Experience

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  U.s. bank

  Jan 2008 - Oct 2008

  Teller

  Handled routine financial transactions (deposits, withdrawals, advances, loan payments, merchant transactions). • Delivered top performance while following procedural and regulatory rules• Focused on customer service and building client relations.

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  Cascade bank

  Oct 2008 - May 2011

  Financial service representative ii

  Responsible for cash handling and balancing management of according to bank policy and procedure.• Achieved bank sales goals by providing the right customer fit for bank products and services.• Platinum Club Winner for Top Sales-First Quarter 2010• Accomplished service star goals every month 2009-2011.• Provided quality customer service to establish effective working relationships.

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  Northwest trustee services

  May 2011 - Jun 2012

  Foreclosure assistant

  Responsible for file setup and close, electronic and manual file maintenance, and receiving documents for recording and filing utilizing file tracking system. Ordered and reviewed title documents. • Maintained strong client relationships through prompt, professional customer service.• Boosted revenue and efficiency by completing high volume work on schedule.• Ensured legal documents from title companies, county clerks, and internal departments were requested and secured.• Coordinated efforts of third-party services for document execution and creation.• Accurately documented all activities, recording data of documents sent and received. Show less

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  Sales result inc. (sri)

  Dec 2012 - Apr 2014

  Senior project coordinator

  Delivered in-depth executive support to the VP of SRI. Managed a complex executive calendar, facilitated and coordinated meetings and events. Reconciled monthly expenses, developed expense reports, and tackled consulting projects. Ensured timelines and budgets were achieved for each project and developed relationships with strategic partners to support new business growth.

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  Simply balanced health

  Nov 2013 - Dec 2021

  Owner

  Founded company offering healthy lifestyle coaching, yoga, newsletters/blogs, and workshops.• Offer positive lifestyle changes for mental and physical growth by providing intimate individual health-coaching sessions providing diet and exercise recommendations and emotional support.• Provide all-level group and private yoga sessions at multiple studios.• Create innovative content sent through weekly blog posts and monthly newsletters.• Alleviate client anxiety, PTSD, and depression through workshops using yoga and meditation. Show less

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  Sanmar

  Feb 2015 - Oct 2017

  Account coordinator

  Worked with account executive supporting 100+ roster accounts for wholesale clothing distributor. Completed high-volume work with strict deadlines. Tracked orders using Salesforce. • Maintained high customer satisfaction rate by providing quick, precise support in all aspects of account maintenance. Researched products, responded to requests, and completed orders. • Average sales of $300 million per quarter through efficient, accurate order processing.• Received 2016 Account Rep of the Year and 2016 Spotlight Award for strong client reviews.• Received Legacy Group Inside Sales Rep of the Year award for outstanding customer service. Show less

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  Sammamish family ymca

  Jul 2016 - Jul 2020

  Originally hired as a yoga instructor; quickly advanced through leadership positions based on continual strong performance of job duties and history of overachievement. Led a team of 80 collective group fitness instructors, personal trainers, and wellness coaches. Recruited, trained, and supervised wellness and volunteer staff. Provided leadership for branch management team, annual fundraising campaign, and volunteer committees. Managed a departmental budget of $450K with projected $226K revenue.• Elevated branch annual fundraising by successfully raising $40k (of branch $160k goal) by designing innovative, themed fitness classes and class-ask campaign.• Increased total member programming by 20% (Senior activities +100%) by identifying relevant programming, managing monthly program schedule, and reporting on market/member trends.• Drove chronic disease-prevention programs by 40% through activating referral process from local medical providers and coordinating presentations to Y members and community. • Maintained high staff-retention rate by knowing, supporting, and recognizing staff achievements, thereby creating a positive, motivating work environment. • Drove strong employee performance both by providing marketing materials and providing training resources opportunities for growth.• Decreased member turnover by designing and implementing customer-retention program utilizing wellness coaches to guide new members through Y offerings.• Provided branch-wide leadership by supporting branch operations, fundraising, risk management, and customer service. • Grew and maintained membership by creating member workshops, growing member classes, driving community involvement, and proactively solving member problems. Show less

  • Health And Wellness Director

    Mar 2019 - Jul 2020

  • Yoga Instructor

    Apr 2016 - Jul 2020

  • Assistant Health and Wellness Director

    Jun 2018 - Mar 2019

  • Health and Wellness Program Supervisor

    Jul 2016 - Oct 2018
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  Naturopathic clinic of issaquah

  Oct 2017 - Jun 2018

  Office manager

  Managed receptionist area, greeting visitors, scheduling office visits, and responding to patient inquiries. Handled all administrative responsibilities including maintaining medical records and processing payments. • Drove revenue and efficiency by helping build online platform for patient supplement orders.• Improved office functionality by creating neat, organized space within clinic, streamlining notes, and maintaining accurate documentation. • Created positive work atmosphere by listening to, supporting, and anticipating doctor and support staff needs. • Maintained strong relationships with patients by providing exceptional customer service. Show less

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  Aduro

  Nov 2020 - Jul 2022

  Client experience associate

  Successfully offer support and strategic insight to provide quality service for our clients. Serves as consultative partner to the Client Executive team in a mental health-focused SaaS company. Known for being solution oriented, collaborative and reliable while conducting root cause analysis, resolving issues, and tracking operational metrics. Develop processes to support service delivery to customers and improve client retention to ensure they’re realizing the greatest possible value from our products and services. • Established strong client base and retention by providing excellent customer service and strategy/solutions consulting for our top book of business. Migrated the entire direct book of business from the legacy platform to Aduro's new technology over the span of two years.• Earned a Client Satisfaction Rating average of 95% by proactively monitoring and ensuring satisfactory resolution of client/program- specific escalations as well as providing strategic insight to maximize program performance.• Collaborated on creating client-related solutions to increase efficiency when implementing new clients, refreshing client programs, year-end auditing of programs and resolving technical platform issues.• Improved cross-team communications, processes and operations by working with internal teams to create new efficient processes by incorporating communication tools like Salesforce, Zen Desk and Airtable.• Successfully managed and coordinated multiple implementation projects simultaneously.• Strategically designed and configured custom client programs to support their customers in their well-being.• Utilize Salesforce and Domo to track key performance indicators, assist with tracking of renewal and upselling opportunities and running regular reports.• Coordinate the delivery, tracking and monitoring of client requirements such as performance guarantees and updating CRM bases. Show less

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  Simplicity consulting

  Jul 2022 - now

  Support maintenance and growth of a $4.8M ARR book of business with key accounts in Fortune 1000 enterprise tech and healthcare, including AWS, Cisco, Intel, and Providence. Exceeded 2022 revenue goals by 34%, consistently exceed quarterly sales goals by 20% through consultative, strategic approach.Manage growing portfolio of 40+ projects from Statement of Work through Project Closure. Partner with Client Success Manager to offer support and strategic insight to provide quality service and alignment of priorities for Strategic Account clients. Challenges customers and collaborates with other account team leaders by driving the case for change solutions. Establish and maintain strong relationships with both Clients and Consultants via regular check ins, creation of Statements of Work and Lead Gen support.Continuously monitor and identify upsell and cross-sell opportunities, resulting in 15% account growth. Created customer support strategies to increase customer retention. Show less

  • Client Success Manager

    Jan 2024 - now

  • Client Success Associate

    Jul 2022 - Mar 2024