Taylor Rothfield
Customer Experience Manager at Optimal Blue
- Role
- Customer Experience Manager at Optimal Blue
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Taylor Rothfield
Experienced Data Analyst with a demonstrated history of working in the financial services industry. Skilled in Management, Leadership, Research, Client Relations, and Public Speaking. Strong finance professional with a Bachelor’s Degree focused in Market Research and Client Relations from Texas A&M University.
Experience
Customer Experience Manager
Aug 2023 — Present · Plano, TX, US
Serves as a team contributor on the Optimal Blue Client Services team responsible for relationship management and day-to-day needs for an assigned set of existing PPE clientsProvides technical guidance specific to the Optimal Blue Product and Pricing EngineAct as the Liaison between end-users and Optimal Blue to meet specific client requirementsConverse with clients via phone, email, & live chat addressing questions, problems, & ongoing trainingAnalyzes system impacts to client environments and procedures and provides recommendations on best practices and changes in technology accordinglyBuild and manage relationships with clients with a high level of customer service
Education
Texas A&M University
Bachelor’s Degree, Tourism and Travel Services Management
2015
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