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Alexis Spagnola: in Rancho Santa Margarita, CA

Alexis Spagnola

Rancho Santa Margarita | United States
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Work experience
Image BLACKBAUD, DANIEL ISLAND

BLACKBAUD, DANIEL ISLAND

Customer Support Associate | 01/2018 - 06/2019

• Product knowledge in multiple SaaS products including CRM and grantmaking software • Experienced interpreting client data needs into queries, reports, and other processes using Blackbaud software • Excelled in case management by consistently meeting case milestones and following up with clients within expected timeframes • Captured accurate and succinct case notes in Salesforce to ensure timely case resolution and closure • Authored, edited, and approved contributions to Blackbaud's Knowledgebase database • Understood when client issue was more complex and triaged case to the appropriate team • Empathetic towards upset clients and escalated situations • Responsive and acted with a sense of urgency with all interactions with clients • Consistently met 100% CSAT score by responding to client's concerns and effectively managing client expectations
Image DEPARTMENT OF SOCIAL SERVICES

DEPARTMENT OF SOCIAL SERVICES

Human Services Specialist II | 07/2016 - 01/2018

• Planned and executed casework activities that included finding safe placement for children who have experienced abuse and/or neglect • Conducted background searches on clients and relatives involved with case • Developed treatment plans to facilitate safety, permanence, and well being of their children • Lead meetings with the family preservation team to develop the next steps in the client's treatment planning • Participated in legal consultations, prepared court documents, and represented the agency in court hearings • Monitored and logged all client activities, progress, and communication in internal records management system
Image CHARLESTON AUTISM ACADEMY

CHARLESTON AUTISM ACADEMY

Clinic Front Desk Specialist | 12/2015 - 07/2016

• Supervised all office procedures including answering phone calls and emails, collecting payments, and scheduling appointments • Worked in a customer service capacity interacting with new and existing clients • Participated in clinical team meetings to discuss client goals and progress • Met with parents to discuss therapy objectives and progress
Education history
Image CALIFORNIA STATE UNIVERSITY

CALIFORNIA STATE UNIVERSITY

BA

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1501 Lincoln Blvd.#1014 Venice, CA. 90291