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Work Background
Giraffe360Customer Success Manager
Dec. 2021Miami, Florida, United States● Collaborating with the Account Executives to negotiate/renegotiate contracts, & onboarding Client & Enterprise Relationships
● Progress existing client relationships
● Increasing company sign up rate by 2-5% on monthly basis
● maintain client relationships, 96% retention rate ● Work with internal global partners in developing team strategies & goals
● Work with internal global teams in developing & executing Marketing Campaigns
● Deliver high impact updates to key stakeholders that help steer towards alignment & clarity
● Thorough understanding of the client's need and engagement of services & collaborate with partners to deliver holistic solutions
● Oversee processes & strategies related to delivering exceptional services
● Provide sales training to account executives
● Research & develop new more efficient & compliant processes
● Utilize CRM & ticketing platforms (Salesforce)
Remotiv (formerly Financial Soundings)Retirement Savings Coach
Feb. 2021 - Nov. 2021● Retirement Counseling
● Developing team strategies & goals
●Work with all partners and key stakeholders to deliver holistic solutions
● Collaborating with internal departments to onboard & integrate new clients
● Overseeing processes & strategies related to delivering exceptional service
● Building client relationships
● Knowledge of investment products & global financial markets
● Accountable for the success, growth, and retention of clients
● Experience with CRM & ticketing system
● Experience with G-Suite
J.P. Morgan Chase Bank, N.A.Relationship Banker
Jul. 2019 - Feb. 2021● FINRA Certified - Series 6 & 63
● Analyze client accounts to adhere to clients’ financial goals while collaborating with partners to strategically structure
● Create financial plans and calculate risk management for clients
● Manage a book of 500+ high net-worth clients while developing key business & community relationships and providing
● Maintain knowledge of all products, services, technology and investment related policies while aligning products to
● A.M.L & Fraud
R&K WirelessDistrict Manager
Aug. 2014 - Jul. 2019West Islip, NY● Promoted to Store Manager of the largest Verizon master distributor
● Diverse expertise in all mobile devices (iOS, Android, Microsoft)
● Bought/sold goods valued at $1000+. Completed daily cash counts and credit/debit audit.
● Created weekly employee schedule ● Designing employee training curriculum
● Devised business strategies to growth in sales & number of store locations
● Prepared and presented quarterly reports
● Expert in the use of eRoes Verizon application, RQ4 POS/Employee Stats system, all Microsoft Office platforms.
Sonny's SilvermineSales Associate
Nov. 2011 - Aug. 2012● Head of purchasing gold and silver valued at ($10-$10,000)
● Developed promotional jewelry bundles
● Expertise in engraving
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