Courtney McRae-Thompson
Customer Relationship Management Administrator at ALPS Lawyers Malpractice Insurance- Claim this Profile
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Bio
Evan Thompson, DNP, PMHNP-BC
Courtney has been integral to the success of Timberview Family Psychiatry. As the virtual administrative assistant, she has been the backbone of the practice. Courtney has created many sustainable and effective organizational systems that have supported the practice. Courtney excels in file organization and management, customer service/ support, and finding creative solutions to problems. Courtney provides detailed, yet concise briefings, which allows me to quickly address issues throughout the day, saving me a tremendous amount of time. I've always felt extremely confident delegating tasks and projects to her, as she is motivated, organized, and completes work with high fidelity. I highly recommend her; any organization would be lucky to have her be a part of there team. -------------- Evan Thompson, Doctor of Nursing Practice, Psychiatric Mental Health Nurse Practitioner and Owner of Timberview Family Psychiatry.
Evan Thompson, DNP, PMHNP-BC
Courtney has been integral to the success of Timberview Family Psychiatry. As the virtual administrative assistant, she has been the backbone of the practice. Courtney has created many sustainable and effective organizational systems that have supported the practice. Courtney excels in file organization and management, customer service/ support, and finding creative solutions to problems. Courtney provides detailed, yet concise briefings, which allows me to quickly address issues throughout the day, saving me a tremendous amount of time. I've always felt extremely confident delegating tasks and projects to her, as she is motivated, organized, and completes work with high fidelity. I highly recommend her; any organization would be lucky to have her be a part of there team. -------------- Evan Thompson, Doctor of Nursing Practice, Psychiatric Mental Health Nurse Practitioner and Owner of Timberview Family Psychiatry.
Evan Thompson, DNP, PMHNP-BC
Courtney has been integral to the success of Timberview Family Psychiatry. As the virtual administrative assistant, she has been the backbone of the practice. Courtney has created many sustainable and effective organizational systems that have supported the practice. Courtney excels in file organization and management, customer service/ support, and finding creative solutions to problems. Courtney provides detailed, yet concise briefings, which allows me to quickly address issues throughout the day, saving me a tremendous amount of time. I've always felt extremely confident delegating tasks and projects to her, as she is motivated, organized, and completes work with high fidelity. I highly recommend her; any organization would be lucky to have her be a part of there team. -------------- Evan Thompson, Doctor of Nursing Practice, Psychiatric Mental Health Nurse Practitioner and Owner of Timberview Family Psychiatry.
Evan Thompson, DNP, PMHNP-BC
Courtney has been integral to the success of Timberview Family Psychiatry. As the virtual administrative assistant, she has been the backbone of the practice. Courtney has created many sustainable and effective organizational systems that have supported the practice. Courtney excels in file organization and management, customer service/ support, and finding creative solutions to problems. Courtney provides detailed, yet concise briefings, which allows me to quickly address issues throughout the day, saving me a tremendous amount of time. I've always felt extremely confident delegating tasks and projects to her, as she is motivated, organized, and completes work with high fidelity. I highly recommend her; any organization would be lucky to have her be a part of there team. -------------- Evan Thompson, Doctor of Nursing Practice, Psychiatric Mental Health Nurse Practitioner and Owner of Timberview Family Psychiatry.
