Client Services manager

Customer Success & Account Management Westerville, Ohio, United States

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Summary

Previous positions:
Client Services Manager (for 72 Credit Unions)
Client Onboarding Manager (for 100 pharmacies)
Service Delivery Manager
Training Coordinator
Dispute Analyst
Workforce Management Analyst (Real Time Management)

Here is a summary of my skills:
QuickBase
DocuSign
SaaS and BaaS
Atlassian (Jira, Confluence and AWS)
Salesforce (CRM, CCM and CPQ)
Understanding of SLAs, SOPs and KPIs
TSYS, Klear, Stripe, Vantiv and Marqeta
Ticketing Systems (Zendesk, Freshdesk and Freshchat)
Training Development
Coaching and Mentoring
Reporting, Auditing and Analysis
Client Service and Onboarding

Additionally:
I come with 3+ years of experience as a sales support specialist.
Excellent experience in using salesforce workflow, troubleshooting, Ticketing, Slack, CRM, CPQ, JIRA.
3-5+ years of experience in handling and resolving issues with troubleshooting.
Excellent data entry and typing skills and coordinated with Operations Manager to provide quote/prices for CUs to process reorders via Salesforce CPQ and DocuSign.
Proficient in software and MS office suite.