CFA InstituteClient Management Coordinator
Sep. 2014 - Sep. 2015Charlottesville, Virginia Area• Supported global CM team to consistently deliver high quality customer service to clients and internal stakeholders • Managed communications of logistical and editorial content including website content management, creation of email templates, creative submissions for advertisements in printed and digital publications
• Established personal contacts and consistently have been providing exemplary customer support to key global accounts aiming to deepen the engagement of organization’s institutional accounts across CFAI’s diverse portfolio of products
• Coordinate conference communications and deliverables per signed contracts in consultation with Exhibit and Sponsorship Sales Manager, Revenue Administrator and the Client Management team. Supported the Annual Conference, regional and topical conferences. Administered surveys and collected customer feedback for analysis and process improvements
• Ensured a successful and smooth transition of NewsBrief advertising support responsibilities upon a sudden and unexpected personnel change. Established relationships with clients, publisher contacts and internal marketing channels. Autonomously restructured, standardized and documented NewsBrief processes, which in turn improved efficiency, aiding with business development efforts and improving customer service • Provided out of office coverage for Revenue Administrator for 10 weeks, issued all client invoices for sponsorship sales in publications, conferences, events and four types of Claritas purchases. Maintained sponsorship sales spreadsheet for reporting purposes. Produced monthly Claritas report. Simplified and streamlined Claritas reporting processes
• Supported planning and execution of internal meetings, including the Institutional Partnerships bi-yearly summits, managing as needed calendar, logistics and reporting