TECHNICAL SKILLS
- Technical Tools & Software: Advanced Spreadsheets, SQL, Microsoft Office Suite
- Data Analysis & Modeling: Data Analysis, Data modeling, cleaning data, Analytical Skills
- Comprehensive report drafting
- Business Intelligence & Visualization: Power BI, Data Visualization (Tableau)
- Proficient in CRM systems
- Account oversight
PROFESSIONAL SUMMARY
Dynamic Strategic Business Intelligence Analyst with over 5 years of experience in client success and account management, leveraging data analysis tools such as Excel, SQL, and Power BI to drive impactful business outcomes. Expertise in gathering and translating stakeholder feedback into actionable process improvements, resulting in a 12% increase in client retention and a 4.2% boost in revenue. Proficient in developing insightful dashboards and reports that empower leadership decision-making. Committed to applying analytical and documentation skills within a collaborative internship environment to enhance organizational effectiveness.
WORK HISTORY
Large Managed Service Provider
Client Success Manager | 03/2022 to 02/2026
- Develop and implement strategies to streamline client onboarding processes.
- Fostering strong client relationships to enhance satisfaction and retention by 12% across 40+ accounts through data analysis and informed engagement strategies.
- Reduce churn to 3.5% (below 4% target) by proactively managing customer relationships.
- Leverage CRM tools (ConnectWise, HubSpot) and Microsoft Excel for data-driven reporting and account optimization, enhancing visibility into client needs.
- Contribute to 4.2% revenue growth via account expansion and upsell initiatives grounded in customer behavior insights.
- Collaborate with cross-functional teams to resolve client issues efficiently and effectively.
Advertising Services
Account Manager | 01/2021 to 03/2022
- Utilized analytical skills to refine sales operations and lead targeted team training, improving sales performance by 30%.
- Managed client acquisition efforts and maintained 90%+ of sales targets across six quarters by tracking metrics in Excel.
- Built and maintained strong client relationships through consistent communication and tailored support, contributing to a 25% increase in client satisfaction scores.
EDUCATION
Information Technology: Regional University 60 credits completed
Computer Science: Private Technical Institute 30 credits completed
CERTIFICATIONS
Prompt Engineering: Private Research University | Nov 2024
TECH PROJECTS
Product Return Rate Analysis, Analyzed department store returns data to uncover seasonal, geographic, and category-based trends., Created a Tableau Story dashboard to identify high-return categories (e.g., Technology) and states (e.g., California, Utah)., Used bar charts, scatterplots, and map visualizations to track return rates by product and location., Delivered actionable recommendations to reduce returns during high-risk periods like January and September., Helped leadership understand root causes and improve product and shipping strategy., Conversion Funnel Cohort Analysis, Studied user behavioral flow from product page view to final purchase to improve website conversion., Built pivot tables to show stage-by-stage user drop-off across the funnel., Created visualizations user retention rates and conversion rates using time-based cohorts., Created an executive summary tab to clearly communicate strategic insights., Recommended actions based on drop-off patterns, helping improve user flow and engagement.
