Teresa Taylor
Palmetto,GA
Summary
Results-oriented professional with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
Overview
13
13
years of professional experience
Work History
CSM + PM + CX(remote)
Proof Technologies, Inc.
Denver, CO
09.2021 - Current
- Acted as senior customer success manager supporting internal team members.
- Represented the company by delivering unparalleled support to clients.
- Oversaw a portfolio consisting of over 50 accounts, ensuring consistent engagement and satisfaction.
- Facilitated seamless collaboration across Product, Sales, Engineering, and Marketing teams.
- Spearheaded significant projects aimed at making a substantial impact.
- Developed and documented SOPs for CSM functions.
- Fostered strong business connections with partners to enhance mutual trust and growth.
- Coordinated client account setup and ensured smooth onboarding across platforms such as Gong, Zoom, Google Meet, and Teams.
- Coordinate communication channels for client-related insights.
- Aligned efforts with cross-functional teams to drive impactful customer-centric solutions.
- Ensured precise post-meeting correspondence following successful scheduling and execution of client engagements.
- Introduce changes to the client onboarding process that increase client satisfaction.
- Perform ongoing analysis of client accounts to anticipate and address any conflicts or opportunities.
- Work with engineering to fix bugs and improve the product.
- Maintained detailed records of all tasks performed during a project.
- Prepared presentations summarizing key aspects of a project's progress or results.
- Designed strategies for resolving project risks while adhering to quality and timeline objectives.
Marketing Manager
Staff Zone
Roswell, GA
01.2020 - 02.2024
- Developed strategies and tactics to boost the company's reputation, and drive qualified traffic.
- Deployed successful marketing campaigns from ideation to execution.
- Created content and orchestrated internal television programming for over 35 locations.
- Performed courtesy calls to all clients to gather feedback on the services provided, and expanded knowledge of the company.
- Built strategic relationships and partnered with key industry players, agencies, and vendors.
- Oversaw and approved all internal and external marketing materials.
- Designed logos, certificates, awards, and other digital and print marketing materials.
- Analyzed consumer behavior and adjusted email and advertising campaigns accordingly.
- Cultivated and maintained strategic alliances with key partners and vendors.
- Managed sales promotions and marketing strategies on major social media sites.
- Organized events and product presentations related to national conferences and conventions.
- Identified opportunities for new client acquisition through various marketing channels.
Outside Sales Manager
Staff Zone
Atlanta, GA
02.2019 - 01.2020
- Conducted calls and face-to-face meetings with customers daily.
- Built and maintained relationships with new and repeat customers.
- Maintained records of all sales leads and customer accounts.
- Managed over 100 calls and emails per week.
- Educated customers on how products or services can benefit them financially and professionally.
- Monitored the company's industry competitors, new products, and market conditions to understand customers' specific needs.
- Prepared sales proposals, quotes, and finalized contracts.
- Investigated and integrated new strategies to expand business operations and grow the customer base.
- Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
Event & Catering Sales Director, Human Resources Coordinator, Food & Beverage Manager
Newnan Country Club
Newnan, GA
01.2012 - 02.2017
- I performed as the acting General Manager during the structural reorganization.
- Responsible for developing new accounts and servicing current accounts for catering sales in the corporate, social, and government markets of Coweta County, and the Greater Atlanta Area.
- Managed the pricing policy of the property, ensuring proper payments for services rendered, and executed sales and marketing plans to enhance revenue.
- Developed and maintained solicitation responsibilities, including sales calls, prospect calling, and continual research of prospective new business.
- Created catering contracts, as well as negotiated the terms and conditions of contracts.
- Established ambitious goals for employees to promote achievement and surpass business targets.
- Responsible for accurately distributing weekly banquet event orders, group resumes, and monthly Manager-on-Duty schedules.
- Directed, trained, mentored, and motivated the service team to meet and exceed goals.
- Working knowledge of banquet set-ups, A/V equipment, and staff scheduling.
- Created menu proposals, effectively used business communication and negotiation skills, and showed creativity in designing events.
- Worked directly with clients for menu planning, floor plan, room setup, timelines, rental orders, event decor, cost, and billing details, and any other requirements pertinent to their event.
- Fulfilled contractual obligations, including communications, vendor coordination, schedule creation, budget administration, rehearsal, and day-of-event coordination.
- Responsible for recruiting, screening, interviewing, and placing staff.
- Processed bi-weekly payroll and participated in all benefits tasks, such as claim resolutions, reconciling benefits statements, and approving invoices for payment.
- Updated and maintained HR files and databases, employee benefits, employment status, and similar records.
- Performed payroll and benefits audits, and reconciliations.
- Improved profit margins by effectively managing expenses, budget, and overhead, increasing closings, and optimizing product turns.
Education
Customer Success: How to Reduce Churn and Increase Retention -
Udemy
01.2024
Introduction to Diversity, Equity, and Inclusion -
Paradigm Reach
01.2024
Customer Success Manager (CSM) Elite -
Udemy
01.2024
The Project Management Course -
Udemy
01.2024
Growth Mindset: The Key to Confidence, Impact & Fulfillment -
Udemy
01.2023
Preventing & Addressing Harassment -
Paradigm Reach
01.2023
Atlanta Women's Leadership Summit -
Atlanta, GA01.2020
OSHA Certification -
Atlanta, GA01.2020
Leadership Coweta -
Newnan, GA01.2017
Dale Carnegie Leadership -
Newnan, GA01.2015
Serve Safe -
01.2013
Skills
- Resource Management
- Prioritization
- Meticulous Attention to Detail
- Implementation Strategies
- Project Management
- Client Relationship Management
- Resolution Strategy Development
- Leadership
- Product Promotion
- Cross-departmental alignment
- Clear and Concise Communicator
- Orientation and Training
- Customer Retention Strategies
- Understanding of Start-Up Operations
- G-Suite Proficiency
- Microsoft Suite
- Omni
- Notion
- Gong
- Zoom
- Teams
- Slack
- Crisp
- Intercom
- HubSpot Platform Utilization
- Sales Force
- Confluence
- Jira
- Trello
- Asana
- Adobe
- Udemy
- JKM
- Hughes Media Signage
- PSA
- Jonas Management
- Hootsuite
- PicMonkey
Timeline
CSM + PM + CX(remote)
Proof Technologies, Inc.
09.2021 - Current
Marketing Manager
Staff Zone
01.2020 - 02.2024
Outside Sales Manager
Staff Zone
02.2019 - 01.2020
Event & Catering Sales Director, Human Resources Coordinator, Food & Beverage Manager
Newnan Country Club
01.2012 - 02.2017
Customer Success: How to Reduce Churn and Increase Retention -
Udemy
Introduction to Diversity, Equity, and Inclusion -
Paradigm Reach
Customer Success Manager (CSM) Elite -
Udemy
The Project Management Course -
Udemy
Growth Mindset: The Key to Confidence, Impact & Fulfillment -
Udemy
Preventing & Addressing Harassment -
Paradigm Reach
Atlanta Women's Leadership Summit -
OSHA Certification -
Leadership Coweta -
Dale Carnegie Leadership -
Serve Safe -
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