Director Of Customer Success - Strategy And Operations
Current
Apr 2024 - Present
AeroLeads people directory · profile
Megan Schaefer Email & Phone Number
Director of Customer Success - Strategy and Operations
at
Rev
1 work email found
@leadcrunch.com
1 phone found area 916
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Customer Success - Strategy and Operations
Location
San Diego, California, United States
Who is Megan Schaefer? Overview
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Quick answer
Megan Schaefer is listed as Director of Customer Success - Strategy and Operations at Rev, based in San Diego, California, United States. AeroLeads shows a work email signal at leadcrunch.com, phone signal with area code 916, and a matched LinkedIn profile for Megan Schaefer.
Megan Schaefer previously worked as Manager of Customer Success at Rev and Sr. Customer Success Manager - Team Lead at Rev. Megan Schaefer holds Bachelor'S Degree, Business Administration And Management, General, 3.6 from San Diego State University.
Company email context
Email format at Rev
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{last}@leadcrunch.com
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Profile bio
About Megan Schaefer
As the Director of the Customer Success Department, I bring over 8 years of dedicated experience in the realm of Customer Success. My professional journey has allowed me to thrive in various roles, managing both people and vendors with a keen focus on optimizing customer experiences.I am passionate about leveraging my skills to ensure customer satisfaction, foster team growth, and contribute to the success of SAAS products. Let's connect and explore how we can collaborate to achieve our professional goals.
Listed skills include Microsoft Office, Customer Service, Management, Microsoft Excel, and 21 others.
Current workplace
Megan Schaefer's current company
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15 roles
Megan Schaefer work experience
A career timeline built from the work history available for this profile.
Manager Of Customer Success
Jan 2024 - Apr 2024
Sr. Customer Success Manager - Team Lead
Apr 2023 - Jan 2024
Sr. Customer Success Manager
Apr 2022 - Apr 2023
Customer Success Manager
Jun 2021 - Apr 2022
Customer Service Manager
Jun 2020 - May 2021
Account Manager
Feb 2020 - Jun 2020
Customer Service Representative
Dec 2019 - Feb 2020
Senior Customer Success Representative
Empathiq
• Mentor, support, and assist all representatives in the Customer Success Department• Assist with special projects assigned by leadership team and executives•Maintain and foster an exceptionally high level of customer service for clientele•Work closely with the sales team and the VP of sales to ensure a fluid transition of the On-Boarding process• Responsible for creating, closing, tracking and reporting results of customer interactions, sales support, and opportunity results
Jul 2018 - Sep 2019
Customer Success Representative
Empathiq
• Monitor, Promote & Enhance online reputations for healthcare professionals• Externally build communications for client services and reviews across 75+ differentwebsites • Assisting customers in enrollment and provider services• Inform customers of the details and specifications on their account • Resolve inbound requests directly via phone, email • Following-up on customer inquiries and complaints that have not been resolved • Communicating effectively product services & account features to customers• Performing research on billing inquiries and claims • Develop & foster relationships with large strategic growth accounts • Work closely in conjunction with Sales and Marketing departments to grow and maintain happy clients• Direct communications contact for new and existing customers addressing inbound requests, full account setup, and onboarding process• Creation & Negotiation of current contracts & up-selling accounts• Oversee payment processes• Follow up with new and past customers to drive referrals and help close new business• Charted new features for online applications and usability • HIPAA (Health Insurance Portability & Accountability Act) Compliance Certified • CRM experience: Salesforce, Desk, Braintree• Yext Certified Professional
May 2017 - Jul 2018
Customer Success Representative Intern
Empathiq
• Monitor, Promote & Enhance online reputations for healthcare professionals• Externally build communications for client services and reviews across 75+ differentwebsites • Assisting customers in enrollment and provider services• Inform customers of the details and specifications on their account • Resolve inbound requests directly via phone, email • Following-up on customer inquiries and complaints that have not been resolved • Communicating effectively product services & account features to customers• Performing research on billing inquiries and claims • CRM experience: Salesforce and Desk
Dec 2016 - May 2017
Director Of New Member Development
• Supervise and manage 20 new members, leading new member meetings • Support and guide each member through rigorous new member process • Continuously new ways to improve the process • Build and maintain a professional learning environment • Bridge new members and active members • Actively train new members how to instill Pi Sigma Epsilon values into everyday life • Demonstrate the value of punctuality• Plan and organize group activities
Jan 2017 - Jun 2017
Administrative Assistant
Tavcorp
• Supervised a translation project for the health history forms of a dental office to other languages and kept everyone on task while checking in on their progress• Developed and researched promotional marketing content for entire TayCorp industry• Managed licensing and certifications for entire business and oversaw multiple projects to make sure they were finished in a timely manner• Fostered and expanded multiple social media channels for entire company
Aug 2013 - Jan 2015
Teachers Aide
• Planned, implemented and oversaw educational and creative activities• Managed large groups of people in high stress environment • Strong ability to understand and follow directions• Supervised students while playing in classroom or on playground to ensure health and safety.
Jun 2008 - Jan 2015
Sales Associate
• Executed outstanding salesmanship though strategic selling• Set and exceeded targeted sales goals• Prioritized customer satisfaction and assisted customer through suggestive selling
Nov 2012 - Sep 2013
2 education records
Megan Schaefer education
Bachelor'S Degree, Business Administration And Management, General, 3.6
Associate Of Science - As, Business Administration And Management, General, 3.8
FAQ
Frequently asked questions about Megan Schaefer
Quick answers generated from the profile data available on this page.
What company does Megan Schaefer work for?
Megan Schaefer works for Rev.
What is Megan Schaefer's role at Rev?
Megan Schaefer is listed as Director of Customer Success - Strategy and Operations at Rev.
What is Megan Schaefer's email address?
AeroLeads has found 1 work email signal at @leadcrunch.com for Megan Schaefer at Rev.
What is Megan Schaefer's phone number?
AeroLeads has found 1 phone signal(s) with area code 916 for Megan Schaefer at Rev.
Where is Megan Schaefer based?
Megan Schaefer is based in San Diego, California, United States while working with Rev.
What companies has Megan Schaefer worked for?
Megan Schaefer has worked for Rev, Z57, Inc., Empathiq, Pi Sigma Epsilon, and Tavcorp.
How can I contact Megan Schaefer?
You can use AeroLeads to view verified contact signals for Megan Schaefer at Rev, including work email, phone, and LinkedIn data when available.
What schools did Megan Schaefer attend?
Megan Schaefer holds Bachelor'S Degree, Business Administration And Management, General, 3.6 from San Diego State University.
What skills is Megan Schaefer known for?
Megan Schaefer is listed with skills including Microsoft Office, Customer Service, Management, Microsoft Excel, Leadership, Microsoft Word, Microsoft Powerpoint, and Project Management.
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