Anna Mrowka

Experience

• 

  Montecito Bank & Trust

  Feb 2009 - Apr 2013

  Trust Administrative Assistant

  In my role, I supported the Wealth Management Group as the administrative assistant. My daily responsibilities included working with the operations manager to process transfer, check, and wire requests, meeting all transfer deadlines. I also balanced the daily transaction ledgers, served as the first contact point for clients visiting the office, and assisted the development manager, trust officers and investment managers with tasks as needed. Additionally, I organized the annual client appreciation event and worked on a few special projects including a major software transition and a file digitization project.Outside of my department, I also participated in numerous Bank volunteer opportunities and served as a member of the Associate Advisory Committee. Show less

• 

  PathPoint

  Apr 2013 - Dec 2013

  Executive Assistant

  While serving as the Executive Assistant, I supported the CEO, CFO, and corporate office staff of a non-profit organization. Responsibilities included property management, Board meeting preparation and follow up, logging deposits, organizing our employee fundraising event, serving on the company safety committee, and various other projects to support the executive team.

• 

  Lynda.com

  Dec 2013 - May 2015

  Client Services Coordinator

  As a Client Services Coordinator I served as the day-to-day contact for our enterprise clients - including corporations, educational institutions, and government agencies. I worked with my clients to successfully implement lynda.com into their organization through strategic launch planning, training and review sessions. I continued to support them through their subscription terms, working in strong partnership with our other teams to provide exemplary support and service to clients.

• 

  LinkedIn

  May 2015 - now

  After the acquisition of Lynda.com by LinkedIn, I've continued in my role as a Customer Success Manager. In this role, I work as a strategic consultant to help plan, launch and review learning and development initiatives and programs leveraging LinkedIn's unique solutions. While I have a background in supporting enterprise and government as well, I've focused for many years on partnering with our Academic customers. I enjoy having conversations around how LinkedIn's solutions and data can help address challenges, improve outcomes, and bring additional value to individuals and teams across colleges and universities. Additionally, I have previously supported as a Social Impact co-lead for my office, and continue to volunteer. This has been an incredible way to help connect with and support my colleagues as we continue to work towards LinkedIn's vision and mission. Show less

  • Principal Customer Success Manager

    Apr 2022 - now

  • Senior Customer Success Manager

    May 2015 - Apr 2022