Jamie Phelps Email & Phone Number

Austin, Texas, United States

As Customer Success Lead at Voyant, I spearhead global training and support programs, empowering financial professionals to fully leverage Voyant's innovative tools. I ensure clients receive unmatched education and support, enabling them to excel in financial planning. Specializing in visual learning, I’ve enhanced training by incorporating interactive tools and dynamic visual elements, creating immersive learning experiences that drive results. This strategic approach has contributed to increased client satisfaction and improved proficiency with Voyant’s solutions.

Fort Collins, Colorado, United States

I collaborate closely with marketing professionals and consultants, leading strategic initiatives that elevate their projects to the next level. By streamlining complex operational processes, I enable teams to focus on their core strengths and passions. I specialize in delivering high-quality work, including crafting compelling pitch decks and advising on proposals—all with the goal of driving project success and maximizing outcomes.

Austin, Texas

As a Community Engagement and Marketing Specialist, I focused on increasing awareness of our services and building strong relationships with referral partners to connect patients with essential resources. I collaborated with senior management to develop strategies that streamlined access to care, enhanced customer service, and successfully marketed new programs to our community partners.

Austin, Tx

I successfully enhanced community awareness of our services and forged invaluable relationships with stakeholders to connect them with essential resources. My approach involves collaborating closely with high-level management to develop effective strategies that directly address the needs expressed by potential clients.Spearheaded initiatives to expand services into new geographic areas, reaching previously underserved communities.Championed the provision of services in new languages, ensuring inclusivity and accessibility for diverse populations.Innovation & Growth:Proactively explored new avenues to address community needs, fostering a culture of continuous improvement.Contributed to the expansion of services, identifying untapped markets and innovative solutions.

Austin, Texas Area

Financial Counselor: June 2015–PresentAdministration Manager: January 2015–June 2015Client Services Coordinator: June 2013–January 2015Administrative Assistant: June 2011–June 2013

Abilene, Texas Area

Dfw Airport

Master Of Liberal Arts

Developed advanced critical thinking and problem-solving skills through a comprehensive Master's program in Liberal Arts. Demonstrated.

B.B.A, Business Administration

Activities and Societies: Omega Rho Alpha English Honors Fraternity