Meghan Fitzpatrick
Woodbine,MD
Summary
Relationship-driven Client Success Manager with a proven track record of boosting retention rates and surpassing revenue targets. Expertise in cultivating strong relationships through proactive communication with existing and prospective clients. Committed to enhancing revenue streams by identifying and pursuing new business opportunities while capitalizing on emerging sales prospects. Results-driven professional dedicated to delivering exceptional client experiences and driving sustainable growth.
Overview
10
10
years of professional experience
Work History
Foodservice Sales Representative- Recreation and Retail
PepsiCo
06.2024 - Current
- Managed a diverse portfolio of recreational and retail accounts, consistently exceeding KPIs by driving sales growth, expanding product placement, closing product voids, and preventing customer churn.
- Cultivated strong, long-term customer relationships to ensure sustained revenue growth and account retention.
- Orchestrated and executed large-scale events as the exclusive beverage provider, including the Congressional Championship and the Howard & Montgomery County Fairs; coordinated all aspects of product and equipment deliveries.
- Directed on-site operations, leading cross-functional teams to ensure seamless execution under high-pressure conditions; served as the primary vendor contact, proactively resolving issues and forecasting needs.
- Conducted comprehensive site surveys for new business opportunities, collaborating with installation and repair teams to ensure flawless equipment setups and service activations.
- Resolved delivery discrepancies and escalated accounts receivable issues by partnering with finance, operations, and customer service teams to secure timely solutions and protect account satisfaction.
- Owned delivery execution during peak demand periods, ensuring continuity of service and customer satisfaction despite operational constraints.
- Recognized as a Top 5 New Business Developer in PepsiCo’s “100 Days of Summer” incentive program—achieving this distinction within three months of hire.
- Appointed as the lead point of contact for the Organizational Health Committee, driving initiatives to strengthen internal culture and communication.
Account Manager
IntelyCare
01.2023 - 06.2024
- Built significant, productive, and profitable long-term relationships with 63 key clients using expert customer service skills
- Defined client needs and business requirements to meet and exceed expectations
- Manage over $2 million in monthly revenue between clients
- Onboarded new clients, reengaged, and retained multiple churned clients, and closed 32 contract assignments since July 2022
- Maintained an NPS client satisfaction score of 8/10 points
- Monitored client platform usage, developed, and executed engagement plans specific to each facility’s needs; driving market growth and increase client retention rate.
Client Success Manager
IntelyCare
07.2022 - 12.2022
- Built and maintained relationships with Maryland accounts and served as main point of contact for all facilities and departments including contracts, reports, and invoicing
- Exceeded revenue goals month over month
- Collaborated with managers to strategically plan and organize workforce needs to meet business demand
- Advised clients on best practices while utilizing platform
- Monitored employee performance using real-time data and reports
- Investigated customer complaints, identifying, and changing processes to remove faults.
Manager
US Auction Online
01.2022 - 07.2022
- Managed a team of three and assisted other general managers in delegating daily tasks such as; Shipping, Purchasing, & Inventory
- Assisted in managing the inspection and appraisal of inventoried items for auction
- Coordinated and organized online auctions by creating and uploading description and pictures of items, and scheduling start and finish of online auction periods
- Responded to customer inquiries related to online auctions and provided quality customer service to resolve customer complaints
- Improved site structure and usability by coordinating the work of developers and quality assurance teams.
Mortgage Loan Originator
NewDay USA LLC
05.2021 - 12.2021
- Top performer with highest close rate in new hire class
- Responsible for gathering all proper documentation regarding client refinance
- Ensured clients had a thorough and clear understanding of their residential mortgage options, including the risks and benefits of each option
- Communicated effectively with processor, underwriter, title company, closer, and post closer to ensure client's applications transitioned smoothly through the loan approval process
- Maintained loan database to ensure all client information was accurate and properly stored
- Responsible for building and maintaining a steady client pipeline.
Human Resource Specialist
Sheppard Pratt Hospital
01.2021 - 05.2021
- Assisted in the development of company policies and procedures
- Assisted the human resources team in hiring and onboarding new employees, as well as assisting with the new hire orientation process
- Assisted with the development of monthly human resources reports.
- Maintained employee record database
Administrative Assistant
Capital Carpets INC.
09.2015 - 05.2021
- Acted as initial point of contact for customers by analyzing requirements and directed customers to the appropriate department
- Responsible for maintaining electronic records for the office
- Prepared reports and various other paperwork-related clerical tasks as requested by upper management and office staff
- Accountable for ordering and inventory control of office supplies
- Responsible for scheduling meetings for employees; escorted visitors to staff members' offices, as well as provided hospitality service arrangements as requested by staff
- Assisted in making travel arrangements for associates
Legal Assistant
Columbia Estate Planning
05.2019 - 09.2019
- Acted as initial point of contact for clients and liaison between attorneys, support staff, and clients
- Responsible for reviewing wills and trusts with participating parties and gathering proper documentation
- Accountable for contacting courts in various counties to check on the status of documents and filings
- Responsible for contacting billing department and ensuring all cases were paid and accounted for.
Education
Bachelor of Science - Health Care Management, Business Administration
Towson University
Towson, MD06.2021
Skills
- Client relationship management
- Negotiation tactics
- Customer service
- Product and service knowledge
- Territory growth
- Prospecting clients
- Revenue generation
- Territory management
Timeline
Foodservice Sales Representative- Recreation and Retail
PepsiCo
06.2024 - Current
Account Manager
IntelyCare
01.2023 - 06.2024
Client Success Manager
IntelyCare
07.2022 - 12.2022
Manager
US Auction Online
01.2022 - 07.2022
Mortgage Loan Originator
NewDay USA LLC
05.2021 - 12.2021
Human Resource Specialist
Sheppard Pratt Hospital
01.2021 - 05.2021
Legal Assistant
Columbia Estate Planning
05.2019 - 09.2019
Administrative Assistant
Capital Carpets INC.
09.2015 - 05.2021
Bachelor of Science - Health Care Management, Business Administration
Towson University
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