Client Relations Manager Resume Sample
Reva Robel
391 Claude Island,
Phoenix,
AZ
+1 (555) 298 3977
Work Experience
Client Relations Manager
08/2015
-
PRESENT
Phoenix, AZ
- Partner with Operations to conduct system and workflow testing and provide sign off of the Set Up successful Onboarding process
- Work with IT and Operations to identify potential technology improvements. Assist with the review and testing of system enhancements to determine if the desired functionality is present
- Work with 3rd party vendors such as Ernst and Closing Corp as well as IT and Operations as needed to maintain optimal data and services to the Lender
- Accounts assigned at this level are less complex in nature and work associated is more general in nature
- Manage all relationship aspects of pre-close activities, triggered by the acceptance of the “Letter of Intent”, through financial close and servicing conversions. Specifically focus on client expectations and requirements as well as the Company’s operational platform and servicing capabilities
- Excellent manner and interpersonal skills, organizational skills and attention to detail
- Team player, proactive and flexible attitude
- Experience in managing relationships across all levels and professional backgrounds
Client Relations Manager, Redi
06/2008
-
06/2015
Dallas, TX
- Passionate about working in non-profit sector
- Establish Ticketmaster’s reputation within the live entertainment community as a critical tour marketing activator, direct artist-to-fan platform, and ticket sales partner
- Direct experience required
- Provide training and/or mentor associates
- Willingly accept and participate in cross training of different areas of responsibility. Take initiative to learn coworkers' jobs and proactively offer assistance when needed. Take initiative to seek out training or learning opportunities
- Provides training to internal team members to understand the client’s specific needs
- Prepare pre-approval letters
Client Relations Manager / Loan Processor
02/2001
-
02/2008
Detroit, MI
- Package new loan requests
- Gather loan documentation
- Loan processing and loan analysis
- Identify cross sell opportunities to the RMD
- Support functions include; supporting Sales in owner contract fulfillment and communication, providing product training to Sales and other departments, coach/develop other departments to ensure their commitment and understanding of the ownership process and procedures
- Develop and maintain an in-depth knowledge of Topgolf’s Corporate Sponsorships business model, as well as the company’s overall operational strategy and vision
- Have a thorough understanding of all of GfK MRI’s products and data applications, including: Survey of the American Consumer, MAM, Starch, Issue Specific, Teenmark, American Kids Study, Market by Market, Consumer Insights surveys, MEMRI, and the Smartsystem
- Strategically focused and responsible for client satisfaction, maintaining client communication and the overall management of the client relationship
Education
Everest University - Pompano Beach Campus
1996 - 2001
Bachelor's Degree in Hospitality Management
Professional Skills
- Strong communication skills with the ability to collaborate across internal teams
- Microsoft Office skills: Advanced- Excel, Word, & Access; Intermediate- PowerPoint, Visio &Project
- Prior Client Management experience
- Demonstrated ability to comprehend complex tax concepts and effectively apply tax knowledge to maximize client needs
- Experience with Microsoft Excel (filtering, sorting, creating and editing spreadsheets)
- Experience with Microsoft Outlook (Sending and receiving emails, calendar invites)
- Book industry (distribution, buying, selling) or client management experience
How to write Client Relations Manager Resume
Client Relations Manager role is responsible for training, microsoft, interpersonal, business, research, exceptions, credit, retail, finance, securities.
