SKILLS
Key Competencies:
- Understand client needs to determine best-fit solutions
- Extensive experience growing and improving team-oriented environments.
- Client environment discovery and assessment of needs
- Successful collaborator with multiple levels of clientele to maintain client satisfaction and growth.
- Productive team leadership and communication
- 15+ years of experience in sales
- 10+ years of training or educating clients and/or support staff
- 5 years of successful client relationship management in the technology industry.
Technology Experience:
- Adoption/Expansion of Microsoft Suites (E5 Services, Azure, O365, Teams Phones) etc.
- Client discovery and project creation for SD-WAN / WAN Implementation
- Identifying proper client tools for Cybersecurity (Next Gen Firewalls, Endpoint, etc.)
- Direction and support as needed between engineers and clients for site-to-site VPN deployments
- Support of Co-Managed Documentation (HUDU)
- Deployment Support for Network Management and Security Monitoring (Thirdwall, Huntress and Auvik)
- Training and Implementation for Anti-spam/phishing (IRONSCALES)
- Discovery of client needs for server backup and/or needs for expansion of data storage (Dropsuite/NAS/BDR/ Cloud to Cloud)
- Comparative diagnosis in outside programs and apps that might support a client’s need (Ex. LucidLink)
EXPERIENCE
Small MSP (2018-2024)
Client Relationship Manager
- Work daily with clients in creating and maintaining relationships to improve technology use
- Maintaining MSP services and projects for clients’ needs to maintain a successful site and work experience
- Project check-in and oversight of vendor and client coordination to ensure goals are met and clients are satisfied with progress and completion
- Work with Primary Engineers, Technical Strategy Consultants, and Senior Engineers to ensure client satisfaction and success
- Strategically plan for the future of a client and support the ongoing needs by creating future road maps based on the realistic financial and physical goals of a client.
- Streamline client meeting setup and ticket production to reduce time on task for all strategy meetings.
- Hear technical issues or concerns from a client and convey that information to an engineer.
- Support and train clients in O365
- Triage any emergency needs or assign to proper resources for clients
Real Estate (2012-2020)
Realtor
- Top 20% producer in Flower Mound office for three years (2015/2016/2017)
- $2,000,000 or more in production annually
- Work efficiently with other realtors, lenders, and needed parties to create a smooth transaction for all
- Maintain all documentation for all clients
Real Estate (2012-2012)
Sales Assistant
- Maintained consistent and positive relationships with customers for homes ranging in price from $600,000 to $900,000 in 2 communities
- Created professional relationships with multiple service providers in the field, including but not limited to builders, decorators, and cleaning personnel
- Directly worked with clients to create a seamless experience from exploring the home to signing contracts to assisting with the final close of a home
- Helped create multiple documents to streamline the selling process
EDUCATION
- Masters of Counseling Degree
- Family Studies and Child Development Degree
