Dynamic professional with a proven track record at Valenta and RBC, specializing in customer relationship building and proficient in Zoho One Platforms & CRM databases. Achieved a 95% customer satisfaction rate by leveraging excellent communication and partnership development skills. Expert in transforming client needs into actionable solutions, leading to significant revenue growth and high client retention rates.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Partner Success Specialist
Valenta
03.2024 - 02.2025
Drove partner onboarding, training, and continuous education to ensure alignment with company objectives..
Monitored partner health through KPIs, identifying trends and proactively improving performance.
Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
Facilitated seamless communication between partners and internal teams, streamlining issue resolution and enhancing collaboration.
Achieved successful client outcomes by identifying and addressing their unique needs and goals.
Identified and capitalized on upsell/cross-sell opportunities, contributing to revenue growth.
Addressed and resolved partner issues with urgency and professionalism, maintaining strong partnerships.
Virtual Administrative Assistant
Valenta
10.2021 - 03.2024
Managed 50 + email correspondence daily and calendars for multiple clients, ensuring efficient scheduling and time management.
Prepared, formatted, and proofread documents, reports, and presentations, ensuring clarity and professionalism.
Provided excellent customer service by answering client calls, addressing inquiries, and resolving issues promptly.
Coordinated meetings, including scheduling, sending invites, and preparing necessary materials.
Oversaw transfers, ensuring smooth transitions and maintaining confidentiality throughout the process.
Composed and distributed newsletters and messages to clients, updating them on key information and company updates.
Enhanced team collaboration through proficient coordination of virtual meetings and conference calls across various time zones.
Ensured accuracy in data entry tasks while upholding strict attention to detail for consistent quality control measures within company databases.
Financial Solutions Associate
Royal Bank of Canada, RBC
10.2018 - 10.2021
Assisted clients with communication, portfolio management, and administrative tasks, ensuring a seamless experience.
Analyzed financial services and solutions to meet clients' financial targets and goals.
Collaborated with clients to design tailored financial strategies, ensuring alignment with their needs.
Advised on financial products and executed banking transactions, maintaining accuracy and compliance.
Delivered exceptional customer service, achieving a 95% satisfaction rate each quarter by proactively engaging clients and addressing their needs.
Efficiently processed 20+ transactions per hour and attended to 50+ customers daily while maintaining attention to detail.
Built strong client relationships by providing accurate information, addressing concerns, and fostering trust, resulting in high client retention rates.
Educated clients on RBC's promotions, products, and services to enhance their financial decision-making.
Resolved customer problems and complaints with a 90%+ resolution rate through effective collaboration and follow-up.
Project Coordinator
Infotech Caribbean
04.2015 - 10.2016
Assisted in stakeholder analysis, providing crucial feedback and ensuring clear communication between all parties.
Supported the upgrade of 300+ pharmacies across Trinidad and Tobago, implementing new CDAP applications and software systems.
Coordinated User Acceptance Testing (UAT) and facilitated the sign-off process among pharmacies, leading to a 30% reduction in application errors.
Managed client incidents and requests through Microsoft Dynamics CRM, achieving a 90%+ resolution rate by monitoring, assigning, and escalating as necessary.
Collaborated with the Project Manager to draft and issue Project Proposals, Requests for Proposals (RFPs), and Baseline Schedules, ensuring alignment with project goals and timelines.
Corporate Executive Assistant
Telecommunications Services of Trinidad & Tobago
04.2010 - 04.2015
Managed the full supply chain process, from generating procurement requests to the timely receipt of goods and supplier payments, ensuring compliance with company Procurement Procedures.
Assisted in managing corporate customers' experiences across mobile, landline, and business solutions, escalating and providing feedback to resolve issues within the defined Service Level Agreement (SLA).
Created and maintained a centralized repository for commonly used forms, templates, letters, and documents, improving departmental efficiency and access.
Supported corporate debt management by reviewing and initiating payment actions before due dates, resulting in a department debt turnover ratio of less than 5%.
Education
Bachelor of Science - Agribusiness & Business Management
University of The West Indies
Saint Augustine, Trinidad And Tobago
10.
Skills
Customer relationship building
Marketing
Knowledgeable in Zoho One Platforms & CRM databases
Administrative management
Proficient in Microsoft Word, Powerpoint & Excel
Financial administration
Client relationship management
Conflict resolution
Account management
Partnership development
Collaboration and teamwork
Excellent communication
Certification
Mini MBA | International Business Institute | 2021
Business Management | International Business Institute | 2021
Economic and International Business | International Business Institute | 2021
Essential Management Skills | International Business Institute | 2021
Human Resource Management | International Business Institute | 2021
Marketing & Communications | International Business Institute | 2021
Strategy & Operations | International Business Institute
Finance & Accounting | International Business Institute
Timeline
Partner Success Specialist
Valenta
03.2024 - 02.2025
Virtual Administrative Assistant
Valenta
10.2021 - 03.2024
Financial Solutions Associate
Royal Bank of Canada, RBC
10.2018 - 10.2021
Project Coordinator
Infotech Caribbean
04.2015 - 10.2016
Corporate Executive Assistant
Telecommunications Services of Trinidad & Tobago
04.2010 - 04.2015
Bachelor of Science - Agribusiness & Business Management
University of The West Indies
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