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Greg B. Email & Phone Number

Building Strong Connections & Driving Client Success
Location: Denver, Colorado, United States 13 work roles 1 school
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Role
Building Strong Connections & Driving Client Success
Location
Denver, Colorado, United States

Who is Greg B.? Overview

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Greg B. is listed as Building Strong Connections & Driving Client Success based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Greg B..

Greg B. previously worked as Onboarding Manager at Liberty Energy and Onboarding Coordinator at Liberty Energy. Greg B. holds Bachelor Of Science, Business Administration And Management, General from California State University, Chico.

Profile bio

About Greg B.

Strategic, results oriented and empathetic people professional, with a unique combination of skills centered around helping others find the right product, the right fit or the right solution to fulfill their needs. My goal is to find a role in Customer Success with a company that invests in me and my skills. My highest achievements and skills are expressed best in customer/client success, and onboarding. Very experienced with Microsoft Office, Salesforce, ChatGPT, and a quick learner with new technology and products.

13 roles · 13 years

Greg B. work experience

A career timeline built from the work history available for this profile.

Onboarding Manager

Denver, Colorado, US

2023 - 2024 ~1 yr

Onboarding Coordinator

Denver, Colorado, US

2022 - 2023 ~1 yr

Sales Representative/Account Manager

Lucky Sweets Llc

- Managed 20+ strategic accounts total, 7 of which were net new and managed each customer throughout the account’s lifecycle, growing each install account on average 10% YoY.- Built relationships with continuous contact through email, phone, meetings or drop-ins with managers and staff, across 80 - 100 stores in Colorado. - Utilized pop-ups and staff.

Jun 2021 - Jan 2022

Product Manager

Veritas

- Managed 5 different product types. Decreased completion time by 50%.- Utilized time management, high attention to detail, and following production guidelines to ensure quality product was sent to the customers correctly.

May 2020 - May 2021

Customer Support

Fort Collins, Colorado, US

- Maintained knowledge on all products and brands in store to best assist customers in finding the finest products to match their needs. - Top customer support rep for two months of employment, was always top 3 out of 8. Attaining $300+ in sales/month, 25% being up-sales for new products.

Oct 2019 - Apr 2020

Account Manager

San Francisco, California, US

- Served as the point of contact for clients HR depts, employees and insurance carriers for 10 – 15 clients to ensure benefits were correct, completion of COBRA and FMLA notices, analyzed benefits & costs to adhere with the client requests and budget. Managed client benefits utilizing Kronos, ADP, Benefit Point, and Gusto. - Coordinated and held open.

Jul 2017 - Sep 2019

Business Development Manager

Kbberry And Assoc.

- Contacted 50+ leads a day for a start-up, selling SaaS to decrease employer costs. Used Salesforce to track contacts and sales. - Converted 3-5 cold calls/week to a sales meeting. Sold 10 companies our services during employment.

Jul 2015 - Jun 2017

Financial Customer Associate

Sacramento, California, US

- Called approx. 25 hospital patients per day to close overdue bills. Bringing in on average $5k in revenue/month.

Dec 2014 - Jun 2015

Client Coordinator Lead

Twinsburg, OH, US

- Analyzed 10 client accounts to best fit needs. Quickly and effectively solved approx. 50 inbound calls of claims and coverage issues/day. Promoted to Lead role to train new hires.

2013 - 2014 ~1 yr

Customer Service Representative

Twinsburg, OH, US

- Work as a part of an inbound call center help desk for members and pharmacies, resolving claim issues and explaining pharmaceutical benefits.

Dec 2012 - Jul 2013

Claims Adjuster/Filer & Mail Clerk

- Focused on quickly resolving claim issues and organizing files to help fellow employees make a better experience for customers. - Used the computerized claims system to update the incorrect or add the most recent doctor’s contact information.- Daily distribution and pick up of mail throughout an office of roughly 100 ee's

Jan 2012 - Dec 2012

Summer Intern

Toronto, Ontario, CA

- Analyzed document content and eliminated unnecessary paperwork. - Called all clients to update contact information and answer questions. - Modified client letters to match with each company and the agreements between both parties.

Jun 2010 - Aug 2010

Sales Associate

Olean, NY, US

- Called potential customers to show a product called CUTCO. - Promoted twice for reaching sales goals. - Was a part of the team with the biggest week in company history, selling $168,854 for the week. - Was a part of the team that broke and set company records for June and July, selling 610,258 and 752,443 respectively. - Achieved #9 office in the nation.

Jun 2009 - Aug 2009
1 education record

Greg B. education

  • California State University, Chico
    California State University, Chico
    General
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Quick answers generated from the profile data available on this page.

What is Greg B.'s role at their current company?

Greg B. is listed as Building Strong Connections & Driving Client Success.

Where is Greg B. based?

Greg B. is based in Denver, Colorado, United States.

What companies has Greg B. worked for?

Greg B. has worked for Liberty Energy, Lucky Sweets Llc, Veritas, Solace Meds, Llc, and Epic Insurance Brokers & Consultants.

How can I contact Greg B.?

You can use AeroLeads to view verified contact signals for Greg B., including work email, phone, and LinkedIn data when available.

What schools did Greg B. attend?

Greg B. holds Bachelor Of Science, Business Administration And Management, General from California State University, Chico.

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