Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kasi Long

Staunton,VA

Summary

Dynamic Client Services Specialist with over 16 years of proven success in driving exceptional client relations and business growth through effective team leadership. Expertise in leveraging advanced CRM systems, including Salesforce and Oracle Netsuite, to optimize workflows and enhance customer satisfaction. Committed to cultivating collaborative environments and implementing innovative strategies that elevate service delivery standards. Results-oriented professional dedicated to exceeding client expectations and contributing to organizational success.

Overview

17
17
years of professional experience

Work History

Customer Success Manager

Innovative Refrigeration Systems
02.2025 - 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.
  • Created customer support strategies to increase customer retention.
  • Identified upsell opportunities through frequent account reviews, contributing to increased revenue generation.
  • Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.

Business Development Representative

Jenzabar
03.2024 - 09.2024
  • Enhanced project outcomes by optimizing communication and mentoring team growth.
  • Facilitated interdepartmental collaboration, boosting project efficiency and team success.
  • Identified and capitalized on market opportunities, driving measurable business development results.

Global Client Services Representative Team Leader

CFA Institute
08.2021 - 03.2024
  • Led performance tracking, aligning team with goals, achieving measurable service improvements.
  • Analyzed and optimized client service workflows, substantially reducing response times and improving overall service quality.
  • Cultivated a team environment emphasizing knowledge sharing, resulting in enhanced problem-solving and more effective client interactions.

Production and Inventory Planner

WorldStrides
11.2018 - 04.2020
  • Encouraged team-centric culture, prioritizing safety, quality, and performance.
  • Implemented strategic inventory management solutions, streamlining operations and boosting overall productivity.
  • Drove significant improvements in supply chain efficiency through data-driven analysis and process optimization.

Marketing Coordinator

WorldStrides
04.2015 - 11.2018
  • Led cross-functional marketing campaigns, driving brand awareness and engagement. Analyzed market trends, optimized strategies, and achieved measurable growth in audience reach.
  • Coordinated with sales and product teams to align marketing efforts with business goals. Fostered strong partnerships, ensuring cohesive messaging across all channels.
  • Managed multiple projects simultaneously, maintaining meticulous attention to detail. Ensured timely delivery of marketing materials while adhering to brand guidelines.

Inside Sales Leader

nTelos
09.2011 - 01.2018
  • Leveraged sales data insights to craft strategic initiatives, significantly enhancing customer satisfaction and team performance.
  • Orchestrated cross-functional partnerships to streamline sales processes, resulting in enhanced operational efficiency and customer experience.
  • Implemented forward-thinking sales strategies, anticipating market shifts and positioning nTelos for long-term growth and success.

Customer Care Representative

nTelos
10.2008 - 09.2011
  • Resolved complex customer issues, boosting first contact resolution rates and enhancing service continuity.
  • Recorded customer transactions accurately, ensuring seamless service and fostering loyalty.
  • Provided personalized solutions, strengthening customer relationships and satisfaction.

Education

B.A. - Business Administration

Mary Baldwin University
Staunton, VA
05.2002

Skills

  • Customer retention
  • Customer relationship building
  • Customer account management
  • Client relations

  • CRM software
  • Proficient in MS Office
  • Inter-department collaboration
  • Onboarding and orientation

Timeline

Customer Success Manager

Innovative Refrigeration Systems
02.2025 - Current

Business Development Representative

Jenzabar
03.2024 - 09.2024

Global Client Services Representative Team Leader

CFA Institute
08.2021 - 03.2024

Production and Inventory Planner

WorldStrides
11.2018 - 04.2020

Marketing Coordinator

WorldStrides
04.2015 - 11.2018

Inside Sales Leader

nTelos
09.2011 - 01.2018

Customer Care Representative

nTelos
10.2008 - 09.2011

B.A. - Business Administration

Mary Baldwin University
Kasi Long