Open To Work
Tracey Fee
Woodinville,Washington
One shoe can change your life.
Cinderella
Work Preference
Work Type
Full TimeSummary
Innovative and detail-oriented Client Relationship Manager with over 12 years of experience in construction and financial industries. Recognized for cultivating robust client connections and enhancing workflow efficiency. Drove consistent revenue growth exceeding 15% through exceptional client relationship management and efficient service delivery.
Overview
10
10
years of professional experience
Work History
Client Relationship Manager
S&E Remodeling
Tacoma, Washington
04.2025 - Current
- Act as the primary liaison and main point of contact for homeowners from first inquiry through contract signing, increasing revenue and repeat business.
- Qualify and connect with inbound leads, and manage early sales conversations to ensure projects are aligned with client needs and company objectives.
- Implement client re-engagement processes and CRM automations that increased lead response rates by over 20%, and improved conversion rates by more than 25%.
- Identify upsell opportunities throughout the sales cycle while actively developing client bonds.
- Design and maintain CRM workflows and automations to support lead intake, follow-up, rehashing, drip campaigns and closing activity, freeing up valuable company resources.
- Partner closely with sales, estimating, and production teams to ensure clear communication and a smooth hand-off throughout the sales process.
- Oversee project managers by creating their meeting schedules, following up on tasks, and deadlines to ensure timely and efficient results.
- Cultivated strong client relationships through consistent communication and engagement.
Managing Principal / Household Manager
Warm Impressions
Woodinville, Washington
03.2022 - Current
- Manage household and personal administrative affairs for absentee homeowners.
- Handle bill payments, personal tax coordination, and financial record-keeping.
- Oversee property operations, vendors, and ongoing maintenance.
- Ensure confidentiality, compliance, and uninterrupted household operations
- Manage schedules, correspondence, bills, and household logistics to ensure continuity and reliability.
- Track contracts, expenses, and deadlines to support budgeting and financial organization.
- Coordinate vendors, service providers, and home maintenance on behalf of clients.
- Organize tax documentation and coordinate with financial and tax advisors.
Sales Operations Coordinator
Energy Exteriors NW, LLC
Bothell , WA
05.2024 - 04.2025
- Successfully coordinated schedules and workflows for six outside sales representatives to enhance performance.
- Managed comprehensive lead organization from inquiry through closure, ensuring seamless transitions.
- Evaluated project scope, budget, and timing to qualify inbound leads before routing.
- Designed effective sales workflows that facilitated lead progression from intake to contract signing.
- Implemented CRM automations for efficient lead intake, follow-ups, reminders, and rehash activities.
- Directed structured rehash processes to engage stalled prospects and bolster closing efforts.
- Worked closely with sales leadership to improve pipeline visibility and accuracy in forecasting.
- Achieved over 20% increase in closed sales via strategic enhancements in rehash opportunities.
Executive Assistant / Personal Assistant
INVEX Financial
Issaquah, Washington
03.2021 - 04.2022
- Managed multiple projects from initiation to completion, including commercial development and ad campaign coordination.
- Provided comprehensive support to Managing Director, handling complex calendar management and travel arrangements.
- Managed personal and business budgets, tracking expenses and supporting financial planning initiatives.
- Supported bookkeeping functions, assisting with budget development, expense reporting, and invoice coordination.
- Coordinated client-facing marketing activities, including outreach efforts and scheduling for business development.
- Oversaw operations of company-owned properties, managing vendor coordination and maintenance logistics.
- Acted as liaison among executive leadership, clients, vendors, and internal stakeholders to enhance communication.
- Handled sensitive information with discretion and sound judgment to maintain confidentiality.
Client Relations Specialist
Stickney Research
Bellevue, Washington
01.2020 - 02.2021
- Managed the Principal's complex calendar and prepared comprehensive materials for client meetings, reviews, and planning discussions.
- Maintained accurate, up-to-date client portfolios and ensured all documentation was complete, compliant, and ready for review.
- Coordinated client tax documentation, tracking requirements and deadlines to ensure timely and accurate submissions.
- Developed client-facing presentations and reports while maintaining data accuracy within internal systems and databases.
- Served as a primary point of contact for client inquiries, resolving issues with professionalism, discretion, and sound judgment.
- Acted as a liaison between advisors, operations, and compliance teams to ensure consistent, high-quality client service.
Senior Financial Services Administrator
Leverage Planners Wealth Management
Bellevue, Washington
12.2015 - 11.2019
- Scaled revenue from $2M to over $15M within two years through strong client relationships and streamlined processes.
- Served as primary contact for high-net-worth clients, addressing complex needs with professionalism.
- Managed client accounts and transactions, ensuring accuracy and compliance with risk management standards.
- Led onboarding of new clients, collaborating with advisors and operations to maintain account efficiency.
- Maintained CRM and reporting tools to facilitate portfolio reviews and informed business decisions.
- Identified workflow gaps, implementing improvements to enhance service quality and operational efficiency.
Education
Bachelor of Arts - Business Administration and Finance
- Member of Beta Gamma Sigma
Skills
- Relationship management
- Interdepartmental communication
- Customer advocacy
- CRM development
- Sales strategy
- Dispute resolution
- Team leadership
- Client onboarding
- Microsoft Office proficiency
- Financial acumen
- Workflow optimization
Timeline
Client Relationship Manager - S&E Remodeling
04.2025 - Current
Sales Operations Coordinator - Energy Exteriors NW, LLC
05.2024 - 04.2025
Managing Principal / Household Manager - Warm Impressions
03.2022 - Current
Executive Assistant / Personal Assistant - INVEX Financial
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
University of Washington - Bachelor of Arts, Business Administration and Finance