Jan 2024 – Oct 2024 · 9 mos

Jan 2023 – Oct 2024 · 1 yr 9 mos

• Collaborate with clients to understand their business requirements, goals, and expectations to tailor their onboarding to meet their needs.
• Coordinate and manage the entire onboarding process, acting as the central point of contact between the client and various internal teams.
• Develop and maintain project timelines, ensuring that all onboarding milestones are met and the process is progressing efficiently.
• Provide training sessions to clients on the use of products or services, ensuring they are equipped with the knowledge and skills needed for successful implementation.
• Build and maintain strong relationships with clients, understanding their evolving needs to ensure ongoing satisfaction with the products and services.

Jun 2022 – Jan 2023 · 7 mos

• Conducted research to identify potential leads and prospects through various channels.
• Initiated contact with researched leads through outbound communication methods such as cold calling, email campaigns, and social media outreach.
• Evaluated prospects to determine their potential as viable opportunities to ensure that only qualified leads are passed on for further engagement.
• ​​Worked closely with Account Executives to ensure a smooth handover of qualified leads, providing necessary information for effective follow-up.
• Updated and maintained accurate records of prospect interactions and activities in a CRM system to provide visibility for the sales team.

Jan 2022 – Jun 2022 · 5 mos · Remote

• Developed skills including: Prospecting methodologies, qualifying frameworks, phone/email outreach techniques.
• Introduced to sales technologies such as Salesforce, Outreach, LinkedIn Sales Navigator.

Aug 2021 – Jun 2022 · 10 mos

• Provided feedback and coaching to support ongoing growth.
• Facilitated district-wide training on a variety of software solutions that help maximize success of learners.
• Road mapped the implementation of different softwares and curriculum materials that meet specific deadlines on a large scope.

Aug 2021 – Jun 2022 · 10 mos

• Supported new staff by helping drive quick adoption of platforms that increase engagement and improve customer experience.
• Lead teams in analyzing data and modifying content where knowledge gaps are identified.
• Collaborated with different teams to align curriculums and trainings with learning objectives.
• Facilitated meetings with appropriate stakeholders to discuss performance, concerns, and areas of improvement.

Aug 2020 – Jun 2021 · 10 mos

• Maintained virtual portfolios of 20+ clients including ongoing data, note of knowledge gaps, and roadmaps that will help clients meet objectives.
• Practiced various techniques to accommodate each client's learning needs that resulted in increased understanding.
• Developed virtual trainings to meet individual client needs on a weekly basis to improve success rate.
• Managed individual accounts for each client tracking growth and understanding, identifying misunderstandings and adjusting trainings accordingly.

Jan 2019 – Jun 2022 · 3 yrs 5 mos

• Conducted course analysis to validate needs of learners, and plan material accordingly.
• Kept updated portfolios to track understanding and monitor growth.
• Identified under-performing clients and created targeted strategies that result in overall improvement.

Jan 2017 – Jan 2019 · 2 yrs

Apr 2013 – Jul 2015 · 2 yrs 3 mos · Greater Richmond Region