Kelli Davis

Kelli Davis Email and Phone Number

Senior Customer Success Manager at Levitate @ Levitate
raleigh, north carolina, united states
Kelli Davis's Location
Raleigh-Durham-Chapel Hill Area, United States
Kelli Davis's Contact Details

Kelli Davis personal email

n/a
About Kelli Davis

I am a very proud graduate of North Carolina Central University with a major in Criminal Justice/Community Corrections. Upon graduating I started an exciting job at Woman's Prison, not as bad as it sounds. Now I am a Rock Star Sales Team Lead and I have lead my team to meet and exceed all sales goals each month through the "Power of Positivity".

Kelli Davis's Current Company Details
Levitate

Levitate

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Senior Customer Success Manager at Levitate
raleigh, north carolina, united states
Website:
levitate.ai
Employees:
106
Kelli Davis Work Experience Details
  • Levitate
    Sr. Customer Success Manager
    Levitate Jun 2023 - Present
    Raleigh, North Carolina, United States
  • Levitate
    Customer Success Manager Ii
    Levitate Dec 2021 - Jun 2023
  • Levitate
    Customer Success Manager
    Levitate Aug 2020 - Dec 2021
  • Levitate
    Customer Success Coordinator
    Levitate May 2020 - Jul 2020
  • Levitate
    Sales Development Representative
    Levitate Aug 2019 - May 2020
    Raleigh-Durham, North Carolina Area
    A part of the rocket ship that is leading the way we communicate globally by creating personal one of a kind experiences for each of your contacts.
  • Revgen
    Sales Development Representative
    Revgen May 2019 - Aug 2019
    Raleigh-Durham, North Carolina Area
    REVGEN develops skilled sales individuals who represent our clients through unique and enjoyable interactions. We strive to provide value and drive ROI for growing SaaS companies by using cutting-edge sales tactics. Our partners include Harris Affinity, Bandwidth, Adwerx, Dude Solutions, Pendo, and inMotionNow. At REVGEN, I participated in outbound sales campaigns for local tech company Adwerx and my responsibilities included lead generation, prospect qualification, and scheduling discovery calls. I also played a key leadership role in helping new teammates develop key sales skills.
  • Revgen
    Sales Development Representative Team Lead
    Revgen May 2019 - Aug 2019
    Raleigh-Durham, North Carolina Area
    Through REVGENs partnership with Adwerx, I was selected as the Team Lead for the Enterprise Campaign. This responsibility allowed me to assist with the onboarding of the two new team members and lead our team in three successful months of exceeding our team goals.
  • Inc Research
    Project Management Specialist
    Inc Research Oct 2016 - Feb 2019
    Raleigh-Durham, North Carolina Area
    •Assists Clinical Research Specialist (CRS)/In-house Clinical Research Specialist (iCRS), Clinical Research Associates (CRAs)/In-house Clinical Research Associate (iCRA) and Regulatory and Start-Up (RSU) with accurately updating and maintaining clinical systems that track site compliance and performance within project timelines.•Assist the clinical team in the preparation, handling, distribution, filing, and archiving of clinical documentation and reports according to the scope of work and standard operating procedures. Assist with periodic review of study files for completeness.•Currently assists CRS/iCRS, CRAs/iCRAs and RSU with preparation, handling and distribution of Clinical Trial Supplies and maintenance of tracking information.•Assists with the tracking and management of Case Report Forms (CRFs), queries and clinical data flow. •Acts as a central contact for the clinical team for designated project communications, correspondence and associated documentation.•Perform assigned administrative tasks to support team members with clinical trial execution
  • Quintilesims
    Clinical Trial Assistant
    Quintilesims Aug 2015 - Oct 2016
    Rtp
    •Assists Clinical Research Specialist (CRS)/In-house Clinical Research Specialist (iCRS), Clinical Research Associates (CRAs)/In-house Clinical Research Associate (iCRA) and Regulatory and Start-Up (RSU) with accurately updating and maintaining clinical systems that track site compliance and performance within project timelines.•Assist the clinical team in the preparation, handling, distribution, filing, and archiving of clinical documentation and reports according to the scope of work and standard operating procedures. Assist with periodic review of study files for completeness.•Currently assists CRS/iCRS, CRAs/iCRAs and RSU with preparation, handling and distribution of Clinical Trial Supplies and maintenance of tracking information.•Assists with the tracking and management of Case Report Forms (CRFs), queries and clinical data flow. •Acts as a central contact for the clinical team for designated project communications, correspondence and associated documentation.•Perform assigned administrative tasks to support team members with clinical trial execution
  • Biogen
    Patient Services Case Manager
    Biogen May 2012 - Aug 2015
    Research Triangle Park
    • Partnering with Healthcare Providers, Patients and Field Representatives in order to remove non-clinical barrier to therapy for stakeholders assigned within and outside of my geographical region.• Capture and report all Product Complaints and Adverse Events that are reported via Consumers, Field Representatives and Medical Staff Personnel by completing a narrative that embodied all the detailed information related to the event.• Foster and maintain relationships with patients and caregivers to ensure that each stakeholders experience is personalized and simple until the interested party is able to get started with a Biogen Product.• Provide accurate clinical and non-clinical information via internal database to Patients and Care giver in increase their knowledge of Biogen products and services.• Collaborate weekly with the Area Business Managers, Infusion Account Managers and Business Relation Managers in order to drive patient acquisition and retention by leading regular field relations through calls to strategist efforts to remove barriers that may delay the start process.• Assisted Biogen raise over $10,000 for the NC Hemophilia Organization for the first time we were involved with the NC Hemophilia Walk by planning a number of events and executing them in a timely and organized manner. • Serving as a cover for the Biogen Hemophilia Team in preparations for the pending launch of the First Biogen Hemophilia Medications to the market.
  • Biogen
    Universal Patient Services Coordinator
    Biogen May 2011 - May 2012
    Research Triangle Park
    • Accessed and utilized department knowledge management system in order to reference talking points and Standard Operating Procedures in order to provide consistent, compliant and accurate information to the community as a whole.• Handled and coordinated services associated with incoming calls that are generated by the case management process to get patients to start/stay on medication.• Supplemented the work of the dedicated regional Case Managers by receiving important case information from patients or service providers and updates the patient record in the Customer Relations Database, Seibel.• Served as the Morale Specialist for the Inbound Team in order to create a team atmosphere by working with local vendors and service providers. • Handled incoming calls from care providers, patients, and service providers; such as specialty pharmacies or financial access programs, also other Biogen employees such as data coordinators or field sales personnel that are a direct result of our case management program
  • Community Enrichment Services
    Program Director
    Community Enrichment Services Jun 2009 - Dec 2010
    Raleigh-Durham, North Carolina Area
    • Established working relationships with area supports to enhance the treatment provided to theCommunity through all divisions of our community based services and departments.• Responsible for collecting and archiving all billing submitted to ensure accuracy and to eliminate the possibility of payback resulting in zero payback over my tenure while staying within all budget restrictions.• Conducted field audits to evaluate the services that our agency was providing and ensured thatwe corrected and addressed issues to ensure exemplary service to those in the community to maintain our stellar reputation with all stakeholders and service partners.• Supervised all support and office staff, in order to provide safe guard for all rights of the individuals being served in the community by the agency.• Maintained the 24 hours crisis line for the entire agency as the first responder for the leadership team.• Effectively monitored the scheduling and forecasting of all office staff and field staff to ensure that all the needs of our patients were meet.• Conducted monthly group/individual supervisions to inform all employees of new changes and implementations established by the Local, State and Federal Government to ensure all goals are met.• Assisted the agency in acquiring National Accreditation for 3 years through the Commission on Accreditation of Rehabilitation Facilities also establishing a standard in North Carolina by becoming the only agency to obtain the Exemplary Award in the state and one of eleven in the nation.
  • Dominion Behavioral Healthcare
    Program Manager
    Dominion Behavioral Healthcare Mar 2007 - Jun 2009
    Raleigh-Durham, North Carolina Area
    • Maintained the well being of all aspects of running an efficient office.• Responsible for collecting and archiving all billing submitted to ensure accuracy and to eliminate the possibility of payback resulting in zero payback over my tenure.• Facilitated random field audits to evaluate the services that our agency was providing and ensured that we corrected and addressed issues to ensure exemplary service to those in the community to maintain our stellar reputation with all stakeholders and service partners.• Managed and trained all new staff assigned to work in the field in all core trainings that were required by the local, state and federal government assigned to work out of the Garner Location.• Monitored all Direct Care staff to ensure an appropriate quality of care was provided to all patients 24 hours a day by establishing an after hour’s emergency line and schedule that would roll over to me if a solution was not established to assist the patient appropriately.

