Ally Werrick
Austin,TX
Summary
A customer success professional with deep roots in holistic health and functional medicine, bringing a proven track record of building meaningful client relationships.
My unique blend of client care expertise and integrative health knowledge allows me to connect authentically with clients while driving retention and program success.
Having managed high-value client relationships in concierge medicine and wellness spaces, I excel at nurturing client journeys from initial engagement through long-term success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Project Management and Client Care
Heal Austin
06.2024 - Current
Holistic Acupuncturist Focusing on Chronic Illness Treatment
- Implemented SAAS upgrade resulting in 90% decrease in monthly costs and direct increase in staff pro
- Educate clients on available resources and tools, resulting in increased sales growth each quarter since being hired
- Help increase admin productivity through developing and upgrading systems (50% of day)
Client Care Coordinator, Health Coach
Dasein Health
07.2023 - 05.2024
Concierge Integrative Medicine Clinic
- Sold over $100,000 of high ticket memberships and treatments to new and returning customers
- Enhanced client satisfaction by promptly addressing concerns and providing personalized solutions.
- Developed systems and processes freeing up health professionals to focus on client care instead of administrative tasks
Junior Account Manager
Cvent
06.2021 - 06.2023
Event Management Software Sales
- Daily support of event professionals throughout event planning life cycle
- Earned accelerated promotion for performance and over-achieving sales expectations (averaging 133% quarterly)
Education
M.S. - Human Nutrition with a Concentration in Herbology
Maryland University of Integrative Health
01.2026
B.A. - Marketing with Concentration in Sales
James Madison University
01.2021
Skills
- Professional client communication and support
- Microsoft Office 365
- Market research & administration (MLS, Salesforce, SalesLoft, Notion)
- Interpersonal communication skills
- Growth by expanding comfort zone
- Organization
- Self-motivation & dedication
Certification
Integrative Nutrition Health Coach
Institute for Integrative Nutrition
Multi-dimensional approach to support clients through transformation based on bio-individuality.
200 HR Yoga Instructor Certification
Vinyasa Yogashala in Rishikesh, India
Courses in Ayurveda, Anatomy, Yogic management of common illnesses and diseases, breathwork, and meditation.
Fundamentals in Ayurveda Certification
Arhanta Academy
Attended online certification course to strengthen understanding of Ayurvedic principles.
Manager Feedback
- Consistently exceeds expectations
- Easy to coach
- Open to receiving critical feedback
Timeline
Project Management and Client Care
Heal Austin
06.2024 - Current
Client Care Coordinator, Health Coach
Dasein Health
07.2023 - 05.2024
Junior Account Manager
Cvent
06.2021 - 06.2023
B.A. - Marketing with Concentration in Sales
James Madison University
M.S. - Human Nutrition with a Concentration in Herbology
Maryland University of Integrative Health