Lead/Enterprise Customer Success Manager responsibility is to manage accounts with 500+ employees from start to finish, assisting clients to receive ERC refunds, in collaboration with the process team the successful completion of assigned projects. The CSM is the lead for communicating with clients, collecting documents for calculation and sending final calculations including walking clients through projections.● Weekly basis file count ranging from 130-200 files. Increased production with efficient work flow● Relationship built calls made to build trust and communication with clients ranging from smallbusinesses all the way to over 500+ employees.● Discussed sensitive and secure documents to be able to complete a file from an agreementsigned to credit complete. Continuous follow up / communication is made to complete IRSsearches and results of checks/notices.● Managed a team of Project Managers to speak to clients as well as work through files from startto finish with business owners with 100+ employees or less.● Created teams meetings / zoom calls with clients to discuss further steps needed to take tocontinue working with us as a company with a face to face relationships● Able to advise clients on why our company over others as well as what our company does tosupport them through the process and after.● Main point of contact for all files worked on as well as looped into calls and files to help my team.

-Managed 2-3 high producing Presidents Club Loan Officers (including teams) schedules and coordinated communications via phone, email, and social media-Led the introduction of Calendly, which improved employee satisfaction with scheduling-Maintained organization and ease of document access by taking memos, maintaining 1000+ digital files, and organizing 1,000+ documents through secure website/app-Maintained confidentiality while working with clients and their important documents like mortgages, credit, assets, income, etc.-Coordinated internal and external events, including monthly and quarterly events for teams and individuals all while maintaining budget and expenses of teams and loan officers.-Answered business calls, acting as the main point of contact for loan officers-Introduced Excel spreadsheets/Airtable to track office pipeline for live files, active leads, and prospects for organization, systems, and smoother transaction process-Zoom/Team Meetings scheduled, created, and organized on a weekly and monthly basis-Used budget to purchase gifts for closings of loans for agents and clients as well as hand written cards that were sent out with personal touch for the team.

-Created business growth via email marketing, social media scaling/systems, integrative videos, lead generation, and creating sales funnels for businesses.-Obtained tasks that were delegated and managed time to complete them all within deadline for clients-Created estimates and proposals per job specifications with clients-Managed email, asana, trello, and marketing newsletters per client specification-Troubleshooting tech issues for customers projects and complaints

-Identified and worked to remove barriers to successful completion of the overall project-Conducted extensive market research, built and developed a website, and performed virtual tech work that enabled the ground-up creation of a non-profit organization that mitigates problems leading to divorce in military couples-Created and sustained good working relationships with internal and external partners-Managed schedules and multiple email accounts, planned appointments and oversaw budget 2-10 clients-Established customer expectations of project scope, deliverables, procedures for project communications and dissemination of information for team members-Organically recruited a Facebook group to over 1600 members within 6 months

-Worked one on one with Dr. Campbell and his PA/staff. Reviewed and documented procedures with each patient in the clinic as well as making sure all proper codes were prepped for billing-Urine drug screens obtained, documented, labeled on cups and tubes, and placed into the computer -Educated clients on medication compliance and management of disease processes-Cleaned, sterilized and positioned instruments and equipment-Provided excellent customer service to patients throughout entire length of stay-COLA inspections have been completed while under supervision of the lab-Maintained HIPAA compliant while in office and then working remotely on charting documentation

-Worked one on one with Physicians in every room throughout the length of the patient's stay. 5-15 Physicians throughout the company and 1-2 Physicians on staff daily PER specialty.-Experienced different departments within the company working for MDs and PAs. The areas included Family Practice, Internal Medicine, Pulmonology, Endocrinology, Rheumatology, Pain Management, and Emergency Medicine-Followed and enforced safety regulations and monitored/dispensed varieties of medications -Responsible for taking the patients to rooms, obtaining vitals, reviewing medication, reviewing past medical history, obtaining the chief complaint, also injection preparation-Greeted and established rapport and relationship with patients-Prepared treatment rooms for patient examinations

-Managed scheduling, inventory, and daily team tasks with Physicians and staff per day-Worked one on one with Physicians in every room throughout the length of the patient's stay. 2-10 Physicians per clinic and 1-2 Physicians on staff daily. -Directed patient flow from front desk to the “back office” for labs, x rays, charts, etc-Comforted patients and provided reassurance and encouragement during procedures-Responsibilities included starting and administering IVs, oral and injectable medications, non-invasive collection of specimens, casting and splinting for orthopedic procedures, cardiac monitoring to include EKG and holter monitors-Highly organized and able to thrive in a fast-paced, deadline-oriented environment. Displays and acts with initiative, integrity, and professionalism