boards, creating the monthly calendars and interfacing with the other teams of the company to resolve bugs and other technical issues. Show less



self

• Freelance Electronic Musician



New England Conservatory of Music

• United States
• Higher Education
• 200 - 300 Employee

• Office Assistant, Student Recording Engineer

  • Sep 2011 - May 2015

  Data Entry, Office Reception and recording student recitals in the various halls on the New England Conservatory campus. Data Entry, Office Reception and recording student recitals in the various halls on the New England Conservatory campus.