- Built trusted relationships with enterprise clients: created customized training and implementation plans at the overall franchise and franchisee levels while serving as the main POC for day to day support and working to ensure long-term customer satisfaction and loyalty - Successfully trained, and continually supported, our largest franchise clients to date- Performed training to meet individualized needs of each company: conducted training on-site, via large group GTM webinars or one-to-one video chats-Created efficient and repeatable onboarding processes and customized setup manuals- Worked closely with Product and Engineering teams to communicate feature needs, improvements, and escalations

As the 2nd CS hire of an early stage startup, I had the unique opportunity to help shape our team culture and define how we would position our team's role to foster a customer-centric culture within the org. Externally, this translated to defining how we would work for our customers with the goal of exceeding the CS industry standard, despite our smaller size. Day to Day:- Ensured ongoing customer success: training, implementation, day-to-day support, and satisfaction - Served as a customer advocate within the company to ensure all customer feedback, and the overall experience, was well-represented- Helped to develop, test, iterate and refine CS team processes

- Performed general admin and back office support duties for law firm specializing in Elder Law, Guardianships, Estates, Wills, Trusts & Probate- Managed website redesign and rebranding (updated site to be mobile friendly)

I worked at a prominent, local boutique Financial Planning & Insurance firm specializing in helping people of all financial backgrounds develop investment plans tailored to meet their future financial goals, retirement targets, or other long-term needs.- Customer Service Representative to over 2,500 clients- Fully licensed Series 7 & Series 63 Financial Representative- Conducted extensive portfolio research and detailed form preparation for client meetings- Responsible for customer correspondence, fund company communication, and prospectus/inventory management- Managed and updated company collateral and marketing materials

I worked at a premier, accredited IT Security Laboratory, serving clients worldwide. My roles included traditional marketing duties, as well as internal reporting and business intelligence research.- Created and managed a prospective customer database- Coordinated and planned trade show and conference exhibition and attendance - both nationally and internationally- Planned, updated and executed website and collateral redesign with external web development company, design firm, and InfoGard upper management team

- Assisted with managing and updating Cal Poly's Robert E. Kennedy Library website and other as-needed supporting tasks