Amelia Woods, M.S.

Experience

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  Avenue East- The Scion Group

  Jun 2017 - May 2018

  Marketing Assistant

  Sold more than $300K in revenue for off-campus student living apartment complex. Created marketing strategies, social media campaigns and cross-promoted with local businesses.

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  Hope For The Warriors®

  May 2018 - Aug 2018

  Communications Intern

  Promoted nonprofit mission and fundraising events through social media and website engagement. Increased social media engagement by more than 12% through organic social media marketing. Created social media graphics, interviewed veterans and wrote blog posts to connect with donors.

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  Oklahoma State University Alumni Association

  Aug 2018 - May 2019

  Communications and Marketing Intern

  Boost alumni participation through social media platforms, website and STATE Magazine. Create social media graphics that reach up to 110 alumni chapters to boost event attendance. Interview distinguished alumni, write articles and design advertisements in STATE Magazine, with a reach of more than 250,000 subscribers.

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  National Student Advertising Competition

  Oct 2018 - Apr 2019

  Creative Team Member and Presenter

  Created innovative campaign ideas, copy and design for Wienerschnitzel. Presented final campaign book and advertisements at district competition to a panel of three judges, including Wienerschnitzel's CMO (Chief Marketing Officer), which was awarded second place and best creative strategy.

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  Fidelity Investments

  May 2019 - Aug 2019

  Communications Intern

  Develop customized, results-oriented solutions for high-profile clients in fast-paced environment. Recommended and executed communications strategies to engage employees and manage change. Tailored corporate initiative communications including annual benefits enrollment, compensation plans, pension cash outs, retirement programs, mergers and acquisitions, and wellness campaigns. Customized communication style and tone to fit the targeted audience and objectives. Created client solutions, applying knowledge of latest communication technologies and tools to execute communication strategies to multiple audiences through range of channels and medium. Designed and implemented templates, customized for client, delivering on time and within budget. Show less

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  Oklahoma State University

  Aug 2019 - May 2020

  Graduate Teaching Assistant

  Assist and educate students in two graphic design labs. Grade assignments and provide constructive criticism. Adapt teaching techniques to help individual learning styles, while ensuring that proper design rules are applied.

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  Fidelity Investments

  May 2020 - Aug 2023

  Trained 30+ sales and client service representatives, coaching in sales, customer service and financial advisory solutions. Boosted new account acquisitions to $2 million/week for trained client representatives, maximizing call volume to 100 calls/week. Coordinated and oversaw new hire onboarding through testing for required FINRA Investment Advisory licenses. Built trusted relationships with cross-functional business partners to improve new hire experience and high-quality client deliverables. Identified opportunities to drive business forward in partnership with leadership. Streamlined administrative tasks.▪ Achieved 88% certification pass rate for FINRA exams, 25% higher than national average. ▪ Prepared and facilitated EQ-skill-based call model for client meeting structure and outline.▪ Bolstered associate experience through analysis of survey data and implementation of employee feedback.▪ Maintained industry requirements through observations, detailed records and data-driven supervision. Show less Assisted Sales Managers with administrative functions and career development for junior-level advisors. Coached representatives one-on-one to improve communication, education and client development goals. Resolved problems and identified solutions in partnership with team members. ▪ Boosted productivity of highest producing team in the region, $50 million/quarter.▪ Improved guidance metrics and increased sales through coaching and team training. ▪ Developed playbook with customer experience best practices and processes. Show less Plan and guide clients for personal investment accounts, offering customized Fidelity Investment solutions based on in-depth knowledge of products and services. Host conversations about financial markets, market trends, economic indicators and investment strategies. Drive additional business in collaboration with other functions and teams.  Achieved top results in department flows during first unprotected quarter, bringing in $30 million+ of new funds into Fidelity. Provide investment guidance to match solutions to needs, including mutual funds and managed accounts. Earned promotion within first year at company based on results. Show less

  • Onboarding Team Leader

    Jul 2022 - Aug 2023

  • Investment Solutions Help Desk

    Jan 2022 - Jul 2022

  • Investment Solutions Representative

    Mar 2021 - Jan 2022

  • Customer Relationship Advocate

    May 2020 - Mar 2021
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  Advan Research Corporation

  Aug 2023 - now

  Customer Success Manager

  Manage all post-sales relationships for a diverse and growing book of B2B clients, including industry leaders in Hedge Funds, Real Estate, Financial Services, REITs and Asset Management. Serve as an advocate for customers by partnering with with internal data sciences and sales teams to share feedback, inform best practices, track client needs and communicate timelines.▪ Work with new customers to maintain a deep understand their needs, pain points and obstacles, coordinating onboarding sessions to highlight value and leverage knowledge of Advan’s products, ensuring a thorough implementation process.▪ Increased customer satisfaction and retention through regular business reviews, follow-ups and proactive outreach, to anticipate future business opportunities and provide guidance for success.▪ Increased lead generation by 20% and boosted brand awareness across social media platforms in coordination with external marketing agency.▪ Leverage CRM to maintain up to date records of client interactions, in addition to partnering with sales team to plan individual customer success, drive account expansion, and boost client optimization. Show less