Casie Capps Email & Phone Number

Seattle, WA, US

• Developed comprehensive Salesforce training documentation and resources, streamlining the onboarding process for new employees and ensuring consistent knowledge transfer.
• Led in-depth analysis of Salesforce data, uncovering trends and opportunities to drive strategic, data-driven decisions across departments.
• Partnered with sales, marketing, and commercial teams to align data reporting solutions with business objectives, ensuring robust, actionable insights.
• Delivered training sessions that enhanced Salesforce proficiency among team members, cultivating a culture of self-service and analytics empowerment.
• Built and maintained advanced Salesforce reporting systems to track and visualize sales performance, enabling timely insights for the sales team and executive leadership.
• Created interactive Salesforce dashboards for real-time sales data visualization, accelerating decision-making capabilities for leadership.

Seattle, Washington, United States

• Prepared quarterly and semi-annual portfolio reviews for new and existing clients by creating meeting agendas, collecting financial statements and running customized Salesforce reports while adhering to Security.
• Drove product attachment and overall lift in Assets Under Management (AUM) by encouraging the consolidation of client assets for a more comprehensive financial planning experience.
• Streamlined workflows and manage daily tasks in Salesforce CRM databases including: transferring assets, money movement, meeting preparation agendas and overseeing client account management in a fast-paced environment.
• Supported and worked directly with stakeholders to conceptualize and create new internal systems, oversee client management for 700+ client households, track overall company AUM, train and onboard all new hires and.
• Produced employee training documentation and resources for new hires as well as provide financial systems training for financial advisors and other associates.

Seattle, Washington, United States

• Provided technical assistance to clients and team members.
• Maintained detailed Salesforce client records for scheduling, processing payments, and answering direct client questions.
• Worked closely with other members of the operations team to secure financial information from the clients and assisted in maintaining strong customer satisfaction throughout the process.
• Created and maintained digital files for all financial clients.
• Managed calendars for all executives and advisors at Vinoble Group.

Greater Seattle Area

• Used the CRM, Epic, to update client information, managed daily finances and submitted referrals.
• Managed incoming faxes and imported confidential information into the client’s charts.
• Arranged weekly meetings to organize how the team moves forward throughout the monthly projects.
• Coordinated a database of clients while managing a flow of incoming patients via scheduled appointments and phone calls.

Charlotte, North Carolina

• Created a customer database in Orvis operating system to accurately document all customer inquiries.
• Consulted with customers and recommended appropriate items based on the customers’ needs and concerns.
• Promptly responded to questions and concerns from staff and customers via email, phone and fax.
• Maintained thorough knowledge of the product in order to answer all customers’ questions accurately and in a timely manner.
• Managed calendars and scheduling with customers and technicians on a day-to-day basis.

• Established and implemented short and long term goals and objectives to ensure that projects were successfully completed in a cost-effective and timely manner, and that the end products were consistent with initial.
• Managed end-to-end financial expenditures over multiple projects and events such as Lancaster March for Babies, Charlotte March for Babies and Charlotte Signature Chef’s Auction.
• Engaged clear stakeholders for multiple events including shareholders, suppliers, and members of the community.
• Identified and suggested cost cutting measures for Charlotte Signature Chefs Auction.
• Ensured accuracy of data entry within the money recap spreadsheets for end of month financial reports.

Greenville, North Carolina Area

• Scheduled meeting times for patients and maintained the monthly volunteer calendar.
• Maintained and re-coded all data from Q1- Q4 using SPSS analysis software.
• Performed data analysis to facilitate improvement in patient to client relationship and patient knowledge regarding health issues.