Melanie Platte Email & Phone Number

https://www.etsy.com/shop/FandomTreasures?ref=hdr_shop_menu

Custom hand-stamped jewelry store

Focused on optimizing process internally and with clients & partners to enable a quick and smooth onboarding process, maintain high retention and strategically grow ARR. Crafted the baseline Client Success outline to use as we looked to build out a future team. Supported clients during and post live integration; coordinated product and engineering.

Lehi, UT

• Lead a team of 9 Client Strategy Consultants focused on our Strategic Partners & Resellers and their clients. As a team we were tasked with driving high level strategic initiatives through high & wide business.
• Managing and building relationships focused on innovating the banking industry
• Trained financial institutions on using and maximizing MX software/products
• Strategically consulted with financial institutions regarding marketing and training initiatives
• Created custom engagements designed to drive engagement with products
• Drove deep innovative integrations specifically to drive product adoption

Worked with top partners to determine success path for them & their clients, and coordinated teams to support defined initiatives. Also functioned operationally and revamped entire cancellation and renewal process, as well as oversaw implementation.

Relationship manager for government, education & enterprise accounts for Eastern US. Provided customer qualification and needs assessment for vendors, distributors and executives that helped influence project implementation and completion.

Global reporting on NAM, EMEA & APJ marketing statistics for executives and shareholders to prove value in marketing activities. Audited and coordinated massive data clean up for over 30k accounts in Salesforce.

• Part Time Position to be in a low stress environment post maternity leave until I was ready to go back to full time.
• Worked with worldwide partners and distributors setting up contracts, processing orders and preparing clients to become facilitators of our courses.
• Helped implement an internal process to get day to day logistics of orders away from the reps allowing them more time to sell and ultimately achieve their monthly forecasted goals.

Lindon, UT

SME for government, education and enterprise accounts including proficiency with their budgets and processes. Coordinated efforts with clients, system engineers, licensing and operations to meet contracted service goals. Exceeded 98% retention annually.

• Formerly QComm International
• Support for 3 inside and 2 outside sales reps as well as 50+ top level broker accounts. Communicated regularly with large accounts and individual site locations.
• Supervised the internal sales operations team and coordinated training courses to merge two customer service teams into one that consistently provided a level of service that won us business over top competitors.