Josh Wolfe Email & Phone Number

Lehi, Ut, Us

Lehi, Ut, Us

Lehi, Ut, Us

- Led a high-performing team of CSMs, guiding and motivating them to improve results in customer satisfaction and retention. - Lead a team of CSMs and conduct weekly trainings and 1:1s. Manage my team towards meeting quarterly goals and objectives. - Mentored junior CSMs on effective account management techniques such as relationship building strategies, negotiation tactics leading to their professional growth within the organization.- Implemented data-driven approaches to identify at-risk accounts early on and proactively develop tailored action plans - Assist with escalations. - Work closely with product to provide valuable feedback from customers.- Implemented and trained on a new CRM platform.- Collaborated cross-functionally with sales teams to drive expansion opportunities with existing customers through upselling initiatives.

Lehi, Ut, Us

My responsibility is to amaze and delight Clients by maximizing results, guiding Clients to achieve objectives, building strong relationships, being responsible for management of on-going initiatives, driving successful completion of projects, recommending growth opportunities, and delivering high-quality day to day management of assigned programs. My work is collaborative with a variety of different teams.- Manage a portfolio of clients who are at different stages of onboarding.- Interact with senior management and provide input on our customer success and onboarding process.- Determine how to connect and build relationships with another 100+ clients who are at different stages of app usage.- Provide outstanding client service by phone and email.- Collaborate across all departments including customer success, sales, and product to ensure a consistently great client experience.- Talk to clients on the phone and help them gain additional value out of Clientbook’s products.- Review usage data to understand which clients need additional support and training.- Proactively reach out to clients to help them implement features to improve their experience.- Recommend new Clientbook products and features and enhance their Clientbook experience.

Salt Lake City, Ut, Us

• Develop and maintain long-term relationships with various Client contacts, sales offices, and internal teams• Connect with key executives and stakeholders within assigned companies as appropriate• Proactively facilitate discussions to ensure Client retention, program success, maximizing results, and program growth• Ensure programs operate efficiently without error, across the globe (Client participant eligibility/management, invoicing, etc.)• Provide day to day administrative support for assigned Clients• Conduct periodic strategic program reviews• Communicate results• Review & analyze data to assess program success• Manage and own the success of client projects• Ensure the timely and successful delivery of program projects (requested changes, new solutions, international/population expansion, etc.)• Manage on-going communication for project status, enhancements, concerns, opportunities, etc.

Cedar City, Utah, Us

• Oversee the training and professional development of all Utah regional recruiters. • Developed a strategic plan for communicating, recruiting, and admitting new students.• Developed marketing campaigns using analytics and tools, mostly Excel.• Recruiter during record-breaking enrollment in 2018 and 2020 (despite a global pandemic).• Coordinated efforts for regional employees to facilitate recruitment efforts in Utah leading to record growth• Developed communication and presentation skills for a team of ten student ambassadors• Implemented new and innovative ways to connect with students and parents.• Honed in presentation skills and presented to groups as large as 150 students at once.

Cedar City, Utah, Us

Maintained constant communication with prospective students through all stages of the recruitment and admission process. Utilized computerized systems to communicate with students, process admissions, prepare reports and analyze data. Prepared and presented multiple oral presentations for audiences ranging from 15 – 100 people per presentation.Saw a 40% growth in applications and enrollment at SUU in my recruitment area during my three years of recruiting.

Boston, Ma, Us

Assisted customers over the phone to address questions and concerns about their online products.Productive relationship builder; excelled at listening to customer needs, articulating product benefits and creating solutions that provide value to the customer.

Cedar City, Utah, Us

Wrote scripts, outlines, storyboards, and shot lists for commercials about SUU.Planed interviews, scouted filming locations, and conducted filming and interviews. Directed, filmed, and edited the commercials for YouTube or television use, with tight deadlines.Winner of the best “Marketing Video” category of PR Daily’s 2016 Video Awards.

Cedar City, Utah, Us

Organized campus tours and high school events, as well as helped with school events at Salt Lake City Comic Con, registration open houses, and Utah Higher Education Day.As VP of Events, I planned Red Riot overnight events, with an attendance of over 200+ high school students – a 100% increase in attendees from previous years.

Cedar City, Utah, Us

Maintained computers and helped students with any computer difficulties.

Master'S Degree, Business Administration, Management And Operations

Bachelor'S Degree, Business, Management, Marketing, And Related Support Services