Xero
Open To Work
TAMAREN BOSCH
Client Success Manager
Stellenbosch
Summary
Client Success Manager with a strong background in enhancing customer satisfaction and retention. Skilled in cultivating client relationships, addressing challenges, and aligning services with client needs. Focused on team collaboration and achieving results through strategic insights. Expertise in client communication, problem-solving, and project management supports delivery of exceptional service.
Overview
2
2
Languages
14
14
years of professional experience
Work History
Client Success Manager
Paymenow
03.2021 - Current
- Strengthen client relationships via regular monthly check-ins and periodic face-to-face meetings at client locations.
- Facilitated onboarding for new clients, enabling seamless navigation of employer portal and employee app
- Evaluate reporting tools for client-related issues like Power BI
- Conduct monthly check-ins with all assigned clients (calls & emails)
- Facilitate onboarding process for new clients to navigate employer portal and employee app
- Invoicing customers and managing unpaid invoices
- Conducted monthly check-ins with assigned clients, maintaining open communication through calls and emails
- Evaluated client-related reporting tools, identifying issues and ensuring effective use of Power BI
- Generate more thorough reports like quarterly or annual reports to supply valuable insights and utilization
- Performed extra tasks to enhance overall workflow efficiency.
- Communicate issues to technical team
- Execute supplementary activities in addition to main responsibilities
- Evaluated customer problems, implemented resolutions, and followed up with clients to manage additional problems and maintain satisfaction.
Temp Receptionist
Balwin Properties
01.2021 - 02.2021
- Served as temporary receptionist during contract period.
- Answered phone promptly and directed incoming calls to appropriate offices, ensuring seamless communication.
- Maintained organized reception area with updated materials, enhancing visitor experience.
Branch Secretary and Receptionist
Network Recruitment
11.2018 - 12.2020
- Since January 2020 fulfilling duties of both branch secretary and receptionist
- Accurate resume transcription
- Distributing CVs to appropriate clients
- Managed petty cash and updated ledger, maintaining accurate financial records
- Administering petty cash and modifying ledger
- Management of stationery and kitchen inventory
- Coordinated new employee onboarding by preparing desks, laptops, and stationery, ensuring a smooth transition for new hires
- Supported branch manager by managing schedules and organizing meetings.
- Scanning and integrating applicable documents into system log calls when complications arise
- Guide new staff through any questions where assistance is needed
- Performing reference verifications via digital platform when instructed
- Assisted technician by remaining on site during critical tasks
- Arranged electricians, plumbers, and necessary vendors, ensuring timely responses to maintenance needs
- Migrating candidates from one database to another
- Creating and sending client and candidate confirmation letters
- Follow up with client and candidates of individuals placed at company
Receptionist
Network Recruitment
11.2018 - 12.2019
- Greeted candidates warmly upon arrival, creating a welcoming atmosphere.
- Captured fingerprints for MIE background checks, including criminal and credit histories
- Supported branch secretary in daily operations.
- Kept reception area clean and neat to give visitors positive first impression.
- Coordinated the shipment of items to head office to ensure timely delivery.
- Managed cleaning personnel and ensured completion of tasks for a tidy reception area
- Capturing fingerprints for MIE to do checks including criminal and credit histories
- Reaching out to references for background checks
- Forwarding resumes to clients
- Supported branch manager with personal assistant duties, including scheduling travel and managing calendar
- Kept reception area clean and neat to give visitors a positive first impression.
Admin Assistant
Finleys Outsourced Business Services (Pty) Ltd
05.2016 - 11.2018
- Filed essential documents to ensure compliance and enhance operational efficiency. Coordinated with suppliers for timely collection of invoices and statements, and streamlined document preparation processes for increased accuracy.
- Processing slips on pastel software and generating invoices
- Billing schedule for clients monthly
- Managed customer creation in Sage Online and processed invoices for email dispatch, optimizing invoice emailing procedures post customer account setup in Sage Online.
- Created monthly billing schedules for clients to ensure timely payments.
- Maintained accurate financial records to support auditing processes.
- Produced invoices using Pastel software to facilitate prompt payments.
- Updated cash books regularly to track financial transactions accurately.
- Ensured confidentiality of sensitive information through strict adherence to privacy policies and secure filing systems.
Tax Administrator Assistant and Personal Assistant
Smith en Associate
03.2014 - 05.2016
- Coordinated meeting schedules between director and clients, ensuring effective communication and streamlined operations. Managed filing of client documents to maintain compliance with recordkeeping standards. Facilitated client registration for income tax, VAT, and PAYE, supporting accurate tax processing.
- Completed filing of clients' provisional taxes using eFiling through Proftax to ensure compliance with tax regulations.
- Coordinated the distribution process for client tax notices, including income tax and provisional tax, to maintain clear communication.
- Provided reception coverage in the absence of the receptionist, ensuring smooth communication and client service.
- Updating and modifying existing client information on Profsoft, verifying correctness of details
- Coordinated the organization of client documents to meet SARS requirements, ensuring proper filing and readiness for audits.
- Oversaw the creditors department, managing procurement of essential office supplies including stationery and coffee.
- Ensuring timely payments to suppliers and providing proof of payments
- Preparation of meeting documents and any ad hoc documents for director
- Reviewed and adjusted existing client records on Profsoft, verifying information for correctness and compliance.
- Organizing seminars and webinars for director and audit manager
- Processed client income tax details and filed IT14 forms with SARS. Addressed client inquiries about tax issues, providing timely assistance or referring to specialists. Engaged with clients on tax-related questions, ensuring prompt resolution or appropriate referral.
- Prepared boardroom for meetings, ensuring all necessary materials were ready for director. Typed and drafted ad hoc correspondence for director's review, enhancing communication efficiency.
Administration Officer Trainee
Idas Valley Primary
04.2012 - 02.2013
- Assisted school secretary and principal with administrative tasks
- Prepared documents for principal's review and distribution
- Managed tuck shop operations during break times to ensure smooth service
- Handling the tuck shop during break times
- Performed various administrative tasks to support office operations.
Education
Management Assistant -
Boland College
Stellenbosch12-2013
Skills
Account management
Customer retention
Onboarding processes
Customer service and support
Client satisfaction
Report generation
Deadline oriented
Teamwork and collaboration
Accomplishments
Network Recruitment 2019:
- Support Staff Recognition Award
Software
PowerBI
Microsoft Office
Jira
Mondaycom
SharePoint
Timeline
Client Success Manager
Paymenow
03.2021 - Current
Temp Receptionist
Balwin Properties
01.2021 - 02.2021
Branch Secretary and Receptionist
Network Recruitment
11.2018 - 12.2020
Receptionist
Network Recruitment
11.2018 - 12.2019
Admin Assistant
Finleys Outsourced Business Services (Pty) Ltd
05.2016 - 11.2018
Tax Administrator Assistant and Personal Assistant
Smith en Associate
03.2014 - 05.2016
Administration Officer Trainee
Idas Valley Primary
04.2012 - 02.2013
Management Assistant -
Boland College