Client Success Service

Tatia Mahaley, Client Enrollment Manager

Carrollton, United States, 972-***-****, ************@*****.*** SUMMARY Dynamic Client Enrollment Manager with over 6 years of experience in client success and education. Proven ability to negotiate favorable outcomes, streamline processes, and exceed sales quotas by 216%. Skilled in training and onboarding, implementing curriculum strategies, and enhancing client service management. Recognized for significantly increasing sales and optimizing customer retention through effective collaboration. Ready to deliver tailored solutions that meet the needs of prospective clients, ensuring exceptional service and satisfaction.

WORK EXPERIENCE

04/2024 – Present Performance Development Instructor, XP SYNERGY

North Richland Hills, USA

Negotiated favorable outcomes and win-win solutions for diverse stakeholders

Collaborated with CVS to promote 'Opportunity Now' products, achieving a 113% increase in sales

Devised lesson plans and supplementary materials aligned with the school district's educational philosophy

Orchestrated a collaborative and structured work environment to ensure student success

Executed targeted cold calls and cross-sold services to small and medium- sized institutions, exceeding sales quota by 216% last quarter Managed the negotiation of expiring sales contracts with various school districts

Delivered group instruction to teachers regarding API Feeds and Data Curriculum

06/2022 – 06/2023 Client Success Manager, CoreLogic Irving, USA Streamlined quality assurance processes across the department to enhance service delivery

Organized and facilitated continuous group training initiatives to boost productivity for Operations and Sales teams

Formulated actionable learning plans to support the onboarding of new hires, ensuring their successful integration

Collaborated with internal teams on Salesforce implementation projects to improve client service management

Communicated effectively with groups to meet client needs and align with long-term objectives

Generated and delivered customer metrics between internal and external teams to optimize customer retention

Acted as a liaison for client inquiries and questions relating to contract renewals

10/2017 – 05/2022 Educational & Technical Trainer/Sales Renewal, Carroll Farm, Branch ISD

Carrollton, USA

Trained groups and leveraged classroom technology to implement engaging teaching strategies

Developed lesson plans and supplementary materials that align with school district instructional philosophy

Provided individualized and small-group instruction to tailor the curriculum to meet diverse student needs

Promoted a collaborative and structured work environment fostering student success

10/2019 – Present Mortgage and Finance Notary, Crossroads Notary Services Carrollton, USA Executed notarization of Wills, Powers of Attorney, and I-9 forms with precision and compliance

Trained junior staff on effective strategies for engaging with clientele - AVMs Realquest

Instituted a leadership training program empowering junior staff to adhere to best practices in notary services

Notarized over 300 loans across various categories including Financial Institutions, Banks, Refinances, Buyers, Sellers, and Reverse Mortgages Engineered an Internal Electronic Filing System to enhance industry turn times

Cultivated long-term relationships with Title Companies to facilitate smoother transactions

06/2014 – 10/2017 Sr. Computer Science Instructor, Agape Center Milwaukee, USA Developed innovative adult instructor-led and web-based training programs for staff enhancement

Led meetings with educators to implement cooperative learning techniques effectively

Facilitated collaborative group sessions for instructional feedback and curriculum development

Oversaw multiple subject curricula for classes and staff training Managed the training curriculum program for teacher certification, ensuring compliance and relevance

EDUCATION

09/1988 – 01/1990 University of Wisconsin-Whitewater Bachelor’s Degree, English

Whitewater

01/1996 – 06/1999 National Louis University

M.A., Educational Curriculum and Instruction

Evanston, Il

2023 – 2023 Coursera

Project Management Certification

online

SKILLS Salesforce CRM Training

LMS System Interactive Tutorials

Adobe Captivate Blackboard

Microsoft Office Applications Detail Oriented

Multi-Tasking Strong Analytical Skills

Encompass Excellent Relationship-Building Skills

Communication Self-Motivation

Tech Savvy Customer Service

Active Listening Problem Solving

Computer Navigation

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