- Manage client experience by developing and executing client communication plans and resources throughout the client journey- Manage internal client portal to ensure that clients are informed about webinars, course schedules, product offerings, and other resources- Educate clients on and sell support resources and materials to aid clients in developing their businesses- Respond to general, technical, and nutrition inquiries from existing clients- Establish and manage client communication and support policies and protocols- Coach existing clients on strategies to start and grow their businesses

- Understood and identified the needs of prospective students in a personal but professional manner- Created new records and maintained information in CRM system- Worked closely with marketing team in identifying needs and touch points of potential students- Provided exemplary customer service and guidance to students during the training and post-graduation

- Managed designated partner portfolio by working directly with external partners to resolve issues, answer questions and communicate necessary information, and onboarded new customer referrals- Researched complex issues as needed and collaborated between internal teams to effectively solve problems and increase response times to partners

- Monitor and operate the inbound sales phone queue, responding to incoming calls to sales executives, new leads, and existing merchant inquiries in a professional and knowledgeable manner- Improve merchant experience by troubleshooting issues and communicating effectively with internal teams to ensure timely follow-up to merchant questions and/or problems- Qualify, enter and distribute new and existing sales leads to appropriate sales executives, reassigning as necessary and maintaining appropriate coverage of channels- Maintain a consistent and manageable workflow for sales staff members by logging and continuously updating the availability of sales staff members- Manage the sales trouble ticket queue, addressing all tickets promptly and effectively Improve processes by working with team members and management to redefine existing processes and implement new processes

- Managed B2B and B2C accounts and client relationships including development of campaign/marketing strategies and execution timelines- Managed entire portfolio of dealership accounts nationwide, including two of the largest dealership groups in the U.S.- Collaborated with team for new product development, including RevenueRadar (equity-mining) fulfillment product, encompassing 8 versions of messaging across three channels (mail, email, and phone)- Identified internal marketing goals and initiatives and executed strategy, including copy content and creative direction for company website redesign as well as internal collateral, including graphics and copy, for promotional events and projects

- Negotiated contract terms with prospective clients and communicated with new clients to customize campaign build and strategies- Managed leads and sales pipeline in SalesForce and increased conversion by following up on inbound leads- Collaborated with Sales team to develop and execute sales strategy

- Achieved or exceeded daily phone call quotas and weekly demo/meeting set quotas- Developed scripts and talking points for outbound calls- Attended trade show events and educated prospective clients on products and services