Experience

The Wedge Group

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Client Success Manager

  • Apr 2020 - Jun 2023

  Remote - Effectively produced highly satisfied clients in progressive roles over 17 years with the company, while promoting and delivering profitable services to CEOs, sales teams and prospective clients - Onboarding and customer experience: Introduced new clients to CRM proprietary software via series of Zoom onboarding calls, training and coaching programs, and the development of technical Knowledge Base to accelerate learning and create an overall positive customer experience. Followed up… Show more - Effectively produced highly satisfied clients in progressive roles over 17 years with the company, while promoting and delivering profitable services to CEOs, sales teams and prospective clients - Onboarding and customer experience: Introduced new clients to CRM proprietary software via series of Zoom onboarding calls, training and coaching programs, and the development of technical Knowledge Base to accelerate learning and create an overall positive customer experience. Followed up with ongoing tutorials and utilization review programs to promote stronger engagement - As system administrator and both user and technical expert for proprietary Customer Relationship Management program, performed customized system set-up for new clients, provided user tech support, tested, diagnosed and reported system issues, and collaborated with the external tech team to resolve - Developed and maintained prospect and client tracking systems; maintained company database; built processes for smooth and efficient onboarding of new clients; conducted root cause analyses and facilitated the introduction of new features and performance enhancements - Managed and coordinated all aspects of public and client training workshops, including booking facilities, arranging catering, attendee tracking, etc. Created workbooks and related course materials; assisted with the production of marketing collateral, newsletters, blogs and surveys; worked closely with the CEO, creating well-developed content for email marketing - Proofread and edited books, workbooks, training materials and marketing communications prior to publication - Served as vendor liaison to oversee inventory, shipping and delivery of product orders and shipments. Prepared client contracts, invoice requests and invoice payments; documented company processes

• Dedicated iWin Client Specialist

  • Sep 2006 - Apr 2020

  Frisco, Texas, United States