Tee Saifele
Charlotte
Summary
Marketing executive with stellar background propelling customer engagement through innovative campaigns and targeted media placement. Successful at maximizing brand image and profitability by creating strategies based on deep understanding of target audience. Proven history of managing multiple activities from start to finish while meeting strict deadlines.
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
I look forward to growing with your organization and will apply myself 200%
Overview
4
4
years of professional experience
3
3
years of post-secondary education
Work History
Associate Financial Service Professional
LPL Financial
Fort Mill
04.2024 - 01.2025
- Collaborated with team members to enhance customer service processes.
- Educated clients on various financial products and services available.
- Maintained accurate client records and documentation in the system.
- Coordinated client meetings to address financial concerns and objectives.
- Developed presentations for client meetings to explain complex information clearly.
- Collaborated closely with other departments within the organization to ensure compliance requirements are met.
- Processed requests for transfers between accounts or withdrawals from investments as requested by customers.
- Answered questions from customers about their accounts and provided them with additional information as needed.
- Participated in team meetings designed to discuss customer issues or develop new strategies for providing superior service.
- Documented client conversations, actions taken, and changes made in order to maintain accurate records.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Built and maintained strong client relationships through exceptional service and communication.
Customer Success Representative
DigitalBGA - Luminary Life Insurance
Pineville
08.2023 - 04.2024
- Educated customers on product features and benefits of life insurance.
- Developed strong relationships with clients to enhance satisfaction and retention.
- Collaborated with sales teams to address customer needs and expectations.
- Utilized CRM software to track interactions and manage client accounts.
- Resolved customer complaints efficiently, ensuring timely follow-up actions.
- Maintained up-to-date knowledge of products, services, policies, and procedures.
- Followed up with customers post purchase to ensure they were satisfied with their experience.
- Cultivated strong working relationships between departments within the organization in order to better serve customers needs.
- Resolved customer inquiries in a timely manner while maintaining high quality standards.
- Provided exceptional customer service and technical support to customers via phone, email, and chat.
- Performed data entry tasks related to updating account information or logging call notes into the system.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Updated databases with new and modified customer data.
Project Management Intern
LPL Financial
Fort Mill
01.2023 - 07.2023
- Assisted project managers in tracking project timelines and deliverables.
- Coordinated team meetings to discuss project updates and action items.
- Facilitated communication between departments to ensure alignment on projects.
- Supported the implementation of new project management software tools.
- Assisted in the coordination of project activities to ensure successful completion within established deadlines.
- Attended regular meetings with team members to review progress and identify any issues that need to be addressed.
- Assisted with planning by helping document, develop and refine concepts to align strategies with stated project objectives.
- Coordinated sprint planning sessions to define project goals and tasks.
- Assisted team members in understanding Agile principles and practices.
Marketing Executive
Ummah Care LLC
Charlotte
01.2022 - 01.2023
- Developed marketing materials to support community outreach initiatives.
- Coordinated social media campaigns to enhance online presence and engagement.
- Assisted in organizing events that promoted health and wellness services.
- Conducted market research to identify trends and community needs.
- Managed email marketing campaigns to inform clients about new services.
- Engaged with clients to gather feedback on services offered by the organization.
- Maintained an up-to-date database of customers' contact information.
- Developed marketing strategies and campaigns to increase brand awareness.
- Planned and organized public relations and promotional events.
- Analyzed customer feedback to improve the quality of products and services.
Patient Care Associate
Novant Health, Inc
Huntersville
02.2022 - 11.2022
- Assisted nursing staff with patient care and daily living activities.
- Monitored vital signs and reported changes to healthcare team.
- Provided emotional support to patients and families during treatments.
- Documented patient information accurately in electronic health records.
- Maintained cleanliness and organization of patient care areas.
- Communicated regularly with nursing staff regarding changes in patient condition or needs.
- Monitored vital signs including temperature, pulse, respiration rate, blood pressure and oxygen saturation levels.
- Recorded detailed notes about each interaction with a patient in order to provide comprehensive documentation of their stay.
- Documented information in patient charts and communicated status updates to interdisciplinary care team.
- Improved patient outlook and daily living through compassionate care.
- Provided constant monitoring of patients to ensure safety and comfort.
- Provided companionship to patients, reducing anxiety and loneliness.
Field Sales Representative
DMV Promotions
Tysons Corner
04.2021 - 08.2021
- Developed relationships with clients to promote brand awareness.
- Demonstrated products to potential customers at promotional events.
- Conducted market research to identify new sales opportunities.
- Collaborated with team members to create effective sales strategies.
- Managed inventory and ensured product availability for events.
- Prepared reports on sales activities and customer interactions.
Education
BBA - Business Administration And Marketing
North Carolina Central University
Durham, NC 09.2018 - 12.2021
Skills
- Customer relationship management
- Account management
- Client communication
- Team collaboration
- Customer relationship building
- Marketing strategy
- Social media management
- Market research
- Content creation
- Brand awareness
- Client engagement
- Effective communication
- Problem solving
- Presentation skills
- Marketing plan development
- Patient care
- Electronic health records
- Vital signs monitoring
- Data entry accuracy
- Time management
- Relationship building
- Project management
- Agile methodologies
- CRM software
- Data presentation
- Microsoft office
- Google suite
- Idea development and brainstorming
- Strategic planning
- Graphic Design
- Phone Etiquette
Affiliations
- Podcasting; Hosting "The Mental Threads Podcast"
- Poetry
- Reading
- Music
Timeline
Associate Financial Service Professional
LPL Financial
04.2024 - 01.2025
Customer Success Representative
DigitalBGA - Luminary Life Insurance
08.2023 - 04.2024
Project Management Intern
LPL Financial
01.2023 - 07.2023
Patient Care Associate
Novant Health, Inc
02.2022 - 11.2022
Marketing Executive
Ummah Care LLC
01.2022 - 01.2023
Field Sales Representative
DMV Promotions
04.2021 - 08.2021
BBA - Business Administration And Marketing
North Carolina Central University
09.2018 - 12.2021