Joshua Jones - Client Services Manager Resume Simple
I am a highly motivated, results-oriented, and dedicated professional with a verifiable record of accomplishment spanning over 15 years of experience in the areas of customer service, and human resources.
securities, marketing, private equity
real estate, acquisitions, clients, databases
Client Services Manager
Work with marketing team to develop and execute private equity securities. Track and monitor portfolio performance. Identify and analyze potential investment opportunities.
Create and maintain a strong working relationship with the client. Develop and implement a plan to achieve the goals of the business.
Work with the client to develop and implement a new business plan to ensure that the firm is in compliance with the company's policies and procedures.
Work with the sales team to develop and implement a new marketing campaign to increase brand awareness and retention. This includes the creation of a new client base, and the development of a comprehensive financial plan.
Responsible for the development of new business opportunities and the creation of a new client base. This includes the creation of a new product and services.
Manage the development of the new York City social media program. Develop and maintain a network of the community.
Marketing Financial Analyst
Automeca Technical College
Developed and maintained real estate databases for clients and prospects. Participated in the acquisitions of the company. Provided support to the CFO.
Analyzed and reported on the company's financial performance and key performance indicators. Developed and maintained a model to track and report on the company's investment portfolio.
Assisted in the preparation of the annual budget and quarterly forecasts. Prepared and analyzed monthly and quarterly financial reports.
Analyzed and reported on the sales, gross margin, and gross margins by product line. Prepared and presented monthly and quarterly financial results.
Developed and maintained financial models to analyze and forecast future revenues. Prepared monthly and quarterly revenue and expense forecasts.