Cassidy Back Email & Phone Number

Hilton Head Island, South Carolina Area

As a Client Success Manager at FranklinCovey, I am dedicated to ensuring that our clients derive maximum value from our solutions, leading to sustained improvements in their organizational performance and effectiveness.Key Responsibilities:Client Relationship Management: I serve as the primary point of contact for clients, fostering strong relationships to understand their unique needs and objectives.Solution Implementation: I guide clients through the seamless integration of FranklinCovey's methodologies and tools, ensuring alignment with their specific organizational goals.Training and Support: I provide comprehensive training to client teams on our content and tools, empowering them to utilize these resources effectively.Continuous Improvement: I gather and analyze client feedback to refine and enhance our implementation processes, ensuring ongoing alignment with client needs and industry best practices.

St George, Utah, United States

As an Implementation Manager at FranklinCovey, I played a pivotal role in ensuring the successful deployment of our solutions within client organizations. I collaborated closely with clients to understand their unique needs and guided them through the process of integrating FranklinCovey's methodologies and tools effectively.Key Responsibilities:Client Collaboration: I worked directly with clients to assess their organizational challenges and objectives, ensuring that FranklinCovey's solutions were tailored to meet their specific requirements.Project Management: I oversaw the planning, execution, and completion of implementation projects, ensuring they were delivered on time, within scope, and within budget.Training and Support: I provided comprehensive training to client teams on FranklinCovey's content and tools, equipping them to utilize these resources effectively.Continuous Improvement: I gathered feedback from clients to refine and enhance implementation processes, ensuring ongoing alignment with client needs and industry best practices.This role allowed me to drive meaningful change for organizations by helping them build exceptional leaders, teams, and cultures that achieve measurable results.

St George, Utah, United States

-Executed project plans and managed construction of over 200 homes.-100% referral based business due to efficient processes, great communication, and adherence to timeline.-Implemented multiple checkpoints using Agile Method to incorporate inevitable client changes during construction.

Salt Lake City Metropolitan Area

-Constructed content, script, and Adobe Connect meeting room for client-facing webinars to educate over 1,500 clients on new platform usability.-Increased sales of virtual training by creating and distributing internal online learning catalog specifically for sales teams.-Managed and collaborated with various teams (sales, marketing, and design) to launch corporate initiatives via print campaigns, email campaigns, and social media campaigns.-Created all inside marketing materials and resources for sales team-Created and implemented client focused webinars-Reconciled department revenue and budgets-Updated webinars and made minor content and copy changes-Worked with corporate marketing on maintaining current online offerings on website, slip sheets and large campaigns-Project managed all online learning corporate campaigns from marketing, operations and revenue tracking

-Managed client database and marketing list through Assist and Sales Force.-Executed email campaigns according to corporate marketing initiatives.-Managed all event registrations and communication to clients for live client training events.-Conducted follow up calls with clients after events and scheduled next steps (i.e. sales meeting, ordering of product, registration for another event, etc).-Created an iPad presentation to aid the sales force in the selling of a new product. OTHER RESPONSIBILITIES Sales iPad Presentation Project Lead-Created 7 Habits Face-to-Face iPad presentation and managing revisions-Project managed 5 Choices and Trust iPad presentation-Design, revisions and implementation-Set up new Client Partners with presentation and train on Keynote-Managed all revisions and launched new editions to fieldRFP Project Manager-Created template and layout using client branding-Reviewed RFP and assigned tasks to consultants, client partner and other departments and managed review loops-Managed timeline, RFP requirements and budget-Executed final submission of RFP

Salt Lake City Metropolitan Area

-Managed the launch of several New York Times best selling books: The 4 Disciplines of Execution, The 5 Choices to Extraordinary Productivity, the new edition of The 7 Habits of Highly Effective People, and The Speed of Trust.-Managed the design of the multi-million dollar brand, The 5 Choices to Extraordinary Productivity, which included videos, packaging, workbooks, PowerPoint, websites, emails, and mailers. -Managed the design of rebranding and content changes for client branded materials.-Collaborated with innovations, marketing and sales to create new leadership content and marketing initiatives and materials-Managed the time and schedules for a team of 5 designers as well as contracted employees.

Salt Lake City Metropolitan Area

-Worked with sales force to collect information on upcoming training events.-Scheduled all training events in the US and Canada.-Coordinated with clients to the events.-Shipped/tracked and confirmed materials for training events.-Created rosters, nametags, assessments, etc. for training events-Arranged the hotel, catering, and AV needs for each event.-Worked with client contact for room setup, materials, and expectations.-Invoiced for training events at the time of completion.