Carrie Coulter
Madison,IN
Summary
Dynamic Client Relationship Manager, excelling in issue resolution and client communications. Cultivated strong client relationships, enhancing satisfaction and loyalty. Adept at problem-solving and organization, consistently improving service offerings based on client feedback.
Overview
12
12
years of professional experience
Work History
Client Relationship Manager
Summit Financial Group
Fort Wayne, Indiana
05.2015 - 09.2025
- Facilitated communication between clients and internal teams to address concerns.
- Cultivated strong relationships with clients to enhance satisfaction and loyalty.
- Maintained accurate client records using CRM software for streamlined access.
- Received, responded to and resolved customer issues or complaints quickly, resulting in increased client satisfaction.
- Addressed inquiries from clients and department team members.
- Coordinated and analyzed data ahead of client meetings.
- Managed team communication and disseminated information to the appropriate team.
English Teacher
Christian Academy of Madison
Madison, Indiana
08.2019 - 05.2020
- Developed engaging lesson plans aligned with state curriculum standards.
- Facilitated classroom discussions to enhance student understanding and participation.
- Collaborated with parents to address student needs and support learning at home.
- Built and strengthened positive relationships with students, parents, and teaching staff.
- Supervised after school activities such as clubs or sports teams.
Inventory Coordinator
Beeson Mechanical Service
Whiteland, Indiana
03.2015 - 07.2015
- Organized inventory during the warehouse expansion.
- Worked to implement an inventory system.
Director of Client Services
ION
Indianapolis, IN
01.2014 - 06.2015
- Oversaw client service strategies to enhance customer satisfaction and retention.
- Attended to daily client service requests and provided support.
- Followed up on client leads, managed client applications and onboarded new clients.
Education
Bachelor of Arts - Elementary Education
Judson University
Elgin, IllinoisSkills
- Time management
- Issue resolution
- Interpersonal and client communications
- Client service-driven
- Organization
- Relationship management
Timeline
English Teacher
Christian Academy of Madison
08.2019 - 05.2020
Client Relationship Manager
Summit Financial Group
05.2015 - 09.2025
Inventory Coordinator
Beeson Mechanical Service
03.2015 - 07.2015
Director of Client Services
ION
01.2014 - 06.2015
Bachelor of Arts - Elementary Education
Judson University