Martha Poole Email & Phone Number

Kansas City, Mo, Us

St Louis, Missouri, United States

Serve as the primary contact for clients, providing expert-level customer support, collaborating with advisors and accountantsto find effective account solutions.Complete client onboarding processes using Schwab Advisor Center, Sharepoint, and Advisor Engine CRM, ensuring clientdocumentation is processed in compliance with SEC and company regulations.Build and manage data reports using Orion and Excel to support quarterly projects, ensuring accurate data extraction,cleaning, and organization for streamlined reporting and analysis.Document and maintain workflows and standard operating procedures, enhancing efficiency and ensuring consistent clientaccount management and service delivery.

Greater St. Louis

Build and cultivate client relationships through cold calling, networking, and personalized follow-ups, resulting in a 125% increase in transaction volume above industry standards within the first year, and maintaining the top salesperson in 2023.Leverage Brivity CRM and SISIU data analytics to develop and manage reporting systems, optimizing strategic lead management, client engagement, and timely follow-up in collaboration with inside sales agents.Train and guide new agents in negotiation tactics, contract management, and client communication strategies, provided ongoing mentorship, resources, and support.Act as a fiduciary, tailoring solutions to client needs, managing all aspects of real estate transactions, from property valuation to contract negotiation and closing.

St Louis, Missouri, United States

Collaborated with a healthcare team to provide coordinated & comprehensive patient care, fostering effective communication among physicians, nurses, & rehabilitation professionals.Educated patients on exercises, techniques, & injury prevention strategies, promoting compliance through clear communication with patient/caretakers.Maintained accurate patient documentation records and regularly communicated with the supervising physical therapist to refine treatment plans.Conducted patient assessments, implemented personalized treatment plans, & performed therapeutic interventions, ensuring optimal outcomes through monitoring & adjustments.

Charlotte, North Carolina Area

Served as the initial point of contact for guests and members, processed new member intake, managed automatic billing processes and membership renewals, and optimized orientation for 100+ individuals, resulting in increased client satisfaction rates from 76% to 89% in 3 months. Facilitated feedback channels to enhance service quality, addressing concerns & implementing solutions, leveraging strong interpersonal skills & critical thinking. Collaborated with the sales team to boost revenue, achieving a 14% increase in membership sales from Q4 2016 to Q1 2017 by implementing feedback and maintaining positive, courteous communication.

Cape Girardeau, Mo

Managed the secondary (virtual) office, and acted as primary point of contact for clients. Processed new client intake, managed existing files, scheduled meetings, and ensured seamless coordination between clients, attorneys, and staff across offices.Coordinated administrative tasks, including working with IT to ensure technology is up to date, overseeing mail distribution, organizing/filing paperwork, scheduling appointments, and providing crucial support for day-to-day office functions.Provided regular updates on office progress to senior management and collaborated with them to enhance office operations and procedures, emphasizing community growth initiatives.

Cape Girardeau

Updated athletic rosters for official use by media and game-dayoperations. Aided in recording and maintaining statistical records during athletic events. Ran statistics for men's basketball and football events.

Cape Girardeau, Missouri

Engaged actively in multifaceted marketing initiatives by diligently monitoring and analyzing the activities of key competitors involving comprehensive market research, tracking competitor product launches, assessing pricing strategies, and staying abreast of industry trends. By consistently evaluating the competitive landscape, I contributed valuable insights to the marketing team, enabling them to make informed decisions, refine marketing strategies, and capitalize on emerging opportunities in the market.Conducted research, gathered data, and contributed to the analysis of research findings for a multi-million dollar campaign.

Developed and implemented comprehensive training programs tailored to individual and team skill levels. Emphasized fundamental skills, tactical strategies, and physical conditioning to enhance overall player performance.Conducted player tryouts and evaluations to select teams that aligned with the club's competitive objectives. Demonstrated a keen eye for talent and potential, ensuring a balanced and skilled roster. Organized and facilitated skill development workshops, clinics, and camps for club members. Promoted a culture of continuous learning and improvement within the club.Maintained open and transparent communication with players and their parents, addressing concerns, providing feedback, and sharing information about team activities and performance.

Cape Girardeau, Mo

Composed news releases for local media, strategically representing Saint Francis and its initiatives. Conducted comprehensive research that informed nuanced and data-driven marketing decisions, contributing to the hospital's strategic positioning and community engagement.Revitalized and managed the internal organizational newsletter, orchestrating photoshoots to capture authentic moments and crafting compelling articles that spotlighted both company achievements and individual employee contributions.

Bachelor'S Degree, Mass Communication/Media Studies

Activities and Societies: Public Relations Student Society of America, International Business Club, Riverfront PR,

Associate Of Arts (Aa), Business Administration And Management, General

Activities and Societies: Student-Athlete Academic Council, Collegiate Volleyball Team Captain 2012, FCSAA Conference Champs 2011

Associate Of Arts And Sciences - Aas, Physical Theraist Assistant