Beth Otero lives in Chicago, Illinois serving as a Client Services professional. At the core of Beth’s success is uncovering the customers definition of success, then aligning and architecting an organization’s people, technology, and strategy to assure customer value is attained and accelerated.
Core Business Tenants:
✓ Care
✓ Create
✓ Deliver
Beth Otero trains, coaches, and develops the practical and tactical strategies needed for Client Services.
CONSULTING
Beth Otero offers consulting services and training in the following areas:
Client Services
Client Services software
Client Services in-house training
Client Services business coaching
Client Services firm evaluations and audits
Client Services feasibility research
Client Services strategies that focus on customer empowerment at scale lead to the best results for company and customer. Beth will help you separate yourself from your competition.
ADDITIONAL SERVICES
- Screen RFPs, qualify, and manage proposal calendar deliverables align with CRM.
- Manage extensive portfolio of market-facing projects – contact center, business intelligence, claims management, and customer care.
- Develop and implement procedures to manage daily cash receipts and deposits along with developing internal controls to ensure safeguarding of funds.
- Strengthen key customer relationships through senior level conversations leading to a new infrastructure solution providing more flexibility and a future platform.
- Compile information for marketing binder, client reviews, brochures, quarterly updates, and RFPs.
- Develop and maintain long-term relationships with stakeholders in account portfolio by networking between customers, partners, and Salesforce.com.
“Freedom is never voluntarily given by the oppressor; it must be demanded by the oppressed.” -Martin Luther King, Jr.