Alex M. Example profile
Business & Client Relations Professional
Tampa, FL 9 years of experience Available in 2 weeks
- Client Relations Manager · 4 yrs
- Account Coordinator · 2 yrs
Digital résumé
Alex's résumé
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Alex M.
Business & Client Relations Professional
Tampa, FL · 9 years of experience · Available in 2 weeks
Example profile. Not a real person.
About
I help teams build strong client relationships through clear communication and thoughtful follow-up. Nine years in customer service, account coordination and client relations for Tampa Bay businesses, from the first welcome call to the quarterly review.
Experience
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2022 – Present4 yrs 7 mos
Client Relations Manager Current
Harbor & Pine Consulting · Tampa, FL
Look after a portfolio of small-business clients: onboarding, regular check-ins and quarterly reviews. Introduced a shared onboarding checklist and a one-page review summary that the whole team now uses.
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2019 – 20222 yrs 9 mos
Account Coordinator
Bayside Marketing Group · Tampa, FL
Coordinated campaigns for a dozen client accounts: weekly status calls, timelines, budgets and approvals kept in one place.
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2017 – 20191 yr 9 mos
Customer Service Representative
Sunline Insurance Agency · Tampa, FL
First point of contact for customers by phone and email; answered billing and policy questions and passed complex cases to the right specialist.
Education
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2017
University of South Florida
Bachelor of Arts, Communication
Skills
- Communication (top skill)
- Client relations (top skill)
- Project coordination (top skill)
- Account management
- Client onboarding
- CRM software
- Meeting facilitation
- Customer Retention
Languages
- English · Native
- Spanish · Conversational
Work preferences
- Availability
- Available in 2 weeks
- Work arrangement
- On-site · Hybrid
- Employment type
- Full-time
Work samples
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Client onboarding checklist
Wrote the checklist and trained the team to use it.
One shared checklist for a new client’s first 30 days: the welcome call, contacts and goals, the first deliverable and the 30-day check-in.
View sample Client onboarding checklist (opens in a new tab)
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Quarterly client review
Designed the template and runs the reviews.
A one-page summary for quarterly check-ins: the quarter’s goals, what went well, open questions and agreed next steps.
Photos
2 photos