Customer Success

Courtney Spencer

www.linkedin.com/in/courtneyspencer 813-***-**** ad8pz8@r.postjobfree.com SUMMARY

Extensive experience in interpersonal communications, account management, coordination/organization, operations management, finance, and customer success. My background encompasses the operational management of tangible and intangible goods and services. Thrive on speaking to inform including the ability to communicate clearly and concisely as an advocate, both in oral and written form, with people of widely varied backgrounds and socioeconomic levels, thus creating goodwill.

PROFESSIONAL EXPERIENCE

Concierge Consulting, CSF, Inc. 2013 – Current

(Assignments: Customer Success/Recruiting/Accounting Assistant/Sales & Marketing/Administrative Assistant/Executive Assistant/Personal Assistant/Social Media Assistant/Production Assistant/Life, Health & P&C Insurance Sales) Accounting Assistant/Administrative Support, Stewart Organ Service (Remote) Master Technician Specialists on Vintage Hammond Organs & Leslie’s with 50 Years of Experience

Preparing Monthly Balance Sheets for the accountant as well as Statements and Invoices in FileMaker.

Recording weekly deposits, and weekly payments, and updating Excel Trackers and Accounts Receivable Trackers.

Send out monthly reminders for delinquent accounts and preventive maintenance programs. Administrator, Howard Eco Works (Hybrid)

EcoWorks is a non-profit that empowers communities and diverse workforces to respect and restore our natural systems for future generations. Workforce & Youth Development, Stormwater Management, Environmental restoration, Environmental stewardship, and Native plants.

Accurately entered key data, daily financial transactions in the database, prepared and maintained accounting documents and records as well as provided clerical support to company personnel and accountant.

Research, track, and restore accounting or documentation problems and discrepancies, compile reports/summaries on activity areas including grants, functioned by established standards, procedures, and applicable grant regulations.

Served as a part-time office manager, helped in the onboarding process of staff, cell phone and computer renewal, and assignments.

Production Assistant to a Professional Freelance Illustrator, Hull Street Studio (Hybrid) Paper-cut illustrations with a 3-D effect made on hand-marbled paper, ink-wash paintings, or recycled magazine pages for an original one-of-a-kind design.

Complete all prep work based on composition, color, space, and perspective, to produce the desired artistic effects of artist-illustrated designs.

Produce original patterns and process materials, often by shaping, joining, cutting, pasting, and “bumping” up by utilizing visual elements, as well as framing and creating final art illustrations.

Ensure consistency and quality of the final product to the artist’s satisfaction, before shipping the finished artwork to the client.

Start-Up Consultant, ABIS-Solutions (Hybrid)

ABIS is a start-up staffing company focused on the Information Technology (IT) and Telecommunications Industries.

Developed and executed workflow for inside operations, as well as, created Job Descriptions for Information Technology (IT) and Telecommunications positions active in the industries.

Explored and identified various tools – best job boards, sourcing, and screening processes to recruit quality candidates.

Maintain accurate records of all sales and recruiting efforts via the company CRM (Salesforce) and ATS (Target Recruit).

Director: Legal Recruitment & Social Media, LitigationSupportCareers.com (Hybrid) Legal Tech Talent Network. LTTN endeavors to capitalize on the extensive network built by LSC since launching the industry's first eDiscovery Legal Tech job board and professional development resource center in 2007.

Manage the online presence of a legal industry recruitment website.

Utilize HootSuite to provide relevant content to followers of the site’s social media network.

Sales of job posting packages and website advertising to organizations involved in marketing to the litigation support, eDiscovery, and Legal Technology fields.

Executive Recruitment of Attorneys, Sales & Marketing Executives, Project Managers, and other legal support staff in the areas of litigator support management, eDiscovery, computer forensics, cyber security, software development, legal secretaries/paralegals, marketing, IT, and records/information governance. Clients include law firms, legal support vendors, and in-house legal departments at major corporations. Sales Support Specialist/Personal Assistant, Chad Kozlek (VP External Operations, VenueBook) (Hybrid) VenueBook is a tool that fills your restaurant’s empty seats for you, increasing occupancy so you can grow your profits without doing anything differently.

Provide marketing leads for an Event Planning Tech Startup operating in the event planning vertical in major US markets.

Identify venues as prospects for partnership with VB’s event matching platform for events of various sizes.

Implement and create a filing and personal record-keeping system by instituting corrective measures, resulting in greater effectiveness and productivity in office operations which allows VP additional time to tend to pending situations.

Parish Administrator (Hybrid) St. Peters Episcopal Church 3/2019–6/2023

Assist and support the priest in handling correspondence, including telephone, mail, e-mail, and social media outlets; scheduling of appointments, and church calendar, securing funds, and benevolence requests, building usage according to church procedural guidelines and other pastoral presence for various ministries.

Prepare, update, maintain, and publish worship aids, such as bulletins, parish registers, song sheets, Psalms, prayer lists, liturgical participants, flower donations, financial snapshots, membership management, parish announcements, weekly email newsletter, using various programs to include, Ministry Scheduler Pro, Publisher, Servant Keeper, MailChimp, Constant Contact, Facebook, Instagram, Twitter, Buffer, Tithe.ly.

Obtain and incorporate music selected by the Music Director and Rector. This includes referencing titles, and hymn numbers in both the hymnal and St. Peter’s Songbook and preparing song sheets for any music outside those resources. Talent Acquisition Director (Hybrid) ABIS Solutions 9/2016-1/2017 The position included aspects of the staffing process - wore many hats during this early stage (less than 1 year old with 2-5 employees).

Attended networking functions and assisted in other marketing initiatives to plant seeds for new business opportunities as the company started from scratch with no existing clients.

Developed new consultative relationships with clients, identified their needs, and worked with their recruiting team on submitting qualified candidates; exploring all facets of capabilities to connect with clients.

Interviewed, screened, matched, checked applicant references, solidified acceptance, job placement starts, and facilitated onboarding/background checks/drug tests.

Coordinated and drove candidates' interviews with clients and prep/debriefed applicants before/after interviews, gathered feedback from the client managed relations with contract employees during assignment.

Maintained accurate record of all sales and recruiting efforts via the company CRM (Salesforce) and ATS (Target Recruit).

Director of Operations (On-site) Advantage ID, LLC 2009-2013 Responsible for client relations, account management, vendor management, and operations management for tracking and ID solutions to the tire industry and major rubber suppliers.

Managed and oversaw the company’s A/P, A/R, and Reporting in QuickBooks to include reconciliations, daily sales transaction audits, chargebacks, adjustments, and proper completion of contracts and paperwork for payments, RMAs

(Returned Material Authorization) transfers, inventory, shipping, as well as human resources, recruiting, training, and staffing.

Supervised and managed the backend of the firm’s e-commerce site used for single source shopping for contract- based products, auto fulfillments, IT, website, social media, marketing, tradeshows, and initiatives to drive traffic to the e- commerce store.

Oversee facility maintenance, appearance, fixture packages, signage, store cash, credit card, and precash reconciliations, and investigate discrepancies.

Improve performance in key operational and profitability metrics, cost-cutting, and consolidation opportunities.

Developed and maintained client-based business (new & established), throughout North America for major and minor rubber suppliers.

EDUCATION

University of Tampa, BFA Minor: Marketing Concentration: Graphic Art

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