Summary
Overview
Work History
Education
Skills
Timeline
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Sienna Loveland

Alpine,Utah

Summary

Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.

Overview

5
5
years of professional experience

Work History

Enterprise Success Specialist

FMG Suite
Remote
05.2022 - Current
  • Supported Enterprise clientele by serving as main point of contact for prominent Broker Dealers and RIA firms
  • Brought together resources to resolve issues and train users on our platform. Identified opportunities for growth with existing or new procedures. Provided ample resources for our clients
  • Ensured smooth functioning of the Brokers Dealer's operations by accomplishing routine BAU calls, fixing any arising glitches and managing interdepartmental coordination

Elevate Marketing Assistant

FMG Suite
Remote
01.2021 - 05.2022
  • Consistently supervised top-performing financial advisors, engaging in discussions about their existing marketing tactics and identifying opportunities for improvement.
  • Performed regular comprehensive evaluation of their website's SEO, resulting in improved rankings on Google Search, while also gaining proficiency in utilizing Google Analytics with assistance from an advisor.
  • Played a key role in optimizing client satisfaction through teamwork

Customer Support Representative

FMG Suite
Remote
04.2020 - 01.2021
  • Independently resolving product and service issues while actively collaborating within a team
  • Provided outstanding customer service by assisting customers with website and marketing support using phone, email, and chat interactions
  • Partnered with other departments to address complex client challenge

Education

Bachelor’s Degree -

Utah Valley University
Orem
08.2024

Bachelor’s Degree -

University of Sydney
Sydney, Australia
06.2024

Bachelor’s Degree -

Anglo American University
Prague, Czech Republic
12.2021

Skills

Reliability

  • Active listening
  • Customer-focused Mentality
  • Proficient in Hubspot, Salesforce, Microsoft Office and Google Products
  • Goal Setting
  • Professionalism
  • Self-Motivated
  • Organizational Skills
  • Problem-solving abilities
  • Written and Verbal Communication
  • Teamwork and Collaboration
  • Interpersonal Skills
  • Friendly and Positive
  • Strong Work Ethic

Timeline

Enterprise Success Specialist

FMG Suite
05.2022 - Current

Elevate Marketing Assistant

FMG Suite
01.2021 - 05.2022

Customer Support Representative

FMG Suite
04.2020 - 01.2021

Bachelor’s Degree -

Utah Valley University

Bachelor’s Degree -

University of Sydney

Bachelor’s Degree -

Anglo American University
Sienna Loveland