
Brian Heston
Maintenance Worker

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About me
Customer Success Manager at Wealthbox
Education

Scituate High School, Rhode Island
2012 - 2016Activities and Societies: National Honor Society, Varsity Basketball Captain, Academic All-State for Basketball 2015 & 2016, Varsity Tennis Captain.

Bryant University
2017 - 2020Bachelor of Business Administration - BBA MarketingActivities and Societies: WJMF Radio Station

Seton Hall University
2016 - 2017Business Sports ManagementActivities and Societies: - Sports Networking Association
Experience

Button Hole Golf Course and Teaching Center
May 2017 - Nov 2020Maintenance Worker Operate large mowers and other light equipment in a safe and efficient manner, maintain all equipment Plant bushes, shrubs and other native plants, edge, rake, and maintain sand bunkers and cart paths Responsible for keeping fringes, flags, cups, fairways, rough, tee boxes, golf carts, in good condition Handled any golfer request and worked to resolve any day-to-day issues

Bryant University
Oct 2017 - Mar 2020Student Worker Conducted event logistics including set up and breakdown of all sporting events on campus Sold tickets to guests, handled visitor requests and resolved issues

The Legacy Leagu
Jun 2018 - Mar 2019Media Intern Create Snapchat Stories based on gameplay, collect other media footage to re-use on social accounts Recorded a weekly 10 episode podcast series to include highlights and updates on the league

Heating Up
Sept 2018 - Nov 2021Podcaster Conceptualized and developed a radio show on campus about the NBA and NFL Distributed the show to Spotify and Apple Podcasts Created an Instagram page and social presence to engage with 470 followers

IGT
Jun 2019 - Jan 2020US Business Operations Intern Assisted Regional Vice Presidents of Business Operations with updating PowerPoints and SharePoint sites by communicating with other branches Updated annual financial reports using excel to show yearly trends and industry analysis Attended meetings and observed how the business operations division works Developed and updated 18-month outlook plans for senior management in regions where IGT is the primary lottery vendor

Yankee Supply Company
Oct 2020 - Nov 2020Marketing Intern- Design Email campaigns using HTML script- Update website and product information using WordPress to improve product SEO

Salsify
Nov 2020 - Dec 2020Data Migration Contract Position- Assisted in migrating projects from older system onto a new platform- Communicated with other members within the company about project migration dates and new project locations- Worked within a team to create a consistent appearance for projects on new platform

Wealthbox
Jan 2021 - now- Lead a team of Customer Success Specialists and work through any questions or concerns that come up during their day to day- Meet with new customers to ensure their data migration between CRMs is as seamless and easy as possible- Format data and perform functions via Excel to prep data during the transition to Wealthbox - Assist clients in process of moving data from previous CRM into Wealthbox- Communicate with clients about status of their migration - Perform various queries on excel files to properly format data and prep for migration- Follow up with customers after migration is complete to make sure everything appears the way they want it to
Customer Success Manager
Mar 2024 - nowBusiness Analyst - Customer Success
Jan 2021 - Mar 2024
Licenses & Certifications

Google Ads Measurement Certification
Google AdsMar 2020
Google Ads Search Certification
Google AdsFeb 2020
Social Media Certification
HubSpot AcademyFeb 2020
Google Analytics Individual Qualification
Google Analytics for BusinessMar 2020- View certificate

Social Marketing Certification
HootsuiteMay 2020 
Email Marketing
HubSpot AcademyOct 2020- View certificate

Hootsuite Platform Certification
HootsuiteMar 2020 
Inbound Marketing Certified
HubSpot AcademyFeb 2020
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