Client Engagement Specialist Resume Samples

A Client Engagement Specialist works to improve client relationships within the corporate setting. The job duties commonly associated with the post are listed on the Client Engagement Specialist Resume as – reducing client churn, upselling new services to both existing and new clients; fostering a good relationship with clients to influence corporate culture and retain talent, helping clients implement service and plan projects effectively, ensuring contract terms and conditions are met, managing invoices and bills of customers; identifying up-selling and cross-selling opportunities, addressing customer issues with speed and efficiency; and preparing reports on project performance.

The nature of the work demands the following skills and abilities – strong relationship-building skills, the ability to see a bigger picture, familiarity with social media platforms, the ability to engage clients positively, and creativity in developing methods and programs. Candidates interested in this role must hold a degree in a relevant field.

 

Client Engagement Specialist Resume example

Client Engagement Specialist Resume

Objective : An adaptable, resourceful and enthusiastic employee who has extensive experience of having a wide level of general responsibility for monitoring and reconciling a companies accounts. A strong communicator with excellent interpersonal skills. Contributing extensively to team work and always displays a willing and helpful manner when resolving, analysing and investigating various loan discrepancies.

Skills : Outlook, Multitask, Multiple Systems.

Description :

    1. Searched millions of for-sale and rental listings, compare Zestimate home values and connect with local professionals.
    2. Hired on as Client Engagement Specialist Assisted Multiple Agents across the country with their leads, while being the first response to their leads and connecting them with the agents.
    3. Contacted agents and clients via text, email, and phone.
    4. Hired on as the Maintenance Service Coordinator Received work orders from residents and entered them into the system then sent the work orders out to the correct technician.
    5. Spoke with and followed up with residents via email and phone as well.
    6. Multitasked through Outlook, Phone and Multiple systems.
    7. Coordinated training workshops for new hires and existing employees.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
GED


Client Engagement Specialist Resume

Headline : As a Client Engagement Specialist, responsible for Effectively managing across business units within OneDigital to understand the hidden elements within the organization that impact the client and the business, serving as main contact and point of escalation for the client within the first 90-120 days of their transition.

Skills : Microsoft Office Suite, Sales Force, Share Point, Electronic Medical Records, Medical Billing Typing: 45 WPM, 10 Key.

Description :

    1. Acted as Specialist for implementation of wellness programs.
    2. Managed book of business that generates $2.5 million in revenue annually.
    3. Collaborated with internal departments for event planning and coordination.
    4. Built rapport and maintained various functioning business relationships.
    5. Provided exceptional customer service to clients and third party contacts.
    6. Ensured all deliverables are met within each program.
    7. Daily tracked of client correspondence and issue resolution.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master In Business Administration


Client Engagement Specialist Resume

Objective : Focuses on customer service/client relations and identifies/capitalizes on opportunities to improve workflow Self-motivated and goal-oriented, thrives in both independent operations and team dynamics, builds alliances, engages in cross-functional activities, and finds innovative solutions for complex problems.

Skills : Refinance, Mortgage Processing, VA Loans, Conventional Loans, Customer Service.

Description :

    1. Developed and managed relationships with newly boarded clients for approximately the first 90 days.
    2. Educated clients on value of Business Track online portal and its ease of use for account information Analyze and educate clients on pricing structures, transaction volume, funding, batching and statement specifics Review statement charges / fees with clients ensuring price transparency and education for the client.
    3. Monitored and corrected boarding errors associated with account information, pricing, MCCs, Legal tax information, equipment requirements.
    4. Educated clients on equipment functionality.
    5. Facilitated the installation and activation of client account/equipment in concert with the BC, the client and internal activation teams through appointment scheduling if necessary.
    6. Educated clients on PCI compliance requirements and guide them through the process for ensuring compliance.
    7. Handled complex service issues that might occur within the first 90 days, including ACH rejects, collection balances, equipment shipping delays, TAX information that might subject the client to IRS withholding.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Science

Client Engagement Specialist Resume

Headline : An accomplished salesman with a keen sense of empathy, and the capacity to build relationships rapidly with prospective clients. Please contact my previous employers for details of my rigorous work ethic, excellent customer service surveyes, and talent for generating sales in high volume.

Skills : Team Building, Oral and Electronic Communications, Some Experience in Business to Business Sales, High Impact Sales Presentations, Relationship Building, Negotiation, Motivational Speaking, Training & Development, Client Relations, Business to Business Marketing.

Description :

    1. Provided assistance for both consumers and real estate agents to drive engagement and create a great real estate experience for both.
    2. Tested a new tool for the program that will help with growth and efficiency- helped to create the PowerPoint for training once the tool was up and running and sat in on the training to assist with any questions coming in.
    3. Partnered with Business Consultants to demonstrate the workflow and provide a better understanding of the program, as well as answering any questions they have about Premiere Agent Concierge.
    4. Followed up with agents about missed appointments and discussing how their participation and follow-up are crucial to their success with the program.
    5. Coached a ZPAL and helped guide her through being new to the team and providing continuing support to help her speed up her processes and improve overall job performance.
    6. Shadowed leads during phone calls to better understand the conversations they have with agents about our program and how to be successful with it.
    7. Assisted with onboarding of new agents.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS

Client Engagement Specialist Resume

Objective : Two years of experience offering therapy to children and adolescents. Twelve years of administrative support and customer service, experience working in a fast-paced environment demanding strong organizational, technical, and interpersonal skills. Trustworthy, ethical, discreet, committed to superior customer service.

