Ottman A.
Senior Client Success Coordinator
Open to offersNew to PlatformAbout
Ottman A. is a dedicated Client Success Coordinator with over eight years of experience in enhancing client satisfaction and operational efficiency. Based in Guadalajara, Ottman has proven expertise in maintaining and reviewing accurate service and account records, ensuring they align with customer specifications. At EVID Solutions, Ottman excelled in building and maintaining strong client relationships, proactively addressing concerns, and identifying sales opportunities from existing customer interactions. His role involved collaborating with finance and operations, improving workflow efficiency, and managing service records across multiple locations. Prior to EVID Solutions, Ottman worked as an Onboarding Specialist at CLOUDTRUCKS, where he managed driver and vehicle account setup, ensuring compliance with state laws and guiding new drivers through the onboarding process. He also served as an Appointment Setter at Health First, coordinating and processing patient appointments and maintaining meticulous health checkup records. Proficient in Office 365, CRM systems like ZenDesk and BIND ERP, and skilled in programming languages such as Python, HTML, and CSS, Ottman leverages his technical ability to create custom tracking tools, improving accuracy in record-keeping and communication.
Experience
Client Success Coordinator
EVID SOLUTIONS · 2023 — 2026Developed and nurtured strong client relationships by being attentive to their needs and maintaining frequent communication. Ensured accurate service records by reviewing customer requirements against specifications. Worked alongside Operations, logistics, and corporate teams to collect necessary information for service record processing, aligning priorities and deadlines. Addressed and resolved client complaints, implementing sustainable workflow enhancements across various locations. Identified additional service and account opportunities from prior interactions and redirected them to relevant internal teams. Collaborated with finance, payroll, and compliance units to accurately process and submit payments to service providers. Created and maintained custom Excel tracking tools with Operations and dataOnboarding Specialist / Dispatcher
CLOUDTRUCKS · 2021 — 2023Developed accurate driver and vehicle account records through thorough verification of submitted paperwork, confirming all required information prior to account activation. Partnered with Recruitment and Operations teams to collect necessary documentation for new driver accounts, providing guidance to prospective drivers and aiding in onboarding completion. Reviewed driver and vehicle documentation for compliance with state regulations, while maintaining accurate records across all onboarding files. Assisted new drivers in navigating the platform and app, addressing their questions during their initial delivery.Appointment Setter / Administrative Assistant
HEALTH FIRST · 2018 — 2021Executed cold calls to potential members to qualify their interest, submitting qualified leads to closers for enrollment in Health First. Processed and submitted records of completed appointments and enrollments after member sign-up, coordinating scheduling for timely access to health checkups. Communicated with doctors and members to confirm availability and finalize appointment details, ensuring accurate information was recorded for each booking. Maintained organized and accurate documentation of health checkup results within member files for easy access. Conducted follow-up calls to address further needs and verify data accuracy, supporting quality service and compliance.
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