Chelsea Louise Swanson
Nayarit
Summary
Motivated Referral/lead coordinator proudly offering over eight years' experience driving business opportunities by utilizing highly developed Crm and market skills. A poised professional at ease with assessing customer needs. Offering outstanding relationship building and decision-making skills.
Overview
6
6
years of professional experience
Work History
On Sight Lead Generation
Coldwell Banker La Costa
Puerto Vallarta
01.2022 - 02.2024
- Provided customer service support during events, ensuring guests had a positive experience.
- Monitored event progress throughout the day and made adjustments as needed.
- Assisted in developing event proposals and budgets.
- Collaborated with marketing team to create promotional materials such as flyers, posters.
- Coordinated with vendors to ensure timely delivery of materials needed for events.
- Created post-event reports to document success metrics and areas for improvement.
- Analyzed data from past events to determine ways to optimize future ones in terms of cost savings or audience engagement.
- Developed strategies to promote upcoming events on social media platforms.
- Organized and managed the setup of event venues, including decorations and equipment.
International Referral/Lead Coordinator
Coldwell Banker La Costa
Puerto Vallarta
01.2018 - 02.2024
- Developed and implemented strategies to ensure successful completion of projects.
- Managed recordkeeping, documentation and reporting functions for Referral department.
- Analyzed data from previous projects to identify areas for improvement in future initiatives.
- Worked with team members to promote great customer service and pleasant work environment.
- Prepared custom training course materials and presentations for corporate training.
- Provided training and support for team members on how to use the CRM system effectively.
- Assisted in setting up automated processes within the CRM system to improve customer experience.
- Integrated multiple systems into one unified CRM platform to streamline customer service operations.
- Created detailed reports on customer activity.
- Analyzed customer data and identified trends to inform the design of the CRM platform.
- Developed and executed lead generation strategies to increase qualified leads by 20%.
- Analyzed customer data to identify trends in the market that could be used for targeted campaigns.
- Generated weekly reports outlining progress towards goals and highlighting any potential risks or issues.
- Optimized the Lead Scoring process for better segmentation of prospects into different stages of the funnel.
- Collaborated with marketing teams to develop relevant content for target audiences across multiple channels.
Real Estate Agent
Coldwell Banker La Costa
Puerto Vallarta
01.2018 - 08.2019
- Maintained updated knowledge of local real estate markets.
- Managed real estate transactions from initiation to closing.
- Coordinated appointments to show homes to prospective buyers.
- Managed sales pipeline by actively following up with prospects and hot leads.
- Served as local real estate expert, advising customers on market dynamics and home prices.
- Planned and coordinated open house events to move properties.
- Attended industry events such as conventions and seminars.
- Attended progress meetings and cold call sessions to hone lead generation skills.
- Drafted contracts, purchase agreements, closing statements and leases.
Education
High School Diploma -
South Kamloops Secondary School
Kamloops British Colombia 01-2016
Skills
- Competitor Analysis
- Marketing Automation
- Prospecting Techniques
- Campaign Management
- Business Planning
- Team Management
- Strong Work Ethic
- Critical Thinker
- Organizational and Planning Skills
- Conflict Resolution Abilities
- Data Accuracy
- Client Engagement
- Multitasking
- Cultural Awareness
- Dependable and Responsible
Languages
English
First Language
Spanish
Advanced (C1)
C1
References
References available upon request.
Timeline
On Sight Lead Generation
Coldwell Banker La Costa
01.2022 - 02.2024
International Referral/Lead Coordinator
Coldwell Banker La Costa
01.2018 - 02.2024
Real Estate Agent
Coldwell Banker La Costa
01.2018 - 08.2019
High School Diploma -
South Kamloops Secondary School
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