CLIENT RELATIONSHIP MANAGER/CUSTOMER SUCCESS
VELOCITY SOLUTIONS, LLC
Jun 2012 - Jun 2021 (9 years 1 month)
More than tripled account portfolio overseeing management and implementation of new client project plans for referral program strategy. Coordinated with IT, marketing, and administrative teams to maintain smooth transitions for client website and referral program launches. Created and delivered materials for client training, marketing campaigns, monthly/annual results, and client profitability. Infused diversity in marketing style for more equitable brand representation. Developed and enhanced surveys for customers through Survey Monkey. Managed branch collateral inventory for 18+ small-mid range financial institutions. ■ Designed overall program concepts to improve processes for rapidly evolving, technology-forward target market group. Imp