Baylee Fennewald
Zellwood
Summary
Results-driven professional with experience in banking, medical transcription, sales, and customer experience, Skilled in lead generation, remote appointment setting, client relationship management, and CRM/data management (Salesforce, Pipedrive, EPIC). Known for building strong professional relationships, managing multiple territories, and maintaining accuracy. Eager to leverage my healthcare foundation and operational expertise to contribute to a dynamic healthcare team, support provider or client engagement, and drive organizational growth.
Overview
7
7
years of professional experience
Work History
Customer Experience Coordinator
Eversmith Brands
(Remote) Orlando, FL
02.2023 - Current
- Oversee client interactions and ensured seamless customer experiences, enhancing satisfaction and retention.
- Manage scheduling, appointment confirmations, and follow-ups to maximize operational efficiency.
- Coordinated between franchise owners, sales executives, and clients to resolve issues and streamline communication.
- Monitored performance metrics and implemented process improvements to optimize team workflows.
- Train and support sales executives, providing guidance to improve appointment quality and lead engagement.
- Maintained accurate records and reporting in CRM systems, ensuring visibility and accountability across territories.
DSDU Sales Representative
US Lawns
Remote (Orlando, FL)
02.2022 - 02.2023
- Remotely managed appointment setting for multiple franchise territories, generating qualified leads for landscaping and lawn services.
- Conducted proactive outreach via calls and emails to engage prospects and schedule appointments.
- Maintained accurate records in CRM systems to track leads, document interactions, and report on performance metrics.
- Coordinated with franchise owners to ensure lead quality. optimize scheduling, and support sales opportunities.
- Consistently met or exceeded weekly and monthly appointment setting goals across multiple territories.
Medical Transcriptionist
AQuity Solutions, LLC
Orlando, FL
08.2021 - 02.2022
- Accurately transcribed and edited medical reports, patient records, and clinical documentation using EPIC, ensuring adherence to HIPPA and company standards.
- Reviewed and edited physician dictations for clarity, completeness, and accuracy.
- Managed high-volume transcription tasks while meeting tight deadlines with precision.
- Communicated effectively with healthcare providers to clarify discrepancies or incomplete documentation.
- Maintained strict confidentiality and compliance with healthcare regulations.
Associate Banker / Notary
JP Morgan Chase
Orlando, FL
04.2019 - 08.2021
- Assisted clients with day-to-day banking transactions, including deposits, withdrawals, and account inquiries.
- Opened new deposit accounts and provided guidance on banking products to meet client needs.
- Built and maintained strong client relationships through personalized service and proactive support.
- Identified opportunities to cross-sell products, including loans and additional banking services.
- Ensured accuracy and compliance with banking policies, procedures, and regulatory requirements.
- Collaborated with branch team to achieve operational and sales goals while maintaining excellent customer service.
- Commissioned Notary in the State of Florida.
Education
Bachelor of Arts - Health Sciences and Professions
University of Central Florida
Associate of Science - Health Science
Valencia College
Skills
- Lead generation & Remote Appointment Setting (Multi-Territory)
- Account Management
- Client & Stakeholder Relationship Management
- CRM & Data Management (Salesforce, Pipedrive, EPIC)
- Process Improvement & Operational Coordination
- Leadership and Management
- Attention to Detail & Accuracy in Documentation
- Team Collaboration
- Problem Solving & Issue Resolution
Languages
English
Native or Bilingual
Timeline
Customer Experience Coordinator
Eversmith Brands
02.2023 - Current
DSDU Sales Representative
US Lawns
02.2022 - 02.2023
Medical Transcriptionist
AQuity Solutions, LLC
08.2021 - 02.2022
Associate Banker / Notary
JP Morgan Chase
04.2019 - 08.2021
Associate of Science - Health Science
Valencia College
Bachelor of Arts - Health Sciences and Professions
University of Central Florida
https://www.linkedin.com/in/baylee-fennewald-1829b2399