To write great resume for client relations manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Relations Manager Resume
The section contact information is important in your client relations manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Client Relations Manager Resume
The section work experience is an essential part of your client relations manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client relations manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client relations manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Relations Manager resume experience can include:
- Coordinates with the delivery organizations to ensure the delivery of continuous and effective services and ensures project completion within budget and in accordance with contract requirements
- Demonstrates success as a self-starter and ability to effectively prioritize work
- Proven ability address competing priorities within a single project with a positive, can-do attitude
- Skills – tracks and looks to develops own strengths and weaknesses; pursues training and development opportunities to continuously self-develop
- Prioritization as well as effective and efficient use of time also required
- Assist with hiring, coaching, and training new employees to ensure a good understanding of job expectations
Education on a Client Relations Manager Resume
Make sure to make education a priority on your client relations manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client relations manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Client Relations Manager Resume
When listing skills on your client relations manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical client relations manager skills:
- Remain composed and even-keeled in stressful situations, performing effectively in spite of shifting priorities, workload and external pressures
- Provide expert advice in effective relationship building skills to operation and support teams
- Good communication and project management skills are needed
- Experience with organizing, facilitating and managing projects and clients in an efficient and effective manner
- Prior experience designing and implementing
- Strong history of success in building client relationships and client retention experience
List of Typical Experience For a Client Relations Manager Resume
1
Experience For Client Relations Manager, Redi Resume
- Employ negotiating skills and creative problem solving skills to ensure account retention, effective client relationships and solid financial position
- Work with start ups, improving cash management services, Foreign Exchange and employee banking
- Work on lending opportunities, including mortgages and lines of credit
- Collaborate with District Manager and Regional Vice President in managing the overall retention pro forma process to ensure a winning deal strategy
- Serve as the SPOC relating to the ingestion of and development/delivery of reporting requests from a Client
- Develop and maintain an extensive knowledge of WK CS product offerings (e.g., features, benefits, pricing, intended use, value proposition)
- Manage existing client relationships and determine cross-sell opportunities
- Develop and maintain an extensive knowledge of WK CS product offerings such as features, benefits, pricing, intended use, and value proposition
2
Experience For Client Relations Manager / Home Health Resume
- Problem Solving – identifies and resolves problems in a timely manner for both clients, account managers and the rest of the business
- Fluent in English and other Asian language would be an advantage
- Work with Head of Investment Trust Distribution to develop a programme of Investment Strategy ‘teach-ins’ with large discretionary wealth managers, targeting the more recently qualified Investment Managers
- Attend occasional Board meetings, by invitation, to report on progress in the regions
- When required, co-ordinate with local regional retail sales representative Working with retained Investment Trust marketing agencies and Stock Market brokers to identify new buyers and to coordinate Fund Manager Roadshows
- Run monthly shareholder analysis reports to identify trends in the registers and new buyers or significant sellers and update the team accordingly
- Maintain accurate and up to date client contact notes in the contact management system
3
Experience For Client Relations Manager / Loan Processor Resume
- Identify and prioritize target Clients for share gain, execute successful strategies to achieve strong engagement in the BuyMax Program. Measure and report on progress
- Contribute as the primary Voice of the Customer in identifying, evaluating and communicating client needs and emerging trends for new or improved products, services, vendors or programs. Accurately and urgently communicate client issues requiring immediate attention
- Maintain and build professional relationships with existing clients in furtherance of company goals; Monitor and report on client satisfaction, lead efforts across service lines to improve satisfaction and retention
- Manages administrative services team
- Achievement of sales targets and adherence to specific key performance indicators
- Outbound and inbound sales/relationship management
- Strategically focused and responsible for client satisfaction, maintaining client communication, the overall management of the client relationship and retention activities
4
Experience For Business Development Client Relations Manager Resume
- Acts as the primary liaison for the service side of the client relationship including escalation, effective oversight of client project and implementations, execution of account plan activities, building of relationships with client contacts and management and coordination of the client loyalty process
