Caylee Davis
Holly Springs,GA
Summary
Relationship-driven business professional with experience managing B2B relationships, supporting CRM sales pipelines, and strengthening customer engagement across diverse service-based industries. Skilled in navigating complex client needs, solving problems, and building lasting business relationships through consultative engagement and account management.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Account Coordinator - Commercial Construction
FMGI - Inc
Woodstock, Georgia
10.2025 - 06.2026
- Managed B2B client and stakeholder relationships while coordinating 3–4 concurrent multimillion-dollar commercial construction projects for Walmart, aligning project requirements, timelines, and cross-functional teams throughout the project lifecycle.
- Served as a primary point of contact for clients, subcontractors, vendors, project managers, and internal stakeholders, identifying needs, resolving issues, and maintaining strong business relationships across complex accounts.
- Coordinated subcontractor and vendor onboarding and ongoing engagement, guiding business partners through processes and technology platforms to ensure readiness for multimillion-dollar projects.
- Facilitated subcontractor kickoff meetings and stakeholder communications, presenting project expectations, workflows, documentation requirements, and next steps to support successful execution.
- Managed commercial documentation including contracts, purchase orders, invoices, change orders, project financials, and schedules, maintaining visibility and accuracy across multiple high-value projects.
- Identified client and operational needs, proactively resolved challenges, and collaborated across internal and external teams to protect project outcomes and strengthen stakeholder relationships.
- Identified workflow and procedural gaps, recommended improvements to senior leadership, and contributed to process-development initiatives that enhanced operational consistency and stakeholder experience.
- Led onboarding and technology adoption for subcontractors and business partners, guiding users through payment systems and documentation requirements to facilitate successful engagement with project processes.
Client Engagement Specialist - Patient Services
Elite Medical
Woodstock, Georgia
01.2025 - 10.2025
- Managed patient relationships throughout care lifecycle, identifying needs, resolving barriers, coordinating follow-up, and delivering high-touch experience to enhance engagement and retention.
- Managed a high-volume HubSpot CRM sales pipeline, conducting multichannel outreach and nurturing prospective patients through consultation and conversion.
- Leveraged patient feedback and service trends to identify process gaps, communicate actionable insights, and improve the overall patient experience.
- supported lead generation and new business development through educational seminars, engaging prospective patients and promoting services.
Insurance Account Specialist
State Farm
Canton, GA
02.2023 - 01.2025
- Conducted consultative account reviews to identify coverage gaps, assess client needs, and recommend tailored insurance solutions and cross- selling additional products to increase account value and strengthen retention.
- Managed high-volume portfolio of client accounts, overseeing relationship management, identifying evolving needs, resolving complex issues, and providing proactive support to enhance retention and foster long-term relationships.
- Partnered with agents, underwriters, claims teams, and clients to navigate complex policy and service issues, advocate for client needs, and drive timely resolution across multiple stakeholders.
- Monitored account activity, policy changes, renewals, billing, and client concerns to identify risks and opportunities, ensuring accuracy and delivering high-quality client experiences.
Client Operations Coordinator - Executive Admin
Wayne Carmint Landscaping
King of Prussia, Pennsylvania
02.2020 - 02.2023
- Drove customer retention and repeat business through proactive relationship management, anticipating service needs and resolving issues before they impacted the customer experience.
- Managed customer and vendor relationships, overseeing daily field-to-office operations, translating client needs into service priorities to ensure timely and effective service delivery.
- Provided executive administrative support, coordinating calendar management, correspondence, invoicing, and document preparation to streamline operations and enhance communication.
- Identified and implemented process improvements across dispatch, routing, scheduling, and resource allocation to improve operational efficiency and service delivery.
Education
High School Diploma -
Pisgah High School
NCSkills
- Account Management
- B2B Client Relations
- Customer Success & Retention
- Consultive Client Engagement
- CRM & Pipeline Management
- Client onboarding
- Process optimization
- Cross-Functional Collaboration
- Executive Stakeholder Communication
- Risk management
- Relationship Development
- AI Tools & Workflow Optimization
Certification
- OSHA Safety Awareness training
- Project Coordination & Scheduling Fundamentals
- Communication and conflict resolution training
- HR Management Course Completion
- HIPAA Compliance Training
- CPR & First Aid Certification
Affiliations
- Procore
Lucernex
TrackVia
ComputerEase
Wrike
HubSpot
Salesforce
SharePoint
Microsoft 365
Timeline
Account Coordinator - Commercial Construction
FMGI - Inc
10.2025 - 06.2026
Client Engagement Specialist - Patient Services
Elite Medical
01.2025 - 10.2025
Insurance Account Specialist
State Farm
02.2023 - 01.2025
Client Operations Coordinator - Executive Admin
Wayne Carmint Landscaping
02.2020 - 02.2023
High School Diploma -
Pisgah High School