Allison Wurtz
McKinney,TX
Summary
With 9 years of experience in implementation, training, sales, client success and support, I am passionate about fostering relationships with clients and delivering solution-based service. Track record of delivering on time implementations, customized training plans, and client account management. Astute interpersonal skills, problem-solving abilities, and excellent customer service skills have become my most significant strengths.
Overview
12
12
years of professional experience
Work History
Software Training and Support Representative
Akken Inc
Remote
07.2023 - 05.2024
- Enhanced internal and external customer satisfaction ratings by researching, troubleshooting and resolving escalated issues efficiently.
- Served as liaison between customer support team and technical team members in order to resolve any issues or questions that arose during implementation.
- Worked closely with payroll, sales, implementation and support to assist current and potential customers
- Responsible for assisting implementation and project manager for the training, project plan, management and support of new clients
- Created comprehensive user documentation outlining processes, procedures, and troubleshooting techniques.
- Conducted training sessions for users on how to use the newly implemented software program.
- Supported payroll on our internal Akken Payroll product and clients on our partner platform Summit
Inside Sales Representative
ThinkPoint Financial
Plano, TX
03.2023 - 06.2023
- Researched potential customers, identified key contacts, and developed relationships with decision makers.
- Developed strategic approaches to create ROI for customers
- Cold called and presented tailored ROI for payment processing
- Coordinated with sales team to create tailored contracts for customers
- Maintained relationships with current clients for account management and upsell opportunities
- Kept current with industry standards and trends to educate current and potential customers.
Connections Associate
Third Bridge
Dallas, TX
09.2022 - 12.2022
- Researched experts for consulting interviews based on our client’s needs
- Cold called and pitched the benefits of working on our client’s project
- Secured consultations through aggressive negotiation, interviews, scheduling and fit analysis
- Managed sourced experts through entire project lifecycle as primary point of contact
- Communicated qualifications, scheduling, fit analysis and interviews to client for selection
- Maintained high numbers of projects simultaneously while exceeding quota.
Customer Service Representative
Go Health
Remote
07.2021 - 02.2022
- Received inbound customer inquiries on Medicare and Social Security benefits
- Obtained customer data and information in order to provide the accurate Medicare options
- Maintained up to date industry knowledge on Medicare and Social Security
- Worked cross-functionally with teams and carriers to ensure customer interaction quality and satisfaction
- Assisted Benefit Advisors in sales of new Medicare policies
- Worked in multiple platforms simultaneously to track customers and campaigns.
Implementation Consultant
Bluewater Learning
Richardson, TX
03.2019 - 06.2020
- Implemented new technology as a third-party consultant for different software platforms including Cornerstone On Demand and Ultimate Software
- Developed and maintained critical product expertise necessary to help clients efficiently solve business problems using their Learning and Talent Management Systems
- Performed system training and transferred knowledge to client-side administration and project personnel
- Developed and maintained detailed project plan for implementation
- Provided best practices for clients to implement in their transition
- Maintained documentation of deliverables with clear handover of information to ensure onward customer success.
Transition Specialist Representative
Paycom
Lewisville, TX
10.2015 - 02.2018
- Spearheaded the end-to-end implementation of Paycom’s software from the client’s current provider, while ensuring the proper integration for Accounting, Benefits Administration, Learning Management, Government Reporting and 401K
- Developed new processes for each client in regards to their Human Resources, Learning, Reporting and Talent Management aspects of their business
- Served as Project Manager and Liaison for all stakeholders involved in the transition process
- Developed and maintained detailed project plan for implementation
- Assisted clients with the collection and secure upload of data from their current provider to execute transition
- Provided comprehensive training on all products to the client and the client’s entire organization.
Inside Sales Representative
Lanyon
Dallas, TX
05.2014 - 09.2015
- Developed aggressive sales strategy, tactical collaboration on business opportunities with sales team members
- Developed and maintained strategic relationships with key clients
- Identified and coordinated the sales approach to strategic business opportunities in target markets
- Executed training for all clients and ongoing best practices after each sale
- Represented the business at conferences, trade fairs and networking events
- Exceeded quota given to me and attended President’s Club in my first year
- Completed 2014 with the highest number of sales for the Inside Sales Teams.
Professional Development and ESL Instructor
Glossa and Spevacek Language Schools
Prague, Czech Republic
10.2012 - 02.2014
- Instructed business professionals from businesses throughout the city
- Coordinated 30 different groups per week and traveled to each business
- Taught English and also professional skills
- Managed successfully to work with numerous people from different cultural backgrounds
- Improved oral and written communication to a proficient level.
Education
Bachelor of Arts - Psychology, Biochemistry and Neurology
The University of Tennessee
Skills
- Project Planning
- Customer Support
- Technical Troubleshooting
- Sales Support
- Account Servicing
- Client Services
- Client Relationship Building
- Interpersonal Skills
- Excellent Communication
Leadershipandorganization
- LINC Ministries International, Volunteered as an ESL teacher for families in the area who could not afford classes
- Alzheimer’s Association Memory Walk, Coordinated registration, Helped raise over $30,000 for the Alzheimer’s Association
- Sigma Kappa Sorority, Alumnae Member
Timeline
Software Training and Support Representative
Akken Inc
07.2023 - 05.2024
Inside Sales Representative
ThinkPoint Financial
03.2023 - 06.2023
Connections Associate
Third Bridge
09.2022 - 12.2022
Customer Service Representative
Go Health
07.2021 - 02.2022
Implementation Consultant
Bluewater Learning
03.2019 - 06.2020
Transition Specialist Representative
Paycom
10.2015 - 02.2018
Inside Sales Representative
Lanyon
05.2014 - 09.2015
Professional Development and ESL Instructor
Glossa and Spevacek Language Schools
10.2012 - 02.2014
Bachelor of Arts - Psychology, Biochemistry and Neurology
The University of Tennessee