• 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

Customer Support Associate

• 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

Human Services Specialist II

• 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

Clinic Front Desk Specialist

Find out detailed information about Alexis Spagnola,  in Rancho Santa Margarita, CA

Alexis Spagnola: in Rancho Santa Margarita, CA

Alexis Spagnola

CALIFORNIA STATE UNIVERSITY