Caroline Strathern
Encinitas
Summary
Dedicated Account Manager specializing in client onboarding and relationship enhancement. Proven ability to drive project success and improve customer satisfaction through effective communication and cross-functional collaboration.
Overview
5
5
years of professional experience
Work History
Account Manager - Onboarding
Bottomline
Portsmouth
04.2025 - Current
- Managed client accounts to enhance satisfaction and retention rates.
- Coordinated communication between clients and internal teams to streamline processes.
- Analyzed client data to identify growth opportunities.
- Collaborated with sales team to devise strategies for increasing market share.
- Presented product features and benefits to potential customers during sales meetings.
- Participated in brainstorming sessions to develop innovative business development initiatives.
Implementation Project Manager
Bottomline
Portsmouth
03.2024 - 04.2025
- Collaborated with cross-functional teams to synchronize project goals with organizational objectives.
- Oversaw project budgets, tracked expenses, and communicated milestones to key stakeholders.
- Conducted regular meetings to review progress and resolve issues.
- Provided technical support during installation, configuration, or testing phases.
Senior Support Specialist
Bottomline
Portsmouth
03.2021 - 03.2024
- Resolved escalated customer service inquiries with a high degree of accuracy and efficiency.
- Monitored network performance metrics and identified potential areas of improvement.
- Trained junior team members on problem-solving techniques for common IT issues.
- Developed, tested, implemented and maintained IT systems to ensure optimal performance.
- Maintained detailed records of help desk tickets and other customer service requests.
Customer Relationship Advocate
Fidelity Investments
Boston
05.2020 - 03.2021
- Documented customer interactions accurately in the CRM system.
- Executed trades efficiently across multiple platforms and markets.
- Reviewed and analyzed daily stock market activity to identify profitable trading opportunities.
- Escalated unresolved cases to higher-level support teams for further assistance.
Education
Bachelor of Arts - Communcation
University of New Hampshire
NH05-2019
Skills
- Project management
- Client onboarding
- Cross-functional collaboration
- Time management
- Customer relationship management
- Business development strategies
Timeline
Account Manager - Onboarding
Bottomline
04.2025 - Current
Implementation Project Manager
Bottomline
03.2024 - 04.2025
Senior Support Specialist
Bottomline
03.2021 - 03.2024
Customer Relationship Advocate
Fidelity Investments
05.2020 - 03.2021
Bachelor of Arts - Communcation
University of New Hampshire