WhiteWater Express Car Wash

General Manager

Finance

Helping people create a financial GPS so they can assess if they’re on target to reach their goals.

Finance Coach

Brandwatch

- Consistently surpassed renewal and growth goals, achieving 113% and 119% in Q2 and Q3 respectively, while meeting GRR team renewal targets each quarter since Q2 2022.
- Seamless transition of 60 clients, maintaining strong relationships and elevating team GRR by 20%

Customer Success Manager

TTI Success Insights

Value Added Associate

Certified Life Coach

SimpleBills

- Implemented 80 new clients between May and September 2021 – from first contact post sales to AM assignment.
- Owned client portfolio of $15M in Annual Contract Value
- Developed 15 Standard Operating Procedures bringing clarity and alignment to our internal teams.

Solution Account Manager

Senior Account Manager

SimpleBills is a complete utility management service that helps properties realize efficiencies with data-based decisions while providing residents a customer service experience you can be proud of.

Account Manager

Hartford Federal Credit Union

•	Provides professional customer service by identifying potential customers, initiating new accounts, and coordinating product demonstrations in collaboration with the Management Team.
•	Focus on continuous learning and development at the individual, team, and organizational levels by designing and deploying strategies, which will enhance people, processes, and performance.
•	Created strategic partnerships and gathered market information to gain a competitive advantage, leading to 20 new accounts by referral.

Business Development Manager

First Commons Bank, Newton Centre, MA

•	Lead audit operations and systems training which led to superior audit ratings and more knowledgeable team.
•	Received "Legendary Client Service" Award. 
•	Identified critical client needs through fostering strong client relationships and ongoing communications. 
•	Developed, trained and coached 5 new employees on the banking system.
•	Designed and facilitated learning programs to support performance processes.

Senior Client Service Representative

Antioch Waltham

•	Creatively collaborated with ministry team on development of curriculum. 
•	Identified emerging leaders and helped determine desired placement in ministry.

Youth Pastor/Ministry Intern

Bank of America

•	Accurately and efficiently completed 65 customer transactions daily.
•	Built trust with customers by effectively meeting their service needs.

Sales and Service Specialist

Passionate Customer Advocate Focused on Driving Customer-Centric Solutions

I have over 15 years of driving customer-centric solutions. From Banking to Customer Success I've carried this core value with me.

I've learned a lot over the last decade and a half, but something that's stuck with me is that we need to ask more questions. In my experience, when I hear a client tell me what they want, there's usually more to the story. By asking powerful questions I've been able to understand who, what, where and why in all these scenarios. It's not that I don't trust my customers, but I like to go the extra mile to truly understand what's led them to this solution.

Helping people is another core value - as an extravert it comes easily to me. Whether I'm training, presenting, coaching, or listening my objective is to help provide value. It's important that my customers know I am their catalytic resource to help them reach set out goals.

Dan Lathrop

Good Agency

Chief Growth Officer

The Scatter Joy Project

Support the vision, mission, and direction of the organization through brand, strategy, and event support.

Advisory Board Member

PARABLE Brand

People don't lead from qualities or positions, they lead from their story. We help businesses tell their story by building their unique parable.

Storyteller & CEO

One Chapel

Led, grew, and managed volunteer teams to serve throughout the week and for various events. Led trainings and workshops once per quarter. Built up new operational system for vetting, training, and managing people and skills. 
Led youth group leaders through training, development, communication, and preaching each week.

Team Director & Youth Pastor

Depression2Extinction

Co-Founder & Executive Director

Co-Founder & Creative Director

The WHY Blog

www.thewhyblog.com
Creating Connections Through Conversations

Host and Creator

CURO Coaching Solutions, LLC.

Co-Founder & Partner

CURO Coaching Solutions

Personal Development Coach

Bryn Athyn College of the New Church

Leading a team to build a fully functioning media program designed by students to help reach a larger audience of past, current, and future students.

Audio Visual Technician

Be Well Bakery and Cafe

My opportunity is one that allows me to continuously learn and improve myself, my teammates, and the company.

Social Media and Catering Manager

Radical Brand & Content for B2B | Brand Strategist | Storyteller | Brand Pastor | ☕️ & 🌵 Enthusiast

🌵 Follow me for daily insights into building, growing, and crafting the story-backed marketing that drives revenue🌵

Craft coffee and inspiring stories? I’m in. 

I help legacy brands build thriving brand strategies and brand stories.

Don't believe me?

Just ask Dale Dupree.

taplio

The Battle

Dan Lathrop

Luke Frazier 🌵

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