Skills : Accounts Receivable, Payment Processing, Customer Service.

Description :

    1. Provided short-term crisis intervention, counseling, and goal setting to homeless individuals or clients who were at risk of homelessness.
    2. Collaborated with onsite partners to determine appropriate referrals for clients.
    3. Referred clients to health, housing, employment, and case management services.
    4. Gathered and entered client data into Pathways Compass Information Network.
    5. Followed confidentiality and HIPAA requirements while working with customers and customer data.
    6. Supported members without giving advice or medical direction.
    7. Created content for online group support meetings and hold meetings with members.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
GED

Client Engagement Specialist Resume

Summary : To obtain a position with a company that will allow me to use the English language and/or the sales, marketing, and advertising knowledge and the campaign experience I obtained through my college education and internship experience.

Skills : Photoshop, Adobe, MICROSOFT OFFICE, Social Media Marketing, Photography.

Description :

    1. Typed Manage and Oversee outreach program activities.
    2. Directed brand management, PR, media relations, Copying, and social media.
    3. Developed marketing programs and social media programs for a variety of business- to Faxing - business clients.
    4. Set up Social Medial and email marketing campaigns using automation.
    5. Engaged members through site content, blogs, and continuous communication.
    6. Educated client on chargeback handling and processing.
    7. Tracked and logged client complaints in compliance with First Data control requirements.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Certificate In Education Science

Client Engagement Specialist Resume

Headline : Energetic, reliable, and responsible. Able to formulate and carry out plans and ideas. Proven ability to lead. Good with numbers and problem-solving. Working well with others. Good communication skills. Constantly seeks new knowledge and self-improvement.

Skills : Salesforce, Sharepoint.

Description :

    1. Supported the SMB Portfolio Team and Business Consultants by directly assisting small and medium business owners with all the processes required to activate their merchant accounts.
    2. Acted as a direct point of contact for merchants for the first 90 days.
    3. Assisted merchants in making sure that all the details of their accounts are correct, including; their DBA name, address, contact information, tax, and financial information, and other details.
    4. Assisted merchants with the installation and activation of their equipment and accounts.
    5. Provided assistance with reviewing their initial processing statements, answer questions and concerns about their accounts and/or equipment.
    6. Provided assessment of direct supportive services to clients who were unable or limited life skills.
    7. Assisted Business Development staff with recruitment and Intake to maintain a roster of admissions to ensure engagement in programs at all three sites.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MBA In Business

Client Engagement Specialist Resume

Objective : Goal-oriented, self-motivating problem solver, that is searching for an opportunity to join a growing organization to help assist customers and coworkers. A positive leader with team-building experience and great communication skills. Very Fast learners will complete the task fully and efficiently.

Skills : Office Administration, Communication SKills.

Description :

    1. Conducted the following groups: Conflict Resolution, Anger Management, Life Skills, Mental Health, Substance Abuse, Conduct intensive Outreach efforts re-engaging clients back to the program.
    2. Maintained an array of program information in multiple databases.
    3. Answered clients trading related inquiries and educate them on our services across different support channels.
    4. Diagnosed and resolved trading requests internally and externally.
    5. Worked with our internal team to optimize, automate, improve processes and procedures.
    6. Became an expert on our platforms, mobile apps and ensure support information is up to date internally and client-facing.
    7. Periodically utilized e-mail, responding to 20 to 150 client concerns regarding trading (explaining margin, answering questions about order execution), digital asset transfers (looking at block explorers, answering questions about bitcoin transactions), and other trading questions on daily basis.
              Years of Experience
              Experience
              2-5 Years
              Experience Level
              Level
              Junior
              Education
              Education
              Masters Of Business Administration

              Client Engagement Specialist Resume

              Objective : Housing Placement Specialist with a strong track record of establishing solid relationships with clients, co-workers, administration, and local agencies. The administrative professional is proficient in workshop facilitation, youth social services, community outreach, task planning, project organization, and mentoring through advocacy.

              Skills : MS Office, Communication Skills.

              Description :

                1. Answered clients API questions via multiple support channels.
                2. Diagnosed and resolved clients API-related issues.
                3. Assisted clients in implementing their API code.
                4. Developed and maintained our official API libraries/wrappers in multiple programming languages.
                5. Developed internal and client-facing API documentation and training resources.
                6. Assisted in the management of our API support team.
                7. Experienced working with REST and WebSocket APIs (training specific to the Kraken APIs will be provided).
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Executive
                Education
                Education
                BA In Liberal Arts

                Client Engagement Specialist Resume

                Headline : Working closely with the Strategic Partnership Team to prepare clients during their transition period by providing education and support specific to the client's needs, Partnering with the client services consultant team to build benefit and support strategy for each individual client.

                Skills : Engagement Specialist, MS Office.

                Description :

                  1. Experienced processing data via UNIX/Linux command-line tools (Bash, Awk, Sed, Grep, etc.)
                  2. Experienced with Google Sheets and Google Script.
                  3. Planned, developed, implemented and optimized lead nurturing programs for inbound and outbound marketing initiatives through digital channels to generate qualified leads.
                  4. Engaged with first-touch clients through the implementation of Marketing Automation Programs working with strategic marketing to define the scope and content.
                  5. Supported Marketing and Sales to launch and promote new services and products.
                  6. Continuously gathered account intel and data-mine new marketing leads.
                  7. Continuously nurtured leads to contribute to the lead pipeline
                    Years of Experience
                    Experience
                    5-7 Years
                    Experience Level
                    Level
                    Executive
                    Education
                    Education
                    GED