Shannon J Meyer
El Cajon,CA
Summary
Results-driven Client Experience and Operations Leader with expertise in building high-performing teams and enhancing customer culture through empathetic communication. Proven ability to scale workflows, improve client satisfaction, and coach employees for career advancement. Experienced in managing large client portfolios, resolving complex issues, and fostering cross-functional collaboration to achieve measurable client outcomes.
Overview
20
20
years of professional experience
Work History
Senior Financial Consultant
Cm Clarkin, Debt Resolution and Financial Services
10.2024 - Current
- Managed a portfolio of clients enrolled in debt resolution programs, providing end-to-end support from enrollment through completion while maintaining high retention and satisfaction rates
- Guided clients through debt resolution programs, providing education, support, and ongoing account management to improve financial stability
- Enhanced client retention by identifying at-risk accounts and implementing tailored outreach strategies
- Secured long-term client engagement through consistent follow-up, education, and clear expectation setting
- Built trusted relationships with clients by explaining program steps, timelines, and realistic outcomes with transparency and empathy
- De-escalated sensitive financial situations with empathy and clear communication, ensuring client engagement in the program
- Simplified complex financial concepts into clear, actionable guidance for clients
Solar Consultant
Solar Energy Partners
10.2023 - 10.2024
- Enhanced consultation-to-contract timelines, facilitating smoother transitions to project execution
- Coordinated schedules and logistics for installations, ensuring timely and efficient delivery
- Streamlined client onboarding by collaborating with technical teams to ensure seamless integration
Office Manager
Service Corporation International
01.2020 - 01.2024
- Oversaw daily operations of a busy combined office location with a team of 10 staff
- Managed billing and administrative processes across multiple business units, ensuring accurate financial operations
- Coordinated vendors and staff schedules for operational projects, enhancing overall project execution
- Implemented workflow improvements, streamlining processes and minimizing errors
- Monitored compliance with safety and facility standards
- Consulted with clients to assess financial challenges and explain program features and requirements
- Built long-term relationships to encourage client retention and satisfaction
- Managed cemetery development projects and facility maintenance, ensuring timelines and budgets were met
Operations Manager
Wright Medical Technologies
09.2006 - 07.2019
- Managed warehouse and logistics operations to ensure efficiency and accuracy in inventory handling.
- Managed procurement of supplies and inventory, implementing staff training and development strategies to enhance operational effectiveness
- Supervised warehouse staff, providing guidance and training on process, compliance, and safety protocols
- Managed shipping and receiving of medical instruments and implants via FedEx, and adhering to FDA guidelines
- Conducted annual inventory audits, achieving a loss rate of <1% versus the allotted 2%
- Reduce operational costs per month through process improvements and budget discipline. Saving company $25000 per year in inventory management under all companies’ guidelines
- Partnered with senior leadership to develop budgets and create financial forecast supporting long-term solvency
- Delivered data analytics on sales, distribution, and partners, informing strategic management decisions and optimizing resource allocation
- Monitored production, loading, and movement of medical products
Education
High School Diploma -
Centennial Public School
Skills
- Financial Analysis
- Financial Strategy
- Process Improvement
- Workflow Optimization
- Client Advisory
- Client Retention & Experience
- Cross-Functional Collaboration
- Escalation Resolution
- Training & Onboarding
- Customer Relationship Building
Awards
Annual Equity Award, Making Seattle office profitable in its 1st year
Timeline
Senior Financial Consultant
Cm Clarkin, Debt Resolution and Financial Services
10.2024 - Current
Solar Consultant
Solar Energy Partners
10.2023 - 10.2024
Office Manager
Service Corporation International
01.2020 - 01.2024
Operations Manager
Wright Medical Technologies
09.2006 - 07.2019
High School Diploma -
Centennial Public School