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Katelyn Graham Email & Phone Number
Cheif Joy officer
at
Elevation Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Cheif Joy officer
Location
Kansas City, Missouri, United States
Who is Katelyn Graham? Overview
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Quick answer
Katelyn Graham is listed as Cheif Joy officer at Elevation Wealth Management, based in Kansas City, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Katelyn Graham.
Katelyn Graham previously worked as Customer Success Manager at Procore Technologies and Customer Success Manager at Anthology Inc. Katelyn Graham holds Bachelor Of Arts (Ba), Marketing from Pittsburg State University.
Company email context
Email format at Elevation Wealth Management
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Elevation Wealth Management
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Profile bio
About Katelyn Graham
Accomplished Customer Success Manager with a superior work ethic, creative revenue generation ideas, and a strong passion for building long-lasting relationships with clients. I offer 10 years of experience in software as a service sales and customer success management in the following industries: construction, higher education, healthcare, restaurant, automotive, hospitality & travel, manufacturing, and telecommunications. My strong, consultative, and outgoing personality makes it easy for me to create and maintain strong relationships with customers and colleagues. I am very passionate about my role as a customer success manager. I find joy in being the voice and advocate for my customers within the company. Fully understanding my customers' needs to help them align on goals, outcomes, and value realization is the thing I look forward to the most in my role. I have a proven track record in several industries, holding a retention rate between 89-98% in each role. I have fun learning new industries and new products. I'd love to connect with other SAAS Customer Success professionals.
Current workplace
Katelyn Graham's current company
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10 roles
Katelyn Graham work experience
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Customer Success Manager
Feb 2022 - Sep 2024
Customer Success Manager
Jul 2020 - Feb 2022
Customer Success Manager
Jan 2020 - Jul 2020
Customer Growth Specialist
Jan 2019 - Jan 2020
Senior Business Development Representative
Aug 2016 - Jan 2020
Sales Development Lead
• Providing ideas to attract new clients and expand sales.•Following up on all inbound marketing leads.• Maintaing potential client relationships through regular contact. • Making contacts with potential clients to create new business opportunities. • Educating potential clients on technologies available to them. • Scheduling meetings and presentations. • Handling inbound leads through prompt communication and follow up• Conducting discovery calls with prospective… Show more • Providing ideas to attract new clients and expand sales.•Following up on all inbound marketing leads.• Maintaing potential client relationships through regular contact. • Making contacts with potential clients to create new business opportunities. • Educating potential clients on technologies available to them. • Scheduling meetings and presentations. • Handling inbound leads through prompt communication and follow up• Conducting discovery calls with prospective clients to qualify potential clients, uncover clients’ needs and collect background information for the sales team.• Providing information on qualified leads to appropriate Account Executive.• Researching additional information on prospects using the Internet and other resources.• Recording and updating prospect records within Salesforce.com.• Utilizing Marketo to track and follow leads behaviors to asses the most appropriate time to follow up. Show less
Jun 2015 - Aug 2016
Sales Development Associate
Dec 2014 - Aug 2016
Team Leader/ Assistant In Training
• Closing and opening store duties • Assisted Customers• Explained the use and benefit of merchandise to customers• Checked customers out - utilizing POS• Handled returns or exchanges• Helped customers sign up for store reward programs • Sold customers store credit cards• Handled customer service related issues/concerns
Aug 2011 - Dec 2014
Social Media Manager
Started position as a social media intern. After training I accepted a contracted position as a social media manager.• Managed clients' social media accounts such as Facebook, Twitter, LinkedIn, and Youtube• Worked with associates to devise social media marketing strategies • Facilitated correspondence between clients and Mod Girl associates• Utilized tools such as HootSuite for social media maintenance
Mar 2010 - Jun 2012
1 education record
Katelyn Graham education
FAQ
Frequently asked questions about Katelyn Graham
Quick answers generated from the profile data available on this page.
What company does Katelyn Graham work for?
Katelyn Graham works for Elevation Wealth Management.
What is Katelyn Graham's role at Elevation Wealth Management?
Katelyn Graham is listed as Cheif Joy officer at Elevation Wealth Management.
Where is Katelyn Graham based?
Katelyn Graham is based in Kansas City, Missouri, United States while working with Elevation Wealth Management.
What companies has Katelyn Graham worked for?
Katelyn Graham has worked for Elevation Wealth Management, Procore Technologies, Anthology Inc, Imodules, and Imodules Software.
How can I contact Katelyn Graham?
You can use AeroLeads to view verified contact signals for Katelyn Graham at Elevation Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Katelyn Graham attend?
Katelyn Graham holds Bachelor Of Arts (Ba), Marketing from Pittsburg State University.
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