Calista Mejia Email & Phone Number

Detail-oriented self-starter with an ability to manage up. Currently doing VA work for Dr. Suzanne Gilberg-Lenz: https://www.linkedin.com/in/askdrsuzanne/ Key Responsibilities:- Manage calendar, emails, and various website inquiries.- Vet tasks, requests, projects, etc. - Cross-team collaboration (social media team, producers, etc.)- Monthly invoicing to partners, assist with bulk buy orders

Remote

- Develop and oversee the wellness program for the City of Los Angeles (26,000 staff), while coordinating virtual fitness classes, cooking demos, pop-up clinics, and personalized wellness activities to help increase user engagement through marketing and data-driven research.- Create and manage monthly, quarterly, and annual strategic plans, while prioritizing projects by impact, integrating partnerships with existing vendors, and allocating team resources effectively.- Act as a resource and well-being expert on programming solutions, building strong relationships with internal and external departments by providing expertise and guidance on programming.- Develop communications via program app posts, newsletters, and a dedicated website - focusing on nutrition, fitness, stress management, upcoming challenges, and chronic disease prevention.- Advocate for the customer’s business goals utilizing industry best practices, resulting in a Champion Network creation of 25 individuals and a 165% annual increase in registered users.

San Diego, California, United States

Worked closely with the Manager of Quality Excellence, Trainer of Customer Support, Content Writer of Customer Support, and Managers to ensure that trends produced by data are addressed, owned, and implemented. Key Responsibilities:- Analyzed data produced by CSAT scores, Intercom ratings, and internal lifecycle surveys to identify trends and enhance overall team performance.- Surfaced solutions based on data to shape tools for Support Managers to use with individual CS reps and contribute feedback to Support Operations for areas of improvement for CS processes.- Assessed trends in individual performance to contribute to the creation of growth processes within Support and cross-departmentally.- Collaborated with multiple stakeholders to ensure accessible, transparent, actionable, and growth-minded use of data and produced trends.- Developed transparent and accessible Dashboards that are available at an aggregate and individual level to serve as provided resource of transparency and improvement for each representative.- Assisted with the ongoing design and implementation of revised rubrics to assist with CS rep scorecards to maximize efficiency and developmental learning.- Maintained grading responsibilities for scorecards to ensure connection to grading and quality metrics.- Co-created a system by which CS Managers/Leads/Squad Leads conduct daily ticket scans and ticket reviews in meetings

San Diego, California, United States

Developed, coordinated, managed, and maintained the company's first well-being program (CheckUp Wellness) to encourage healthy lifestyles and reduce health risks & and medical costs. Key Responsibilities:- Acted as a resource for the wellness team in administration functions, while identifying opportunities to integrate well-being into the ClickUp culture- Collaborated with ClickUp leadership/partners/stakeholders including, but not limited to, Marketing, Business Operations and Customer Service to drive engagement in healthy activities- Support the development and execution of company education and wellness initiatives as designed by the “CheckUp Wellness Committee” and ClickUp leadership- Designed and lead initiatives to engage more team members in divisions with less wellness involvement to date, including the education about wellness program details to new hires to increase visibility and participation in wellness program offerings- Explored ideas and opportunities to personalize the program (utilizing current wellness trends) to increase team member participation. Motivated team member participation in wellness activities, challenges, and events- Engaged and promoted the internal MMA wellness program, including organization and facilitation of events, provided support communications, responded to employee inquiries, and attended committee meetings & events.- Coordinated educational sessions or lunch and learns for large audiences on various wellness topics- Worked with health carrier and broker wellness representatives to ensure success of our program by using data analytics to evaluate impact and outcomes against program objectives- Utilization of operational metrics to define, track, and report on program activities, participation, and results- Made budget recommendations to the Benefits Director regarding wellness initiatives/programs

San Diego, California, United States

- Worked alongside customers to understand goals, processes, and requirements to guide them within the ClickUp platform.- Nurtured relationships with clients to ensure they’re finding as much value in the ClickUp platform as possible.- Articulating insights from our customers to our product, development, and marketing teams to help shape ClickUp into an industry leader.- Responding quickly and delightfully to clients through all channels (email, live chat, phone, etc).- Identifying upsell or repeat business opportunities and helping clients with financial inquiries.- Optimizing team processes and support documentation.

