Casey Plaksa
Black Hawk,CO
Summary
Client success professional with over 4 years of experience managing up to 90+ accounts. Demonstrated expertise in building and maintaining customer relationships through proactive engagement and effective communication. Consistently exceeded company sales goals, completing 70% conversion rate.
Overview
7
7
years of professional experience
Work History
Clear Skin Specialist & Wellness Sales Consultant
Natural Skincare Clinic
07.2021 - 11.2025
- Managed a 90-account portfolio across 4–5 month customer journeys.
- Identified early churn signals and executed strategic recovery initiatives to retain over 10 at-risk accounts successfully.
- Achieved 70%+ conversion rate on approximately 15 monthly consultations, exceeding company benchmark through consultative needs assessment and value-based recommendations.
- Employed effective relationship management strategies to support customer loyalty and sustain long-term sales.
- Captured and documented customer feedback and behavioral trends across 200+ consultations to collaborate with marketing and coaching teams to improve customer acquisition and overall lead quality.
- Successfully managed client communication through proprietary client portal (Clear Connection), Zoom, and JustCall (phone/text), maintaining 95%+ on-time response rate.
- Utilized Keap CRM for order processing, customer segmentation (tags), and engagement history tracking. Leveraged OnceHub for appointment scheduling. Contributed SOP and product knowledge documentation within HappyFox Knowledge Base to support internal teams, along with ticket management to support Customer Support operations.
Bartender (Part-Time)
Westbound & Down
04.2019 - Current
- Delivered consistent, high-quality service in a high volume setting (100–200+ guests per shift).
- Honed problem-solving skills while managing competing priorities in a fast-paced environment.
- Built strong customer retention through personalized service and proactive engagement, driving repeat business across a 6-year tenure.
- Implemented consultative upselling techniques to enhance customer satisfaction and contribute to overall company sales and revenue growth.
Education
Bachelor of Science - Marketing, Communication Studies Minor
West Chester University of Pennsylvania
Certified Nutrition Consultant -
Bauman College
Skills
- Consultative Sales
- Customer Retention
- Cross-Functional Collaboration
- Adaptability
- Client Onboarding
- Account Management
- Multi-Channel Customer Support
- CRM & Ticketing Systems (Keap, HappyFox)
Timeline
Clear Skin Specialist & Wellness Sales Consultant
Natural Skincare Clinic
07.2021 - 11.2025
Bartender (Part-Time)
Westbound & Down
04.2019 - Current
Bachelor of Science - Marketing, Communication Studies Minor
West Chester University of Pennsylvania
Certified Nutrition Consultant -
Bauman College