Loren Turner

Experience

• 

  AAF National Student Advertising Competition

  Oct 2012 - Apr 2013

  PR/Promotions Director

  Actively contributed to a team in the American Advertising Federation-sponsored competition, aimed at crafting the most impactful advertising campaign.

• 

  BMW Financial Services

  Jul 2014 - Jun 2015

  Customer Relations Representative
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  Nationwide Financial

  Aug 2015 - Feb 2019

  Strengthened and maintained key external partnerships, ensuring their ongoing collaboration with Nationwide and fostering sustained business growth and loyalty.

  • Financial Analyst

    Sept 2017 - Feb 2019

  • Sr. Financial Service Support Representative

    Aug 2015 - Sept 2017
• 

  Brightside

  Apr 2019 - Sept 2022

  Brightside is a startup who created Financial Care, a new category in employee benefits that improves the financial health of working families. As a Client Service Coach, I was responsible for analyzing customer engagement and recommending improvements to our level of service. Selected accomplishments include:• Developed a tool designed for financial assistants to ask insightful, probing questions that foster deeper customer relationships and enhance service quality.• Designed a process and created training modules, for identifying and articulating customer success stories, aimed at showcasing value to key stakeholders through strategic narrative formatting.• Collaborated with the product team to integrate customer success stories into the app, enhancing user engagement and deepening customer comprehension of our service. Show less

  • Client Service Coach

    Oct 2019 - Sept 2022

  • Personal Financial Assistant

    Apr 2019 - Oct 2019
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  Tobi Fairley

  Sept 2021 - Jul 2024

  Program Manager

  Tobi Fairley is a business coaching company helping women become millionaires in a sustainable and conscious way. As Program manager, I am responsible for assuring members have a positive experience and reach desired outcomes. Selected accomplishments include:• Developed metrics to assess coaching program effectiveness, leading to streamlined trainings and enhanced coaching interactions, improving member satisfaction.• Crafted customer journey maps to deepen understanding of the client experience, leading to the overhaul and implementation of an enhanced member onboarding process.• Boosted member engagement through a strategic outreach initiative aimed at re-engaging inactive members, resulting in revitalized participation. Show less

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  Harness

  Oct 2024 - now

  Client Success Lead