Brandie Scott
Murrieta,CA
Summary
With 15 years of experience as a Client Success Manager and Executive Assistant, I consistently drive revenue, grow market share, and build highly profitable account bases for organizations. My expertise lies in establishing top-performing teams dedicated to surpassing business objectives in alignment with the corporate mission. I am skilled in enforcing adherence to policies, procedures, and service standards, ensuring the delivery of top-quality products and services to valued clients. My commitment to continuous improvement allows me to consistently provide exceptional results.
Overview
29
29
years of professional experience
Work History
CLIENT SUCCESS MANAGER
Meridian 84
01.2023 - Current
- • Cultivated and maintained strong client relationships, ensuring high satisfaction and retention.
- • Acted as the primary point of contact for client inquiries, resolving issues efficiently and proactively.
- • Developed customized success plans to align with client goals and drive measurable results.
- • Conducted regular check-ins and business reviews, identifying opportunities for upselling and growth.
- • Collaborated cross-functionally with sales, marketing, and product teams to enhance client experience.
- • Analyzed customer feedback and trends to drive continuous process improvement
EXECUTIVE ASSISTANT TO CEO
Paragon Planners
01.2016 - 01.2023
- Manage complex calendars, schedule meetings, and coordinate travel arrangements for the CEO
- Streamline office operations by implementing efficient administrative processes and procedures
- Serve as a liaison between the CEO and various departments, ensuring clear and effective communication
- Worked with senior management to initiate new projects and assist in various processes.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
EXECUTIVE ASSISTANT
Tracey Orthodontics
01.2007 - 01.2016
- Supported office operations and administrative functions, including answering phones and managing emails
- Scheduled and patient appointments, facilitated patient care
- Managed back office supplies and budgeting
- Managed records and documentation, ensuring accuracy and accessibility
- Provided exceptional customer service to clients and visitors
- Facilitated training and onboarding for incoming office staff.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Upheld strict timetables by maintaining accurate, balanced calendars.
- Created and managed office systems to efficiently deal with documentation.
EXECUTIVE ASSISTANT/REGISTERED DENTAL ASSISTANT
Chang Orthodontics
01.1996 - 01.2007
- Front/Back office support
- Patient care and management
- Scheduling
- Managed Staff CE's and OSHA requirements
- Coordinate Travel for staff and practice owners
- Facilitated training and onboarding for incoming office staff.
- Used advanced software to prepare documents, reports, and presentations.
- Led staff and vendors in providing high level of service for owner and guests.
- Filed paperwork and organized computer-based information.
Education
BACHELORS - BUSINESS ADMINISTRATION
University of Phoenix
Ontario, CA01.2013
Skills
- Skilled in Microsoft Office Applications
- Skilled in Google Workspace Tools
- Project Management Tools
- Effective Use of Communication Platforms
- Marketing Expertise
- Experience with CRM Software
- Stakeholder Collaboration
- Client Relationship Management
- Project Coordination
- High-Level Administrative Support
- Skilled in Advanced Features of MS Office
- Social Media Management
Timeline
CLIENT SUCCESS MANAGER
Meridian 84
01.2023 - Current
EXECUTIVE ASSISTANT TO CEO
Paragon Planners
01.2016 - 01.2023
EXECUTIVE ASSISTANT
Tracey Orthodontics
01.2007 - 01.2016
EXECUTIVE ASSISTANT/REGISTERED DENTAL ASSISTANT
Chang Orthodontics
01.1996 - 01.2007
BACHELORS - BUSINESS ADMINISTRATION
University of Phoenix
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