- Responsibility for client satisfaction, maintaining client communication, the overall management of the client relationship and client retention activities
- Establish monthly management meetings
- Review development projects with the client
- Represent DST Market Services at various industry events and client meetings
- Maintain timely and accurate records of all sales activities in the CRM database
5
Experience For Senior Client Relations Manager Resume
- Develop in-depth knowledge of the overall PS process within the VMS and be able to serve as the POC/SME for PS process-related questions or concerns
- Develop strategies to increase market penetrations to high growth companies
- Join Team at offsite events and client meetings
- Define project scope, goals and deliverables that support business goals in collaboration with all stakeholders, including senior excecutivesm sponsirsm business owners and field operations
- Ducument and analyze information and processes to solve critical business issues
- Creates Project plans & objectives
- Manages resources to make sure schedule is on track
6
Experience For Associate Client Relations Manager Resume
- Identify opportunities for improvement and make recommendations for change; identify flaws in logic or assumption errors
- Reports on project progress, offers viable solutions and opportunities as they arise
- Support all Chartwells K12 Sector initiatives and key result indicators
- Proficient with Microsoft Outlook, One Note, Word, Excel, Power Point
- Learn and maintain an understanding of Wolters Kluwer Compliance Solutions (WK CS) financial services solutions, customers, and the industry by participating in formal/informal training sessions and self-directed learning
- Maintain a knowledge of all processes, systems and applications utilized within the department such as prescribed sales processes and the CRM database
- Develop and maintain a sales process for contacting customers to achieve monthly sales objectives by proactively and reactively placing calls and sending e-mails to current customers for retention and sales purposes
- Receive and respond to inbound call inquiries on products and services, manage e-mail and voicemail to help ensure prompt response to internal and external customers
- Provide support for customer questions or concerns by responding to customer issues and inquiries in a professional manner while delegating issues in a timely manner and escalating issues in accordance with established guidelines
7
Experience For Academic Client Relations Manager Resume
- Act as an interface between the customer and internal teams throughout issue resolution and maintain timely and accurate records of all customer support activities in the CRM database
- Manages overall retention activities of assigned Portfolio of Accounts and accountable for 100% retention
- Conducts assigned interviews and leads operations in developing account retention strategies and follows up with operation and support teams on retention action plans
- Lead entire re-bid and pre-emptive proposal process of all assigned accounts
- Lead and manage all re-bid, pre-emptive and other retention related presentations. Engage and collaborate with operations and support teams on presentation strategy, format and all client facing materials related to presentation
- Prioritize, organize and manage an extensive business travel calendar
8
Experience For Mri-client Relations Manager Resume
- Read and interpret RFP’s, financial data and contracts
- Work with the Senior Client Relationship manager to establish best practice workflow to include written processes, policies and procedures that support client management of product during implementation and the subscription/license
- Communicate efficiently and effectively to ensure clients receive the maximum ROI in their investment in IJGlobal
- Process focused – develops and uses processes and measurements to ensure performance is consistent
- Planning/Organisation – prioritizes and plans work on project activities and uses time efficiently in order to handle multiple information requests and queries at similar times
- Understand client requirements and attend meetings relating to the planning and facilitating of a prospective Client in the late stages of the business development lifecycle (no services currently offered). In addition, offer, create and culminate the expansion of additional products and services to existing Clients
9
Experience For Client Relations Manager Senior Resume
- Serve as an escalation contact for the Client to resolve issues
- Review and amend client’s P&Ps
- Offers recommendations for improvement to current processes and systems
- Attend industry-specific conference and trade shows, as needed
- On-site travel to Client location as needed
- Client Relationship: Key ADP Contact for the client's decision maker and/or the senior executive responsible for the ADP TCS relationship. Engages client during implementation and throughout the remainder of client life cycle. Responsible for client retention, satisfaction, reference-ability and compliance/revenue/profitability growth
- Internal Communications: Key liaison with all ADP entities to proactively communicate and monitor service and product issues. Manage activities of functional team members to ensure delivery of optimal service, client satisfaction, retention, and profitability
10
Experience For Client Relations Manager, Optimus Foundation Resume
- Provides supporting documentation to client as needed (contact list, bottle table with
