Resume
Work Experience
KEAP FREE TRIAL EXPERIENCE MANAGER, Remote
Keap, February 2021-November 2023
Keap, February 2021-November 2023
- Manage the Keap free trial chat • experience via Intercom
- Proactively and reactively follow-up with prospects via Intercom live chat
- Work with PMM, Growth to optimize and improve intercom chat prompts and post automations to increase free trial adoption
- Support prospects by creating personalized videos, creating help articles, hosting webinars, chat, and email
- Collaborated with cross-functional teams across departments such as marketing, sales, IT, finance. to deliver exceptional customer experiences.
- Analyzed customer feedback data to identify trends, determine root causes, and develop action plans to improve customer satisfaction scores.
- Conducted regular meetings with team members to review progress on projects related to improving the customer experience.
- Designed A and B tests that helped refine product features according to user feedback received from different channels.
ASSURANCE SPECIALIST, Remote
Keap, March 2018-February 2021
Keap, March 2018-February 2021
- Collaborated closely with the product team to create help articles • for new releases.
- Identified several bugs while working on the new help articles before the feature was released.
- Established a process for employees to submit requests to add or update information.
- Developed an automated form for agents to submit requests for Email ops.
CUSTOMER SUCCESS LEVEL 4, Remote
Keap, July 2015-February 2021
Keap, July 2015-February 2021
- Resolved customer issues quickly and effectively while maintaining a high degree of customer satisfaction.
- Identified opportunities for upsell and cross-sell services based on customers' usage data and preferences.
- Developed in-depth knowledge of the company's products, services and processes to provide accurate information to customers.
- Provided exceptional customer service to ensure client satisfaction and address their needs.
INSTALLER/CUSTOMER SERVICE, Orem, UT
Apex EDI, November 2013-May 2015
Apex EDI, November 2013-May 2015
- Clearing House which processed insurance claims for medical and dental office
- Install software and completed training over the phone and using remote support
- Implemented NPS survey process