Experience

Landis

• United States
• Consumer Services
• 1 - 100 Employee

• Client Success Manager

  • Jan 2022 - Present

• Customer Success Analyst

  • Jun 2021 - Present

  Promoted from Client Success Analyst to Client Success Manager in less than a year Directly managed prospect pipeline in top performing geography, responsible for entire sales funnel from initial outreach to closing Contributed to $30.4 million in real estate acquisitions in my first year Exceeded quota in every quarter by 25%, driving growth that resulted in a Series B funding round Created cadences and workflows through Salesforce for clients to increase efficiency across key… Show more Promoted from Client Success Analyst to Client Success Manager in less than a year Directly managed prospect pipeline in top performing geography, responsible for entire sales funnel from initial outreach to closing Contributed to $30.4 million in real estate acquisitions in my first year Exceeded quota in every quarter by 25%, driving growth that resulted in a Series B funding round Created cadences and workflows through Salesforce for clients to increase efficiency across key metrics; conversion rates increased 75% and time from top of funnel to bottom of funnel reduced by 50% Managed 300% increase of customer inquiries on Zendesk after announcement of Series A Led expansion into multiple new markets, growing B2B partnerships with real estate agencies and mortgage brokers Perform Loan Processor functions by reviewing financial documents to assess client’s financial health Implemented and continue to update onboarding processes for all new hires in my division Utilize customer.io and SQL to build out automated communications to clients, agents, lenders, and homebuilders Develop and implement strategies to increase client satisfaction and retention rates Identify areas of improvement in the client success process and propose and implement solutions to enhance the overall client experience and increase client satisfaction. Analyze data using Metabase and provide actionable insights to improve client success and retention Collaborate with the marketing team to develop targeted marketing campaigns and materials to attract new clients



EBI Consulting

• United States
• Environmental Services
• 400 - 500 Employee

• Client Account Coordinator

  • Jan 2018 - Jun 2021

  Act as the point of contact for clients after the sales team makes the initial introduction to identify the services they need from us. Continue as an additional resource during the project lifecycle. Prepare legal contracts and proposals for work to be performed by our team per the client’s request. Bid services through custom client sites, including the Regulatory Information Management System (RIMS). Schedule projects in Salesforce and assign project managers… Show more Act as the point of contact for clients after the sales team makes the initial introduction to identify the services they need from us. Continue as an additional resource during the project lifecycle. Prepare legal contracts and proposals for work to be performed by our team per the client’s request. Bid services through custom client sites, including the Regulatory Information Management System (RIMS). Schedule projects in Salesforce and assign project managers accordingly. Customize reports through Microsoft Sharepoint to suit the needs of EBI clients. Update and upload specific information for each project from Salesforce, into our customized Microsoft Sharepoint platform. Support Project Managers by insuring they are prepared to go on site; follow assignments and update reports as needed. Create and manage ShareFile folders based on client specifications, by using Onedrive, Dropbox, box.com, and familiarizing myself with sites custom to the client’s company. Manage Project Manager’s credits for each job to ensure they reach their annual project quota. Maintain internal tracking system using Online Excel files for our more complex, specialized services. Work with the report-writing team to make sure they are meeting the report deadlines in an organized and well-managed fashion. Host weekly meetings for the specific services updates and discuss incoming project details. Trained new team members on processes and platforms used, acting as the point of contact for any questions. Fulfill any legal requirements necessary to begin working with clients. Liaise with construction contractors to insure all required documents are in order. Maintain continuous conversation with both client and contractor weekly to ensure the project is running smoothly and on track to completion. Create and manage invoices. Collaborate with other teams within EBI to ensure successful project completion; teams include Accounting, Report Production, Real Estate Sales, Legal, etc.

• Talent Acquisition Specialist

  • Oct 2016 - Feb 2018

  Source candidates for internal Real Estate, Engineering Telecommunication and Construction positions across a country-wide platform. Coordinate with managers and internship candidates to develop the summer internship program. Attend college and networking career fairs on behalf of EBI. Manage the interview process through all stages while maintaining strong communication with the hiring manager and all necessary upper management. Lead the college recruiting program as the direct… Show more Source candidates for internal Real Estate, Engineering Telecommunication and Construction positions across a country-wide platform. Coordinate with managers and internship candidates to develop the summer internship program. Attend college and networking career fairs on behalf of EBI. Manage the interview process through all stages while maintaining strong communication with the hiring manager and all necessary upper management. Lead the college recruiting program as the direct point of contact for all universities that EBI is involved with or seeking to be involved with. Maintain all CRM technology in tracking candidates for open positions.



