Client Relations Specialist, Pharralon Capital, May 2010 - Feb 2012 • Responsible for exceeding budgeted fi nancial goals in one or more key customer retention categories including

reinstatements, customer longevity, load ups, and cross sell a variety of communication media including invoice text, inserts, email and digital marketing.

• Initiate and manage a diverse range of customer retention campaigns and initiatives involving idea generation and exploration, proposal presentation, and oversight of creative and production processes and execution.

• Analyze campaign outcomes in detail using a variety of proprietary software applications to draw insight and present results clearly to facilitate sound decision making on next steps.

• Build detailed, bottom-up annual budget for areas of responsibility. Supply key inputs to the quarterly reforecast, using the most accurate, up-to-date information available.

• Participate in a variety of special projects as requested, including explorations of system or process improvements, new retention categories, and joint projects with other departments.

• Worked closely with Customer Service, Marketing Services and Operations to develop and maintain a customer-focused attitude toward activities, concentrating on those that most strongly contribute toward improving customer lifetime value.

Account Recievable Associate, IRUSA, Feb 2009 - Mar 2010• Managed all aspects of a $4+ MM pledge receivables account and lead a team of 4-6 members with e� orts in customer

relations, invoicing, process and record maintenance.

Project Management & Analysis Actively participate through all phases of project life-cycle. Prepare project documents, implementation procedures, procurement contracts, and necessary supplements. Outline schedules, timelines, tasks, resources, and business requirements. Establish project scope and capacity through QA, GAP, and risk analysis to rationalize expectations.

Process ManagementAggregate functions and processes to streamline and/or optimize business activities with organizational goals. Identify existing process weaknesses and design “to-be” processes by accounting for process workfl ow, determinant factors, escalations, and Standard Operating Procedures. Use a combination of theoretical and variable inputs to model “what-if” analysis on the processes. Execute required steps of processes by implementing into practice the application as defi ned. Monitor individual processes to track and compare against pre-determined baseline activity. Re-engineer processes to achieve “best” outputs. Write requirements for all system modifi cations and update procedures and user documentation.

Information Management Deploy systems and provide support to solidify data fl ow, structure, usability, and integrity of the CRM environment. Optimize, integrate, and resolve logistic weaknesses through series of applications and control audits. Administer environments of user accounts including installation, registration, and permission rights. Secure data vulnerability by performing back-up, recovery, and security tests.

Writing & CommunicationProduce a variety of internal/external documents for administrative, clients, users, and marketing purposes. Use appropriate language and writing style to prepare content for notifi cations, user guides, marketing collateral, contracts, proposals, and reports. Incorporate proper use of software and design principals to design and layout for various media platforms.

Customer ServiceInteract with clients and prospects to build rapport and cultivate relationships. Identify the needs and address solutions to improve customer experience, response, and retention. Maintain positive attitude by demonstrating professional etiquette with confl ict resolution in timely matter. Implement user-centered infl uence to market, serve, and manage client base.

A resourceful business professional with excellent communication skills and a keen eye for detail and accuracy. Demonstrates strong customer service and troubleshooting skills while performing e� ectively in high-pressure environments. Confi dent in acquiring new skills and making critical decisions. Promotes innovative thinking and teamwork. Possess sound work ethic with strengths in analysis, initiation, and delivering results.

Syed A. Quadrisyedquadri07@gmail.com | (949)439-0393 | 2521 W Sunfl ower Avenue, Santa Ana, CA 92704

PERSONAL PROFILE

SUMMARY OF QUALIFICATION

RELEVANT WORK EXPERIENCE

Continued...

• Increased receivables collection rate by 14% by initiating improved marketing and record processing implementation.• Produced user manual to all pledge matters comprised with fl ow diagrams, screenshot images, and written instructions

by facilitating discussion between technical sta� , management, and operations to map intersecting processes and in accordance with industry and regulatory compliances.

• Self-attained advance knowledge of the Raiser’s Edge CRM software and trained all-level personnel with useful navigation tips, features, and functions not being used.

• Used MS Excel to organize, optimize, and verify integrity of constituent records and generate target-specifi c data lists through the CRM software.

• Re-structured the CRM database by sorting, fi ltering, and consolidating multiple tables to refl ect accurate customer information and fi nancial history.

• Reported to senior management market research, non-profi t strategy, and fund raising opportunities to achieve goals of the mission.

• Created e� ective marketing material by coordinating with specialists to produce collateral, payment forms, and customizable correspondence materials.

• Provide support during company events, projects, and trade conferences.• Awarded 2010 In House Design Award by Graphic Design USA for illustrations provided in the organization’s 2008

Annual Report: “Together, We Get the Job Done...”.

Sales Manager, AT&T, Dec 2007 – Mar 2010• Report directly to Director of Operations and awarded Manager of the Month on multiple occasions.• Consistently achieved operating quotas, profi ts, and customer ratings while reducing overhead expense and product

subsidy.• Improved sales profi t and volume by developing approach to target corporate and small business clients.• Maintained product knowledge, brand standards, and day-to-day activity to render a benefi cial environment.• Enforced internal control policies and procedures by reviewing all customer contracts, sta� activity, customer issues,

inventory and cash levels.• Motivated sta� to meet goals by providing mentorship and training sessions to build inter-personal skills, sales

techniques, and time management.

Operations and Information Technology Manager, Touchstone Capital Group, Feb 2005– Oct 2007• Planned and managed day-to day IT and operations for company with 40 employees, including budgeting, forecasting,

and professional development of technical sta� .• Established and implemented operational procedures and audits in compliance with company and industry standards

and regulations.• Coordinated project life-cycle by setting deadlines, assigning tasks, and monitoring progress including performance

reports and user feedback.• Liaised with contract and project management teams to assess client needs and provide solutions.• Installed, troubleshot, and supported 50 workstations, including hardware, software, networking, security, and

telecommunications.• Mentor and supervise project/product managers and programmers to ensure timely and cost-e� ective development of

systems and services that support business objectives.• Address all employee performance problems promptly and directly in accordance with company personnel polices and

procedures.

Communication: MS O� ce Suite, MS Project; Adobe CS5, Acrobat Pro XWeb: HTML, CSS, MySQL&PHP, JQuery, Wordpress, SEO, e-Commerce, Cloud Computing, Google AnalyticsCustomer Relationship (CRM): The Raiser’s Edge, Goldmine, CalyxPoint, Encompass, Tele-TrackerFinancial: Quickbooks, The Financial Edge, QuickBooks, Peachtree, Paypal, IATS EnterpriseEnvironment: Windows, Mac OS, Citrix, Linux, BES

Bachelor of Arts, Political ScienceCalifornia State University Long Beach, 2007

SOFTWARE PROFICIENCIES

EDUCATION