Kelsey Whelan Email & Phone Number

Dallas-Fort Worth Metroplex

Manage projects for high-profile clients of 20 vitamin products sold in over 570 Costco locations. Lead logistics, distribution, and delivery of products, consistently engaging with clients to ensure satisfaction, assess return on marketing investment, and mitigate any issues. Analyze, interpret, and translate weekly sales (raw) data, finding insights and opportunities for growth.• Created data analytics processes, instituting a weekly dashboard with insights, analyses, and recommendations.• Lead project deliverables for $215-million in retail sales at Costco in 2023.• Coordinate project milestones for new product launch and initiatives using agile methodology.• Facilitate collaboration between clients and Costco buyers preventing and mitigating potential pitfalls.• Conduct monthly retail audits and competitive analyses, keeping clients competitive in the marketplace.• Plan and lead all company event projects to showcase products and enhance brand awareness.• Use data to forecast sales and create marketing calendars to increase the client revenue.

Bellevue, Washington, United States

Directed administration operations and support for more than 20 Account Managers, coordinating multiple insurance programs and maintaining all renewals, commissions, and group updates. • Utilized complex protocols and guidelines to process individual applications and company requests. • Collaborated cross-functionally with internal and external teams to complete transactions.• Optimized workflow processes, improving overall efficiency.• Developed in-depth, step-by-step coding guide for registering new accounts within insurance plans for large companies, significantly increasing efficiency and accuracy of process, and decreasing training time.

Issaquah, Wa

Led sales team of eight associates in driving sales and achieving company targets. Fostered an environment of teamwork and service in alignment with company values.• Trained and onboarded 20+ in sales and 10+ new lead sales associates.• Performed daily 45-minute chocolate factory tours and weekly two-hour candy classes, deepening customer engagement and loyalty to the brand.• Leveraged social media channels (Facebook and Twitter) to boost brand affinity and generate new customers.• Transformed on-boarding model by building new training procedures emphasizing customer service.• Expanded presence on social media to drive positive customer interactions.

Pullman, Wa

• Implemented proactive customer service techniques to maintain positive client relationships and ensure guest satisfaction for duration of their stay• Collaborated with all departments and quickly problem solved to create a memorable experience for the guest

International Business, Management And Operations

Activities and Societies: Delta Sigma Pi

Bilateral Exchange, Business Administration