Bobi Jo Larson
Bluffdale
Summary
Experienced with managing client relationships to ensure satisfaction and retention. Utilizes strategic planning and problem-solving skills to address and resolve client issues effectively. Track record of fostering long-term partnerships through excellent communication and tailored client strategies.
Overview
24
24
years of professional experience
Work History
Massage Therapist
Salon Dante & Day Spa/Independent
10.2001 - Current
- Listen to what the client is in need of and execute effective protocol
- License is current no issues
Client Success Manager
RocketNotes/Mailbox Power
09.2021 - 05.2025
- Manage remote team for saas product,
- Address Escalated situations
- White glove for VIP accounts
- Train/onboard new users on best practices
- Training for team in communication written and verbal
- Daily zoom group training for account holders
- Work with production team on order issues
- Communicate with the account holder to resolve concerns in an efficient manner
- Conducted regular reviews of account performance, identifying opportunities for optimal use
Training specialist * Subject Expert * Client Services Supervisor
Dealertrack/Cox Automotive
01.2015 - 11.2019
- Train new hires in software and hardware troubleshooting
- Onboarding new hires including Tours of local Dealerships
- Lead local service projects
- Manage and support phone support team, KPI's and improvement opportunities
- One-on-one performance reviews monthly
- Personalized Improvement Plan’s
- Salesforce for quality and call logs
- 3 yrs as a Supervisor with 10-15 support reps on average
- Evaluated training effectiveness using feedback surveys and assessments, making continuous improvements as needed
- Enhanced employee performance by assisting with development and implementation of comprehensive training platform Learning Management Software (LMS)
Education
Associate of Science - Business/communication classes
Champlain University
Online05-2017
Certificate/licensed - undefined
Utah College of Massage Therapy
Lindon, UTCNA Certificate/licensed - undefined
ccCNA – Murray UT
Skills
- 75 WPM typing – 98% accuracy
- Active listening
- Communication – verbal and written “crucial conversations”
- Dealership/automotive knowledge - DMS SaaS
- Training and mentoring
- Dynamic Public Speaking
- Problem Solving/Troubleshooting
- Microsoft Outlook/Word/Excel/salesforce
- Professionalism and ethics
- Relationship building and management
- Client retention
- Data Analysis
Timeline
Client Success Manager
RocketNotes/Mailbox Power
09.2021 - 05.2025
Training specialist * Subject Expert * Client Services Supervisor
Dealertrack/Cox Automotive
01.2015 - 11.2019
Massage Therapist
Salon Dante & Day Spa/Independent
10.2001 - Current
Certificate/licensed - undefined
Utah College of Massage Therapy
CNA Certificate/licensed - undefined
ccCNA – Murray UT
Associate of Science - Business/communication classes
Champlain University
Hobbies and Interests
Wood carving/whittling, Creative Writing, Reading, Cooking, New languages, Homeopathy
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