- Presented educational webinars to live virtual audiences for customers of the CF2.0 software.- Answered questions for a broad subject matter range including the CF2.0 software and general internet marketing subjects on live AMA (ask me anything) calls.- Created pre-recorded training for the ClickFunnels education help center accessible to over 100,000 customers.- Answered customer software and marketing questions through chat when not presenting for live training calls.

- Assisted in founding a new Acquisition Support team by making suggestions for improvement to Magnetic Marketing brand processes and procedures such as clarity improvements to the membership area and misc. unnoticed billing errors costing customers money. - Solving approximately 3,000 tickets over 9 month period by being responsible principally for the Magnetic Marketing brand customer support queue in Zendesk, Keap, and Stripe.- Provided Magnetic Marketing customers with billing investigation and resolution of issues such as subscription cancelation, refunds, and credits.- Provided Magnetic Marketing customers with account content access by activating or deactivating content in the ClickFunnels 2.0 software.

- Participated in the foundational Account Manager pilot program, from the beginning, which evolved into the 1:1 Onboarding Specialist role.- Relieve new ClickFunnels customers from the burden of completing their own technical setup for items such as Domains/Subdomains, Professional Email Hosting, Email Autoresponder & SMTP configuration, and Payment Gateway integration.- Accomplishing technical setup discussions with customers on 1:1 Onboarding Calls through the Google Meet Software.- Accepted 404 1:1 Onboarding Calls.- Completed full technical onboarding criteria including domain setup, professional email inbox & SMTP, and payment gateway setup for over 200 1:1 Onboarding Calls at times exceeding 2 or more hours of discussion and setup per individual call, from March 2021 through November 2021, often saving 5 - 10 hours of customer work.- Sold approximately 10, 6-month One Funnel Away Platinum packages to onboarding customers.- Coached new customers with basic marketing & funnel strategy suggestions beyond technical setup discussions, relating to their business.- Increased average retention rate from 34% on average tracked Key Performance Indicators on team spreadsheet regarding customer pricing plan, call show-up rate, setup completion, payment status, and additional ClickFunnels programs involvement, i.e. One Funnel Away Challenge.- Assisted other Onboarding Agents with technical troubleshooting and taking over their calls when needed.

- Provided users of the ClickFunnels software platform with troubleshooting guidance and solutions to technical functions or issues they experience as they use the software through Google Meet live calls, Zendesk chat, and email.- Consistently met and exceeded performance standards of quality & number of ticket solves - completing over 3000 solved/completed tickets for ClickFunnels customers, as of November 2020.- Supported training and education of team members on best practices of communication & troubleshooting skills in regular team meetings.

- Onboarded new accounts of up to $30,000 contract value onto the HireVue platform including multiple user trainings on strategy, HireVue account configuration, and system usage for success through a proven 4 phase HireVue implementation methodology while capturing project data in the Salesforce project management app, Mission Control.- Worked closely with clients, customer success & professional services for client branding requests on their HireVue account including consulting on design specifications & strategy, managing information in multiple software systems dealing with branding assets, creating clear instructions for our international branding contractors for branding build, and quality confirmation of client branding expectations.- Created & updated 10 structured video trainings on the HireVue University, Self-Service video training platform, viewable by over 100,000 active HireVue users through using A/V equipment and the media content creation software, Camtasia and Snagit.- Performed ad hoc requests and projects for the larger HireVue Professional Services team including miscellaneous user training on the HireVue platform, client account management, and cleanup, meeting minutes, reporting data cleanup in the Salesforce project management app, Mission Control.

- Engaged users and video interviewees of the HireVue software with the highest levels of customer service intuition.- Communicated with over 1,000 HireVue interviewees and recruiting professionals using the HireVue platform - Through Phone, Email, and Chat ticketing systems.- Utilized above-average knowledge of technical skills to solve technical challenges customers of the HireVue platform commonly experienced and captured interaction details in the Salesforce CRM.

Influence people to make a buying decision for educational material helping them overcome mental, emotional, and spiritual challenges to more easily and quickly obtain results according to their life goals and priorities.

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