Jamie Phelps Email and Phone Number
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I am passionate about empowering financial professionals to succeed by utilizing Voyant’s cutting-edge tools. As Customer Success Lead at Voyant, I lead global training and support programs, helping clients deliver exceptional, holistic financial planning services.With a strong foundation in training, content creation, and technical writing, I simplify complex ideas and turn them into actionable strategies. I pride myself on building authentic relationships and providing unmatched support that drives client success and growth.
Voyant
View- Website:
- planwithvoyant.com
- Employees:
- 26
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Customer Success LeadVoyant Feb 2021 - PresentAustin, Texas, United StatesAs 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.
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OwnerJamie Phelps, Va Sep 2020 - Jun 2022Fort Collins, Colorado, United StatesI 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. -
Community Marketing LiaisonUhs May 2019 - May 2020Austin, TexasAs 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. -
Marketing SpecialistPhoenix House Mar 2017 - Dec 2018Austin, TxI 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. -
Financial CounselorPhoenix House Jun 2011 - Mar 2017Austin, Texas AreaFinancial Counselor: June 2015–PresentAdministration Manager: January 2015–June 2015Client Services Coordinator: June 2013–January 2015Administrative Assistant: June 2011–June 2013
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Finance And Sales AssociateTrinity Homes Llc Jan 2010 - Feb 2011Abilene, Texas Area
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Manager-In-TrainingEnterprise Rent-A-Car Jun 2009 - Jan 2010Dfw Airport
Jamie Phelps Skills
Jamie Phelps Education Details
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Master Of Liberal Arts -
Business Administration
Frequently Asked Questions about Jamie Phelps
What company does Jamie Phelps work for?
Jamie Phelps works for Voyant
What is Jamie Phelps's role at the current company?
Jamie Phelps's current role is Customer Success Lead @ Voyant | Financial Planning Training Expert.
What is Jamie Phelps's email address?
Jamie Phelps's email address is jp****@****use.org
What is Jamie Phelps's direct phone number?
Jamie Phelps's direct phone number is +194023*****
What schools did Jamie Phelps attend?
Jamie Phelps attended St. Edward's University, Texas Woman's University.
What are some of Jamie Phelps's interests?
Jamie Phelps has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Human Rights, Arts And Culture.
What skills is Jamie Phelps known for?
Jamie Phelps has skills like Management, Program Development, Interviews, Event Planning, Budgets, Fundraising, Event Management, Social Media, Project Management, Business Development, Nonprofits, Customer Service.
Who are Jamie Phelps's colleagues?
Jamie Phelps's colleagues are Vicky Aviles, Chris C., Astronome Voyant, Cheikh Abdo, Daling Xu, Sean Jones, Natalie Roy.
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Skybridge Tactical Fellowship 🔹 Transitioning Army Officer 🔹 Comptroller 🔹 Financial Manager 🔹 Happy Father And HusbandRiverview, Fl1skybridgetactical.com
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