Kelsey Barnard Email & Phone Number

San Diego, Ca, Us

San Diego, California, United States

-Responsible for onboarding new clients, including coordinating and delivering on enrollment logistics and setting the tone for a long lasting, productive partnership-Educate each client and recommend next steps based on discovery questions and client specific needs/demographic-Partner with clients/brokers to provide timely and meaningful communication to keep the implementation on track, and proactively handle any issues or delays

-Managed team of 9 client support representatives-Coached, mentored, and motivated employees to ensure they are meeting daily and weekly department KPIs-Conducted weekly meetings with each employee to discuss their reports, goals, and professional development-Administered new hire onboarding process by conducting interviews, scheduling trainings, and strategizing reviews

Greater San Diego Area

-Served as day-to-day contact and key liaison between clients and product development team, providing important customer feedback and suggestions for product updates -Responsible for all aspects of overall client success using product; including running of weekly meetings, ongoing training and daily check-ins-Strategized with clients to develop processes for using the system most efficiently and troubleshooting any issues that arise

Greater San Diego Area

-Responsible for onboarding new users and implementing comprehensive training programs for up to 50 financial advisors in the pacific region-Collaborated closely with Planning, Marketing and Data Support teams to develop strategic plans, improve system processes and ensure timely completion of projects -Successfully facilitated webinars and coaching calls to ensure successful post-sales implementation and on-boarding processes for all clients