Sean T. Bolen

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Customer Success Manager

Kirkland, WA

SEAN T. BOLEN

Kirkland, WA | 971-258-8464 | seanbolen@icloud.com | https://www.LinkedIn.com/in/SeanBolen

 

TOP-PERFORMING CLIENT SERVICES & ACCOUNT MANAGER

CLIENT MANAGEMENT & OVERSIGHT ⎪ BUSINESS STRATEGY & DEVELOPMENT

Maximizes: Customer Satisfaction Client Retention Sales Outcomes Client Advocacy

 

ACKNOWLEDGED ASSETS

 

Entrepreneur with over 5 years’ experience maximizing consumer engagement and developing long term client relationships
Exceptional mentor, motivator and communicator providing clear direction as the liaison between technical teams and customers
Solutions oriented problem solver, focused on creating the highest level of value for customers
Experience in B2B technology sales, working with c-level executes through full sales life cycles
Project & Task-Management Solutions Oriented Problem Solving Product/Services Training

Financial Systems Organizational Decision-Making Change Management

Planning & Organization Internal & External Collaboration Analysis/Strategy/Action Plans

Detail Oriented Documentation CRM Proficient Presentation Skills

 

PROFESSIONAL EXPERIENCE

CUSTOMER EXPERIENCE AND OPERATIONS MANAGER

Oregon Wealth Management, Portland, OR         June 2012 – June 2015

Provided sales development and marketing support resulting in over $3 Million in new platform sales
Created excel portfolio models for high end clients to view aggregated accounts resulting in higher client satisfaction and retention peaking at over 99%
Assist in the execution and ongoing process to enhance the client experience, which included transitioning clients to a new technology platform

SENIOR ACCOUNT MANAGER

Framework Cloud Services, Portland, OR                                                                                       June 2011 – May 2012

Generate leads, qualify customers, build relationships that result in gaining market growth
Garnered sales in multiple verticals including: Saas, cloud solutions and managed IT services
Qualify customer needs while creating presentations and collateral for c-level and business owners

 

CUSTOMER SUPPORT REPRESENTATIVE March 2010 – May 2011

Education Management Corporation, Pittsburgh, PA

First representative to exceed production goals of 20% conversion in their first quarter
Surpassed customer goals with an average of 90% satisfaction rate by customer survey
Develop and improved methods of student recruitment by engaging with prospective students

 

GUEST SERVICES                                                 September 2006 – December 2009

Dolphin Bay Resort, Shell Beach, CA

Honored team member of the resort; recognized for exceptional customer service
Helped resort achieve a four diamond rating by providing best in class customer service
Empowered and effectively trained new employees; minimized turnover rates

ACADEMIC QUALIFICATIONS

Master’s of Business Administration, Marketing
Marylhurst University, 2013-2014

Bachelor of Science: Business Administration, Finance
California Polytechnic State University, 2004-2007

 

  • Updated 6 years ago

To contact this candidate email seanbolen@icloud.com

Contact using webmail: Gmail / AOL / Yahoo / Outlook

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