Caitlin C. Email & Phone Number

Vancouver, Bc, Ca

• Serves as the primary liaison for high-profile private equity and consulting clients, managing numerous market research projects per week, while still promptly addressing concerns and ensuring timely project delivery.• Presents regular progress reports to clients, highlighting achievements, and addressing issues, by leveraging tools like Google Suite, HubSpot, Wrike, and Slack, while leading product onboarding and training initiatives, increasing platform utilization and driving an increase in return client rate.• Demonstrates strong interpersonal skills and adaptability in a rapidly changing environment, leading to Kudos recognition and high CSAT scores in the first 3 months of employment (Q2 2024).

• Proactively manages 160+ clients by offering comprehensive solutions on software product usage and module deployment as their main point of contact, resulting in aligning clients with their objectives and cementing recurring revenue through professional services and licensing.• Maintains meticulous documentation of client interactions and needs, ensuring comprehensive records for enhanced follow-through and efficient account management to ensure client satisfaction.• Demonstrates a proven ability to resolve complex client issues, meet key deliverables, and utilize Microsoft CRM insights to ensure seamless client experiences and substantial SaaS B2B business growth, leading to a Q4 2023 Award Nomination and two Qudos nominations.• Assists internal teams by spearheading product mock-ups for sales prospects, following up on renewals for accounting invoices, and testing new software improvements for product development, resulting in new clients, contract extensions, and new feature updates in 2023.• Developed and implemented a new structured account management strategy to improve client retention, resulting higher client retention rates.

• Collaborated with clients in virtual consultations and offered neutral advice on website UX/UI through hands-on training with test stores from platforms such as Bookmark, Facebook, Lightspeed, Shopify, and Square Online, to decrease bounce rates and increase website foot traffic.• Educated clients on digital marketing strategies, including SEO, by training with platforms such as Shopify, Google, and Facebook, to accelerate business plan achievabilities to within 10 hours across 4 weeks per client.• Highly analytical with strong problem-solving skills with demonstrated experience in using web analytics to give insights to drive online sales and performance.• Provided exceptional 1:1 service by organizing and integrating HubSpot, Microsoft Office, and Google Suite to streamline client data, status, and communications for up to 20 clients at a time.• Conducted preliminary checks on client spending plans for CDAP's $2400 micro-grant, by providing constructive feedback and suggestions according to eligibility criteria, to increase the chances of a maximum approval amount of $2400.• Strategic planner with a determined attitude to go above and beyond the call of duty to exceed all expectations.

• Analyzed and processed cheque requisitions and debit statements of up to $10,000 to ensure calculations and eligibility requirements were met, consolidating team efforts and increasing efficiency.• Collaborated with management and colleagues on Slack and Google Hangouts to event plan for 1000+ club and union executives, using Gravit-E and Gmail to organize 60+ events bi-annually and respond to 100+ inquiries weekly.• Tracked student data on Google Sheets, offering 400+ students food security each semester and maintaining an annual budget of $25,000+.• Excelled in managing various tasks and projects concurrently, with an extensive track record of delivering assignments within time and budget constraints.• Systematic assistant with extensive experience in skillfully handling confidential and sensitive documents.

• Mentored 20+ colleagues within the 4-tiered internal levelling system to increase the number of and quality of competent staff, resulting in 3+ new additions to the management team and 10+ Level 4 staff members.• Orchestrated scheduling on 7Shifts to ensure a labour expenditure of less than 18% of daily sales, increasing annual sales revenue by 125% within one fiscal year.• Demonstrated exceptional customer service by being attentive to and building long-term relationships with incoming customers, resulting in completion of the 4-tiered internal levelling system, receiving 5 wage increases, and becoming supervisor within 1 year of employment.• Delegated tasks to staff during slow periods, increasing the location score on cleanliness audits from an average of 70% to 97%. • Provided expert advice and consultation to management on all matters relating to employee relations, organization design, change management, reward, recruitment and selection.• Skilled at transforming customer feedback into actionable insights that drove revenue, increased customer loyalty, and improved processes.• Regulated daily ordering and financial deposits, using Excel to track and monitor stock, expenditures, and incoming products.

• Collaborated with Hostesses and Servers to set tables, seat guests, and clear tables within 5 minutes during peak business hours.• Ensured quality of food before being sent to guests by double-checking order modifications.• Communicated between the Kitchen Partners and Business Partners, resulting in food being sent out within 15 minutes of receiving the order.

Bachelor Of Arts - Ba, Sociology

Certificate, Social Justice