Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
References
Timeline
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Diana Chase

Haverhill

Summary

Results-driven Client Success Manager known for productive and efficient task completion. Specialize in client relationship management, strategic planning, and data analysis to enhance client satisfaction and retention rates. Excel in communication, adaptability, and problem-solving, ensuring seamless collaboration with both clients and team members to meet objectives.

Overview

15
15
years of professional experience

Work History

Client Success Manager

E78 Partners
Oak Brook
01.2023 - Current
  • Managed client relationships, ensuring proactive communication that strengthened trust and fostered long-term partnerships.
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Assessed monthly reports to review client activity and identify opportunities.
  • Assessed client data from reports to better understand possible renewal risks.
  • Monitored client renewals and reviewed all documentation and data to maintain compliance.
  • Monitored customer accounts to identify opportunities for improvement.
  • Developed relationships with key clients to ensure satisfaction and repeat business.

Client Experience Manager

Profit Enhancement Solutions
Franklin
03.2021 - 12.2022
  • Conducted regular meetings with customers to discuss their needs and preferences.
  • Assessed monthly reports to review client activity and identify opportunities.
  • Analyzed customer data to identify trends and inform business decisions.
  • Negotiated contract renewals and managed customer expectations to ensure satisfaction.
  • Facilitated seamless communication between sales teams and clients, enhancing customer satisfaction and fostering long-term relationships.

Senior Operations Specialist

Profit Enhancement Solutions
Danvers
08.2016 - 03.2021
  • Identified opportunities for cost savings through process optimization initiatives.
  • Managed vendor relationships to ensure compliance with contractual obligations.
  • Identified needs of customers promptly and efficiently.
  • Streamlined contract tracking systems through automation solutions, resulting in increased transparency and improved reporting capabilities.

Operations Manager

Profit Enhancement Solutions
Danvers
10.2013 - 07.2016
  • Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
  • Resolved customer complaints in a timely manner while ensuring customer satisfaction remains at optimal levels.
  • Directed operations staff by providing guidance, training, and support in order to meet company objectives.
  • Developed and implemented operational procedures to ensure quality standards are met.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.

Telecommunications Billing Analyst

Profit Enhancement Solutions
Danvers
05.2011 - 09.2013

Education

Bachelor of Arts - Marketing

Assumption University
Worcester, MA

Skills

  • Client relationship management
  • Customer satisfaction
  • Data analysis
  • Contract negotiation
  • Customer retention
  • Client renewals and prospecting
  • Client engagement
  • Sales support
  • Deadline oriented
  • Report analysis

Affiliations

  • Dog rescue volunteer and foster
  • School parent volunteer

Accomplishments

  • Employee of the year - 2021

References

References available upon request.

Timeline

Client Success Manager

E78 Partners
01.2023 - Current

Client Experience Manager

Profit Enhancement Solutions
03.2021 - 12.2022

Senior Operations Specialist

Profit Enhancement Solutions
08.2016 - 03.2021

Operations Manager

Profit Enhancement Solutions
10.2013 - 07.2016

Telecommunications Billing Analyst

Profit Enhancement Solutions
05.2011 - 09.2013

Bachelor of Arts - Marketing

Assumption University
Diana Chase