United States

- Rehired as a part-time contractor to work closely with the Operations Director/Co-Owner.- Ensure efficient & streamlined e-commerce operations of the Customer Service Department. Provide feedback as needed, on areas of improvement for both the CS team & online shopping experience.- Maintain a high level of customer satisfaction by quickly resolving order issues via incoming emails, tickets, calls, and live multi-chat requests, while utilizing a variety of applications such as: Shopify, ZenDesk, ShipHero, Klaviyo, Gorgias, and Loop.

Carlsbad, Ca.

- Led high-energy, heart-rate-based interval training classes, in a safe and motivating environment, while managing the safety of our members in regards to heart rate during cardio training, exercise technique, posture, and joint stress/stability during resistance training. - Helped build class attendance, retain current clientele, achieve monthly revenue goals, weekly follow-up calls/emails, led coach meetings, bi-monthly payroll, established business relationships, attend corporate trainings, and organized a variety of monthly events both in and out of the studio. - Provided studio promotion and outreach by working with local schools to help bring in new members via raffle donations and fundraising classes to help raise money for PTAs and non-profits.

Carlsbad, Ca

- Coached high-intensity, interval training circuit group classes while providing detailed instruction on correct exercise form with proper queuing, in a fun, energetic & positive atmosphere. - Formulated workout designs, input new client information and processed sales via MindBody.- Designed & led the studio’s monthly Row Workshops & bi-annual “MILLion Meter Challenge”. - Acted as the team’s marketing outreach coordinator, while contacting local schools, businesses and other local groups to help bring in new clients and promote the studio via sponsorships & class donations for events.

Encinitas, California, United States

- Developed strong interpersonal skills while providing a high level customer experience & satisfaction.- Quickly resolved customer questions, order status requests, and product returns/exchanges via incoming emails, tickets, calls, social media platforms and live web multi-chat requests.- Improved the store’s online FAQ page and created a variety of highly detailed Operational Procedures and Training Documents.

245 Emerald Dr, Vista, Ca 92083

- Coached private & semi-private training sessions and lead small-group circuit-style strength classes.- Maintain gym cleanliness/equipment organization. - Attend monthly networking meetings to meet other members of the community, in order to build trustworthy relationships to refer out & gain referrals in.- Daily attendance tracking in ZenPlanner, weekly client follow-ups via phone/email/text.- Became a Balanced Habits-certified ‘Food Coach’ in order to: organize and carry out all aspects of the TakeDown Challenge in its entirety, including initial client orientation/measurements, utilize program software for participate data input & reporting, assist with weekly client check-ins & weigh-ins, answer client nutrition questions related to the TDC, help motivate challengers via social media.

San Diego

- Effectively managed, streamline and optimize the Global Market Development Fund process and system. Includes: reporting, training tools, processes enhancement, working with regional marketing managers to efficiently execute the MDF program in-country.- Provided subject matter expertise and recommendations to the creation, implementation and launch of an automated MDF tool via SFDC. Key benefits include; increased visibility, simplified process, resource efficiencies, improved communication to partners, improved reporting, and increase partner satisfaction.- Detailed management and reporting on leads management processes to increase Marketing/Sales effectiveness. Provide recommendations for SFDC enhancements, to ensure sales teams follow lead follow-up processes.- Contribute to the creation of the company’s worldwide lead definitions and documentation, while collaborating with Sales, Marketing and IT departments to ensure a streamlined process.

