Summary
Overview
Work History
Education
Skills
Timeline
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Kaitln Matchett

Summary

A well-rounded business professional, passionate about the intersection of client relationship management, technology advancements and reviving business growth. Eager to excel in a role that utilizes my entrepreneurial mindset and progressive methodologies to enhance the company's vision, while expanding its market outreach.

Overview

5
5
years of professional experience

Work History

Client Success Specialist

Quarter4
08.2021 - Current
  • Began as an Administrative Assistant, then promoted to Sales Coordinator and now Client Success Specialist.
  • Executes support tasks for all client management/reporting.
  • Organizes all client/board meetings and communication processes, on a global scale.
  • Supports the Sales team with all client interactions ie. maintaining client relationships, client invoicing and revenue stream processes, as well as, reach-out campaigns.
  • Manages all company Marketing initiatives including; social media content for Linkedin, Twitter and Instagram.
  • Skilled in prospect/client introductions as well as, providing product demos.
  • Manages and executes all website content (Press Releases, News Room etc.)
  • Train and supervise interns on product and marketing initiatives.
  • Generated leads and prospects daily to fill the sales pipeline.
  • Outlined all Target Revenue Projections quarterly.
  • Created all critical Investor Documentation to support the funding/raise process.
  • Created all client materials regarding Product Overview, Use Cases, Pricing Structure, Demo resources.

Patient Care Coordinator

Dawson Dental
11.2020 - 08.2021
  • Appointment Scheduling and Cancellations.
  • Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
  • Assisted patients with completing necessary paperwork and forms to provide healthcare facilities with essential information to bill for services.
  • Compiled and maintained patient medical records to keep information complete and up-to-date.
  • Acted as main point of contact for patients, doctors, and hospital staff by closely reviewing medical charts and maintaining high levels of communication.
  • Upheld confidentiality requirements and regulatory compliance guidelines.
  • Trained new staff on filing, phone etiquette and other office duties.
  • Applied administrative knowledge and courtesy to explain procedures and services to patients.

Inside Sales Representative

Sysco Canada
09.2019 - 03.2020
  • Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
  • Utilized data and analytics to identify target markets and understand customer needs.
  • Informed customers of promotions to increase sales productivity and volume.
  • Monitored service after sale and implemented quick and effective problem resolutions.
  • Built relationships with customers and community to promote long term business growth.
  • Maintained current knowledge of evolving changes in marketplace.

Real Estate and Property Management Administrator

Fengate Asset Management
05.2018 - 09.2018
  • Analyzed operational information for impact on ROI, identified trends and recommended appropriate adjustments.
  • Collected and maintained careful records of rental payments and payment dates.
  • Introduced and monitored effective lease renewal programs to maintain high occupancy rates.
  • Monitored and tracked payments and expenses, providing timely and accurate financial reports.
  • Communicated effectively with owners, residents, and on-site associates.
  • Implemented and enforced policies and procedures to maintain properties to highest standards.
  • Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
  • Monitored progress of construction and maintenance projects and notified appropriate individuals of project updates, delays, and schedule changes.
  • Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs, and capital improvement projects.
  • Generated professional networks by engaging in professional, industry and government organizations.
  • Maintained original leases and renewal documents in digital and hardcopy format for property management office.

Education

BBA - International Business Management

Conestoga College
Kitchener, ON.
08.2020

Skills

  • Experienced in assessing global market trends and using international sources to research and analyze industries with precise detail orientation
  • Ability to gain strong command of new systems, and high proficiency with various software products and an aptitude to learn new technologies
  • Advance skill set in the use of Excel, Word, Power Point, Access, Google Workspace, Salesforce, Illustrator, WordPress, Redash, Sketch, all Social Media platforms, MAC (IOS) Software and Windows Software, as well as, Information Data Systems
  • Skilled in high-volume sales outreach, Customer Relationship Management, entailing a variety of international clients with the ability to influence decision makers
  • Proficient in managing and leading team projects and presentations with advanced experience in Zoom, Teams, Google Meets etc to communicate all deliverables, with flawless execution
  • Experienced in leading all internship programs by training and supervising

Timeline

Client Success Specialist

Quarter4
08.2021 - Current

Patient Care Coordinator

Dawson Dental
11.2020 - 08.2021

Inside Sales Representative

Sysco Canada
09.2019 - 03.2020

Real Estate and Property Management Administrator

Fengate Asset Management
05.2018 - 09.2018

BBA - International Business Management

Conestoga College

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Kaitln Matchett