Bethany Lewis
Summary
Dynamic professional with a proven track record of excelling in customer success, project management, and technical onboarding. Expert in Salesforce and adept at client relationship management, I streamlined processes to enhance customer satisfaction and reduce onboarding time. Recognized for problem-solving skills and effective team collaboration, driving impactful results in fast-paced environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Legal Assistant
Cowley Law Office
01.2025 - Current
- Organized and maintained electronic and physical records for over 100 client case files..
- Prepared legal documents and correspondence for various client cases.
- Requested medical and billing records using HIPAA requirements.
- Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
- Notarized legal documents for attorneys.
Front of House Manager
Hammerheads
, Kentucky
01.2023 - 01.2025
- Maintaining customer expectations in a fast paced environment to ensure the success of the staff and restaurant as a whole.
- Ordering and organizing supplies to ensure service runs smoothly and the restaurant is prepared for service.
Customer Success Manager
Prodly
, Kentucky
01.2022 - 01.2023
- Served as a technical expert to standardize the onboarding curriculum for customers and reduce the time to adoption.
- Monitored customers' product usage for early warning signs of potential churn, and intervened to reestablish high product utilization.
- Provided feedback to other departments and management to improve the customer experience.
- Created ongoing product training through an online knowledge base, videos, and the Salesforce Community.
- Attended events to drive new business and encourage product usage with current customers.
Technical Support Team Lead
Prodly
Chicago
01.2020 - 01.2022
- Implemented new case flow processes to streamline resolution time and improve customer satisfaction.
- Managed the customer knowledge base to enable quick, efficient self-service support for customers. Accomplishments included reorganizing content to improve navigation, transitioning the site to a new content management system, editing hundreds of support articles for clarity and technical accuracy, maintaining release notes, and writing support articles for new product capabilities.
- Maintained training programs to onboard new team members on product capabilities, support processes, and expected data hygiene while juggling support tickets, leading support team meetings, and reporting on support team KPIs.
- Trained new team members on product features and troubleshooting techniques.
Education
Bachelor of Arts - Studio Art Major
University of Central Missouri
Warrensburg, MOSkills
- Salesforce skills: Salesforce flows, Community Builder, CPQ, Advanced Approvals, Service Cloud, Salesforce DevOps Center, and Permission Sets, Salesforce Reports, and Dashboards
- Technical skills: Notion, Confluence, JIRA, Trello, Outreach, WordPress, Outlook, Dropbox, Google Calendar, Slack, GitHub, Calendly, Zoom, Google Slides, Drive, and Wrike
- Client relationship management, as well as team collaboration
- Technical onboarding and product training
- Problem solving, thinking on my feet, and finding quick solutions in stressful situations
- Project management
Certification
- Salesforce / Ranger Status Since February 2020, I’ve earned 135 badges and counting, which promote great business practices and demonstrate my technical abilities along with obtaining my Admin Certification.
- PMP Certification / Certification PMP obtained via Udemy and have already accomplished my Project Management Hours.
Websites
References
References available upon request.
Timeline
Legal Assistant
Cowley Law Office
01.2025 - Current
Front of House Manager
Hammerheads
01.2023 - 01.2025
Customer Success Manager
Prodly
01.2022 - 01.2023
Technical Support Team Lead
Prodly
01.2020 - 01.2022
Bachelor of Arts - Studio Art Major
University of Central Missouri
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