Experience

World Federation of United Nations Associations (WFUNA)

• United States
• International Affairs
• 1 - 100 Employee

• Education and Training Associate

  • Dec 2023 - Present

  Geneva, Switzerland



DecisionWise

• United States
• Software Development
• 1 - 100 Employee

• Account Executive

  • Mar 2023 - Aug 2023

  Communicated clearly with buyers to understand their employee engagement and 360-feedback needs Aligned the interests of the buyer with appropriate platform and consulting services Provided insights to clients regarding pre/post survey practices and proper change management Navigated buyers through the platform, negotiated on deliverables and closed new and renewal business Performed and documented all administrative duties involved in the contracting process… Show more Communicated clearly with buyers to understand their employee engagement and 360-feedback needs Aligned the interests of the buyer with appropriate platform and consulting services Provided insights to clients regarding pre/post survey practices and proper change management Navigated buyers through the platform, negotiated on deliverables and closed new and renewal business Performed and documented all administrative duties involved in the contracting process Developed and implemented smooth onboarding process to ensure a timely launch of initiative Advanced interpersonal skills by participating in 360-feedback process and internalizing results Identified and created copy email campaigns for potential clients to build a healthy and organized pipeline Achievements: Attained 92% quota while ramping and transitioning from CSM role

• Customer Success Manager - Team Lead

  • Jun 2022 - Mar 2023

  Designed resources for clients to use internally to communicate their upcoming listening initiatives Hosted webinars about the platform to scale onboarding and offer additional training to clientele Enhanced leadership development coaching skills by completing 360-feedback certification Educated team and clients on best implementation practices regarding 360-feedback initiatives and coaching Innovated onboarding process to achieve shorter time to first value for… Show more Designed resources for clients to use internally to communicate their upcoming listening initiatives Hosted webinars about the platform to scale onboarding and offer additional training to clientele Enhanced leadership development coaching skills by completing 360-feedback certification Educated team and clients on best implementation practices regarding 360-feedback initiatives and coaching Innovated onboarding process to achieve shorter time to first value for the client Strategized cross-functionally with sales, consulting, marketing and product in a start-up environment Coached staff and helped deliver performance reviews to aid their professional development Set up trackable KPIs for the Customer Success team and reported findings to revenue team Presented results to senior leadership, champions and other economic sponsors

• Customer Success Manager

  • Dec 2021 - Jun 2022

  Springville, Utah, United States Proactively managed 70+ clients, international and domestic, resulting in a book of $1.1M ARR Maintained professional relationships with clientele that led to growth and expansion Collaborated with product team to relay desired features, updates and to fix bugs in an ambiguous start-up setting Built out content for a ‘help-site’ and guided clients to the resources for greater self-led adoption Oversaw ticketing system for client issues, requests and software… Show more Proactively managed 70+ clients, international and domestic, resulting in a book of $1.1M ARR Maintained professional relationships with clientele that led to growth and expansion Collaborated with product team to relay desired features, updates and to fix bugs in an ambiguous start-up setting Built out content for a ‘help-site’ and guided clients to the resources for greater self-led adoption Oversaw ticketing system for client issues, requests and software issues Showcased high aptitude in learning and switching to new internal CRM platforms Achievements of 2022: 94% revenue retention, 5% churn rate, $253k in upsells/cross-sells



Boys & Girls Clubs of America

• United States
• Non-profit Organizations
• 700 & Above Employee

• Director of Teen Program

  • Nov 2020 - Dec 2021

  Murray, Utah, United States Coordinated partnerships with local organizations to provide learning and development opportunities for youth Managed grant qualifications and trained team how to deliver trainings with tight timelines Supported youth with academic goals and followed up with teachers to help with accountability Prioritized a team-oriented strategy with staff to keep the center running efficiently Tracked attendance, grant participation and newcomers to report to administration… Show more Coordinated partnerships with local organizations to provide learning and development opportunities for youth Managed grant qualifications and trained team how to deliver trainings with tight timelines Supported youth with academic goals and followed up with teachers to help with accountability Prioritized a team-oriented strategy with staff to keep the center running efficiently Tracked attendance, grant participation and newcomers to report to administration Assessed opportunities to increase care, attention and confidentiality to provide a safe environment Created and maintained a budget for food, exciting activities and travel Strategized with other leaders on the DE & I board to create new internal initiatives Adapted and was flexible regarding the daily needs of the center and the youth that entered Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Fidelity Cares LEAD

  • Oct 2019 - Sep 2020

  Greater Salt Lake City Area Selected to participate in a program that targets meaningful development opportunities for high-performing associates through the Fidelity Cares employee volunteer service program for the Utah region.

• High Net Worth Representative

  • Feb 2019 - Sep 2020

  Provided high level of service while remaining accurate in a fast-paced and demanding environment Trained 30+ clients daily on service features, solved issues and maintained relevant information in Workday Taught clients the rules of different investment opportunities and warned about potential penalties Demonstrated capabilities to perform self-led administration work in a timely manner Resolved escalated client complaints with empathy and… Show more Provided high level of service while remaining accurate in a fast-paced and demanding environment Trained 30+ clients daily on service features, solved issues and maintained relevant information in Workday Taught clients the rules of different investment opportunities and warned about potential penalties Demonstrated capabilities to perform self-led administration work in a timely manner Resolved escalated client complaints with empathy and discretion Developed into a knowledgeable and licensed asset while demonstrating coachability and collaboration Mentored new-hire cohorts and guided them tools to help own their growth and development Answered any technical related issues and problem-solved them with clients Participated in and led a division of Fidelity Cares, an internal community service program

• Creative Design Experience

  • Feb 2020 - Aug 2020

  Support “Natural Language Processing” while working with the app, website and voice recognition software.



Sylvan Learning Centers

• United States
• Education Management
• 400 - 500 Employee

• Associate Director

  • Feb 2018 - Feb 2019

  Greater Salt Lake City Area Arranged schedules to align the skillsets of the tutors with the needs of the student Created a positive and encouraging space for students to engage and learn in with appropriate resources Maintained an accurate record of progress students were making and areas of opportunity Coached students on how to take notes in class and how to work with their teachers best Presented reports to parents and students to showcase development and renew business