Courtney Brooks
San Antonio,TX
Summary
Personable & detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Customer Success Manager
LASO Health
12.2023 - Current
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Established strong relationships with key customers, resulting in increased customer loyalty.
- Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
- Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
- Conducted post-implementation follow-ups to solicit valuable feedback from customers, enabling further enhancements in service quality.
- Analyzed customer data to identify trends and develop strategies to improve customer success metrics.
HCM Sales Consultant
Paychex
01.2023 - 12.2023
- Consult clients on HR services, payroll, and benefits
- Collaborate with key referral sources, including Accountants, Banks, and existing Paychex clients, with the goal of education, consultation and to secure referrals to end user sales
- Schedule and conduct meetings & establish cadence with existing and new channel accounts through telephone calls, targeted email campaigns, and corporate marketing programs, as directed by Sales Management
- B2B, SaaS
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
Behavior Interventionist
The Gathering Place
01.2022 - 12.2022
- Educated and counseled staff and clients on how to implement tools and behavior plans best suited to their needs
- Utilized strong interpersonal, verbal, and written skills to develop SEL plans and strategies for staff and students
- Worked closely with other departments leaders to formulate solutions to best interact with students and de-escalate conflicts
- Provided support to individuals with high behavioral and emotional needs
Client Support & Data Entry Specialist
Capital Group
09.2021 - 12.2022
- Proactively maintained database with thousands of customer records
- Made over 40 outbound calls daily to review client applications and confirm accuracy of information
- Ensured accurate processing of incoming client investment requests
- Received inbound customer support calls to troubleshoot account issues
- Collaborated with other team members to ensure client problems were solved in a professional and timely manner
Behavioral Health Therapist
TLC Kids Therapy
01.2019 - 09.2021
- Delivered applied behavior analysis therapy according to the BACB standards
- Ensured client care, following behavioral skills acquisition and behavior reduction protocols
Lead Clinical Support
TLC Kids Therapy
11.2017 - 01.2019
- Assisted with case work and HR duties
- Utilized MS Office to manage ordering of materials, update spread sheets, and ensure accuracy of records
- Organized team building events for clinic staff
- Assisted staff and patients during therapy sessions
Education
B.A. - Sociology, Psychology
The University of The Incarnate Word
San Antonio Skills
- Google Drive
- Web Technologies and Services
- PowerPoint
- Behavioral Health
- Excel
- B2B Sales
- Salesforce
- Strategic Selling
- Quotes Coordination
- Human Resource Management Software (HRMS)
- Effective Customer Communication
- Customer Relationship Building
- Customer Retention
- Client Relations
- Customer Account Management
Certification
Registered Behavioral Technician (RBT)
Basic Life Support (CPR- AED)
Suicide Prevention (AS+K Basic Gatekeeper)
Crisis Prevention Institute (CPI)
Autism Intervention (PESI)
Courtney Brooks - 1
Timeline
Customer Success Manager
LASO Health
12.2023 - Current
HCM Sales Consultant
Paychex
01.2023 - 12.2023
Behavior Interventionist
The Gathering Place
01.2022 - 12.2022
Client Support & Data Entry Specialist
Capital Group
09.2021 - 12.2022
Behavioral Health Therapist
TLC Kids Therapy
01.2019 - 09.2021
Lead Clinical Support
TLC Kids Therapy
11.2017 - 01.2019
B.A. - Sociology, Psychology
The University of The Incarnate Word
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