- Contract Administration: Ensure Master Services Agreements (MSA) are in place and negotiated before they expire. Accountable for contract negotiation
- Develops and maintains profitable and successful relationships with Ingram Publisher Services client publishers
- Helps develop print projections for front list titles and track progress of orders against projections
- Confirm non-TestAmerica subcontract labs are on the approved list and set-up as vendors for
- Initiate approval process for any subcontract labs not on the approved list (with QA and CRM)
- Verify that lab certification meets project requirements for new quotes
List of Typical Skills For a Client Relations Manager Resume
1
Skills For Client Relations Manager, Redi Resume
- Effectively apply learned principles to broader situations
- Capable of quickly building good rapport with clients, assessing their needs and presenting features and benefits of ICL’s products and services
- Skilled in projecting and monitoring trends and performing risk management
- Prioritizes and follows up on contracts and other client incoming/outgoing requests, keeping stakeholders updated as necessary
- Proactively demonstrate personal expertise in listening and relationship building
- Three years’ experience in securities operations, trading or sales
- Strong working knowledge of MS Word / MS Outlook / MS PowerPoint/ MS Excel
2
Skills For Client Relations Manager / Home Health Resume
- Experience in a client services, sales, or marketing role within the book industry
- Book industry (distribution, sales, marketing) or client management experience
- Experience within the default mortgage servicing industry
- Proven track record in delivering focused customer service and client satisfaction
- Experience in managing projects and/or client relationship management
- Effective in handling customer escalations through a consistent, calm, empathetic and professional approach
- Experience managing large, complex enterprise projects preferably in the food industry
- Passionate about clients and advisors with a demonstrated ability to resolve client concerns
3
Skills For Client Relations Manager / Loan Processor Resume
- Strong business knowledge of Sun Life and specifically mutual fund and segregated fund products and processes
- Experienced leader focused on team engagement and development
- Experience with Brighter Way management tools to drive results and identify continuous improvements
- Experience working as a manager with a DoD contractor (professional services or manufacturer) in North Carolina
- Experience working with local communities in NC
- Four or more years of equivalent job experience
- Ales or relationship management experience
- Proven ability to proactively manage a broad variety of clinical studies
- Proven ability to utilize resources and successfully navigate an organization
4
Skills For Business Development Client Relations Manager Resume
- Demonstrates a breadth and depth of operational service delivery management expertise focused on service quality, people, process and technology
- Supervise owner journey experience initiatives, such as Elevated Rewards memberships for anti-rescission purposes
- Demonstrated ability to consistently achieve sales targets
- Related financial services experience
- Attain foundational skill-sets to begin and grow a career in the financial industry
- Previous management and/or sales experience in a food service management organization
5
Skills For Senior Client Relations Manager Resume
- Proven ability to define and execute change strategies
- Proven ability to influence and manage external resources in a highly matrix’ d environment
- Proven business analytical capabilities to solve complex business issues
- Attending sales team meetings concerning team activities and providing feedback on market conditions
- Handling cancellations or changes in sales orders and communicating the changes with the related departments, including external parties where necessary
- Building and mining a sales lead pipeline with prospects in commercial and residential segment
- Cooperating with representatives from marketing, finance, operations and customer service to design best customer solutions
- Identifying decision makers amongst the targeted leads in order to initiate sales process
- Coordinating with customer service for status on orders to ensure that customer expectations are consistently met
6
Skills For Associate Client Relations Manager Resume
- Capturing of accurate and complete information in Customer Relationship Management system
- Quote pricing and facilitate agreement execution, for existing clients
- History of meeting or exceeding key performance measurements with the ability to listen and influence business decisions
- Accomplished as an action-oriented self-starter, actively seeking out self-improvement with a view to global thinking and team development
- Service existing and new clients by promoting company products, programs in order to meet the client’s needs
- Act as liaison with Marketing Department and assist Team with marketing campaigns and promotions
- Manages overall strategic plan, monitoring and adapting as needed
7
Skills For Academic Client Relations Manager Resume
- Rapid learning of the proposal software, ex: SantSuite and SharePoint
- Screens, directs and responds to incoming customer calls and inquiries
- Proficient, professional capabilities using MS Office applications
- Partner with Operations to conduct system and workflow testing and provide sign off of the Set Up along with the Sr. Operations Manager
- Provide support and advice to owners regarding the product and services associated with ownership and club membership
