Taylor Erhart
Kalida
Summary
Forward-thinking marketing professional with proven background supporting clients with cost-effective marketing campaigns. Develops collateral, executes plans and adjusts strategies to keep initiatives on target.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Marketing Associate
Midwest Financial Planning Group
Findlay
03.2025 - 12.2025
- Produced engaging content for external collateral using Canva to enhance brand communication.
- Directed growth of social media platforms, including LinkedIn and Facebook, to boost online engagement.
- Developed compelling advertisements to increase brand visibility and customer acquisition.
- Established marketing strategies and budgets, optimizing resource allocation and campaign effectiveness.
- Planned client and referral events to foster relationship retention through strategic interactions.
- Managed annual client gifting campaign, focusing on appreciation and retention through thoughtful gestures.
Client Services Associate
Midwest Financial Planning Group
Findlay
04.2024 - 03.2025
- Coordinated and Strategically Scheduled Client Meetings: Efficiently organized and scheduled meetings for all four partners, ensuring optimal time management and prioritization of client relationships.
- CRM Management and Reporting Expertise: Overseen the company's CRM system, maintaining data integrity, and implementing complex reporting structures to support strategic decision-making and enhance client interaction.
- Client Event Planning and Facilitation: Developed and assisted in executing client events, from concept to completion, to strengthen relationships and drive engagement.
- Mass Communication Execution: Crafted and distributed mass communications to clients, adhering strictly to compliance regulations, to maintain transparency and trust.
Community Service Representitive
Trilogy Health Services
Kalida
04.2020 - 03.2024
- Leadership in Recruitment and Selection: Successfully conducted the interview and hiring process for the Customer Service Specialist position, identifying and onboarding top talent to enhance team capabilities and customer service efficiency.
- Referral Source Development and Management: Proactively built and maintained relationships with both existing and new referral sources within the community, expanding the network to support organizational growth and collaboration.
- Strategic Marketing and Sales Initiatives: Executed comprehensive outside marketing and sales strategies aimed at achieving full census. Regularly tracked progress and success using the company CRM, ensuring data-driven decision-making and accountability.
- Community Event Planning and Execution: Organized and executed a variety of community events designed to enhance the campus’s image and promote increased foot traffic.
- Admissions Coordination and Capacity Management: Managed all aspects of campus admissions, meeting capacity goals through strategic planning and relationship management, thereby ensuring optimal utilization of campus resources and facilities.
Customer Service Specialist
Trilogy Health Services
Kalida
07.2019 - 04.2020
- Upholding Service Standards in Admissions: Diligently adhered to the company's service standards during the admissions process, ensuring quality and consistency while assessing and accepting potential admissions.
- Campus Tour Facilitation for Census Maintenance: Effectively conducted campus tours for prospective residents and families, employing strategic communication to highlight community strengths.
- CRM Management and Activity Recording: Accurately recorded all sales and marketing activities using Enquire CRM, maintaining detailed records, and facilitating seamless communication among teams.
- Strategic Sales Outreach and Inquiry Follow-up: Prepared and executed sales calls targeting new and known referral sources, ensuring timely follow-up with all inquiries to nurture relationships, drive engagement, and convert leads into community admissions.
Education
Bachelor of Science - Healthcare Administration
Bowling Green State University
Bowling Green, Ohio, OH08-2019
Skills
- Content creation
- Social media management
- Event planning
- Client relationship management
- CRM systems
- Data-driven decision making
- Team collaboration
- Problem solving
- Time management
- Business administration
- Branding
- Results documentation
- Community engagement
- Customer retention
- Communications management
- Direct mail campaigns
- Report generation
Certification
Notary
Timeline
Marketing Associate
Midwest Financial Planning Group
03.2025 - 12.2025
Client Services Associate
Midwest Financial Planning Group
04.2024 - 03.2025
Community Service Representitive
Trilogy Health Services
04.2020 - 03.2024
Customer Service Specialist
Trilogy Health Services
07.2019 - 04.2020
Bachelor of Science - Healthcare Administration
Bowling Green State University