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Work Background
Quality Analyst
BTQuality Analyst
Jun. 2021Barangaroo, New South Wales, Australia
Coach
BTCoach
Sep. 2020 - Jun. 2021Australia
Subject Matter Expert
BTSubject Matter Expert
Jul. 2020 - Sep. 2020
Customer Relations Specialist
BTCustomer Relations Specialist
Apr. 2020 - Jul. 2020Australia
Customer Success Manager
CCUBECustomer Success Manager
Oct. 2018 - Apr. 2020Sydney, New South Wales, Australia• Advocating for the company, explaining to customers why I can meet their specific needs. I created a positive reputation to help keep clients satisfied & also encouraged them to refer their partners. • Onboard and educated new customers on how to use our product, focusing on features they need to learn based on the projects they aim to complete. This ensured they got up to speed as fast as possible to achieve their goals. • Always exploring opportunities with clients to introduce premium products & services. When clients were ideal for an upgrade, I met with them to explain why the additional purchase will be helpful. Having a strong rapport definitely helps clients to trust in my advice. • Built relationships between customers & the support team because technical issues, minor product problems, and basic business questions should be geared towards the support team. This made it easier for users to solve small or short-term problems. • Organize, analyze, & share client feedback & user experience with other departments to ensure my company's decisions always consider the voice of the customer
Senior Client Support Analyst
CCUBESenior Client Support Analyst
Jan. 2018 - Oct. 2018Sydney, New South Wales, Australia• This was my starting role at CCUBE • Technical user assistance with their use of the platform • Handling in bound client queries on how to use specific features through to low level technical issues • Providing training for new users, at either client’s premises or via webinars • Developing training material including videos • Working with the software development team to ensure efficient communication of software bugs and enhancements
Wealth Management Consultant
BTWealth Management Consultant
Dec. 2016 - Dec. 2017Sydney, New South Wales, Australia• Engaging in outbound campaigns, take ownership of all customer requests and issues and follow through to ensure customer satisfaction • Provide (Investment/Superannuation/Life Insurance) solutions to our existing bank clients and new direct clients • Retention and expanding existing customer base for retention roles • Measured and rewarded for sharing best practice, meeting targets, receiving positive customer ratings and strong referral activity • Manage relationships with referral partners and stakeholders across Financial Planning, branch networks, underwriting and business leaders • Comply to and remain up to date with RG146 and industry compliance, policy and legislative standards

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