- Analyze and communicate sales forecast to Sr. Management; maintains accurate volume projections and revenue forecasting. Compiles data and reports on actuals
- Travel to client sites as needed for presentations or problem solving
- Comply with confidentiality standards, including HIPAA privacy regulations
8
Skills For Mri-client Relations Manager Resume
- Competitive analysis and planning to ensure maximum success in multiple markets with unique characteristics
- Results tracking and compilation of various reports
- Create and execute end-to-end project plans and revise as appropriateto meet changing needs and requirements
- Coordinate project activities between team members, while maximizing their productivity to achieve project goals
- Create and maintain all project documentation pertinent to the project, including but not limited to, status reports, work plans, presentations
- Assist in developing project management best practices
- Apply product and industry knowledge to retain subscription revenue with existing clients
- Identify and resolve customer issues, as well as identify cross-sell and up-sell opportunities for the existing client base
- Acquire standard knowledge about certain PG’s/IFG’s, to be a continuous self-learner
9
Skills For Client Relations Manager Senior Resume
- Develops and maintains profitable and successful relationships with a mix of trade and academic client publishers
- Develops and maintains profitable and successful relationships with Perseus Distribution client publishers
- Develops and maintains profitable and successful relationships with PGW client publishers by collaborating with Inventory Specialists and various ICG departments on effective service offering and allocation strategies
- Communicates publisher deadlines and coordinates and assists clients in meeting deadlines
- Serves as liaison between clients, Sales, Operations and the Ingram organization
- Oversees publishers’ new title projections, backlist sales, inventory analysis and promotional recommendations
- Advocates for clients at sales conferences - coordinates all aspects of client presentation including introductions, coaching and facilitation of sales dialog and interaction
- Consults on publicity and marketing plans, including cover design, pricing, and packaging as necessary
10
Skills For Client Relations Manager, Optimus Foundation Resume
- Informs and educates clients on industry trends, including Ingram programs to further publishers’ sales opportunities
- Spearheads development of reporting and Key Performance Indicators (KPI’s) and conducts business reviews with assigned publisher clients
- Works with the sales department to facilitate sales opportunities across all market channels
- IFIC or CSC certification required
- Confidently present issues to all levels of management in a way that creates meaningful discussion to determine the appropriate outcome
List of Typical Responsibilities For a Client Relations Manager Resume
1
Responsibilities For Client Relations Manager, Redi Resume
- Experience with writing/editing reports
- Train and develop customer service techniques in order to exceed customer expectations and ensure a good understanding of company procedures
- Experience serving in the U.S. military
- One year experience in direct contact with branches or correspondents
- Experience in pharmacy benefit management
2
Responsibilities For Client Relations Manager / Home Health Resume
- Hospitality or guest service experience
- Experience in Sales
- Demonstrated ability to communicate clearly and distinctly both written and verbally
- Supervisory, project coordination, or similar experience
- At least five years of experience in a client support services field
- Corporate federal and/or state tax credit and incentive experience
- Knowledge and/or experience related to corporate business structures, operations and Tax/Financial concepts
- Book industry experience
3
Responsibilities For Client Relations Manager / Loan Processor Resume
- Experience with MS Office
- Working understanding of DoD contracting process and procedures and the Federal Acquisition Requisition (FAR)
- Presents reports during client review meeting with Two Rivers leadership and sales
- Provide ongoing feedback based on customer and account holder interaction in order to ensure that the new hire is meeting expectations
- Assists clients in meeting deadlines. Participates in IPS sales conference
- Drive special projects surrounding Scientific or Operations Updates that require change management, client communication, and/or process updates
- Manage information within the company CRM system for virtual project management, logistical planning, and staff/associate support
4
Responsibilities For Business Development Client Relations Manager Resume
- Provide project support in areas such as research, process management, and facilitating, as needed, the draft/final report production process
- Create ways to measure success of improvements and serve as an ongoing “voice of the customer”
- Provide coaching on new processes that are developed
- Series 99 or the ability to pass the test within 3 months of hire
- Basic knowledge of brokerage back-office systems such as BETA or ADP
- Analyze data, organize it, then present findings and recommendations
- As a key point of contact for regional investors, passion about investments and the Investment Company sector is required
- Fluency with usual Microsoft office software systems – Outlook, Word, Excel, PowerPoint, as well as Contact Management systems and the market data tool, Fidessa
- Experience with MS Excel and Word
5
