LINDSEY POFF
Charlotte
Summary
With a strategic mindset and a passion for client success, I provide dedicated support to financial advisors by maintaining accurate financial data and streamlining operational processes. Highly organized and detail-oriented, I leverage strong communication skills and the ability to manage multiple priorities to help deliver a seamless client experience.
Overview
3
3
years of professional experience
Work History
Client Services Assistant
Eldridge Investment Advisors
Manchester
07.2025 - Current
- Maintain and updated client financial information within eMoney for comprehensive financial planning and accurate reporting.
- Coordinate with advisors and internal team members to streamline client requests, account maintenance, and operational workflows.
- Support senior financial advisors with daily operational and administrative tasks to enhance client service.
Account Executive
Rocketseed
Charlotte
03.2024 - 06.2025
- Negotiated contracts and secured deals with mid-market and enterprise clients, contributing to revenue growth.
- Delivered high-impact presentations and proposals, helping clients align solutions with business goals.
- Managed sales pipeline utilizing Salesforce to ensure timely follow-ups and accurate forecasts.
Customer Success Specialist
Rocketseed
Charlotte
06.2023 - 03.2024
- Managed renewals and expansion conversions by identifying upsell opportunities that increased client satisfaction and loyalty.
- Reduced churn through proactive check-ins and personalized follow-ups that strengthened client relationships.
- Acted as a trusted advisor to clients, guiding them through onboarding, adoption, and product use.
Education
Bachelor of Science - Public Health
App State University
Boone, North Carolina05-2022
Skills
- eMoney Advisor
- Salesforce
- Account Management
- Financial Reporting
- Microsoft Excel
- Data Entry and Management
Timeline
Client Services Assistant
Eldridge Investment Advisors
07.2025 - Current
Account Executive
Rocketseed
03.2024 - 06.2025
Customer Success Specialist
Rocketseed
06.2023 - 03.2024
Bachelor of Science - Public Health
App State University