I’m a Client Success Manager at Bright Funds, a platform that empowers individuals and companies to invest in causes they care about. I have a Bachelor's in Business Administration from California Polytechnic State University, San Luis Obispo with a minor in Environmental Studies. I excel at communication, critical thinking, and environmental sustainability.In my current role, I work with a diverse portfolio of global clients to help them achieve their social and environmental goals through effective giving strategies. I also collaborate with internal teams to provide feedback and insights on product development, customer experience, and marketing initiatives. I have a passion for making a positive difference in the world, and I bring a global perspective and a customer-centric approach to my work. I am always eager to learn new skills and explore new opportunities to grow professionally and personally.
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Client Success ManagerBright Funds May 2022 - PresentOakland, California(Ca), Us• Directing the social impact and giving programs of 78 corporate accounts while maintaining a client retention rate of 94.5% and generating over $700,000 in annual recurring revenue during 2023• Managing social impact initiatives for 12 of our top 30 clients, resulting in an achievement of record-setting nonprofit donations of over $82.4 million across all corporate accounts during 2023• Guiding global corporate philanthropic efforts to 173 countries, with a focus in international disaster aid relief and response by offering ongoing nonprofit recommendations, fundraisers, and resources• Leading new clients through implementation and launch process, with 19 successful launches in 2023• Hosting live employee donation and volunteering demonstrations to audiences as large as 1,000 employees on a weekly basis in order to showcase platform and increase employee engagement -
Customer Support ManagerHuman Interest Nov 2021 - Apr 2022San Francisco, California, Us• Managed 10 support specialists through active mentoring and performance monitoring, resulting in all agents consistently achieving 90% or higher on scorecards and 95% or higher in quality assurance• Designed internal communication platform originally for Customer Support that has been requested by 5 departments due to success, streamlining cross team collaboration for over 200 employees• Created and executed Customer Support's first strategic goals roadmap for the 2022 calendar year• Identified trends and issues in order to propose long-term solutions, resulting in thorough, proper documentation of more than 40 different topics and their processes for support specialists to utilize• Coordinated utilization of Salesforce and outlined procedures for customer communications outreach across 11 teams in order to ensure top tier customer experience at each point in company -
Retirement Support SpecialistHuman Interest Dec 2020 - Oct 2021San Francisco, California, Us• Educated over 250 plan participants and administrators on a weekly basis, accommodating and assessing individual needs in order to best assist in journey to accomplishing retirement goals• Presented metrics to over 150 employees including senior management on behalf of Customer Support team in monthly departmental All Hands in order to discuss trends and celebrate wins• Strengthened mentorship program for new employees, producing engaging sessions and materials
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Student Support & Programs OfficerOriginal Campus Oct 2019 - Mar 2020Docklands, Victoria, Au• Coordinated program services for over 200 international students from 32 countries at institution specializing in nationally accredited diplomas in business, leadership, and project management• Established mentorship program to increase accountability, improving student attendance by 11%• Analyzed government compliance contracts and visa agreements on an ongoing basis for applicants -
Experience ManagerHaneybiz Feb 2019 - Aug 2019Rocklin, Ca, Us• Developed CRM tracking process to monitor eligibility of more than 10,000 local entrepreneurs in order to promote venture capital company's Startup Support Program for Sacramento region• Organized charity golf tournament raising over $59,000 for nonprofit arm, benefitting veterans• Acted as liaison between U.S. Small Business Administration and company in order to provide free business expertise to local businesses, resulting in over 100 free consultation hours in first month -
Fellow & Intern Programs InternKiva Jul 2018 - Feb 2019San Francisco, Ca, Us• Led internship programming for 48 interns at internationally recognized nonprofit that has empowered more than 4.2 million entrepreneurs worldwide through microfinance loans• Devised and executed over 50 professional development events due to diligent planning• Utilized Salesforce to monitor correspondence with and implement feedback from fellows across the globe, ensuring safety while seeing fellowship program receive an overall 93% satisfaction rate -
International Students & Scholars Program Student AssistantCalifornia Polytechnic State University Jun 2017 - Jun 2018San Luis Obispo, Ca, Us• Administered broad range of program services and events for over 300 international students• Oversaw 32 student volunteers for respected International Welcome Ambassadors Program• Created extensive university resources guide over 70 pages in length for incoming students
Meghan Julin Skills
Meghan Julin Education Details
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California Polytechnic State University-San Luis ObispoBusiness Administration -
Università Degli Studi Di TorinoSemester Abroad Program
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Roseville High SchoolHigh School Diploma
Frequently Asked Questions about Meghan Julin
What company does Meghan Julin work for?
Meghan Julin works for Bright Funds
What is Meghan Julin's role at the current company?
Meghan Julin's current role is Client Success Manager @ Bright Funds.
What schools did Meghan Julin attend?
Meghan Julin attended California Polytechnic State University-San Luis Obispo, Università Degli Studi Di Torino, Roseville High School.
What are some of Meghan Julin's interests?
Meghan Julin has interest in Social Services, Children, Civil Rights And Social Action, Education, Environment, Disaster And Humanitarian Relief, Human Rights, Animal Welfare.
What skills is Meghan Julin known for?
Meghan Julin has skills like Cpr Certification, Public Relations, Interpersonal Communication, Cultural Awareness, Public Speaking, Creative Strategy, Communication, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media.
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