Greg Beilstein Email & Phone Number

23224 Crenshaw Blvd, Torrance, Ca 90505

• Achieved an 87% customer retention rate (compared to the 35% industry average) after independently establishing the Onboarding & Engagement Department to streamline client setup and drive existing engagement.• Successfully cut client platform launch time from 14 to 8 weeks by optimizing the entire company’s process framework/workflow with a focus on lean methodology in agile work environments. • Directly led 42 enterprise-wide client implementations, encompassing 15,000+ groups and 2M+ members.• Spearheaded the complete membership system overhaul by leveraging user stories, workflow diagrams, data visualizations, and procedure-driven documentation for tech teams in a startup environment. • Frequently served as a Project and/or Product Manager to identify and fill gaps for system deliverables.• Directed global sales team projects and priorities to develop RACI/timelines/workflows, coordinate mock-ups, manage escalated issues, write user stories, and test products as it aligns with client contracts. • Regularly code-switched for the sales staff and software developers to provide clarity for requested additions or enhancements and ensure specified products matched leadership direction.• Served as the Lead Project Manager to establish the US Air Force on the memberplanet software platform to help them guide and track the setup for all bases internationally; Developed a 16-hour course on all system functionality and presented directly to the Force Support Squadron.• Conducted regular market research to stay up to date with competitor growth and industry trends; Cross-analyzed project portfolio performance to align with industry best practices and target customer needs.

Torrance, Ca

• Directly managed and trained 213 chapters (15,000+ members) in the US and Canada and served as a primary liaison to support account databases by answering 20-50 calls and 50-100 email inquiries daily. • Restructured the company’s collections process to ensure uniform reporting across all agents and enable swift, accurate, and up to date resolutions.

Lakewood, California, United States

• Promoted to Supervising Agent after 3 months to interview, manage, and train a team of 5 new agents to manage full cycle client-interfacing experiences and presentations. • Earned $7,834.32 (a sales record for Lau Agency), during the 4th week of Sept 2014 by identifying “win-win” solutions to best fit clients’ individual needs and financial goals. • Led 20+ on-site appointments and 300+ calls per week to win new accounts and conduct policy reviews.

California State University, Long Beach

• Led inter-organizational cooperation for annual Networking Night of 50 students and professionals.• Program coordinator for annual Certifications Panel of five financial professionals.• Managed Boeing Company grant expense reports.

California State University, Long Beach

• Aided in creation and implementation of marketing strategy for recruiting program, resulted in roughly 200% membership increase.• Acted as community liaison providing feedback and suggestions for making improvements.• Developed community outreach for weekly organization events and meetings.

Csulb