Years of experience: 12

Voice OverData Entry SpecialistData EntryCustomer ServiceSales RepresentativeSupport Specialist

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Samuel's Career Path
Customer Success ManagerDec. 2021 -
Present
Giraffe360Customer Success Manager
Miami, 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 deve...
Retirement Savings CoachFeb. 2021 -
Nov. 2021
Remotiv (formerly Financial Soundings)Retirement Savings Coach
● 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 ● Accounta...
Relationship BankerJul. 2019 -
Feb. 2021
J.P. Morgan Chase Bank, N.A.Relationship Banker
● 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, tech...