Kelli Stephens work email
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Kelli Stephens personal email
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.
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Senior Product Marketing ManagerFusion Risk Management Jul 2022 - PresentChicago, Il, Us -
Senior Customer Success ManagerFusion Risk Management Mar 2020 - Jun 2022Chicago, Il, UsConduct 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 -
Senior Account ManagerFusion Risk Management Jun 2017 - Mar 2020Chicago, Il, UsCollaborate 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. -
Tod, Manager, Business DevelopmentFusion Risk Management Aug 2018 - Jul 2019Chicago, Il, UsTook 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 -
Director Of Merchant SuccessBelly Jan 2015 - Nov 2016Chicago, Illinois, UsGuided 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 -
Merchant Success Regional ManagerBelly Apr 2014 - Jan 2015Chicago, Illinois, UsOversaw 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 -
Senior Merchant Success ManagerBelly Oct 2013 - Mar 2014Chicago, Illinois, Usmentor 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 -
Vertical/Regional Account ManagerBelly Nov 2012 - Oct 2013Chicago, Illinois, Usbuild 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 -
Inside Sales AssociateBelly Jul 2012 - Dec 2012Chicago, Illinois, Usmanage 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 -
Charity Sales AssistantChicago Cubs Charities Apr 2012 - Jul 2012Chicago, Il, Uspromote 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 -
Charity Sales RepresentativeChicago Cubs Charities Aug 2010 - Apr 2012Chicago, Il, Uspromote 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 -
Event Sales AssistantBrunswick Zone Xl Romeoville Mar 2011 - Jul 2012manage 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
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Charity Sales RepresentativeChicago Bulls/Blackhawks Charities Oct 2010 - Oct 2011Chicago, Illinois, Uspromote and sell raffle tickets during Chicago Bulls and Blackhawk gamesregularly place as top 3 seller by reaching and exceeding individual goals -
Ticket Sales RepresentativeDepaul University Athletics Sep 2010 - Mar 2011contact 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
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Marketing/ Business Development InternJumpforward Llc Sep 2010 - Jan 2011develop 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
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Sports Management InternChicago Sport And Social Club May 2010 - Sep 2010coordinate 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
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Marketing InternMcdonald'S Bloomington/Normal/Mclean May 2009 - Jun 2010plan, 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
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Marketing InternGirl Scouts Of Central Illinois Jan 2009 - May 2009coordinate 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
Kelli Stephens Education Details
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Product Marketing Alliance -
Illinois Wesleyan UniversityBusiness 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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