Haley Burke
New Orleans
Summary
Results-driven Client Relations Specialist with expertise in client onboarding, issue resolution, and CRM systems management. Solid team player with upbeat, positive attitude and proven skill in establishing rapport to gain commitment from clients.
Overview
11
11
years of professional experience
Work History
Client Relations Specialist
PCF
Bozeman
09.2024 - Current
- Assisted in onboarding new clients, providing necessary resources and training.
- Developed strong relationships with clients through effective communication.
- Managed client inquiries to ensure timely and accurate responses.
- Coordinated with internal teams to address client needs and resolve issues.
- Maintained client records in CRM systems for easy access and updates.
- Conducted follow-up calls to gather feedback on services provided.
- Collaborated with sales teams to identify potential opportunities for clients.
Customer Service and Sales Manager
HOUSBM
Houston
08.2017 - 09.2024
- Led sales team to achieve monthly targets through effective strategy implementation.
- Analyzed market trends to identify new sales opportunities and customer needs.
- Conducted performance reviews, identifying team strengths and areas for improvement.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Conducted cold calls to prospective clients to generate interest in services.
- Developed and maintained a detailed contact database for effective follow-up.
- Utilized persuasive communication techniques to engage potential customers and drive interest.
- Scheduled appointments and coordinated meetings for sales team members.
- Researched industry trends and competitor offerings to refine sales strategies and improve call effectiveness.
Appointment Setter
Ameribanc
Oklahoma City
02.2015 - 07.2018
- Scheduled appointments for potential clients to facilitate financial consultations.
- Communicated effectively with clients to understand their financial needs.
- Utilized CRM software to streamline outreach tracking and appointment management.
- Maintained detailed records of client interactions and follow-ups to support effective communication.
- Collaborated with sales teams to align on strategies and target prospects.
- Conducted research on leads to enhance appointment-setting efforts.
- Developed outreach call scripts to enhance communication clarity and effectiveness.
Education
High School Diploma -
Klein Collins High School
Spring, TX06-2010
Skills
- Customer relationship management
- Client onboarding
- Account management
- CRM systems management
- Issue resolution
- Cold calling
- Effective communication
Timeline
Client Relations Specialist
PCF
09.2024 - Current
Customer Service and Sales Manager
HOUSBM
08.2017 - 09.2024
Appointment Setter
Ameribanc
02.2015 - 07.2018
High School Diploma -
Klein Collins High School