Responsibilities For Senior Client Relations Manager Resume
- Proficiency with Microsoft Office Suite and Adobe Acrobat
- Desired skills include communicating complex solutions, supporting delivery of high quality deliverables, juggling multiple priorities, working on tight deadlines, and conveying strategic thinking
- Experience using Customer Relationship Management software such as SAP CRM
- Verify that lab compound lists and limits meet project requirements for new quotes
- Confirms that EDD format is available (deliverable assignment and delivery route) for new quotes. If new format is needed, submits a helpdesk ticket
- Engages workshare labs, service centers, and non-TA locations as needed for new quotes
- Develops and maintains profitable and successful relationships with Two Rivers client publishers
6
Responsibilities For Associate Client Relations Manager Resume
- Serves as liaison between assigned client publishers and the Ingram organization
- Includes, but not limited to, formal and informal communications, evaluating client expectations and Ingram’s ability to meet those expectations, and forming strong interactions with all levels within the publisher
- Conducts business reviews with assigned publisher clients
- Develops client-specific agenda and objectives; prepares appropriate reports; discusses client’s current/year-to-date business; communicates changes in policy/procedure, explains benefits and requirements; discusses any concerns; and commits to a follow-up plan
- Stays abreast of client activities – sales and returns, customer trends, issues, successes, market responses, and projections for future business, etc
- Manages the clients’ sales cycles as they pertain to Two Rivers
7
Responsibilities For Academic Client Relations Manager Resume
- Work with key clients to understand current and upcoming needs in order to plan internal resource needs, enhance and re-direct services as needed, and drive improvements to our services and deliverables best suited to the client, always with a view to fostering the lab-client partnership
- Review client metrics, including assisting in metric collection as needed by the PM Team; investigate and troubleshoot quality issues from internally or externally driven complaints and/or client audits
- Review of all client-specific processes and documentation (e.g. Client-Specific Templates and Level 3 SOPs) to ensure relevance to current agreements with the client as well as adherence to the processes outlined
- Reports regularly to Management and Business Development to ensure that client issues are communicated and escalated appropriately
- Delivers high quality standards and strives for excellence; Acts in a proactive, flexible and responsive manner to customer needs; communicates with clarity of purposes, setting clear direction
- Operates independently with a willingness to make decisions; Projects credibility and makes a professional and positive impression on others; Acts as a coach and mentor and shares expertise
- Identifies the key elements of a situation and any gaps and inconsistencies in data. Makes rational judgments and quality decisions based on available information and analysis
- Performs additional relevant responsibilities as requested by management
8
Responsibilities For Mri-client Relations Manager Resume
- Access to all active and closed projects to obtain big picture view of our service levels
- Attend all client meetings with internal parties
- Communication with internal and external vendors as required by job functions
- Advocate for the client with all internal departments to drive process improvement in all lab areas
- Review of Client Service SOPs with client-focus as the primary objective
- Knowledge and familiarity with the clinical trials industry
9
Responsibilities For Client Relations Manager Senior Resume
- Maintain documentation that outlines the client’s organization, interaction history and customized process changes; modifications, enhancements and/or deletions
- Meet with the Client, Sales and Operations as a catalyst to understand the needs and expectations for any new business
- Monitor reports to ensure all processes and workflows are accurate
- Partner with Marketing to create or update training material for new client or new system, product or process and coordinate, schedule and facilitate training as needed for client and/or Operations team
- Develops client-specific agenda and objectives; prepares appropriate reports; discusses client’s current/year-to-date business; communicates changes in policy/procedure, explains benefits and requirements; discusses any issues and concerns; and commits to a follow-up plan
- Strong LIMS understanding and/or computer background to understand LIMS applications
- Act as the relationship manager and primary point of contact for numerous client accounts within the project portfolio, providing excellent customer service and support
10
Responsibilities For Client Relations Manager, Optimus Foundation Resume
- Manage communication with project stakeholders and align project logistics with the attainment of deliverables through the use of technology solutions, clear communication
- Assist with the development, maintenance and implementation of company infrastructure that facilitates efficient completion of client project goals
- Manage company templates and resources related to project management for staff and associates
- Approve associates invoices and provide additional communications and support to our associates on a regular basis
- Supervise, coach and conduct performance management reviews for any direct reports. (as the company grows)
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