TRACEY LYNN FEE
Woodinville,WA
One shoe can change your life.
Cinderella
Summary
Sales operations and client experience leader with experience creating revenue-enhancing systems across multiple industries. Delivered 25% increase in conversion rates through CRM strategy and workflow optimization. Improved service efficiency with scalable processes that strengthen customer journeys and accountability.
Overview
2027
2027
years of professional experience
1
1
Certificate
Work History
Co-Owner
Tokul Creek Solutions LLC
Snoqualmie, WA
08.2026 - Current
- Supported strategy, client development, sales operations, service delivery, and operating infrastructure to improve overall business performance.
- Built scalable workflows, standard operating procedures, marketing systems, and account management practices to improve service line efficiency.
- Implemented GoHighLevel pipelines, automated SMS and email follow-up, rehash campaigns, AI-assisted content, and Google Ads planning.
- Managed contract engagement processes with clients, maintaining clear communication and compliance.
- Reviewed contracts and proposals for alignment with organizational standards.
- Collaborated with cross-functional teams to align project goals and objectives.
Account Manager and Client Relationship Manager
S&E Remodeling
Tacoma, WA
04.2025 - 09.2026
- Analyzed lead sources and pipeline to identify follow-up gaps, resulting in a 25% increase in conversion and 20% increase in sales.
- Owned the client lifecycle from lead intake and qualification through sales support, estimate coordination, close, and ongoing account care.
- Standardized pre- and post-sale workflows, clarified team ownership, and strengthened handoffs among sales, estimating, production to enhance collaboration.
- Ensured CRM accuracy and pipeline discipline, improving forecasting and accountability for timely customer follow-through.
Sales Operations Coordinator
Energy Exteriors NW LLC
05.2024 - 04.2025
- Coordinated lead routing, qualification, calendar management, pipeline activity, and follow-up priorities for six outside sales representatives to enhance sales efficiency.
- Built an automated rehash and drip campaign that increased rehashed sales by 20%; a short SMS campaign produced a 30% response rate and six to ten additional appointments monthly.
- Developed automated after-hours responses, appointment workflows, estimate deadlines, and multi-touch follow-up sequences, improving customer engagement.
Managing Principal
Warm Impressions - Opened in 2022
Woodinville, WA
- Manage independent contract-services business, handling administrative tasks, client communication, scheduling, and account support to improve client satisfaction.
- Deliver tailored contract services based on client needs and raise service quality.
- Build service workflows and client engagement structures to support reliable delivery and organized execution.
- Support client engagement efforts to strengthen relationships and improve satisfaction.
Executive and Personal Assistant
INVEX
03.2021 - 04.2022
- Managed executive priorities, vendors, and budgets while implementing controls that enhanced confidentiality and reduced operating costs.
- Collaborated with senior leadership to align business goals with employee performance objectives.
- Led strategic initiatives to enhance operational efficiency across multiple departments.
- Developed and implemented organizational policies to improve workplace culture and productivity.
- Directed cross-functional initiatives for real estate transactions and marketing campaigns, ensuring successful planning and execution.
Client Relations Specialist
Stickney Research
01.2020 - 02.2021
- Served as primary contact for high-net-worth clients, coordinating with advisors, operations, and compliance to ensure accurate and exceptional service delivery.
- Developed strong relationships with clients through effective communication strategies.
- Managed client inquiries and resolved issues to enhance satisfaction.
- Coordinated client meetings and gathered feedback for service improvement.
- Prepared decision-ready materials and managed client documentation, supporting timely execution of financial-service priorities.
Senior Financial Services Administrator
Leverage Planners Wealth Management
12.2015 - 11.2019
- Led client onboarding, renewals, and portfolio administration, ensuring accuracy, compliance, and high client retention.
- Prepared performance reports and client-ready materials for advisory meetings, negotiations, and renewal discussions.
- Expanded client relationships through strategic account planning, contributing to revenue growth from $2M to over $15M.
Education
Bachelor of Arts - Business Administration and Finance
- Beta Gamma Sigma Honor Society
Skills
- Sales operations and strategy
- Client development and service delivery
- CRM and automation optimization
- AI content development and marketing
- Business financial management
- Productivity tools and collaboration
- Relationship building skills
- Problem solving expertise
- Tax planning strategies
- Problem solving
- Problem-solving abilities
- Tax planning
Timeline
Co-Owner - Tokul Creek Solutions LLC
08.2026 - Current
Account Manager and Client Relationship Manager - S&E Remodeling
04.2025 - 09.2026
Sales Operations Coordinator - Energy Exteriors NW LLC
05.2024 - 04.2025
Executive and Personal Assistant - INVEX
03.2021 - 04.2022
Client Relations Specialist - Stickney Research
01.2020 - 02.2021
Senior Financial Services Administrator - Leverage Planners Wealth Management
12.2015 - 11.2019
Managing Principal - Warm Impressions - Opened in 2022
University of Washington Bothell - Bachelor of Arts, Business Administration and Finance
Affiliations
Active Member, Citizens for Responsibility and Ethics in Washington (CREW)
Certification
- Washington State Registered Contractor | Tokul Creek Solutions LLC | TOKULCS748OM
Technology & Platforms
CRM and Automation: GoHighLevel, Salesforce, Pipedrive, Buildertrend, Builder Prime, CRM workflow automation, SMS and email drip campaigns
Business and Financial: QuickBooks, Square, bookkeeping systems, budgeting, expense controls, financial reporting
Productivity and Collaboration: Microsoft 365: Excel, Word, PowerPoint, Outlook, Teams; Google Workspace
AI and Marketing: ChatGPT, AI-assisted workflow and content development, Google Ads, campaign reporting, lead-source analysis