Taylor Rothfield

Customer Experience Manager at Optimal Blue

Role
Customer Experience Manager at Optimal Blue
Location
Dallas, TX, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

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

  1. Customer Experience Manager

    Optimal Blue

    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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Taylor Rothfield — Customer Experience Manager at Optimal Blue in Dallas, TX, US | Unifers