Customer Service Management & Support, Leadership, Coaching & Team Development,

As an Agent Success Consultant at SetSchedule, I managed multiple client accounts daily, ensuring each agent received the support they needed to succeed on the platform. Every day, I balanced onboarding new agents, optimizing existing accounts, and troubleshooting issues—all while keeping track of follow-ups and scheduled check-ins. When onboarding new agents, I walked them through setting up their profiles, adjusting their preferences, and understanding how to use the platform effectively. Since every agent had different levels of experience and goals, I tailored my approach to match their needs. Some needed step-by-step guidance, while others just had a few quick questions. At the same time, I handled ongoing support for existing clients, making sure their accounts were running smoothly. If an agent was struggling to close deals or felt frustrated with their results, I analyzed their lead activity, offered strategies for improvement, and adjusted their settings to better match their target market. Managing multiple accounts required strong time management and organization, but I enjoyed the challenge of juggling different tasks and making sure each agent felt supported. My goal was always to provide personalized assistance while keeping everything running efficiently.