Katelyn Ellis
Fort Worth,TX
Summary
Results-driven sales and customer success professional with experience guiding clients through the full sales process, building strong relationships, and helping businesses achieve their goals. Skilled in consultative selling, client education, communication, and creating engaging experiences that turn prospects into long-term customers. Passionate about health, fitness, and helping people feel confident in reaching their goals. Brings a positive, energetic approach to sales and marketing, with the ability to educate, motivate, and build meaningful connections with both clients and team members.
Overview
15
15
years of professional experience
Work History
Sales / Customer Success
Planrise / Cloud Dentistry
08.2024 - 09.2026
- Led sales and customer success process for new product feature, overseeing outreach, consultation, onboarding, and ongoing support to ensure seamless integration.
- Consulted with dental practices to understand business needs, demonstrate product value, and guide customers through implementation.
- Onboarded new customers and delivered product education to facilitate successful adoption of new features and enhance user experience.
- Identified and leveraged opportunities to upsell core product by assessing customer needs, usage patterns, and business goals.
- Resolved customer concerns and conflicts with a solutions-focused approach while maintaining strong client relationships.
Sales Advisor
Evolve Vacation Rental
06.2022 - 07.2024
- Managed a full sales cycle for prospective vacation-home owners, resulting in successful property listings on the platform.
- Conducted consultations with homeowners to clarify goals and articulate benefits of partnering with Evolve.
- Conducted consultations with homeowners to understand their goals, explain platform services, and communicate the value of partnering with Evolve.
- Guided new clients through the onboarding process, ensuring seamless integration of vacation homes onto the platform.
- Built trusted relationships with homeowners throughout the sales and onboarding experience to support a positive client experience.
- Worked remotely to facilitate communication and collaboration with clients.
Aesthetic Sales Representative
LaserAway
Dallas, TX
08.2021 - 06.2022
- Managed the sales process from lead outreach and initial consultation through treatment recommendations, financing, and closing.
- Conducted high-volume prospecting with 100+ outbound calls daily to secure appointments and drive sales opportunities.
- Conducted high-volume outbound prospecting and made a minimum of 100 outbound calls per day to generate appointments and sales opportunities.
- Built long-term client relationships that supported retention, referrals, and additional service opportunities.
- Prepared financing contracts with lenders like CareCredit and LoanHero, guiding customers through tailored payment options.
Business Development Consultant
TECOBI
Colorado Springs, CO
07.2020 - 06.2021
- Executed high-volume outbound prospecting to build and sustain customer relationships throughout the buying process.
- Conducted 100+ outbound calls daily and engaged with 300+ customers to secure appointments and opportunities for automotive dealership clients.
- Consistently met appointment-show and sales goals while maintaining strong conversion performance.
- Met daily, weekly, and monthly acquisition and retention goals through dedicated outreach and consistent follow-up.
Sales Advisor
Life Time Fitness Inc.
Dallas Region, TX
03.2013 - 01.2017
- Recruited new members through outbound calling and lead generation, enhancing the membership base.
- Cultivated strong client relationships to drive referrals, retention, and membership growth.
- Educated prospective members on products and services, facilitating seamless membership sales process.
- Recruited new members through outbound calling and lead generation, enhancing membership base.
Assistant Manager, Life Spa & Salon
Life Time Fitness Inc.
Flower Mound, TX
02.2012 - 03.2013
- Coordinated client calls, appointments, service inquiries, product sales, upgrades, and problem resolution to enhance client satisfaction.
- Helped deliver a positive client experience while promoting services and retail products.
- Facilitated positive client experiences by promoting services and retail products and contributing to increased client engagement.
Sales Intern
ESPN
Irving, TX
01.2012 - 05.2012
- Researched prospective clients, generated leads, and assisted with copywriting for radio spots and client package presentations.
- Contributed to sales process by participating in calls with account executives and clients, offering feedback and suggestions.
- Supported account executives in daily sales activities by attending weekly sales meetings and providing insights.
Education
Bachelor of Arts - Strategic Communication
University of North Texas
Denton, TXSkills
- Sales & Business Development
- Lead Generation & Prospecting
- Solution selling
- Sales Strategy
- Sales pipeline
- Account management
- Account development
- Onboarding
- Client onboarding
- Product Education
- Product demonstration
- Lead assessment
- Cross-selling
- Upsell strategy
- Client Retention
- Customer retention
- Relationship Management
- Relationship building
- Negotiation
- Problem resolution
- Strategic thinking
- CRM administration
Timeline
Sales / Customer Success
Planrise / Cloud Dentistry
08.2024 - 09.2026
Sales Advisor
Evolve Vacation Rental
06.2022 - 07.2024
Aesthetic Sales Representative
LaserAway
08.2021 - 06.2022
Business Development Consultant
TECOBI
07.2020 - 06.2021
Sales Advisor
Life Time Fitness Inc.
03.2013 - 01.2017
Assistant Manager, Life Spa & Salon
Life Time Fitness Inc.
02.2012 - 03.2013
Sales Intern
ESPN
01.2012 - 05.2012
Bachelor of Arts - Strategic Communication
University of North Texas