June Lutes
Louisville
Summary
Dynamic Portfolio Services Manager II at Computershare Investor Services with a proven track record in team leadership and problem-solving. Successfully resolved escalated client issues, enhancing satisfaction and retention. Skilled in multitasking and organization, I drive business growth through strong client relationships and strategic account management.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Portfolio Services Manager II
Computershare Investor Services
12.2015 - Current
- Resolved customer complaints in professional and timely manner.
- Met with customers to discuss service needs and offer available solutions.
- Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
- Hired, trained and supervised team of service staff members to meet business goals.
Key Account Manager, Enterprise
Western Union Business Solutions
09.2013 - 02.2014
- Built and maintained strong client relationships to drive business growth.
- Strengthened client relationships through regular communication and effective problemsolving.
- Created sales forecasts to target daily, monthly and yearly objectives.
- Delivered exceptional customer service by resolving client concerns quickly and efficiently.
- Analyzed sales and customer data to identify trends and opportunities for increased profitability.
- Conducted regular account reviews with clients to assess performance, identify areas for improvement, and strategize future growth opportunities.
- Coordinated with internal teams to ensure timely delivery of products and services, meeting client expectations.
- Developed and delivered presentations to key customers to position products and services.
- Negotiated contract renewals with existing clients, securing long-term commitment and fostering ongoing collaboration.
- Established strong rapport with clients by consistently exceeding their expectations in quality and service delivery.
- Developed thorough understanding of key clients' needs and requirements to prepare customized solutions.
- Secured high-value accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities.
- Expanded key account base by identifying and cultivating new business opportunities.
- Organized cross-functional teams to address complex client requests or projects efficiently, resulting in increased satisfaction levels among key accounts holders.
- Proactively identified potential issues within key accounts, taking corrective action to prevent loss of business or dissatisfaction.
- Mentored junior members of the team in key account management best practices, fostering a culture of continuous learning and professional growth within the organization.
- Trained teams to optimize service delivery in alignment with individual needs to boost customer satisfaction.
- Implemented strategic sales plans to achieve consistent revenue growth across key accounts.
- Developed customized proposals for potential clients, demonstrating the value of the company''s products and services.
- Supported sales and reporting for large and medium-sized accounts.
- Initiated cross-selling and upselling strategies to maximize account revenue potential.
- Managed complex negotiations with key accounts, securing long-term partnerships.
- Improved client retention rates with personalized follow-up strategies and problem-solving techniques.
- Implemented feedback mechanisms with key accounts to gather insights and guide future product enhancements.
- Developed comprehensive account plans, setting clear objectives and strategies for growth.
- Facilitated training sessions for new account management staff, sharing best practices and experiences.
- Engaged in continuous learning to stay abreast of industry trends and competitive landscape, applying insights to account strategies.
- Identified and resolved potential account issues before they escalated, maintaining high levels of client satisfaction.
- Organized and participated in industry events and conferences to network and promote company offerings to potential clients.
- Delivered detailed product presentations, effectively communicating value propositions and features to decision-makers.
- Enhanced key account satisfaction by developing and implementing tailored account management strategies.
- Conducted comprehensive market analysis to identify new sales opportunities, significantly expanding client base.
- Streamlined internal communication processes, ensuring team members were aligned with account objectives and strategies.
- Coordinated with marketing teams to create account-specific promotional materials, increasing brand visibility and engagement.
- Collaborated with product development teams to tailor offerings to key account needs, enhancing product relevance and appeal.
- Developed and maintained strong relationships with key clients to ensure long-term business growth.
- Leveraged CRM tools to track account interactions and sales progress, ensuring accurate forecasting and reporting.
- Tailored sales pitches to address unique challenges and needs of each key account, improving conversion rates.
- Drove revenue growth by negotiating favorable contract terms with major accounts.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Built relationships with customers and community to promote long term business growth.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Maintained current knowledge of evolving changes in marketplace.
- Achieved or exceeded company-defined sales quotas.
- Contributed to team objectives in fast-paced environment.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Presented professional image consistent with company's brand values.
Account Manager
Dimension Data, Australia
11.2011 - 05.2013
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Client Services Manager
Dimension Data, Australia
11.2008 - 10.2011
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Collaborated with cross-functional teams to ensure timely delivery of projects, meeting or exceeding client expectations.
- Developed new employees and on-going performance assessment of current employees.
- Resolved escalated issues with professionalism, maintaining client trust and safeguarding the company''s reputation.
Education
Organic Chemistry
Mithibai College
Mumbai, India05-1987
Skills
- Positive attitude
- Team leadership
- Multitasking and organization
- Problem-solving
Accomplishments
- Collaborated with team of [Number] in the development of [Project name].
- Achieved [Result] through effectively helping with [Task].
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Supervised team of [Number] staff members.
Certification
- [Area of certification], [Company Name] - [Timeframe]
- [Area of certification] Training - [Timeframe]
Languages
English
Native or Bilingual
Interests
- Learning new cooking techniques and expanding my culinary skills
- Backpacking and Hiking
- Adventure Travel
- Enjoy hobbies that combine physical activity with outdoor exploration
- Rock Climbing
- Camping
- Horseback Riding
- Enjoy participating in [activity] for overall physical and mental well-being
- Mindfulness Practices
- Gym Workouts
- Dancing
- I participate in various sports activities for physical activity, camaraderie, and personal growth
Timeline
Portfolio Services Manager II
Computershare Investor Services
12.2015 - Current
Key Account Manager, Enterprise
Western Union Business Solutions
09.2013 - 02.2014
Account Manager
Dimension Data, Australia
11.2011 - 05.2013
Client Services Manager
Dimension Data, Australia
11.2008 - 10.2011
Organic Chemistry
Mithibai College
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