Nikki D.

About Nikki D.

Hi! I bring over 7+ years of project management and client relationship management experience in the healthcare improvement space. With this experience I have realized what lights me up is when I am helping others to be their best, where there is deep potential for making lasting positive impact. Humans are truly remarkable, resilient, and have so much potential.Currently, I am going through a Human Resources Management program at eCornell to support landing a human-centered leadership role in the near future. I also am currently working towards obtaining my Master’s in Social Work from Winthrop University. My ultimate dream is to one day own my own therapy practice and look forward to all the ways I will truly help others on their own life paths during this journey. Please reach out if you want to grab coffee and chat! I am open to opportunities in the Greater Charlotte and York County area communities as well as remote opportunities. I’m also open to making new friends in the fields of social work and mental health! Thank you for your time!

Experience

1. Client Relations Associate

   Vanguard

   Oct 2024 — Present

   Sales and Customer Service SME in meetings geared to help sales leaders understand best practices of pulling in sales leads and recruiters understand collective qualities to look for in candidates. Investment Services General SME - Taking lead and providing immediate research and recommendations to colleagues in a support chat at designated times.Serve as 1 on 1 coach to new hires to help them identify their strengths as well as opportunities for increased effectiveness and efficiency. Also serve as mentor, inviting them to sit in on my live client calls so they can pick up on strategies and communication styles they want to incorporate on their own calls. Identify specific areas of internal business processes and documentation which needs to be improved and establish resolutions through collaborative quick hit problem solving. February 2025- Pulled in most sales leads in the department, exceeded individual target by 650%.January 2025- Pulled in most sales leads in the department, exceeded individual target by 450%.SIE credentialed, currently sitting for the Series 7 and then Series 63

Education

• Cornell University

  Human Resources Management Certificate

  2024 — 2024

• Winthrop University

  Master of Social Work - MSW

  2024

• Purdue University

  Bachelor of Science (B.S.)

Skills

• Cold Calling
• B2b Marketing
• Customer Satisfaction
• Strategy
• Team Leadership
• Pricing
• Recruiting
• Team Building
• Call Centers
• Networking
• Selling
• Social Media Marketing
• Leadership
• Data Management
• Data Analysis
• Direct Sales
• Process Efficiency
• Sales Growth
• Marketing Strategy
• Project Planning
• Sales
• Crm
• Project Management
• Hipaa
• Business Process Improvement
• Process Scheduler
• Marketing
• Business Development
• Analysis
• Teamwork
• Interviews
• Social Networking
• Medicare
• Market Research
• Organization
• Sales Process
• Coaching
• Sales Management
• Human Resources
• Advertising