David Grubaugh
Client Relationship Management | Customer Success | Project Coordinator
- Role
- Client Coordinator at Norris Lutkewitte Pllc
- Location
- Redmond, WA, US
- LinkedIn followers
- 500 followers
About David Grubaugh
Customer success professional with proven track record of building strong relationshipswith clients leading to high retention and loyalty. Serve as primary point of contact with topclients, working closely to understand their needs and goals and guide them to success.Coordinate customer needs and collaborate internally across functions. Excellent problem-solving and communication skills with can-do attitude.
Experience
Client Coordinator
Jan 2024 — Present · Kirkland, WA, US
Proactively communicate with clients and coworkers to ensure deadlines are met and bills are paid in a timely fashion- Process a high volume of tax returns quickly and with extreme accuracy and attention to detail- Update systems to increase productivity and more accurately track billing cycles for clients- Utilize programs like Lacerte, Canopy, and SmartVault to track a high volume of client activity- Use Excel and internal reporting tools to accurately communicate trends and upcoming deadlines.
Education
California State University, Northridge
Bachelors, Public Relations, Advertising, and Applied Communication
2015 — 2017
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