Customer Service Training

SUMMARY / HIGHLIGHTS

●**+ years experience working face-to-face with clients / customers in multiple industries

●Outstanding customer service skills focused on producing scenarios in which all parties win

●Strong commitment to excellence and attention to detail in all areas

●Comfort in a fast-paced work environment balancing multiple high priorities

●Ability to effectively work independently and within a team

RELEVANT EXPERIENCE

Okta San Francisco, CA

Training Coordinator April 2016 – January 2017

●Serve as a customer contact point for customers, partners, and employees wishing to enroll in training classes.

●Selling training seats to potential customers

●Maintain published course catalog and class schedules in learning management system.

●Coordinate training environments for classes including: organizing assignments, ordering environments, communicating to Instructors, and resetting environments.

●Create and run regular reports that track key training metrics (fill rates, utilization, etc).

●Update other systems, as required, with training results.

Hope Services Mountain View, CA

After School Program Counselor March 2016 - February 2017

●Assisting students with disabilities

●Facilitating small group discussions

●Tracking monthly activity and generating reports for students

Sofia University Palo Alto, CA

Principal Designated School Official, Registrar August 2014 – March 2016

●Worked with government agencies USCIS and SEVIS in maintaining and updating student records

●Coordinated applications for international student visas (I-20’s)

●Oversaw classroom scheduling and budgeting of related resources

●Directed registration process and developed corresponding enrollment reports

World Financial Group Mountain View, CA

Independent Financial Planning Associate August 2013 – Current

●Recruited new associates and assisted with onboarding process

●Hosted multiple training sessions around financial planning and leadership

International Technological University San Jose, CA

Designated School Official, Student Records Specialist September 2011 – August 2014

●Counseled international students on course selection, administration and registration inquiries

●Maintained confidential student database to ensure all student records were complete and current

●Created and oversaw enrollment reports and student registration

H&R Block Portland, OR

Client Service Associate December 2010 – May 2011

●Offered exceptional client service and financial advice, helping achieve #1 district office

●Managed calendars and provided administrative support for multiple tax professionals

America’s Best Inns and Suites Aloha, OR

Guest Services Coordinator February 2010 – May 2011

●Provided customer service and assisted in all hotel functions for 30-40 guests daily

●Developed and implemented advertising programs and on-site marketing events

Poly Academy Suwon, South Korea

English Instructor December 2008 – July 2009

●Prepared and delivered English language curriculum for elementary school students

●Coordinated cultural celebrations and field trips to historic landmarks and museums

EDUCATION

Portland State University, Bachelor of Science, Psychology, (Minor: Community Health)

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