Chelsea B. Email & Phone Number

Enfield, Ct, Us

Proficiently analyze and review metrics to formulate strategic recommendations for our support team. Participated in collaborative efforts with product and growth teams to train an AI chatbot, enhancing customer service efficiency. I currently act as the systems lead for NICE, Gong, and Qualtrics, ensuring seamless integration and optimal utilization. Additionally, provided hands-on operational support for both Sales and Support teams on a day-to-day basis.

Results-oriented Operations Manager adept at driving transformative initiatives. Led seamless migration of five teams to a centralized knowledge base and successfully onboarded multiple BPO partners. Pioneered the development and rollout of impactful Learning Management System (LMS) modules, ensuring consistent training. Proficient in optimizing workflows through strategic CRM system rollouts. Visionary leader in designing and executing upskilling programs for support teams, elevating capabilities. Committed to operational excellence through innovation and continuous improvement.

Phoenix, Arizona, United States

Experienced Training Manager in Sales Enablement with a focus on developing and maintaining training programs for three departments. I handled new hire onboarding, document management, creation of training materials, and facilitated sessions. Notably, I played a key role in onboarding two teams into a centralized knowledge base. Skilled in driving success through effective training strategies and passionate about empowering teams for excellence.

Phoenix, Arizona

Opendoor is on a mission to empower everyone with the freedom to move. Our Customer Experience Advocate team plays a vital role in supporting that mission by assisting thousands of customers in their home buying and selling journey. • Responsible for hiring, training, and leading a rapidly growing team of Experience Advocates• Manage daily SLAs while looking for ways to optimize processes and daily operations• Provide weekly coaching to support individual growth and team development• Collaborate cross-functionally with our operations team to build better processes, tools, and metrics • Responsible for overseeing our team's adoption of standardized processes and tooling

Phoenix, Arizona, United States

As an Internal Wholesaler, I am responsible for territory management, sales development, while continuing to push for greater results and growth in sales through cross-sell opportunities, new agent seminars, and training support for MassMutual career agents and external agents/brokers.I provide both pre and post-sale product support to clients (e.g., broker dealers, captive agents and/or institutions) including information on product benefits, historical and current performance results, procedural requirements, tax and legal information and recommendations. I also provide sales and marketing materials and specific sales illustration support as needed. When necessary, I develop and update product comparisons based on features, historical performance and other company ratings. I provide product and industry training to both new and experienced agents. Partnering with my external wholesaler, we also manage sales and provide marketing plans.

Phoenix

Maintain the highest quality of customer service with our agents and clients. Continually improve my knowledge around annuities and standard work practice. Actively handle high stress situations with a calm and collected head. Obtainment of FINRA series 6 license.

Bachelor Of Arts (Ba), English Literature (British And Commonwealth)

Minor, Communications