Summary
Overview
Work History
Education
Skills
Timeline
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Anissa Zoelle

Anissa Zoelle

Del Mar,CA

Summary

Customer Success leader in financial technology managing sales, onboarding, and retention. Wide-range of experience building rapport with clients to increase customer satisfaction. Background in people management, cultivating partnerships, and providing guidance for product optimization.

Overview

7
7
years of professional experience
1
1
Language

Work History

Customer Success and Operations

Streamlined Financial Inc.
03.2022 - Current
  • Resolved 30+ customer escalations a month through multiple communication channels.
  • Created standard operating procedures for customer support and self-service. After implementing SOPs, resources have been viewed over 2,500 times. Utilized to reduce time spent to resolve inquiries.
  • Conducted regular account reviews to identify areas of opportunity for upselling product offerings. Efforts have led to a 3X increase in revenue in the last year.

Business Development and Partnerships

Streamlined Financial Inc.
08.2021 - 03.2022
  • Coordinated 200+ sales-to-success transitions. This included training sales hires on internal company programs and customer lifecycle management.
  • Secured 140 repeat accounts by recommending strategies to promote platform utilization and highlight product benefits.
  • Enhanced brand visibility with targeted outreach, promotional campaigns, and networking at local and national events.

Lead Preschool Teacher

Eastgate Christian School
06.2017 - 08.2021
  • Organized annual curriculum and activities inclusive of literacy, motor skills, math, science, and art while maintaining a 12-student classroom.
  • Facilitated learning of skills required to meet age-appropriate standards in cognitive, behavioral, and social categories. Performed assessment each quarter to track progress.
  • Established strong relationships with parents through regular communication regarding students' progress, fostering increased parental involvement.

Education

Bachelor of Arts - Sociology

University of California - San Diego
La Jolla, CA

Skills

  • Google Suite and Microsoft Office
  • Communication: Slack, Zoom
  • CRM: Hubspot, Intercom
  • Marketing: Customerio, Apolloio

Timeline

Customer Success and Operations

Streamlined Financial Inc.
03.2022 - Current

Business Development and Partnerships

Streamlined Financial Inc.
08.2021 - 03.2022

Lead Preschool Teacher

Eastgate Christian School
06.2017 - 08.2021

Bachelor of Arts - Sociology

University of California - San Diego

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Anissa Zoelle