Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic

Jheanel Stephenson

Client Success Manager
Kingston

Summary


Motivated Manager with over 5 years experience in customer and client services. Experienced with working in SaaS and non-SaaS companies, directing and overseeing customer service teams and daily operations. Proficient in enhancing client experiences by employing service-oriented behaviors, understanding customer desires, and providing customized solutions to build loyalty. Providing chat and email support using several CRM systems, customer service management, processing product requests and responding to customers via multiple social and communication channels and reviewing and processing various electronic documents and information. Customer-oriented, experienced in team management, adept in working using own initiative and as collaborative team player to ensure maximum efficiency.

Overview

7
7
years of professional experience
3
3
years of post-secondary education

Work History

Operations Manager

Spaces Limited
08.2023 - Current

• Managed Inventory, ensured that luxury decor and furniture items are well-stocked, organized, and readily available for projects and client orders.

• Collaborated with the design team to plan and execute various interior design and staging projects. This would involve coordinating resources, assigning tasks, and ensuring projects are completed within defined timelines.

• Created and managed budgets for each project, ensuring cost-effective procurement of materials, and identifying opportunities for cost savings. You would be accountable for monitoring project expenses, controlling wastage, and optimizing resource allocation.

• Established and implementing quality control standards to ensure the deliverables meet or exceed client expectations. This would involve conducting regular inspections, reviewing workmanship, and maintaining high-quality standards.

• Client Relationship Management: Built and maintained strong relationships with clients, architects, contractors, and other stakeholders. Addressed concerns, ensured excellent customer service throughout the project lifecycle.


Client Service Coordinator

Vantage One Group
01.2023 - 08.2023

• Built and maintained relationships with clients: Act as the primary point of contact for clients, establishing strong relationships and understanding their event goals and requirements.

• Event planning and coordination: Collaborate with clients to determine event details such as timelines, budgets, and specific requirements. Coordinate with internal teams and external vendors to ensure seamless event execution.

• Client communication: Regularly communicated with clients throughout the event planning process, providing updates, addressing queries or concerns, and ensuring client satisfaction.

• Budget management: Assisted in creating event budgets and track expenses to ensure adherence to financial guidelines and constraints.

• Logistics management: Oversee logistical aspects of events, including venue selection, transportation, accommodation, food and beverage services, audio-visual requirements, and any other necessary arrangements.

• Problem-solving: Proactively identify, troubleshoot, and resolve any issues or challenges that may arise during the event planning and execution process.

• On-site event supervision: Attend events and provide support on-site, ensuring smooth event operations and client satisfaction.

• Post-event analysis: Collect feedback from clients, assess event success, and identify areas for improvement to enhance future events.

Customer Success /Account Manager

Better Life Summits
01.2019 - 01.2023
  • Responded to product questions, registration, cancellations and payment issues from members and prospective clients
  • Increased the number of prospective clients that became members
  • Ensure client retention and satisfaction
  • Aid in the design of the member center that assists customers with communication and product understanding
  • Reached out the members and used feedback to make changes and adjustments
  • Assembled and directed the customer service department
  • Redesigned customer templates and standard operating procedures
  • Gathered, timestamped and streamlined transcribed data to make it user friendly for customers.
  • Utilized customer feedback to inform changes and improvements to customer success plans.
  • Created and maintained comprehensive customer success documentation for internal and external use.

Client Relations Specialist

AWW App
01.2021 - 01.2022
  • Respond to 100+ customer service requests and queries via email daily
  • Reached out to clients daily to ensure that they were getting through the process successfully
  • Conduct meetings with prospective clients for demo requests to increase client understanding about the service offered
  • Generate and provide detailed quotes for large scale clients
  • Reached out to customers after completed sales to suggest additional service or product purchases.
  • Forged and nurtured impactful relationships with customers to cultivate loyalty.
  • Developed and updated databases to handle customer data.

Vendor representative and On-boarding specialist

Symplr
01.2018 - 09.2019


  • Answer a high volume of emails and calls while utilizing a multi-line telephone switchboard
  • Help existing customers with the on-boarding process including uploading the correct credentials and documents needed and providing them the instructions and guidance
  • Review and support vendors in the submission of various electronic HIPAA related health documents such as vendor images, health records, safety training, insurance, and other specific requirements
  • Evaluating inquires in order to provide the most useful and appropriate information to vendor representatives
  • Review and update important data using multiple database applications.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Exhibited high energy and professionalism when dealing with clients and staff.

Customer Service representative

Sutherland Global Services
01.2017 - 09.2018
  • Confirm customers order statuses, track packages, place orders and provide general information on products
  • Managed over 100+ emails daily in a timely manner and responded clearly and effectively via phone and chat.

Education

Bachelor of Applied Science - Psychology And Management Studies

The University of The West Indies Mona
Jamaica
09.2014 - 05.2017

Skills

Customer success management

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Software

Thrivecart

Quickbooks

Shopify

Stripe

ActiveChampaign

Helpdesk

Zendesk

Nimbus

Slack

Timeline

Operations Manager

Spaces Limited
08.2023 - Current

Client Service Coordinator

Vantage One Group
01.2023 - 08.2023

Client Relations Specialist

AWW App
01.2021 - 01.2022

Customer Success /Account Manager

Better Life Summits
01.2019 - 01.2023

Vendor representative and On-boarding specialist

Symplr
01.2018 - 09.2019

Customer Service representative

Sutherland Global Services
01.2017 - 09.2018

Bachelor of Applied Science - Psychology And Management Studies

The University of The West Indies Mona
09.2014 - 05.2017
Jheanel Stephenson Client Success Manager