Credentials
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Workato Automation Pro l
WorkatoJan, 2023- Nov, 2024 -
HubSpot Marketing Software Certificate
HubSpot AcademyJan, 2023- Nov, 2024 -
HubSpot Reporting Certificate
HubSpot AcademyDec, 2022- Nov, 2024 -
Educator License
Montana Office of Public Instruction
Experience
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ALPS Lawyers Malpractice Insurance
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United States
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Insurance
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1 - 100 Employee
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Customer Relationship Management Administrator
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Dec 2022 - Present
• Solo administrator responsible for overseeing the maintenance and ongoing utilization of HubSpot. • Functioning as a multi-faceted administrator, solution architect and trainer to the business users (sales, marketing and service teams). • Developing, defining, and documenting procedures, processes, and best practices related to the CRM. Working with: HubSpot, Oracle NetSuite, Microsoft 365, Teams, Slack, Notion Project Management • Solo administrator responsible for overseeing the maintenance and ongoing utilization of HubSpot. • Functioning as a multi-faceted administrator, solution architect and trainer to the business users (sales, marketing and service teams). • Developing, defining, and documenting procedures, processes, and best practices related to the CRM. Working with: HubSpot, Oracle NetSuite, Microsoft 365, Teams, Slack, Notion Project Management
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Glacier HR Services, Inc
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United States
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Professional Training and Coaching
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1 - 100 Employee
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Business Consultant | Graphic Designer
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Apr 2022 - Mar 2023
• Transform decades of teaching materials into digital products for e-commerce platform • Design digital workbooks, ebooks and courses • Create and implement marketing strategy for digital products • Consult on social media strategy and create Pinterest Pins for social media marketing • Transform decades of teaching materials into digital products for e-commerce platform • Design digital workbooks, ebooks and courses • Create and implement marketing strategy for digital products • Consult on social media strategy and create Pinterest Pins for social media marketing
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Timberview Family Psychiatry
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Remote
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Virtual Administrative + Executive Assistant
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Aug 2021 - May 2022
• Worked closely with the CEO and Office Manager in a dynamic, fast-paced new private practice. • Improved office efficiency, designed an organized digital filing system, and introduced time-saving database and communication measures. • Leveraged strong organizational and office management skills to draft and ensured accuracy within memos, letters and audits of client billing and charts. • Managed and maintained high-volume calendars, email and phone correspondence which included… Show more • Worked closely with the CEO and Office Manager in a dynamic, fast-paced new private practice. • Improved office efficiency, designed an organized digital filing system, and introduced time-saving database and communication measures. • Leveraged strong organizational and office management skills to draft and ensured accuracy within memos, letters and audits of client billing and charts. • Managed and maintained high-volume calendars, email and phone correspondence which included scheduling appointments and identifying urgent matters that required immediate attention. • Coordinated services with 80+ local providers and professionals. Show less • Worked closely with the CEO and Office Manager in a dynamic, fast-paced new private practice. • Improved office efficiency, designed an organized digital filing system, and introduced time-saving database and communication measures. • Leveraged strong organizational and office management skills to draft and ensured accuracy within memos, letters and audits of client billing and charts. • Managed and maintained high-volume calendars, email and phone correspondence which included… Show more • Worked closely with the CEO and Office Manager in a dynamic, fast-paced new private practice. • Improved office efficiency, designed an organized digital filing system, and introduced time-saving database and communication measures. • Leveraged strong organizational and office management skills to draft and ensured accuracy within memos, letters and audits of client billing and charts. • Managed and maintained high-volume calendars, email and phone correspondence which included scheduling appointments and identifying urgent matters that required immediate attention. • Coordinated services with 80+ local providers and professionals. Show less
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Missoula County Public Schools
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United States
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Education Administration Programs
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300 - 400 Employee
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Elementary Educator
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Dec 2018 - Aug 2021
• Remotely managed and taught multiple courses comprising over 30 students. • Handled sensitive, confidential information on a regular basis and decimated said information only with a high level of professionalism. • Created and monitored systems for tracking large amounts of data for 40+ individuals. • Worked independently and on cross-functional teams collaborating on program development. • Remotely managed and taught multiple courses comprising over 30 students. • Handled sensitive, confidential information on a regular basis and decimated said information only with a high level of professionalism. • Created and monitored systems for tracking large amounts of data for 40+ individuals. • Worked independently and on cross-functional teams collaborating on program development.
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Western Montana Mental Health Center
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United States
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Mental Health Care
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200 - 300 Employee
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Core Intervention Teacher
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Aug 2018 - Dec 2018
• Recruited and interviewed co-facilitators and conducted employee onboarding. • Analyzed student growth and made research-driven changes to maximize effects of interventions. • Communicated complex ideas to diverse audiences with varying degrees of familiarity with the subject matter. • Recruited and interviewed co-facilitators and conducted employee onboarding. • Analyzed student growth and made research-driven changes to maximize effects of interventions. • Communicated complex ideas to diverse audiences with varying degrees of familiarity with the subject matter.
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Education
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2016 - 2018
University of Providence
Bachelor of Education - BEd, Elementary Education and Teaching -
2014 - 2016
University of Montana
General Studies, 3.56 GPA
Community
