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N.M. (Gainesville, VA)

Customer Service and Account Management professional with experience in software engineering, project management, and technical infrastructure. N.M. has held roles in which she has contributed to the growth of the client base growth and technical success of the companies for which she worked. For the past 5 years, N.M. has worked at a small Financial Management firm, being promoted to her current role of Client Service Specialist responsible for all aspects of client interaction and  onboarding, financial advisors’ schedule management, and monitoring and maintenance of both  the firm’s Salesforce CRMs. Prior to the promotion, N.M. worked as an Administrative and  Technical Assistant where she helped the growing firm identify and establish a new Sales CRM and website, hire additional employees, and support an increasing customer base. From 2011- 2014, N.M. worked as the Director of Information and Administrative Services at the firm’s sister company in the publishing industry. In this role, N.M. performed a variety of duties ranging from coordinating the activities of technical/compliance professionals, performing electronic and manual quality assurance checks  and office administrative duties. She began her career as a Software Developer. She has a Bachelor’s from Clarkson University in Electrical and Computer Engineering.

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