Trevor Greer
Nashville
Summary
Honorably discharged U.S. military veteran with a strong foundation in leadership, communication, and time management, now transitioning into technical project management. Proven ability to manage client relationships, coordinate cross-functional teams, and deliver results in high-pressure environments. Experienced in leveraging tools such as Microsoft 365, Salesforce, and other CRM platforms to streamline operations and support strategic initiatives. Skilled at translating business needs into actionable plans, aligning technology with strategic goals, and delivering measurable outcomes through adaptability, a solutions-oriented mindset, and a commitment to excellence.
Overview
9
9
years of professional experience
Work History
Customer Success Manager
Cengage
08.2024 - Current
- Lead the full lifecycle of client and partner engagement, from onboarding to proactive touchpoints at strategic intervals, ensuring a seamless experience and successful renewals.
- Collaborate with cross-functional teams, including Sales, Go-To-Market, and Student Operations, to align on client needs, forecast requirements, and drive growth and retention strategies.
- Manage and maintain client success data in Salesforce and other relevant systems, tracking key metrics to measure and achieve project goals and ensure continuous improvement.
- Provide technical support and guidance to priority clients, resolving complex issues and offering solutions that align with business objectives, ensuring long-term client satisfaction.
- Develop and implement scalable best practices for client success, optimizing processes and workflows to support future growth while maintaining high service quality.
Insurance Agent
US Health Advisors
01.2023 - 08.2024
- Managed high-volume inbound and outbound communications, engaging with 400+ clients and prospective leads weekly via phone and email
- Leveraged Microsoft 365 applications to streamline and organize daily business operations
- Utilized CRM platforms including Salesforce, Salesloft, Leadsmall, Nectar, and Ringy to track leads, monitor performance, and consistently meet or exceed weekly and quarterly sales goals
- Advised and enrolled individuals, families, and small businesses (up to 30 employees) in customized, medically underwritten health insurance plans
- Generated over $290,000 in submitted business in 2023 through strategic prospecting, consultative selling, and client retention
Team Lead
My Windows
08.2022 - 07.2023
- Managed projects for 3+ builder partners for window and door installations.
- Trained new team members by relaying information on company procedures and safety requirements.
- Managed schedules, accepted time-off requests, and secured coverage for short shifts.
- Evaluated employee skills and knowledge regularly, ensuring proper training and mentoring for individuals.
Business Manager
Hell on Wheels Party Tour
03.2020 - 07.2023
- Hired, onboarded, and trained new employees
- Gave daily instructions on safety to customers and employees
- Ensured great customer service standards
- Assisted the CEO with weekly schedules regarding customers as well as employees' time off requests
- Organized and supervised daily operations
0311 Infantry
United States Marine Corps
01.2016 - 01.2020
- Fire Team Leader and Squad Leader in charge of 3-12 Marine's lives and their well-being, while ensuring that they were combat-ready
- Awarded: 1 Letter of Appreciation, 2 Certificates of Accommodation, 1 Good Conduct Medal, and 1 Navy and Marine Corps Achievement Medal during 4 years of active duty service
- Received 2 meritorious promotions (Private first class & Corporal)
- Won Marine of the Quarter for 1/5 and the entire 15th MEU during our combat deployment
- Stayed current with cybersecurity threats and programs
- Earned the rank of Sergeant/E5 within 4 years
Education
Heavy Equipment Technician - Heavy Equipment Technician Certificate, diesel mechanics
Lincoln College of Technology
Nashville, Tennessee05.2021
BBA - Business Administration
Belmont University
Nashville, TN05-2025
High School - undefined
Wynne High School
Wynne, AR05.2015
General Education - undefined
East Arkansas Community College
Wynne, Arkansas08.2014
Skills
- Leadership
- Customer service
- Management
- Time management
- Microsoft Office
- Team Management
- Teamwork
- CRM Software
- Salesforce
- Records management
- Business development
- Sales management
Navy and Marine Corps Achievement Medal
Awarded the Navy and Marine Corps Achievement Medal for exceptional performance while deployed with the 15th MEU, demonstrating leadership, mission readiness, and operational excellence in high-pressure environments. Earned Marine of the Quarter honors while in two separate combat zones, recognizing consistent dedication, discipline, and professionalism. Received a meritorious promotion to Corporal ahead of peers for outstanding conduct, tactical proficiency, and commitment to the mission.
Timeline
Customer Success Manager
Cengage
08.2024 - Current
Insurance Agent
US Health Advisors
01.2023 - 08.2024
Team Lead
My Windows
08.2022 - 07.2023
Business Manager
Hell on Wheels Party Tour
03.2020 - 07.2023
0311 Infantry
United States Marine Corps
01.2016 - 01.2020
High School - undefined
Wynne High School
General Education - undefined
East Arkansas Community College
Heavy Equipment Technician - Heavy Equipment Technician Certificate, diesel mechanics
Lincoln College of Technology
BBA - Business Administration
Belmont University
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