Carlee Owens
Lexington,SC
Summary
Experienced SaaS Professional with a focus on client retention, upselling and onboarding. Proven track record of maximizing growth opportunities and customer satisfaction by strategically managing calls and implementing process improvements.
Overview
6
6
years of professional experience
1
1
year of post-secondary education
Work History
Enterprise Customer Onboarding Specialist
FitGrid
02.2022 - Current
- Exceeded monthly quota by 18%, including upselling and renewals.
- Gained understanding of goals, objectives, and processes to meet client business needs.
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues
- Delivered expert support and counsel to independent promotional product distributors focused on boosting sales and gross profits
- Facilitated penetration of key accounts via strategic planning initiatives
- Monitored metrics and developed actionable insights to improve efficiency and performance
- Managed successful negotiation of long-term contract renewals with franchise owners and sales affiliates
Insurance Professional | Sales & Service
USAA
02.2021 - 02.2021
- Managed a queue of high-volume inbound leads.
- Conducted discovery through exploratory questions.
- Presented members with advantages, features, and disadvantages of various policies to promote sale of policies, boosting overall sales.
- Consistent top performer exceeding monthly KPIs.
Studio Manager
F45 Jordan Landing
West Jordan, UT
07.2019 - 06.2020
- Created policies and procedures for company and delivered company-wide training to employees
- Implemented marketing strategies to promote studio to potential clients
- Recruited, trained and developed high-performing and customer-focused team from scratch
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty
- Assisted in organizing and overseeing assignments to drive operational excellence
- Encouraged departmental employees to present positive, exemplary image to customers
Medical Unit Coordinator
Destination Hope
02.2017 - 06.2019
- Identified and facilitated resolution of operational problems independently, collaborating with medical team to resolve complex problems.
- Scheduled patient testing, delivered specimens to lab, received STAT lab results and posted in patient record for access by physicians.
- Assisted with processing patient admissions, transfers and discharges.
- Assembled and maintained patient medical records and other documents related to patient care.
Alumni Relations Coordinator
Destination Hope
09.2014 - 02.2017
- Engaged in professional networking to maintain strong relationships with communications and media professionals to drive partnerships.
- Conducted outbound calls to maintain relationships with all Alumni.
- Administered database and maintained complete alumni records.
- Planned and deployed alumni events.
Education
Bachelor of Science - Business Administration And Management
Western Governors University
Salt Lake City, UT 08.2021 - 06.2022
Skills
Account managment
Negotiation
Revenue growth
Customer Relations
Strategic communications
Business administration
Timeline
Enterprise Customer Onboarding Specialist
FitGrid
02.2022 - Current
Bachelor of Science - Business Administration And Management
Western Governors University
08.2021 - 06.2022
Insurance Professional | Sales & Service
USAA
02.2021 - 02.2021
Studio Manager
F45 Jordan Landing
07.2019 - 06.2020
Medical Unit Coordinator
Destination Hope
02.2017 - 06.2019
Alumni Relations Coordinator
Destination Hope
09.2014 - 02.2017