Kaylee Thompson
Madera,CA
Summary
Detail-oriented and highly organized Client Support & Documentation Specialist with 3+ years of experience in client account management, compliance reporting, and internal documentation. Proven track record of maintaining accurate records, delivering timely client updates, and supporting cross-functional teams in regulated service environments. Adept at producing progress reports, ensuring data accuracy, and handling confidential information with integrity. Now seeking to leverage strong administrative and documentation skills in an Internal Audit or Compliance role.
Overview
10
10
years of professional experience
Work History
Client Support & Compliance Coordinator
Wealthy Alliance Club
Madera, CA
03.2021 - Current
- Documented all client interactions and account progress updates, ensuring consistency and clarity across internal systems
- Assisted in maintaining compliance with internal service policies through accurate reporting
- Created and updated client progress reports in accordance with company procedures
- Supported cross-functional teams by providing timely updates and identifying discrepancies in documentation
- Delivered high-touch support to clients while upholding data privacy and communication protocols
Customer Support Executive
Protec Security
Fresno, CA
09.2017 - 03.2021
- Coordinated day-to-day sales operations, supporting both inside and outside sales teams in delivering high-end video surveillance solutions to residential and commercial clients
- Managed client communication from initial inquiry to post-installation follow-up, ensuring timely responses and exceptional customer service
- Prepared professional quotes, invoices, and contracts; tracked project progress and scheduling alongside the technical team
- Maintained CRM systems to log leads, update client records, and monitor sales pipelines, contributing to increased team efficiency
- Assisted in inventory coordination and ensured product availability aligned with project timelines
- Supported marketing campaigns and outreach initiatives, helping boost qualified leads and customer engagement
- Consistently recognized for organization, professionalism, and the ability to build lasting client relationships in a fast-paced, tech-driven environment
CNA
Golden Living Center - Nursing Home
Clovis, CA
02.2015 - 08.2017
- Coordinated day-to-day sales operations, supporting both inside and outside sales teams in delivering high-end video surveillance solutions to residential and commercial clients
- Managed client communication from initial inquiry to post-installation follow-up, ensuring timely responses and exceptional customer service
- Prepared professional quotes, invoices, and contracts; tracked project progress and scheduling alongside the technical team
- Maintained CRM systems to log leads, update client records, and monitor sales pipelines, contributing to increased team efficiency
- Assisted in inventory coordination and ensured product availability aligned with project timelines
- Supported marketing campaigns and outreach initiatives, helping boost qualified leads and customer engagement
- Consistently recognized for organization, professionalism, and the ability to build lasting client relationships in a fast-paced, tech-driven environment
Education
Clovis East High School
Clovis, CASkills
- Compliance monitoring
- Clerical writing
- Legal research
- Data compilation
- Reporting & Data Accuracy
- Attention to Detail
- Organizational Compliance
- Client Communication
- Confidential Data Handling
Timeline
Client Support & Compliance Coordinator
Wealthy Alliance Club
03.2021 - Current
Customer Support Executive
Protec Security
09.2017 - 03.2021
CNA
Golden Living Center - Nursing Home
02.2015 - 08.2017
Clovis East High School