I help people find zen and connect with their inner knowingness so they can optimally share their gifts with the world.

*Support customer needs with their requests for class changes, extensions and enrollments.*Onboard new B2B customers onto Salesforce & enroll them in their desired courses*Prepare reports for B2B customers to outline the progress of their learners*Monitor multiple Salesforce reports to ensure there are no gaps in our service delivery*Respond to & resolve customer inquires through multiple support channels in a timely fashion*Troubleshoot, report, & escalate customer issues to the appropriate team member*Ensure contracts are digitally filed*Implemented new workflow processes to improve the visibility, efficiency and productivity for the operations and marketing team*Set up a project management task tracking system on Asana to improve the flow of launching new courses into the market.*Monitor course launch Asana board and assist the team to move through stoppers and blockers*Trained in Traction's L10 meeting style

*Onboarded new clients onto the web based platforms, processed payments, & scheduled courses *Trained clients on the web platforms *Responded to & resolved client inquires through multiple support channels in a timely fashion *Troubleshooting, reporting, & escalating client issues to the appropriate team member *Documented all communication with clients *Recorded feedback on client experience *Introduced & set up e-filing *Set up Sales Team onto Trello *Kept CRM up to date and Sales Team on top of current client follow up

Rated #1 Broker at CME for 2018 *Managed incoming & outgoing phone, mail, & email correspondence with clients, lenders, appraisers, realtors, lawyers, & referral partners *Maintained regular contact with prospective, current & past clients *Scheduled & confirmed appointments *Data entry & upkeep of CRM databases *Managed e-filing *Prepared payroll sheets for payroll review *Responsible for sending out gifts & notecards at specific milestones