Megan Dale

**** * ******* **** **. Mobile – 801-***-****

Riverton, UT 84096 adg3zo@r.postjobfree.com

Highly motivated team player focused on the customer experience and ensuring they are receiving the white glove treatment. Extensive experience in coaching, team building, training, account management and retention. As a manager with a strong work ethic, who leads by example, I am able to communicate complex ideas clearly and balance multiple priorities to meet strict deadlines without compromising quality. Results-oriented with strong analytical and problem solving skills, customer focused and committed to the profitability of employer through customer satisfaction, retention and driving sales opportunities. Focused on building excellent productive client relationships, working to identify their needs, quickly resolve issues and to assure their business needs are met.

Skill:

Analytical

Problem-solving

SaaS

Leadership

Strategic planning

Public speaking

Microsoft office

Account management

Customer relationship management (CRM)

Retention

Team building

Detail oriented

Developing relationships

Professional Experience

2013-Present Independence University SLC, UT

2017-Present – Director of Financial Aid/Customer Success Manager

DocuSign Administrator where I worked in parallel with our IT department where we could leverage efficiencies with DocuSign, for those specific applications, throughout our enterprise

Responsible for creating templates, branding, training, and administering user permissions, within the University's DocuSign Platform

Developed strategies and processes to retain revenue across my book of business

Proven ability to manage, utilize, and prioritize my time and efforts by maintaining the top team in the department

Performs periodic account reviews to confirm student satisfaction and retention

Works with the team on solutions and ways to simplify our process and utilize the resources we have

Responsible for the creation, design and implementation of our KPI Matrix which we utilize to project our monthly forecasts which results in meeting weekly with the VP to make sure we are on track

Oversee a team of 13 employees who are responsible for over 3,500 student/customer accounts which bring in over $100,000,000 in ARR

Internal coach, mentor, and leader within Independence University

Consistently surpass my monthly and annual quotas

2015-Present – Admissions/Financial Aid Trainer

Project Manager role where I was tasked to build the University employee training curriculum for our staff of 400

Worked on creating the training material and best practices for the following software vendors, which are standards, at the University; DocuSign, Velocify, Five9,Salesforce, Vocalcom, Appointment Plus, Campus Nexus and School Docs (where I would present/train/repeat to a revolving audience of 400 peers)

2013-2015 – Financial Planner/Sales

Sales consultant where I would present different Financial Aid options for the students

Hit and surpassed my monthly metrics each month

Overcame many objections to help ease any concerns that the students might have and to get the TIV funding in place for them

Problem solver and solutions oriented as I was able to gather additional documents for their Financial Aid verification

2010-2013 Sports Clips SLC, UT

:

Manager

Managed and recruited stylists to work as a team in the salon

Collaborated with the owner for the launch and open of the South Jordan, UT store in 2010. We worked closely on the lay out, metrics and development of the store.

Created and maintained schedules, pay and trainings to ensure our team was successful

Kept salon organized, ordered supplies and worked as a team to reach our monthly goal. Managed the product for store front in order to increase up sales.

2005-2010 Taylor Andrews Hair Academy SLC, UT

Instructor

Taught classes on a daily basis to over 50 students about the foundation of cosmetology

Prepared creative lesson plans which included demonstrations, role play and hands on exercises

Worked closely with the team to resolve any problems or issues that would take place on the floor with clients to ensure their satisfaction

Actively engaged with both successful and struggling students in order to maintain high retention

Education

Independence University SLC, UT

Bachelor of Arts

Career Beauty College Rexburg, ID

Cosmetology License

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