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Client Services Manager

Mission Viejo, CA
February 19, 2020

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Kari Halverson

** ** ******* ****** ***** Margarita, California 92688 949-***-****

Senior Manager Client Services

Summary of Qualifications

High energy, senior manager, equipped with expertise in communication, operational process management, in-house sales, and team building; acknowledged skills in on-boarding new client, and increasing revenue;

A Proven Leader, possessing background with developing processes and leading team to success, all the while building both internal and external relationships, garnering more business and higher profitability.

Core Competencies

Staff Development – with proven success on building and retaining a team with very little turn over

Business Management and Operations

On-boarding clients from initial in-house sales call to creating the estimate, working with IT to develop internal/external systems to support client, developing process and training team

High level of Decision Making and Problem Solving

Creative Leadership with Vision

Strategic and Tactical Planning

B2B and B2C In-house sales

Interpersonal relationships, counseling staff to make them more successful

—Business Improvement: Remarkable skills in driving highly effective client services departments…communicating vision, methodology and goals. Experience developing a new position and achieving growth by creating standard practices, redefining long-term organizational strategic goals, identifying opportunities, and staying abreast of current market conditions

—Team Leadership: Selecting, training, motivating and mentoring individuals to high levels of professional achievement, implementing organizational strategies, policies, standards, and practices

—Customer Service and Relationships Building: Committed to providing the highest level of quality service within diverse and fast-paced environments. Known for partnering with clients to learn their needs, recommend solutions, and building relationships to achieve maximum results. Worked with small independent to large corporate size businesses and customers.

Professional Experience

The Dot Santa Ana, CA


In-House Sales & Account Management

Brought in both B2B & B2C Clients, estimated jobs, worked with IT on websites, on-boarded new clients, provided training and oversight on jobs, sourced vendors, approved. Also, managed inventory through internal systems, managed hi-volume of emails and phone communication daily, gave tours of facilities to prospective clients.

Career Highlight:

Grew revenue by $750k in 10+ months. Majority of clients came to me due to prior professional relationship and trust built.

Specialized Marketing Services/New Creature, Inc. Santa Ana, CA

Senior Manager Client Services 2003-2018

Effectively managed team of Client Service Representatives & Office Manager. Hired trained and motivated reps to exceed all company objectives. Cultivated company culture which drove staff to succeed in a non-threatening environment.

Career Highlights:

Developed process manuals which effectively helped train employees and reduce errors in order fulfillment.

Team reached a 99.8 % accuracy rating in order processing and on-time deliveries

Adept at challenge resolution both internally and externally

Advised clients on attainable goals and helped develop project plans

Sourced new revenue streams and successfully brought in new business on a regular basis

Surpassed revenue goals the majority of time

Maintained customer loyalty to guarantee continued business growth

Actively listed to client objectives and concerns to maximize satisfaction

Directed all activities within Client Services Department

Reviewed and approved monthly invoices prior to Accounting issuing them to clients

Conductive prospective employee interviews

Reviewed departments performance and put corrective action in place when need be

Attended on-site and off-site client meetings and events representing the company

Adept challenge resolution both internally and externally

Notary Public

daimler chrysler Irvine, Ca.

Operations Senior/ISO LEAD ASSESSOR 1994-2003

Successfully mastered all positions within our Zone Office so that I could train on or perform any job function.

Career Highlights:

Worked my way through being a stenographer, cashier, collector, credit analyst, manager of auditing department and more

Became the Operations Senior by not only knowing all aspects of zone office business, but mastering them

Was assigned to manage outside auditing staff to ensure all dealerships were audited regularly and millions of dollars of automobiles we financed were accounted for

Trained a multitude of individuals

Was awarded the esteemed position of Subject Matter Expert (SME) on all processes within auditing, cashiering, credit department

Appointed to ISO Lead Assessor where I managed a team of internal assessors, scheduled assessments, issued CARS (corrective action requests) and followed up to ensure all processes were streamlined and performed the way the company outlined

As SME I was sent to meet with other SME’s from all over the country to develop The Books of Knowledge for the entire company.

Additional Skills

Managed rental properties for 12 years

Notary public

conflict management

loyal and hardworking professional with proved track record of long, successful tenure and “role-model” reviews

effective team player as well as team leader

intuitive when it comes to different personality types and how best to communicate with them

event planning

safety officer

stay-well coordinator

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