Hera Nawabi

Orion Advisor Technology | Marketing & Finance Professional | Fin-Tech

Role
Client Success Advocate i at Orion
Location
Sacramento, CA, US
LinkedIn followers
500 followers

About Hera Nawabi

Driven and detail-oriented Client Success and Project Coordinator with experience…

Experience

  1. Client Success Advocate i

    Orion

    Aug 2024 — Present · Sacramento, CA, US

    Acted as the primary point of contact for clients, efficiently resolving inquiries and issues through various communication channels- Analyzed client requests, identified potential solutions, and coordinated with relevant departments to ensure timely resolution- Delivered comprehensive training on technology systems to advisors and supported their understanding of best practices, policies, and procedures- Led and managed non-technical projects, collaborating with cross-functional teams to meet project specifications and keep clients informed- Provided expert advice on technology utilization, reviewed new technology releases, and ensured solutions met clients’ business requirements- Supported the execution of customized business processes, tailoring solutions to improve client operations and enhance overall efficiency.

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Hera Nawabi — Client Success Advocate i at Orion in Sacramento, CA, US | Unifers