Haley Olson

Haley Olson Email and Phone Number

Sr. Implementation Manager @ Zocks | AI for Advisors
Denver, CO, US
Haley Olson's Location
Denver Metropolitan Area, United States
Haley Olson's Contact Details

Haley Olson work email

Haley Olson personal email

n/a
About Haley Olson

Implementation Guru | CX Logistics Maven | Perpetually powered by black coffee and checklistsAs the Manager of Implementation at Homebot, I lead and coordinate the end-to-end process of delivering Homebot products and services to our clients, ensuring a smooth and timely transition from sales to customer success. With four years of experience in customer success and implementation roles, I have developed strong skills in project management, communication, and problem-solving, as well as a deep understanding of the real estate and mortgage industry.My mission is to provide a white-glove experience to every client, from the initial kickoff call to the final handover and adoption. I work closely with internal and external teams, leveraging data and feedback to optimize the implementation process and eliminate risks. I also coach and empower my clients to achieve their desired outcomes and goals with Homebot.

Haley Olson's Current Company Details
Zocks | AI for Advisors

Zocks | Ai For Advisors

View
Sr. Implementation Manager
Denver, CO, US
Website:
zocks.io
Employees:
69
Haley Olson Work Experience Details
  • Zocks | Ai For Advisors
    Sr. Implementation Manager
    Zocks | Ai For Advisors
    Denver, Co, Us
  • Homebot
    Manager Of Implementation
    Homebot Jul 2023 - Present
    Denver, Colorado, United States
  • Homebot
    Implementation Manager
    Homebot Feb 2022 - Jul 2023
    Denver, Colorado, United States
    - Coordinate with both internal and external teams to drive timely and effective implementations of Homebot products and services- Solely manage the ~30 day or less implementation process for every contract signed at Homebot- Constantly analyze the strengths and needs of the current Enterprise implementation process to eliminate risks and ensure a white-glove experience- Work cross functionally and cohesively with Sales, Customer Success, Product, Marketing & Data- Provide Customer Success Managers with a strong understanding of desired company outcomes, project success metrics and goals to ensure a successful adoption & handover- Create, utilize & improve Implementation reporting capabilities in Monday.com, Salesforce & Tableau- Ensure equality in implementation experience among all Enterprise (ENT) scenarios (SMB & large accounts, opt-in models and secondary launches)- Create a seamless transition from Sales to Implementation to Customer Success by setting clear expectations, providing a comprehensive walkthrough & training of the Homebot platform to corporate team, troubleshooting any onboarding issues that arise and providing overall guidance throughout the setup of our product- Build out an implementation team road map as Homebot continues to grow
  • Homebot
    Customer Success Manager, Large Accounts
    Homebot Oct 2020 - Feb 2022
    Denver, Colorado, United States
  • Homebot
    Customer Success Specialist
    Homebot Mar 2020 - Oct 2020
    Denver, Colorado
  • Aramark
    Event Operations Coordinator At Denver Performing Arts Complex
    Aramark Apr 2019 - Mar 2020
    Denver, Colorado
    • Execute a variety of outdoor client events for up to 6,500 attendees, including socials, corporate, concerts and non-profits • Act as the city of Denver representative during Broadway, symphony, opera, and ballet shows that hold more than 2,700 patrons in each theatre • Respond appropriately to patron questions, comments, and complaints in person and through email submission in a timely manor • Create detailed event documents that incorporate all event details and a timeline from load in to load out, which is distributed to the entire complex to ensure successful events • Update and improve the Complex’s standard operating procedure documents to streamline the booking process
  • Roberts Event Group, A Hosts Global Member
    Program And Event Coordinator
    Roberts Event Group, A Hosts Global Member Aug 2016 - Apr 2019
    Greater Philadelphia Area
    • Conceptualize, produce, and execute events for up to 200,000 attendees• Oversee all event aspects such as contract negotiations, venue research, vendors, transportation, decor, layout, and event flow• Craft detailed proposal content based on clients needs and goals within budget constraints• Create and maintain registration portals while promptly answering any customer service questions
  • Two Little Birds Planning
    Event Assistant
    Two Little Birds Planning May 2015 - Jul 2016
    Philadelphia
    • Coordinate transportation for bridal party and guests• Maintain bridal party and guest needs• Research venues and wedding details• Organize and execute day-of preparations• Write weekly blog posts
  • Temple University Field Hockey
    Student Athlete
    Temple University Field Hockey Aug 2011 - May 2016
  • Fight For Sight
    Marketing And Communications Assistant
    Fight For Sight Mar 2016 - Apr 2016
    • Created web stories and press releases• Managed social media accounts• Maintained case studies and celebrity databases• Documented website analytics
  • Usa Field Hockey
    Assistant Futures Field Hockey Coach
    Usa Field Hockey Jan 2011 - Apr 2015
  • Aeg Presents
    Internship
    Aeg Presents May 2014 - Aug 2014
    • Assisted ticketing, production and office managers • Created guest lists• Organized street team and marketing materials• Conducted office and talent research• Handled social media content• Maintained databases for house invoices and receipts• Performed ticket mailings and FedEx shipments
  • East Cocalico Pool
    Head Lifeguard
    East Cocalico Pool May 2009 - Aug 2014

Haley Olson Education Details

Frequently Asked Questions about Haley Olson

What company does Haley Olson work for?

Haley Olson works for Zocks | Ai For Advisors

What is Haley Olson's role at the current company?

Haley Olson's current role is Sr. Implementation Manager.

What is Haley Olson's email address?

Haley Olson's email address is ha****@****ocks.io

What schools did Haley Olson attend?

Haley Olson attended Temple University.

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