Summary
Overview
Work History
Education
Skills
Timeline
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Carlee Owens

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

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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

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Carlee Owens