Sarah Kappel work email
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Sarah Kappel personal email
Current CSM at BILL Spend and Expense (formerly Divvy), personally managing a book of 100+ clients.Former 401k planning consultant and investment advisor (sales associate) at Fidelity Investments. BYU-Provo alumni, originally from Kansas City, Missouri.Skills:Change management/onboardingNew hire training/coachingEscalation managementSDR-type lead generationWarm/cold lead salesPipeline managementProficient in:Microsoft OfficeGainSightSalesforceTableauLanguages:EnglishFinnishSpanishIndustry experience:Financial ServicesFinTech B2B SaaS
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Customer Success ManagerDivvyProvo, Ut, Us -
Customer Success ManagerDivvy Jul 2022 - PresentSan Jose, Ca , Us -
Central Relationship ManagerFidelity Investments Sep 2021 - Jul 2022Boston, Ma, UsCustomer Success Role: I Assist High Net Worth Advisors with different stages of lead management. I collaborate with high-tier advisors to bring in new business, increase engagement with current clients, and facilitate the flow of outside assets into the firm. -
Workplace Planning ConsultantFidelity Investments Jan 2020 - Sep 2021Boston, Ma, UsInbound Service-to-Sales Role: Assisted customers in processing 401(k) transactions while offering additional planning and guidance upsell. Empowered thousands of customers as an investment advisor representative to use Fidelity’s offering to achieve their financial goals. Worked in management pipeline for the role and received Excellence in Action award for bringing talent to the department and helping new hires get up to speed with their technical skills and sales process.
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Workplace Planning AssociateFidelity Investments Jun 2019 - Jan 2020Boston, Ma, UsOutbound lead generation for customers with terminated 401k plans. Received Excellence in Action Award and tripled the daily standard of performance each day. Trained new employees and was a strong contributor to team culture.
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Finnish Online Tutor, Classroom Teacher, And Curriculum CollaboratorMissionary Training Center Sep 2016 - Jun 2019-Taught the 6th hardest language in the world to students with varied ages and learning styles-Certified as a classroom teacher and a 1-on-1 online tutor-Worked across three different departments to create a united Finnish curriculum-Worked as a Linguistic Strategies coach to help students learn difficult languages faster, make and achieve language goals, and structure their studies-Led team of Finnish teachers in restructuring grammar instruction to meet Training Center objectives -
Customer Service And Sales RepresentativeSupersonic Carwash Jul 2016 - Aug 2018-Assisted in managing customer accounts and handling customer concerns -Maintained a high sales percentage-Learned the skills necessary to turn a frustrated customer into a loyal one
Sarah Kappel Education Details
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Brigham Young UniversityGeneral
Frequently Asked Questions about Sarah Kappel
What company does Sarah Kappel work for?
Sarah Kappel works for Divvy
What is Sarah Kappel's role at the current company?
Sarah Kappel's current role is Customer Success Manager.
What is Sarah Kappel's email address?
Sarah Kappel's email address is sa****@****fmr.com
What schools did Sarah Kappel attend?
Sarah Kappel attended Brigham Young University.
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