Results-driven Client Success Manager successful at enhancing customer loyalty with forward-thinking and attentive strategies. Competent in providing customers with exceptional experiences which drive retention. Eager to offer many years of related experience and pursue dynamic, growth-oriented position.
Overview
15
15
years of professional experience
Work History
Client Success Manager
Voya Financial
New York
05.2023 - Current
Facilitated communication between clients and internal teams for issue resolution.
Analyzed client feedback to refine service offerings and support strategies.
Proposed or approved modifications to project plans.
Planned and led team meetings to review business results and communicate new and ongoing priorities.
Conducted regular check-ins with customers to assess their progress.
Advised management on changes needed in order to improve overall client satisfaction levels.
Aligned with teams in other departments to create offering meeting needs of lucrative clients.
Client Success Manager
Flywire
Boston
03.2021 - 03.2023
Hosted daily status calls and weekly ad hoc meetings with clients to promote client satisfaction and keep all parties abreast of changing environment.
Planned, articulated and executed client development strategies.
Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards.
Created and maintained comprehensive customer success documentation for internal and external use.
Monitored customer progress and addressed customer inquiries with timely and accurate updates.
Evaluated customer problems, implemented resolutions and followed up with clients to manage additional problems and maintain satisfaction.
Collaborated with sales and product teams to address customer success objectives.
Assisted customers with onboarding and product setup to foster successful adoption and usage.
Implementation Manager
Flywire
Boston
10.2019 - 03.2021
Supported business continuity and disaster recovery.
Collaborated with team to cultivate resources and reference material for technical installation, troubleshooting and maintenance.
Installed, maintained, upgraded and patched storage systems.
Simplified application and resource provisioning.
Directed large-scale development and implementation of Hospitals and Payment solutions to meet business needs and build client loyalty.
Maintained open communication by presenting regular updates on project status to customers.
Met project deadlines without sacrificing build quality.
Provided detailed project status updates to stakeholders and executive management.
Planned, designed, and scheduled phases for large projects.
Developed and implemented project plans to ensure successful execution.
Implementation Specialist II
Change Healthcare
Nashville
08.2016 - 10.2019
Tested new software and hardware prior to deployment.
Configured hardware, devices, and software to set up work stations for employees.
Identified discrepancies to devise and initiate cost-effective solutions.
Configured, installed and handled troubleshooting tasks for variety of different applications.
Collected client specifications and requirements.
Implemented training initiatives by incorporating industry trends and collaborating with senior leaders.
Sourced, vetted and managed vendors needed to accomplish project goals.
Maintained open communication by presenting regular updates on project status to customers.
Planned, designed, and scheduled phases for large projects.
Developed and implemented project plans to ensure successful execution.
Identified plans and resources required to meet project goals and objectives.
Deposit Team Lead
MMP Medical Management Professionals
Clarksville
09.2010 - 12.2015
Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Prepared financial statements to provide results of operations, financial position and cash flow.
Audited and corrected billing and posting documents for accuracy.
Handled account payments and provided information regarding outstanding balances.
Utilized various software programs to process customer payments.
Reconciled accounts receivable to general ledger.
Created improved filing system to maintain secure client data.
Generated monthly billing and posting reports for management review.
Accomplished multiple tasks within established timeframes.
Onboarded new employees with training and new hire documentation.