Megan Holsen Email & Phone Number

Supporting advisors and team members on a variety of projects across a range of providers. I am also the OM team liaison for the invest program participants.• Providing support for escalations for both advisors and team members.• Responsible for triaging new order requests and reporting for advisors.• Assisting other departments with order management related functions.

Stoughton, Wisconsin, United States

-Work closely with clients/channel partners to ensure timely completion of projects/orders.-Use Mastersteam software to track/update the latest on each project/order.-Collaborate with carrier channel managers and order teams to provide and implement changes to projects/orders when applicable.-Mentor and advise new employees on systems and best practices.-Experience dealing with multi-location and single site orders with a variety of carriers.-Ability to manage/prioritize ~100 projects at a time.-Provides documentation on expectations for each type of project for the client.-Facilitating bi-weekly/weekly calls with clients to go over any updates/needs/concerns.-Facilitating conference calls with carriers and clients. -Help improve internal workflows and best practices that have led to organizational changes.-Participated in an annual company summit to network with clients and carriers.-Providing guidance to colleagues/clients on best practices/processes for working with Masterstream and various channel partners.-Provide feedback to channel partners on improving their processes/systems.

Madison, Wisconsin Area

-Supported customers using Zendesk’s products (Support, Chat, Talk & Guide).-Used Zendesk’s software to provide first-rate support to thousands of end-users across different backgrounds and professional areas.-Ability to manage and prioritize ~50 different cases at a time.-Ability to effectively and professionally communicate with clients through a variety of channels.-Technical troubleshooting (wide range of issues from UI to integrations).-Guidance in creating and implementing workflows. -Triaged new support inquiries to the correct team and department within Zendesk. -Collaborated with colleagues from all departments on various projects. -Mentored and advised new and fellow advocates.-Experience in enterprise support & small business support.-Created and maintained knowledge base documentation.

Oconomowoc, Wisconsin

-Managing the cafe's operations, including accounting and ordering of supplies. -Generating new business by working closely with the community. -Responsible for human resources and technical support roles. -Maintaining a fluid workplace while keeping up with high food and safety conditions. -Keeping customers happy with a friendly, helpful staff and excellent food.

-Worked closely with autistic children and their families to help develop and improve skills used in everyday life. -Each client had a personalized plan that was created with their specific needs. These areas included schoolwork, home life and social interactions.