Kourtney Youmans Email & Phone Number

• In addition to the Census Manager responsibilities below• Educated new clients during onboarding through GoToMeetings, onsite visits and personalized PowerPointpresentations• Created and presented enrollment strategies based on new clients’ company culture, number of employees andgeographic location• Monitored and measured the progress of enrollments by quantifying variances and developing reports.Communicate this information to Senior level managers/Partners•… Show more • In addition to the Census Manager responsibilities below• Educated new clients during onboarding through GoToMeetings, onsite visits and personalized PowerPointpresentations• Created and presented enrollment strategies based on new clients’ company culture, number of employees andgeographic location• Monitored and measured the progress of enrollments by quantifying variances and developing reports.Communicate this information to Senior level managers/Partners• Assisted in the mapping and booking of travel/logistics for upcoming enrollments of our products• Assisted with post-implementation reviews to identify improvement opportunities• Oversee and responsible for the success of anywhere from 10-20 Enrollments each month• Reports status updates on all new and renewing groups on a weekly partner call• Communicates the need for in-office staffing and 1099 resources to Senior Level Management based uponforecasted business• Approves effective dates for sold business based upon forecasted business• Creates Standard Operating Procedures to be used by respective teams• Continually identifies process improvement by hosting evaluation meetings and analyzing enrollment data points• Oversee enrollments and mitigate any incoming obstacles or hardships using company policies and procedures Show less

Greater Atlanta Area

• Managed workflow to ensure all proposal and contracting requests are processed accurately and timely• Collected, analyzed and maintained census data during enrollments to ensure all information is kept current• Communicated with sales and customer experience executives to coordinate renewing groups• Updated tracking on groups to reflect the correct stage in the on-boarding process for reporting purposes• Coordinated and lead Payroll and Implementation Calls for new and/or… Show more • Managed workflow to ensure all proposal and contracting requests are processed accurately and timely• Collected, analyzed and maintained census data during enrollments to ensure all information is kept current• Communicated with sales and customer experience executives to coordinate renewing groups• Updated tracking on groups to reflect the correct stage in the on-boarding process for reporting purposes• Coordinated and lead Payroll and Implementation Calls for new and/or renewing groups• Assisted in the fulfillment of policies upon effective date• Served as a liaison between clients and their employees regarding payroll, new hires or terminations Show less

Greater Atlanta Area

Ceto and Associates is a highly respected and nationally recognized management consulting firm based in Atlanta, GA. We have earned the trust and increased the profitability of more than 1,500 financial institutions in all 50 states and Canada. We specialize in working closely with banks, savings banks and credit unions to develop and deploy business intelligence and competitive intelligence solutions. We focus on increasing profitability through initiatives that maximize revenue… Show more Ceto and Associates is a highly respected and nationally recognized management consulting firm based in Atlanta, GA. We have earned the trust and increased the profitability of more than 1,500 financial institutions in all 50 states and Canada. We specialize in working closely with banks, savings banks and credit unions to develop and deploy business intelligence and competitive intelligence solutions. We focus on increasing profitability through initiatives that maximize revenue, reduce expense and improve organizational performance and efficiency. Show less

Greater Atlanta Area

Seek, qualify, and close new clients through in-person and over the phone communication. Generate all leads through in person contact. Manage and upgrade existing client accounts. Provide technology consultations for companies based on wants, needs, and pain points. Organize Lobby Events through realtors and property management companies.Achievements: Performed on one of the top-selling market teams in the country. Experience in facilitating Enterprise Accounts as an AEI when accounts… Show more Seek, qualify, and close new clients through in-person and over the phone communication. Generate all leads through in person contact. Manage and upgrade existing client accounts. Provide technology consultations for companies based on wants, needs, and pain points. Organize Lobby Events through realtors and property management companies.Achievements: Performed on one of the top-selling market teams in the country. Experience in facilitating Enterprise Accounts as an AEI when accounts of this size are typically facilitated by Senior Account Executives. On-boarded and represented Birch as a silver level sponsor of the Medical Association of Atlanta. Reached 122% to quota. Show less

[Promotion] Primary contact for resident issues, as well as responsible for scheduling a team of 8 people/ Senior Community Assistant responsibilities are in addition to standard CA responsibilities/ Plan and execute 3-4 resident events per month for approximately 825 residents/ Create marketing events around the Athens area/ Assisted in bringing the property to 100% occupancy/ Helped manage a corporate property takeover

Athens, Georgia Area

Recruited prospective residents and put together legally binding leases for incoming residents/ Handled monetary income on a daily basis and oriented new residents to property

Athens, Georgia Area

[Promotion] Coordinated and executed 3 day new hire orientations for teams of 5-15 people/ Served as correspondence between company and corporate headquarters in Cedar Rapids, Iowa/ Responsible for new hire paperwork and terminations

Athens, Georgia Area

Called on behalf of Non-Profit Services/ Success and progress measured by scoring of calls and amount of money raised/ Recognized as Caller of The Month and consistently remained above statistical goals

Norcross, Georgia

Camp counselor for a summer program designed for underprivileged students/ Provided supervision, coordinated activities, and worked with teachers from school system