Stacey Kamerer
Perry,GA
Summary
Client experience expert with over a decade of expertise in enhancing client satisfaction through strategic problem-solving and innovative client engagement strategies. Demonstrates leadership in team development and excels in building authentic client relationships, leveraging insights to drive business growth. Passionate about delivering exceptional service and continuously adapting to market trends to exceed client expectations.
Overview
12
12
years of professional experience
Work History
Director of Client Experience
Inspired Wealth Planning
Cordele, GA
03.2023 - Current
- Developed and led our team to deliver exceptional client experiences, by leveraging effective problem-solving skills, patience and compassion
- Designed and implemented a client contact plan to anticipate and exceed client needs, ensuring consistent satisfaction
- Maintained up-to-date understanding of market trends, allowing for effective client engagement
- Delivered presentations at local service clubs, providing insights to local business professionals on improving client experience strategies
- Acted as the primary client contact, fostering a welcoming and professional environment while building strong, authentic relationships to ensure clients felt heard, valued, and understood
- Contributed valuable insights to business planning and strategy development by leveraging client feedback and interactions
- Planned and executed client appreciation events that aligned with business objectives and strengthened client engagement
- Supported the successful transition of 200+ clients from previous firm, contributing to the accumulation of over $200M in AUM
- Collaborated in end-to-end brand development for a new investment firm, including naming, and coordinated website development as the primary liaison with the development team
- Managed social media presence to enhance brand visibility and engagement
- Contributed to marketing initiatives aimed at expanding the firm's reach
Business Office Administrator
Edward Jones
Cordele, GA
12.2019 - 03.2023
- Serves as the primary point of contact for clients, delivering a professional and welcoming experience while fostering and maintaining strong relationships
- Identified client needs and provided personalized follow-up, also offering empathetic support during major life events and recommending next steps
- Delivered exceptional, personalized service to each client, ensuring they felt well-informed and satisfied
- Managed all appointment scheduling with precision and ensured timely updates
- Prepared materials for appointments while maintaining well-organized and up-to-date client records
- Processed all deposits and transactions with accuracy and discretion, while maintaining comprehensive financial records and proper documentation
- Maintained professionalism and a high standard of service in all interactions
- Planned and coordinated client events, ensuring seamless execution aligned with business objectives
- Managed tasks efficiently, leveraging technology to streamline operations and enhance the client experience
Marketing & Retail Manager
Cossart Design
Perry, GA
04.2019 - 12.2019
- Developed and implemented social media and digital growth strategies for Cossart Design
- Managed customer relations and ensures exceptional service in the retail storefront
- Oversaw inventory coordination and receipt for both retail and design services
Patient Care Coordinator
Cool Springs Plastic Surgery
Nashville, TN
10.2017 - 03.2019
- Supported outpatient operations with overall care coordination for patients, serving as their primary point of contact for all customer service, administrative and scheduling needs
- Acted as a liaison between patients, their families, and healthcare teams, collaborating with administrative and clinical staff across departments to enhance the overall patient experience at Cool Springs Plastic Surgery
- Scheduled surgeries and follow-up appointments, coordinating logistics across multiple outpatient surgery centers and hospitals
Cosmetic Care Coordinator
Nashville Cosmetic Surgery
Nashville, TN
03.2017 - 10.2017
- Contributed to the creation and execution of marketing and business development strategies for the practice
- Acted as the primary liaison, facilitating effective communication between the doctor, non-surgical providers, staff, and patients
- Managed and coordinated comprehensive treatment plans for patients receiving non-surgical services
Patient Care & Client Experience Coordinator
Emory Aesthetic Center
Atlanta, GA
03.2015 - 03.2017
- Coordinated outpatient operations by serving as the primary point of contact for patient care, addressing customer service, administrative, and scheduling needs
- Partnered with nursing and physician teams to secure timely and appropriate appointments for patients
- Designed and implemented a streamlined system to manage patient flow from initial appointment to completion of their care journey
PR Specialist & Scheduling Coordinator
James Farmer
Perry, GA
07.2013 - 02.2015
- Managed print and TV media coverage, securing features and interviews with NBC's TODAY, QVC, HGTV, Southern Living, and Flower Magazine
- Cultivated and maintained strong relationships with local and national media outlets
- Coordinated logistics and scheduling for 30+ annual speaking engagements across the U.S
- Supported the planning and execution of James Farmer events, including five weddings, two Southern Living photo shoots, the James Farmer Inc
- Grand Opening, and the Dinner on the Grounds Hometown Book Release Party
Education
Bachelor of Fine Arts - Speech Communication, emphasis in Public Relations
Valdosta State University
Valdosta, GA12.2012
Skills
- Exceptional communication
- Workflow optimization
- CRM software proficiency
- Client onboarding
- Customer retention strategies
- Client experience and relationship management
- Sales
- Brand development
- Operations and logistics
- Project management
References
- Dr. John R. Moore, Surgeon and Founder of Cool Springs Plastic Surgery, 615-771-7718
- Angel Stovenour, Administrative Manager at Cool Springs Plastic Surgery, 615-771-7718
- Dr. Felmont Eaves, ME Plastic Surgery, 404-617-7870
- James T Farmer, Owner of James Farmer Designs, 334-740-7734
Timeline
Director of Client Experience
Inspired Wealth Planning
03.2023 - Current
Business Office Administrator
Edward Jones
12.2019 - 03.2023
Marketing & Retail Manager
Cossart Design
04.2019 - 12.2019
Patient Care Coordinator
Cool Springs Plastic Surgery
10.2017 - 03.2019
Cosmetic Care Coordinator
Nashville Cosmetic Surgery
03.2017 - 10.2017
Patient Care & Client Experience Coordinator
Emory Aesthetic Center
03.2015 - 03.2017
PR Specialist & Scheduling Coordinator
James Farmer
07.2013 - 02.2015
Bachelor of Fine Arts - Speech Communication, emphasis in Public Relations
Valdosta State University
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