Jacob Phillips

About Jacob Phillips

Hello! My name is Jacob Phillips, and I utilize over a decade of experience in customer…

Experience

1. Admissions Coordinator

   Charlie Health

   Oct 2024 — Present

   Team Development and Training Passionate about knowledge-sharing and continuous improvement, I engage with colleagues to enhance team-wide pipeline management strategies. Using platforms like Zoom and Slack, I provide hands-on guidance to new team members, helping them navigate admissions processes and develop confidence in their roles. Pipeline Management With expertise in Salesforce and Five9, I ensure accurate and up-to-date client documentation, supporting smooth admissions operations. I manage a consistent pipeline of 45-50 opportunities, diligently engaging with each client daily to maintain momentum and drive successful outcomes. Customer Service and Engagement Building authentic and empathetic connections with clients is at the heart of my approach. Utilizing the CHARLIE Call Flow methodology, I create meaningful interactions that foster trust, satisfaction, and long-term relationships. My goal is to ensure each client feels valued and supported throughout their journey. Goals and Accomplishments Demonstrating a commitment to excellence, I successfully met all KPIs within my first two months post-ramp. Additionally, I maintained an outstanding Quality Assurance rating of 9.4 out of 10 during my 90-day ramping period—a testament to my attention to detail, professionalism, and dedication to superior service.

Education

• John C Calhoun State Community College

  Associate of Science - AS

  2015 — 2018

• Jacksonville State University

  Integrated Studies Major

  2019 — 2024