San Diego

- Assisted Inside Sales Reps and Mid-Market Account Executives on various customer accounts.- Instilled proper Salesforce.com processes and company-wide policies & procedures to sales teams.- Daily verbal & written communications with customers, prospects and reseller partners to provide assistance, timely follow-up, closure and tracking of revenue opportunities.- Located opportunities to cross-sell solutions within our “Essential Information Protection” product portfolio.

San Diego

- Supported a region sales team by processing purchase orders, assisted with complex pricing scenarios, obtained proper management approvals and enforced the rules & processes for product pricing.- Assisted with implementation & testing of Salesforce.com (transitioned from SalesLogix).- Organized detailed, regional spreadsheets of monthly top sales & regional commission reconciliations.- Dedicated after-hours each month-end, processing sales orders to guarantee precise sales earnings.

Point Loma, Ca

- Maintained the front desk, directed phone calls, ordered & stocked all general office inventory, scheduled vendor presentations, and coordinated company events & gatherings.- Entered purchase journals, input company vehicle mileage, and performed petty cash reconciliations while assisting the company’s Business Manager.- Supported the Design Managers & Assistants with daily tasks such as: client task list updates, edited hourly projections for specific projects, and compiled detailed proposals for prospective clientele.

Greater San Diego Area

- Assisted Association Managers, the Accounting/Risk Manager and the CEO, while overseeing 11 diverse HOA’s throughout San Diego County, ranging from 64 to 232 units.- Enforced the rules & regulations in the CC&R’s and Bylaws of each HOA.- Prepared detailed meeting notes and correspondence for HOA Board meetings, budgets and monthly newsletters.- Received homeowner service requests to coordinate maintenance of properties, kept thorough logs of homeowner violations, architectural applications and work order requests.- Efficiently collected and organized contractor invoices to ensure prompt payments.- Compiled personalized community association proposals packages for CEO presentations.

Chico, California Area

- Found fulfillment working in a CPA office, where prioritizing is a crucial aspect of the position. Supported 2 CPA’s and their 2 assistants. - Concentrated on new tasks such as payroll systems and assisted in the preparation of tax returns and financial statements.- Balanced competing priorities and tight deadlines, particularly during tax season. Became known for quality, timely completion of projects.

Various

- Worked full and part time at various companies as a temporary clerical worker, in offices ranging from construction to sales.- Conducted a variety of general office duties and assisted several individuals with their substantial workloads. - Longest assignment was at Callaway Golf, where I was a phone operator. Received and forwarded up to 3,000+ calls a day, also worked with the sales and billing departments on assorted tasks. - Between June 2003-September 2003, I held a data entry position at Blue Shield of California – Chico office, which greatly helped increase my keystroke speed.

Vista, Ca

- Initial experience in a CPA’s office, with a wide array of responsibilities: All general office duties, appointment scheduling, daily banking and mailing, distributed incoming faxes via my computer and light bookkeeping.- Great amounts of time where spent assembling tax returns, ordering inventory for the office, scanning client documents and compiling spreadsheets.- Supported 3 CPA’s and 2 assistants working in Lacerte to compile various tax extensions for individuals, partnerships, C-Corporations, S-Corporations, LP’s and LLC’s.

Encinitas, Ca

- Co-managed a seasonal (summer months) concession establishment while training employees to operate cash registers and prepare fresh food.- Attended an 8-hour food handling and protection conference. After passing a comprehensive exam, I became a Certified Professional Food Manager.- Held numerous responsibilities including: submittal of bi-weekly payroll, employee scheduling, daily banking, ordering/stocking of inventory, general/petty cash account reconciliation’s and general office management.

Olivenhain, Ca.

- Assisted busy family with their 2 young children while they managed and operated their own business from home.- Variety of duties including: drop off & pick up from school, soccer practice & other extracurricular activities.- Helped with homework & prepped breakfast, lunch & occasional dinners for the family.- Weekly home cleaning, general household organization, maintained laundry, ran various errands/grocery shopping/dry cleaning.