Kelli Stephens

Kelli Stephens Email and Phone Number

Senior Product Marketing Manager @ Fusion Risk Management
Kelli Stephens's Location
Chicago, Illinois, United States, United States
Kelli Stephens's Contact Details

Kelli Stephens work email

Kelli Stephens personal email

n/a
About Kelli Stephens

PRODUCT MARKETING / LEADERSHIP / STRATEGIC PLANNINGCommunication / Customer Success/ Relationship PersonIn the 16 years of experience with product marketing, customer success, marketing, project management, & strategic planning, Kelli has spent a large part of her career developing solid process and structure with the ultimate goal and outcome being an improved customer experience. She is a creative, thoughtful, and engaging problem solver with the unique ability to use her empathy to form trusting relationships with clients and peers alike. As a trusted team member, Kelli has proven success in leading teams to exceed objectives and achieve high levels of client satisfaction.

Kelli Stephens's Current Company Details
Fusion Risk Management

Fusion Risk Management

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Senior Product Marketing Manager
Kelli Stephens Work Experience Details
  • Fusion Risk Management
    Senior Product Marketing Manager
    Fusion Risk Management Jul 2022 - Present
    Chicago, Il, Us
  • Fusion Risk Management
    Senior Customer Success Manager
    Fusion Risk Management Mar 2020 - Jun 2022
    Chicago, Il, Us
    Conduct Executive Business Review and Success Planning sessions to promote accomplishments and define clients' road map for continued expansion, product adoption, and return on investment.Develop and train Fusion Teams on CS program process and procedureWork cross-functionally with leadership within Account Management, Product Management, Product Marketing, Delivery, PMO, Engineering and SupportDevelop dashboards and metrics to measure customer successCapture and provide “voice of the customer” feedback and suggestions around new and incremental product features to Product ManagementProvide project management oversight into project scoping and deliveryAwarded Top Performer 2021
  • Fusion Risk Management
    Senior Account Manager
    Fusion Risk Management Jun 2017 - Mar 2020
    Chicago, Il, Us
    Collaborate with clients monthly to achieve and exceed their program and career goals by recommending new products and functionality or connections to make in the Fusion networkServe as customer advocate to maintain excellent client relationships with 18 Tier 1 and Tier 2 accountsManage and improve customer health by nurturing unhealthy customers back to successWork with internal teams to improve customer experience on such items as product enhancements, pricing, case management, and billing mattersPosition myself as a trusted advisor by proactively educating myself of Fusion products and functionality, industry trends, and SalesforceAttend monthly company management training coursesAwarded Top Performer 2019Awarded The S.T.A.R. Award 2019 - given to individuals in our company that best represent the award's four components of Spirit, Teamwork, Accountability, and Results.
  • Fusion Risk Management
    Tod, Manager, Business Development
    Fusion Risk Management Aug 2018 - Jul 2019
    Chicago, Il, Us
    Took a short-term Tour of Duty (ToD) to create, develop, and manage the new Sales Business Development team. Built a new business development BDR team within the Fusion Sales Department to support lead generation for account executivesInterviewed, recruited, and trained new BDRsDesigned reports and dashboards to provide visibility into goalprogress and program analysis for sales and marketingManaged and coached the BDR team to meet or exceed theirappointment and conversion goals each of the 10 months I lead them
  • Belly
    Director Of Merchant Success
    Belly Jan 2015 - Nov 2016
    Chicago, Illinois, Us
    Guided Small & Medium Size Business division to profitability within 3.5 yearsMaintained average monthly churn rate at or below 3.5%Lead Merchant Success Program revamp project which significantly improved process for regular client contact cadences, balance of MSM client portfolios, and better insight into client health with more sophisticated scoring metricsEmpowered and inspired the Merchant Success and Customer Support TeamsAdvocated for the customer at all times to ensure optimal merchant successEvaluated processes and analyzed reporting to implement advancementsCollaborated with all departments to improve and grow the companyHired team members with the right culture fit and experience
  • Belly
    Merchant Success Regional Manager
    Belly Apr 2014 - Jan 2015
    Chicago, Illinois, Us
    Oversaw one half of the Merchant Success TeamLead team to lowest ever company churn rateManaged special projects to improve process and customer success Coached MSM team through new department and company processes and initiativesInterviewed additional MSMs to a continually growing team
  • Belly
    Senior Merchant Success Manager
    Belly Oct 2013 - Mar 2014
    Chicago, Illinois, Us
    mentor new Merchant Success Managers during the first 2 months in their new positionlead team projects that facilitate in the overall team goal of merchant successhold market strategy sessions with partners to ensure optimal Belly platform usageassist in creation of successful and creative marketing promotionscultivate referrals and upsells, as well as valuable merchant feedback
  • Belly
    Vertical/Regional Account Manager
    Belly Nov 2012 - Oct 2013
    Chicago, Illinois, Us
    build and maintain relationships with DMs for 700 restaurant partnersprovide analytical data-driven pitches as to how the program is currently working for the clientclearly communicate new Belly featuresmanage technological data in order to maintain maximum client uptimecultivate referrals and upsells, as well as valuable merchant feedbackassist in creation of successful and creative promotions
