Customer Service Manager

Zachary Widdoss

*** ***** ***** ******, *** Orleans, LA 70119 732-***-**** ********@*****.***

WORK EXPERIENCE

Kickboard May 2013 - Present

Customer Success Manager New Orleans, LA

• Manage every aspect of the customer experience for over 250 schools at a data driven educational software startup and

ensure an outstanding customer experience

• Serve as the customer’s voice within the company, relaying bug fixes and feature requests to the development team using

multiple platforms

• Proactively onboard customers to our software in the most timely manner possible after the sales process has been

completed

• Provide multifaceted support to the CEO and company as a whole including marketing and big picture planning

Customer Success Manager

SEI Private Trust Company November 2011-February 2013

Mutual Fund Trading Analyst Oaks, PA

• Received a very high rating in the most recent annual appraisal including the highest rating of ‘role model’ in the

productivity category, a rating usually reserved for top, experienced employees

• Served as the main point of contact for 5-10 institutional clients who combined held over $1 billion dollars of assets at SEI

and was the liaison between them, SEI’s trading platform, fund families, and the NSCC

• Executed all facets of back office mutual fund operations including processing trades, exchanges, conversions, account

setup, and cash reconciliation

• Dealt with a large deal of market exposure as transactions were often over $1 million

• Interacted heavily with clients, as well as teammates, on the telephone, email, and in person in a professional and accurate

manner

• Monitored various work queues and adjust resources as necessary to complete all items by internal and external cutoff times

• Developed close client relationships through proactive measures and creative customer service

Elon University IT Department Summer, 2010

Assistant Network Technician Elon, NC

• Gathered data on wired and wireless internet access points throughout approximately 35 buildings on campus

• Assembled and installed wireless access routers to improve connectivity around campus

• Maintained wiring closets for all buildings on campus to eliminate networking errors

• Performed various maintenance on all IT related equipment including telephones, servers, and video cameras

Ice Cream Entrepreneur Summer, 2009

Self Employed Somerset, NJ

• Owned and operated a small ice cream business producing sales of over $10,000

• Managed inventory to ensure maximum product quality and profitability

• Designed budget plans, pricing, and kept strict accounting logs

• Negotiated transactions with product wholesaler

• Formulated a logistically efficient route to achieve maximum profit opportunities and minimize the effect of adverse

environmental conditions

• Interacted with local governments to ensure business codes were met

EDUCATION

Elon University, Martha and Spencer Love School of Business, Elon, NC Graduated May, 2011

• Bachelor of Arts in Economics

Senior Economics Thesis

• Entitled “The Economics of Water: Water Price Scheme Efficiency at the Municipal Level in North Carolina”

• Researched the various price and price schemes used by municipalities in North Carolina

• Examined water rate structures and their economical and environmental impacts

• Calculated the most profitable way for municipalities to price water

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