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Client Service Specialist Resume

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8 San Jose, CA

SKILLS SUMMARY

  • Proficiency in MS Word, MS PowerPoint, MS Project, Advanced proficiency in MS Excel (pivot tables, solver, data table, lookups, multi-conditional formulas, etc.), Various HRIS, CRM- Salesforce. Academic experience with SAP system, Business Objects, Crystal Reports, linear programming, regression analysis, optimization, simulation, and data modeling for decision making.

EDUCATION

Masters in Business Administration (MBA) - Concentration: Decision Sciences/Operations Research
Relevant coursework: Supply Chain Management, Operations Management, Spreadsheet Modeling/Data Analysis, Project Management, Business Intelligence, Strategic Management.

*Anticipated Graduation

Bachelors of Science Degree in Business Administration- Concentration: Human Resource Management Graduated

PROFESSIONAL EXPERIENCE

Confidential,San Mateo, CA
Client Service Specialist (Account Operations/Analytics)October 2010- Present

  • Program Management:
  • Managed a team of 3 members between management changes.
  • Created reports in Salesforce and developed company-wide metrics to monitor performance. Revamped and documented all processes/timelines for the program, as well as managed weekly and quarterly metrics around individual and team performance.
  • Created a process which gave standard length of processing expectations, reporting, and provided visibility both internally and externally on status at any given point throughout the timeline for our application processing team.
  • Account Management: Managed 15 client accounts and acted as an advocate for day to day group and employee-level issues.
  • Senior Level Support: Offered back-end support for three Sr. Client Service Managers for our large, target market clients. Managed all communication throughout renewal with the various players, assisted with Salesforce and system maintenance, and initiated annual legal documentation production.
  • System Analyst: Performed full client implementation for both new and renewal business, which required running and formatting multiple reports in Excel using V-lookups, multi-conditional formulas, pivot tables, etc. Trained the client on how to use the system once implemented.

Confidential, Sunnyvale, CA
Reporting Analyst (Contract) May 2010- October 2010

  • Provided reporting and metrics using queries from PeopleSoft for data collection purposes for various business units by running existing queries or creating new custom queries.
  • Produced weekly, monthly, quarterly and ad hoc reporting and dashboards. Analyzed data to interpret trends or patterns to help formulate recommendations and options for business leaders.
  • Created process documentation for team use in on-boarding new employees and providing refresher courses for current employees.

Confidential, Sunnyvale, CA
Compliance Review Specialist January 2009- May 2010

  • Analyzed opportunities for process improvements within the business. Reformed existing process for weekly reporting using Business Objects to reduce manual manipulation of reports and streamline accuracy and efficiency.
  • Managed weekly calls with carriers to escalate any questions or complications as well as obtain updates on compliance standards.
  • Completed compliance review of all incoming mobile messaging campaigns with individual carrier and industry standard guidelines.
  • Electronically submitted mobile messaging campaigns for provisioning, testing and certification through designated web tool.
  • Maintained expert knowledge of changing policies and communicate with various levels of the internal business hierarchy and clients, enhancing knowledge of compliance requirements and acting as the point of contact for any questions, concerns and/or guidance.
  • Managed, monitored, and assisted all contact with clients and Account Management, as well acting as liaison between clients and carriers.

Confidential, Milpitas, CA
HR Operations Intern (Co-op, Full-time) December 2007– December 2008

  • Business Partner Projects: Various Projects: Constructed presentations after mining data needed for use of upper management in quarterly executive and employee reviews, ran queries to gather raw data for both special situational use as well as everyday use, manipulated raw data into useful information for the use of management presentations and records (e.g. excel spreadsheets with pivot tables), created organizational charts for different levels of the organization, and coordinated a volunteer opportunity event with all employee and management participants.
  • Staffing Coordination/University Relations: Managed and executed interview scheduling and maintained proper communication with candidates, all levels of management, and recruiters. Additionally, oversaw all travel arrangements needed for interviewees and executed background checks and processed new hire paperwork for new employees. Provided support for logistical information and on-campus recruiting, as well as coordination of projects and interviews associated with recruitment and management of nation-wide, college talent.

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