Dynamic Account Manager with a proven track record at Volante Systems, adept in CRM management and client relationship building. Excelled in developing tailored solutions, enhancing client loyalty, and driving sales growth through effective complaint management and strategic account development. Demonstrated leadership in cross-functional collaboration and risk management, ensuring project success and customer satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Manager, Strategic Accounts
Volante Systems
Toronto, ON
01.2023 - 09.2024
Collaborated with internal teams to develop and implement tailored solutions for customers.
Conducted regular meetings with customers to discuss their current requirements and future plans.
Resolved customer inquiries, complaints, and disputes in a timely manner.
Identified opportunities for growth within existing client base through upselling and cross-selling initiatives.
Cultivated client loyalty through consistent quality, productivity, exemplary service and proactive management.
Followed up with clients to gauge product success and promote satisfaction.
Maintained sales reports and documents to track active and completed projects
Provided regular updates to CRM with invoices and customer sign offs
Client Advisor
TD Insurance
Toronto
03.2022 - 01.2023
Provided information and support to clients and agents on account status’, history and balances
Developed successful customer relationships and quickly resolved service requests to increase sales
Developed thorough understanding of products and service offerings to better upsell and cross-sell to clients
Identified customer needs by asking questions and advising on best solutions
Resolved issues for customers efficiently and provided operational support directly and consulting different departments for insights
De-escalated customer interactions by providing alternative tactics to solving problems and satisfying customer needs
Recognized security risks to properly handle situations
Kept confidential client information properly protected and only used for official purposes.
Project Planner/Scheduler
Murphy Group; Bennett Construction; McLaren Construction
, United Kingdom
02.2015 - 08.2019
Developed all Project plans and using Primavera P6
Played a key role in client meetings, progress meetings and assisted with determination of project requirements
Utilized Primavera to design the work breakdown structure (WBS), identified activities and input it into the programme, identified all the resources available
Collaborated with the project teams to ensure that planning and schedules were effectively managed in a time effective manner
Mitigated any risks to project deliverables by distributing information to Project Managers on schedule performance, trends and remedial actions
Direct reporting to the project teams and management on the project progress
Provided planning support, general scheduling and planning assistance to senior planner and project members to ensure the planning and scheduling of activities, resource and cost loaded were effective
Responsible for the Project’s schedule and project controls requirement
Responsible for completion of projects to time and cost
Maintaining regular client contact
Built relationships with limited set of common clients
Provided project performance data, project schedules in a concise and timely manner as required by the projects teams
Delivered the Period Programme Update and information regarding changes and delays that have impacted the programme on a period by period basis
Delivered the necessary reports to allow Senior Managers direct the project appropriately
Editorial Content Manager
Vapor
Toronto
08.2021
Computed reports of client’s objectives and meeting minutes within union guidelines
Proactively managed and organized various database populating confidential client assets using MS Excel with a
goal to provide accurate analysis and trouble shoot client’s objectives and expectations
Successfully worked cross-functionally with internal and external teams to proactively identify client expectation
shortfalls with the most favorable risk averse solution.