Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Awards
Generic

Megan Ulrich

Pleasant Grove,Utah

Summary

Dynamic customer success professional with extensive experience in enhancing client satisfaction and retention. Expertise in building strong relationships, solving complex problems, and delivering customized solutions to meet diverse client needs. Committed to fostering team collaboration and adaptability while consistently achieving outstanding results. Recognized for reliability, exceptional communication skills, and strategic thinking that drive success in fast-paced environments.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Customer Success Manager

Bright Holidays
08.2025 - Current
  • Delivered exceptional user experiences by consistently exceeding customer expectations in problem-solving efforts.
  • Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
  • Worked with modern business SaaS applications and communication tools.
  • Facilitated successful renewals through diligent relationship management and proactive issue resolution.
  • Nurtured long-term partnerships by maintaining open lines of communication and providing consistent support.
  • Identified at-risk accounts through diligent monitoring and analysis, implementing corrective actions to prevent churn.

Customer Success Manager

Covington Senior Living
02.2021 - 07.2024
  • Analyzed customer data to identify trends and develop strategies to improve customer success metrics.
  • Developed customer onboarding processes to enhance user experience and satisfaction.
  • Trained and mentored junior team members on best practices in customer success strategies.
  • Collaborated with cross-functional teams to address client needs and optimize solutions.
  • Cultivated long-term relationships with clients, ensuring ongoing engagement and value realization.
  • Established strong relationships with key customers, resulting in increased customer loyalty.

Receptionist

Covington Senior Living
01.2020 - 05.2022
  • Managed front desk operations, ensuring efficient guest check-in and check-out processes.
  • Coordinated appointment scheduling for residents and staff, optimizing time management.
  • Provided exceptional customer service, addressing inquiries and resolving issues promptly.
  • Developed training materials for new reception staff, enhancing onboarding efficiency.
  • Implemented office supply inventory system, reducing waste and ensuring availability.

CNA

Covington Senior Living
01.2019 - 02.2020
  • Provided compassionate care to residents, ensuring comfort and safety in daily activities.
  • Assisted with personal hygiene, mobility support, and meal preparation for diverse resident needs.
  • Monitored vital signs, reported changes in health status to nursing staff promptly.
  • Educated new staff on best practices for patient care and facility protocols.
  • Mentored junior CNAs, fostering a collaborative environment focused on quality care delivery.

Education

Bachelor of Science - Psychology

Utah Valley University
12-2023

Skills

  • Project Management- Planning and Execution, Budget Management, Task Coordination
  • Customer account management
  • Customer relationship building
  • CRM software
  • Proficient in Coursie, Quickbooks, Canva, and Excel
  • Staff mentoring & leadership
  • Schedule management
  • Records management

Certification

  • CGFI - Certified Group Fitness Instructor
  • CSCS - Certified Strength and Conditioning Specialist

Interests

  • Pilates
  • Baking
  • Volunteering
  • Running
  • Music
  • Creating digital artwork using software like Photoshop, Illustrator, or Procreate
  • Photography and editing photos

Timeline

Customer Success Manager

Bright Holidays
08.2025 - Current

Customer Success Manager

Covington Senior Living
02.2021 - 07.2024

Receptionist

Covington Senior Living
01.2020 - 05.2022

CNA

Covington Senior Living
01.2019 - 02.2020

Bachelor of Science - Psychology

Utah Valley University

Awards

I was awarded employee of the month at Covington Senior Living., I have gotten multiple awards for exceptional piano performances., I got on the high honor roll all throughout high school., I served on the Hope Squad team at my high school and got an over achiever award.

Similar Profiles

CREATE PROFILE
Megan Ulrich