Chase Kelly
San Diego,CA
Summary
Customer-focused sales and service professional with experience in lead generation, relationship management, and consultative selling. Recognized for strong customer advocacy, top performance rankings, and steady growth through promotions, with success driving satisfaction and adoption.
Overview
9
9
years of professional experience
Work History
Outside Sales Representative
RainSoft
San Diego, CA
10.2023 - Current
- Drove $2MM in water treatment sales over 3 years by positioning high-quality systems and closing business.
- Expanded sales performance over 3 years through consultative selling, product expertise, and consistent customer outreach.
- Strengthened customer trust through in-home water testing, lead follow-up, and recommendation of whole-house filtration, conditioning, and drinking water systems.
- Surpassed monthly sales targets through disciplined selling methods and deep product knowledge.
Customer Success Manager and Program Coordinator
Eversound
San Diego, CA
05.2021 - 05.2023
- Recognized as the 2022 Employee of the Year and recipient of the Q3 2022 Teamwork Award.
- Promoted in July 2022 to Program Coordinator from Resident Experience Manager within the Hearing Health Program.
- Collaborated with cross-functional teams, including sales and product development, to champion customer needs and drive product enhancements, resulting in increased customer adoption.
- Conducted business reviews with key stakeholders, delivering insights and recommendations that optimized customers' usage and helped achieve desired outcomes.
- Traveled extensively on-site to customers, providing support and training while organizing events and clinics for the Hearing Health program to enhance customer engagement.
Client Services Coordinator
Health IQ
San Diego, CA
09.2019 - 05.2021
- Oversaw substantial caseload of clients, scheduling and facilitating life insurance medical exams to ensure timely completion
- Ranked among top 3 performers, achieving high completion rate of life insurance medical exams
- Managed policy updates and service requests through CRM systems.
- Scheduled follow-up calls with clients and internal support teams.
Customer Experience Specialist II
Chegg Inc.
Portland, OR
07.2017 - 04.2019
- Promoted in October 2018 to Tier II Specialist after averaging a 90%+ weekly CSAT over several months
- Resolved complaints by providing timely solutions and ensuring follow-up for complete customer satisfaction
- Analyzed persistent shipping issues and shared actionable insights with Supply Chain team to enhance service delivery
Education
BS - Business Administration
University of Oregon
06-2017
Skills
- Sales performance
- Lead generation
- Product demonstrations
- Customer relationship management
- Negotiation
- Relationship management
- Problem solving
- Effective communication
Timeline
Outside Sales Representative
RainSoft
10.2023 - Current
Customer Success Manager and Program Coordinator
Eversound
05.2021 - 05.2023
Client Services Coordinator
Health IQ
09.2019 - 05.2021
Customer Experience Specialist II
Chegg Inc.
07.2017 - 04.2019
BS - Business Administration
University of Oregon