Summary
Overview
Work History
Education
Skills
Timeline
Generic

Steven Test

San Diego

Summary

Results-driven professional with extensive experience in data entry, client services, and sales operations. Proven expertise in lead generation, client acquisition, and relationship management across multiple industries, with strong attention to detail and accuracy in data management systems.


Key Achievements:


  • Managed high-volume data entry projects with 99%+ accuracy rates
  • Generated qualified leads and converted prospects into long-term clients
  • Built and maintained client databases and CRM systems
  • Developed customized solutions to meet diverse client needs while driving company growth


Core Competencies:


  • Remote work proficiency
  • CRM management
  • Data accuracy
  • Consultative sales approach,
  • Self-motivated work style ideal for distributed teams.

Overview

9
9
years of professional experience

Work History

Client Services and Operations Manager

Legacy Stock Transfer
08.2021 - Current
  • Assisted with stock transfers, ensuring accurate processing and compliance with industry regulations
  • Implemented new CRM software, overseeing creation and management of all client accounts to enhance operational efficiency
  • Managed client services, maintaining strong relationships through effective communication and support
  • Actively acquired new clients, developing and executing strategies to expand the company's client base
  • Remote

Stock Transfer Agent

Legacy Stock Transfer
05.2016 - 12.2020
  • Converted and transferred 200+ company files onto new shareholder accounting software system
  • Communicated with existing clients as they learned to use new software, answering all phone and email questions regarding the software
  • On-boarded new clients, communicating with them as they transitioned to their new stock transfer agent
  • Performed 100-200 stock transfers (on average) per day

Education

Bachelor of Arts - Business Management

Texas State University
San Marcos, TX
05.2016

Skills

  • CRM Software Implementation & Management
  • QuickBooks
  • Data Entry & Database Management
  • Stock Transfer Processing
  • Lead Generation & Social Media Marketing
  • Client Relationship Management
  • Data Accuracy & Compliance
  • Remote Work Proficiency
  • Team Leadership & Training
  • Process Improvement & Automation
  • Team leadership
  • Problem-solving

Timeline

Client Services and Operations Manager

Legacy Stock Transfer
08.2021 - Current

Stock Transfer Agent

Legacy Stock Transfer
05.2016 - 12.2020

Bachelor of Arts - Business Management

Texas State University
Steven Test