Auburn University

St. Cecilia Academy

Client Success Manager at Luken Investment Analytics

Nashville, Tennessee, United States

Grow and engage in meaningful client relationships Ensure new client organizations are supported throughout their product adoption, experiencing early positive anecdotesPrioritize and advocate for customer needs, elevating issues that will have the most impact on customer satisfaction, retention and growthServe as the Voice-of-the-CustomerWork closely and collaboratively with other internal teams to provide the basis for solid client relationshipsAnalyze customer monitoring data and develop recommendations based upon data insights and trendsPlan and prioritize work to meet objectives aligned with organizational goalsAdapt approach and demeanor to match the shifting demands of different situationsDevelop and deliver communications that convey a clear understanding of the unique needs of clients

Luken Investment Analytics

Customer Success Manager & Office Director

Office DirectorExecutive Support•	Prepare CEO with materials for meetings using Word, Excel, and PowerPoint.•	Organize list of action items to facilitate progress with clients and with team members.•	Act as a sounding board for CEO and communicate as needed to promote the company morale.•	Anticipate and recognize CEO's needs prior to and after client calls/meetings and staff meetings.•	Screen CEO's phone calls and emails; manage CEO's business and personal calendar in Outlook; coordinate meeting invitations through Outlook and Microsoft Teams; coordinate travel arrangements.Office Management•	Ensure the office runs smoothly by managing office cleaning; keeping office supplies stocked; overseeing repairs when needed; sending meeting reminders to staff members; communicating when staff members will be out of the office.•	Seek to understand colleagues’ priorities and working styles, and develop relationships across areas so the CEO and team get the most out of each day.•	Plan and prepare material for off-site professional development for team.•	Continuously improve own skills by identifying development opportunities.Client Support•	Support and grow positive client relationships through quarterly calls; investigate concerns to solve clients' needs in a timely and proficient manner, and set up meetings with CEO when preferable.•	Utilize TD Ameritrade's VEO One to run financial reports; open accounts; complete or cancel automatic withdrawals, wires, or direct deposits; and process gifs of stock.•	Maintain detailed client records using various software including Adobe Acrobat, Word, Excel, Active Campaign, and Redtail CRM.

Office Director

- Managed CEO's complex and frequently changing travel arrangements and coordinated pre-planning of trips.•	Managed external contacts for CEO and kept track of periodic communication needed for priority contacts.•	Provided administrative assistance to Executives and Engineers using Word, Excel and PowerPoint.•	Developed and maintained a complete office file system to include confidential files such as personnel and expense reports.•	Coordinated busy and shifting office calendar to include scheduling and coordinating availability of employees.•	Managed and educated newly hired members.•	Greeted visitors entering office to determine nature and purpose of visit; directed them to the appropriate destination.•	Assisted with team building initiatives and overall support for maintenance of organizational culture and employee morale.•	Supported human resources department in annual employee review process to manage performance merit increases.•	Distributed company-wide announcements, booked conference rooms, and coordinated catering for annual staff development forum.

Power Consulting Associates, LLC

Executive Assistant

- Maintained professional and technical knowledge by attending workshops and online classes- Collaborated in a professional learning community to reflect and generate ideas to provide excellence- Assisted Peabody College of Education and Human Development with data analysis integral to creating educational practices, problem-solving, and decision making- Tracked data

Bourdeaux Early Learning Center Nashville Metro Model School

Teacher

- Identified problems; writing suggestions for improved procedures- Prepared reports by collecting, analyzing, and summarizing information and trends- Provided excellent communication and follow-through with staff- Managed and reported day-to-day business

Brenda Cannon