Chelsi Casey Email & Phone Number

Port Charlotte, FL, US

• EXECUTIVE CAREER UPGRADES – PUNTA GORDA, FLVP, Client Success 2023 – 2024
• Built and launched the Client Success department from the ground up, managing a team of two, implementing feedback-driven changes, and creating initiatives that enhanced client retention and referral acceleration.
• Designed and scripted a revamped career acceleration course, integrating comprehensive client feedback to add new, impactful content.
• Streamlined operations by optimizing the support inbox, effectively managing 500+ client escalations and conducting over 50 offboarding calls to ensure consistent client interaction and satisfaction.
• Served as a liaison between sales, branding, advisors, and C-suite leaders to align operations and maintain cohesive organizational strategy.
• Improved client retention by building strong relationships with key stakeholders and simultaneously managing 100+ business partnerships.

• Directed daily operations, including inventory management, staff scheduling, and comprehensive training programs, ensuring seamless functionality and operational excellence.
• Supervised and mentored 25 employees, fostering collaborative and high-performance culture that improved productivity and engagement.
• Achieved consistently high cleanliness scores by implementing and enforcing rigorous compliance with company standards, elevating member satisfaction and operational efficiency.
• Delivered outstanding customer service by addressing and resolving member concerns, enhancing customer retention and positive feedback.