Natasha Rowe
Toronto
Summary
Reliable business professional with experience in project management, process improvement and customer satisfaction. Proven track record of implementing new projects that will enhance the customer journey. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
4
4
years of professional experience
Work History
Customer Onboarding Specialist
ILobby Facility & Visitor Management
2024.01 - Current
- Ran productive onboarding calls and training sessions with customers to educate and guide through configuration process
- Ensured devices were configured according to customers’ needs in order to drive fast adoption upon launch.
- Improved current processes by developing a training program for new members of the Onboarding team.
- Focused on achieving high customer onboarding satisfaction scores and delivering fast time to value.
Client Onboarding Specialist
Bench Accounting
2022.05 - 2024.01
- Conducted client calls to educate them on the documentation required to
complete their bookkeeping and set them up for success during the tax year. - Collected and certified key documentation from clients in my portfolio to ensure accuracy and ongoing compliance of their monthly and annual financial insights.
- Managed workflow using multiple software tools like Salesforce, Salesloft, RingCentral, and Google Sheets.
- Experimented with ways to improve our processes, procedures and service offerings
to increase efficiency and client satisfaction.
Sales Representative
Royal LePage Estate Realty
2021.10 - 2022.04
- Provided professional advice about the real estate market and relevant trends to
current or potential clients. - Conducted a comparative market analysis of recent sales within a particular area to
determine the most accurate list price for a property. - Awarded “Top 10 Agent of the Month” in December 2021 after successfully selling
my first property within two months of being employed.
Customer Experience Specialist (Contract Position)
Affirm
2021.04 - 2021.10
- Monitored customer feedback, identifying trends to improve product offerings and the overall customer experience.
- Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.
- Built rapport with customers by consistently delivering excellent service, fostering long-term loyalty.
- Participated in cross-functional teams to address complex problems, improving overall customer experience strategy.
New Business Support Intern
Manulife
2020.04 - 2020.08
- Received plan information forms from new clients and promptly enrolled them into
the system. - Performed quality checks on the work of other teammates to ensure that the
information recorded was accurate. - Worked extensively with Excel to record financial information for quality assurance pursposes.
Education
Bachelor of Commerce - Real Estate
Ryerson University
Toronto, ON12.2020
Skills
- Expert Problem Solving
- Customer Relations
- Excellent Communicator
- Project Management
- Public Speaking
Languages
English
Native or Bilingual
Timeline
Customer Onboarding Specialist
ILobby Facility & Visitor Management
2024.01 - Current
Client Onboarding Specialist
Bench Accounting
2022.05 - 2024.01
Sales Representative
Royal LePage Estate Realty
2021.10 - 2022.04
Customer Experience Specialist (Contract Position)
Affirm
2021.04 - 2021.10
New Business Support Intern
Manulife
2020.04 - 2020.08
Bachelor of Commerce - Real Estate
Ryerson University
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