Wendi Rees

Customer Success Manager at Lexipol
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Contact Information
us****@****om
(386) 825-5501
Location
Salt Lake City, Utah, United States, US
Languages
  • English -

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Jonathan Simon

Wendi has been a rock star since I started at Carrus. I've always felt comfortable going to her for help for anything: brainstorming ideas, clarifications on how things work, driving a project. Wendi is sharp, easy to work with, willing to question things that don't make sense, and has an awesome attitude.

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Experience

    • United States
    • Public Safety
    • 200 - 300 Employee
    • Customer Success Manager
      • Dec 2021 - Present

    • United States
    • E-Learning Providers
    • 1 - 100 Employee
    • Customer Success Manager II
      • Mar 2020 - Present

      • Responsible for driving high levels of customer success, including complete ownership over assigned customer accounts and engagement • Provide guidance and advice during the implementation phase to new customers regarding platform utilization and employee engagement • Work as the primary point of contact to discover customer business needs and solve concerns • Work with internal cross-functional departments to meet client requests and concerns • Serve as an advocate for customers… Show more • Responsible for driving high levels of customer success, including complete ownership over assigned customer accounts and engagement • Provide guidance and advice during the implementation phase to new customers regarding platform utilization and employee engagement • Work as the primary point of contact to discover customer business needs and solve concerns • Work with internal cross-functional departments to meet client requests and concerns • Serve as an advocate for customers when communicating valuable improvements for internal processes, products and technology • Meet regularly with assigned customers, both remotely and on-site, to review product adoption and health, support interactions, upcoming releases, and other compliance initiatives • Manage and monitor support interactions, serving as an internal advocate for assigned customers, responding to customer escalations, and proactively escalating when needed Show less • Responsible for driving high levels of customer success, including complete ownership over assigned customer accounts and engagement • Provide guidance and advice during the implementation phase to new customers regarding platform utilization and employee engagement • Work as the primary point of contact to discover customer business needs and solve concerns • Work with internal cross-functional departments to meet client requests and concerns • Serve as an advocate for customers… Show more • Responsible for driving high levels of customer success, including complete ownership over assigned customer accounts and engagement • Provide guidance and advice during the implementation phase to new customers regarding platform utilization and employee engagement • Work as the primary point of contact to discover customer business needs and solve concerns • Work with internal cross-functional departments to meet client requests and concerns • Serve as an advocate for customers when communicating valuable improvements for internal processes, products and technology • Meet regularly with assigned customers, both remotely and on-site, to review product adoption and health, support interactions, upcoming releases, and other compliance initiatives • Manage and monitor support interactions, serving as an internal advocate for assigned customers, responding to customer escalations, and proactively escalating when needed Show less

    • Home Health Care Services
    • 500 - 600 Employee
    • Strategic Account Manager
      • May 2018 - Apr 2019

      • Responsible for the oversight and management of all products and services associated with assigned accounts. • Developed and monitored the account implementation plan and project timelines in accordance with customer expectations. • Coordinated the internal and external aspects of implementations, including support, service, and management resources. On an ongoing basis, responsible for assessing, clarifying, and meeting client needs. • Cultivated strong professional relationships,… Show more • Responsible for the oversight and management of all products and services associated with assigned accounts. • Developed and monitored the account implementation plan and project timelines in accordance with customer expectations. • Coordinated the internal and external aspects of implementations, including support, service, and management resources. On an ongoing basis, responsible for assessing, clarifying, and meeting client needs. • Cultivated strong professional relationships, monitored strategies, and identified new sales opportunities within accounts for all company products and services. • Provided product and service training demonstrations of devices, online portals, and applications. Cultivated strong professional relationships, monitored strategies, and identified new sales opportunities within accounts for all company products and services. Provided product and service training demonstrations of devices, online portals, and applications. Show less • Responsible for the oversight and management of all products and services associated with assigned accounts. • Developed and monitored the account implementation plan and project timelines in accordance with customer expectations. • Coordinated the internal and external aspects of implementations, including support, service, and management resources. On an ongoing basis, responsible for assessing, clarifying, and meeting client needs. • Cultivated strong professional relationships,… Show more • Responsible for the oversight and management of all products and services associated with assigned accounts. • Developed and monitored the account implementation plan and project timelines in accordance with customer expectations. • Coordinated the internal and external aspects of implementations, including support, service, and management resources. On an ongoing basis, responsible for assessing, clarifying, and meeting client needs. • Cultivated strong professional relationships, monitored strategies, and identified new sales opportunities within accounts for all company products and services. • Provided product and service training demonstrations of devices, online portals, and applications. Cultivated strong professional relationships, monitored strategies, and identified new sales opportunities within accounts for all company products and services. Provided product and service training demonstrations of devices, online portals, and applications. Show less

  • ActiveCare
    • Orem, Utah
    • Senior Account Manager
      • Dec 2010 - Mar 2018

      • Represented the client needs and goals within the organization to ensure quality and client satisfaction. Served as the primary implementation lead for clients; including managing client expectations, determining marketing and specialized needs, and effectively communicates all offerings to the client. • Facilitated regular meetings with TPAs, brokers, and groups (as applicable) to include updating the strategic plan, analyzing group behavior, and reviewing compliance and adherence… Show more • Represented the client needs and goals within the organization to ensure quality and client satisfaction. Served as the primary implementation lead for clients; including managing client expectations, determining marketing and specialized needs, and effectively communicates all offerings to the client. • Facilitated regular meetings with TPAs, brokers, and groups (as applicable) to include updating the strategic plan, analyzing group behavior, and reviewing compliance and adherence reports Show less • Represented the client needs and goals within the organization to ensure quality and client satisfaction. Served as the primary implementation lead for clients; including managing client expectations, determining marketing and specialized needs, and effectively communicates all offerings to the client. • Facilitated regular meetings with TPAs, brokers, and groups (as applicable) to include updating the strategic plan, analyzing group behavior, and reviewing compliance and adherence… Show more • Represented the client needs and goals within the organization to ensure quality and client satisfaction. Served as the primary implementation lead for clients; including managing client expectations, determining marketing and specialized needs, and effectively communicates all offerings to the client. • Facilitated regular meetings with TPAs, brokers, and groups (as applicable) to include updating the strategic plan, analyzing group behavior, and reviewing compliance and adherence reports Show less

Education

  • Westminster College
    Bachelor of Science (B.S.), Science & Nursing
    1991 - 1995

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