Kelli Davis Skills

Microsoft Office Leadership Customer Service Clinical Research Microsoft Excel Microsoft Word Sales Time Management Public Speaking Pharmaceutical Industry Strategic Planning Customer Relationship Management Management Training Customer Relations Powerpoint Account Management Public Relations Human Resources Healthcare Sales Force Team Leadership Customer Retention Prospect Qualification Microsoft Outreach Organizational Leadership Cross Functional Team Leadership Collaborative Leadership

Kelli Davis Education Details

Frequently Asked Questions about Kelli Davis

What company does Kelli Davis work for?

Kelli Davis works for Levitate

What is Kelli Davis's role at the current company?

Kelli Davis's current role is Senior Customer Success Manager at Levitate.

What is Kelli Davis's email address?

Kelli Davis's email address is ke****@****les.com

What schools did Kelli Davis attend?

Kelli Davis attended Tiffin University, North Carolina Central University.

What are some of Kelli Davis's interests?

Kelli Davis has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Health.

What skills is Kelli Davis known for?

Kelli Davis has skills like Microsoft Office, Leadership, Customer Service, Clinical Research, Microsoft Excel, Microsoft Word, Sales, Time Management, Public Speaking, Pharmaceutical Industry, Strategic Planning, Customer Relationship Management.

Who are Kelli Davis's colleagues?

Kelli Davis's colleagues are Dave Biediger, Kelly Martyn, Emma G., Adam Ledford, Kimberly Jones, Stefan Gruber, Alex Novik.

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