Insource Services, Inc.

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Human Resources Administrator

  • Jun 2016 - Oct 2016

  Assist in all necessary employee updates for clients such as Campus Compact, RAW Art Works, ALS Foundation, etc. Create new hire packets and organize onboarding materials for clients' new employees. Provide all new employees with all essential paperwork and file hard and electronic copies of each, including benefits, personnel action forms, company information, handbook signatures, performance reviews, legal documents, payroll, etc. Assist in all necessary employee updates for clients such as Campus Compact, RAW Art Works, ALS Foundation, etc. Create new hire packets and organize onboarding materials for clients' new employees. Provide all new employees with all essential paperwork and file hard and electronic copies of each, including benefits, personnel action forms, company information, handbook signatures, performance reviews, legal documents, payroll, etc.



Sharkansky LLP

• United States
• Accounting
• 1 - 100 Employee

• Marketing Intern

  • Dec 2015 - Jun 2016

  Updated all contact lists within the company database Assisted in preparation for Business Perspectives events Completed multiple projects assigned (NAIC Code input, company postcard, etc.) Wrote articles and blog posts on previous and upcoming tax events Updated all contact lists within the company database Assisted in preparation for Business Perspectives events Completed multiple projects assigned (NAIC Code input, company postcard, etc.) Wrote articles and blog posts on previous and upcoming tax events



TGI Fridays

• United States
• Restaurants
• 700 & Above Employee

• Waitress

  • May 2013 - May 2016

  Provided timely, efficient and customer-oriented service in this food service venue Provided timely, efficient and customer-oriented service in this food service venue



W.B. Mason Company Inc.

• United States
• Retail Office Equipment
• 700 & Above Employee

• Human Resources Intern

  • Nov 2015 - Jan 2016

  Source resumes, post jobs, complete phone screens, and schedule interviews Assist with new hire on-boarding and benefits administration Support the coordination of various HR programs Maintain application files Assist with coordination of college recruiting and career fair events Create New Hire Packets All other duties as assigned Source resumes, post jobs, complete phone screens, and schedule interviews Assist with new hire on-boarding and benefits administration Support the coordination of various HR programs Maintain application files Assist with coordination of college recruiting and career fair events Create New Hire Packets All other duties as assigned



Dunkin'

• United States
• Food and Beverage Services
• 700 & Above Employee

• Recruiting Intern

  • Jun 2015 - Sep 2015

  Research different diversity programs that Dunkin'​ Brands, Inc. could potentially connect and work with. Assist in brainstorm meetings regarding new proposals and updates to established programs. Involved in the development of Veteran's employment programs. Assist in recruiting possible candidates for various available positions. Set up meetings for potential partnerships with diversity recruiting organizations. Research different diversity programs that Dunkin'​ Brands, Inc. could potentially connect and work with. Assist in brainstorm meetings regarding new proposals and updates to established programs. Involved in the development of Veteran's employment programs. Assist in recruiting possible candidates for various available positions. Set up meetings for potential partnerships with diversity recruiting organizations.



STEIGER DYNAMICS

• United States
• Computer Hardware
• 1 - 100 Employee

• Marketing and Public Relations Intern

  • Sep 2014 - Dec 2014

  Updated all social media outlets associated with Steiger Dynamics Created advertisements for different Steiger Dynamics products Updated all social media outlets associated with Steiger Dynamics Created advertisements for different Steiger Dynamics products



BECK Media & Marketing

• United States
• Public Relations and Communications Services
• 1 - 100 Employee

• Public Relations Intern

  • Sep 2014 - Dec 2014

  Assisted in any and all client-related work Created several media lists Sent out pitches to all relevant journalists and outlets Participated in brainstorms and meetings Assisted in any and all client-related work Created several media lists Sent out pitches to all relevant journalists and outlets Participated in brainstorms and meetings



GoProvidence

• United States
• Hospitality
• 1 - 100 Employee

• Marketing Intern

  • Jun 2014 - Aug 2014

  Assist in updating the PWCVB's social media pages Contribute to the company blog Assist in updating the PWCVB's social media pages Contribute to the company blog



Coaching4Change

• Communication Intern

  • Jan 2014 - May 2014

  Assist in updating company's website Help in creating and promoting events Work with a team of other interns to fulfill the goals set by this non-profit organization. Assist in updating company's website Help in creating and promoting events Work with a team of other interns to fulfill the goals set by this non-profit organization.