  • Belly
    Inside Sales Associate
    Belly Jul 2012 - Dec 2012
    Chicago, Illinois, Us
    manage calendar for Outside Sales Representativesource potential leads through a variety of uncommon sourcesmake 60-80 cold calls a day to introduce Merchants to the Belly Loyalty platform and set appointments for the Outside Representatives in the marketstay current with competitor trends in market
  • Chicago Cubs Charities
    Charity Sales Assistant
    Chicago Cubs Charities Apr 2012 - Jul 2012
    Chicago, Il, Us
    promote and raise funds on behalf of Chicago Cubs Charities by sale of 50/50 Raffle Tickets at Chicago Cubs home gamesassist manager in collection and counting of funds raised by sellers and all other everyday tasksregularly place as top 3 seller by reaching and exceeding individual and team goals
  • Chicago Cubs Charities
    Charity Sales Representative
    Chicago Cubs Charities Aug 2010 - Apr 2012
    Chicago, Il, Us
    promote and sell raffle tickets on behalf of Chicago Cubs Charities and CubsCare during Chicago Cubs baseball gamesregularly place as top 3 seller by reaching and exceeding individual goalsraised over $100,000 for all three (Charitabulls, Blackhawks Charities, and Cubs Charities) charities
  • Brunswick Zone Xl Romeoville
    Event Sales Assistant
    Brunswick Zone Xl Romeoville Mar 2011 - Jul 2012
    manage event sales department through transition period delivering 15% increaseplan, develop, and execute group events with high level of client satisfactionmaintain relationships with corporate clients including McDonald’s, Exelon and Citgoidentify and develop event leads through prospecting and community networkingperform research analysis of competitors’ products, prices, and selling strategiesmanage ongoing communication through telesales and email campaigns
  • Chicago Bulls/Blackhawks Charities
    Charity Sales Representative
    Chicago Bulls/Blackhawks Charities Oct 2010 - Oct 2011
    Chicago, Illinois, Us
    promote and sell raffle tickets during Chicago Bulls and Blackhawk gamesregularly place as top 3 seller by reaching and exceeding individual goals
  • Depaul University Athletics
    Ticket Sales Representative
    Depaul University Athletics Sep 2010 - Mar 2011
    contact past ticket holders, alumni, student-athletes, corporations, and organizations to promote ticket sales for men's and women's basketballtake tickets, maintain player and coach pass list, and promote ticket sales at DePaul University home sporting eventsincrease sales by 50% for Women’s home games
  • Jumpforward Llc
    Marketing/ Business Development Intern
    Jumpforward Llc Sep 2010 - Jan 2011
    develop marketing plan for new youth athlete applicationmange excel databases with NCAA Division-I and Division-II compliance officers, directors of operations, and coachesmanage and update editorial and video content for website and social media pages including external blog, Twitter, and Facebook
  • Chicago Sport And Social Club
    Sports Management Intern
    Chicago Sport And Social Club May 2010 - Sep 2010
    coordinate league activities, administrative details, events, and database managementexecute marketing objectives and promotions for social events and league registrationcoordinate day to day operations for league managementassist with organization and planning of Corona Wide Open and City Chase annual events
  • Mcdonald'S Bloomington/Normal/Mclean
    Marketing Intern
    Mcdonald'S Bloomington/Normal/Mclean May 2009 - Jun 2010
    plan, organize, and obtain sponsors and donations for crew incentives and special events designed and produced monthly employee newsletter, point of sale collateral and merchandise for 8 area locationsran in store promotions and marketing visitsappearance coordinator and escort for Ronald McDonald
  • Girl Scouts Of Central Illinois
    Marketing Intern
    Girl Scouts Of Central Illinois Jan 2009 - May 2009
    coordinate programs including service unit events, recruitment efforts, and fundraising eventsmaintain communication with religious, educational, service, and professional organizations to enhance visibility, fund development, membership projects, and program optionsbuild positive community relationships to enhance the overall mission

Kelli Stephens Skills

Sales Marketing Event Management Customer Service Fundraising Event Planning Time Management Communication Advertising Leadership Microsoft Office Organizing Social Media Innovation Public Relations Newsletters Customer Relations Trade Shows Customer Experience Management Event Sales Promotions Marketing Materials Ticket Sales Research Account Management Customer Relationship Management Customer Retention Social Media Marketing Marketing Strategy

Kelli Stephens Education Details

  • Product Marketing Alliance
    Product Marketing Alliance
  • Illinois Wesleyan University
    Illinois Wesleyan University
    Business Administration; Marketing Specialization

Frequently Asked Questions about Kelli Stephens

What company does Kelli Stephens work for?

Kelli Stephens works for Fusion Risk Management

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

Kelli Stephens's current role is Senior Product Marketing Manager.

What is Kelli Stephens's email address?

Kelli Stephens's email address is ks****@****nrm.com

What schools did Kelli Stephens attend?

Kelli Stephens attended Product Marketing Alliance, Illinois Wesleyan University.

What skills is Kelli Stephens known for?

Kelli Stephens has skills like Sales, Marketing, Event Management, Customer Service, Fundraising, Event Planning, Time Management, Communication, Advertising, Leadership, Microsoft Office, Organizing.

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