Carly Klein Email & Phone Number

Boston, Ma, Us

Analyzing customer data to proactively help achieve over 600 activations across 10+ different modules; Driving successful adoption of modules for post-live customersMitigating pain and adoption barriers for customers to increase NPS and improve trustCreating plays to drive customer growth by increasing upsells, retention and GMV for all customers Designing weekly capacity model to improve business decisions and real time forecasting analysisEstablishing and implementing processes and best practices for scalable outreach and improving data collection methodsPartnering cross-functionally with Marketing, Operations, Product Commercialization, Restaurant Success, Employee Cloud Sales Leadership to roll out new systems and train the teamImproving manual case load filter and dependency errors in Salesforce; Reworking Salesforce Case and Task views to expedite data recordingOrganizing team’s meeting platform and tracking bookings to ensure consistent and valuable data insights

Boston, Ma, Us

Boston, Ma, Us

Boston, Ma, Us

Executed Payroll Go Live for average of 4 locations weekly; Managed up to 50 different onboarding accounts and 80 locationsImplemented new clients of all sizes (10 – 2000 employees) onto Toast Payroll and Team Management software and trained restaurant teams on payroll modulesDeveloped and coordinated project plans while successfully managing client expectations, timelines and needs to ensure smooth transitions from Sales to Onboarding to Customer CareGrew and maintained strong client relationships; Proven ability to understand and adapt to different communication and working stylesImported employee sensitive data including demographics, tax elections, direct deposits, and deductions information into Toast PayrollDelivered product feedback and worked with leadership to drive productivity and improving processes for the teamTrained and mentored newly hired Onboarding Consultants regarding system setup, best practices, customer support, and time managementManaged work for team of Implementation Project Specialists and Project Coordinator to ensure all customer payroll systems are set up accurately; Helped develop soft skills and provide technical training and expertise

Boston, Ma, Us

Encinitas, California, Us

Founded a new Moishe House to foster the growing community of young professionals in AustinCollaborated with housemates to plan and host over 200 events, reaching over 350 unique attendees, including learning sessions, holiday celebrations, social events, and social activismManaged a $15k yearly budget for programming and events ranging from 6-100 people in attendance

Niles, Illinois, Us

Managed teams of product developers, flavorists, regulatory, and quality assurance in order to develop beverage products from project initiation to launching commercialized consumer productsOversaw internal research and development teams, created and maintained project timelines, managed customer communicationServed as liaison between Imbibe and up to 15 companies at once, providing customer service throughout project lifeOversaw up to 35 active projects at once and maintain relationship with over 50 unique customersLed implementation of a new project management tracking system that improved executive visibility and streamlined internal processes

Educated students with various processing disorders on social, independent and organizational skills to ensure full integration of participants within the community and individual success to transition successfully into a college programResponsible for enhancing students with cognitive and social disorders leadership and communication skills, personal and interpersonal abilities, and independent living skillsGuided students through a deeper knowledge and understanding of the land of Israel, Israeli culture and the relevance of Judaism historically and on college campuses

Fostered a safe and fun learning environment for classrooms, ages ranging 2-5 year olds, up to 10 students per classIntegrated Hebrew language and skill building in daily activities, music lessons, art classesWorked directly with children with special needs, developing differentiated lessons according to child's ability and skills

Acted as on-site manager for year round conference center coordinating events for over 350 peopleCoordinated audio/visual and hospitality needs for eventsBooked event entertainment; coordinated kitchen, housekeeping and maintenance staffManaged social media accounts, maintained website, created sales and marketing brochureEngaged in marketing by organizing tours to new clients and promoted retention through follow-up communication

Eagle River, Wi, Us

Logistics Coordinator-Organized behind-the-scene work of all camp programs: purchased supplies, distributed program information, anticipated and solved issuesArranged camper and staff rosters, camp calendar and transportationCounselor-In-Training Program Director- Created an 8 week curriculum for 28 counselors-in-training including lessons on child psychology, group dynamics and conflict resolution Designed and executed camp-wide programs on environmental awareness, tolerance and Holocaust education