Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Certifications And Skills
Affiliations
Certification
Timeline
Generic

Caleb Kim

Chicago

Summary

Dynamic Implementation Specialist with a proven track record at YCharts, excelling in client onboarding and software implementation. Expert in process optimization and account management, I successfully led enterprise-level projects, enhancing client satisfaction and driving growth.

Skilled in HubSpot CRM and proficient in Microsoft Excel, I thrive on building strong client relationships.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Implementation Specialist

YCharts
Chicago
09.2023 - Current
  • Pioneered onboarding and training programs as the first Implementation Specialist at YCharts.
  • Built and documented scalable implementation processes tailored to various client archetypes.
  • Led enterprise-level implementations, managing high-visibility accounts, and client transitions.
  • Partnered directly with C-suite executives to integrate technology solutions into our platform.

Senior Customer Success Associate

YCharts
Chicago
08.2021 - 09.2023
  • Proposed and presented a team restructuring strategy to the VP of Customer Success to streamline growth.
  • Managed onboarding and renewals for a client segment with $4M ARR, and 1,500 accounts.
  • Supported RIA clients by analyzing usage reports, setting up new accounts, and providing expert support.
  • Conducted client training and support sessions to drive adoption, satisfaction, and upsell opportunities.
  • Resolved technical and advisor-related inquiries, including Excel troubleshooting and software issues.

Enterprise Operations Representative

Coyote Logistics (a UPS Company)
Chicago
08.2020 - 08.2021
  • Assigned the highest-revenue client from the training cohort, a Fortune 500 account.
  • Handled daily logistics operations involving data analysis, service optimization, and profitability tracking.
  • Delivered strategic reports to customers, uncovering new business opportunities.
  • Cultivated long-term client relationships to drive mutual growth.
  • Analyzed market trends to provide customers with competitive annual rate proposals.

Education

B.A. - Business/Economics

Wheaton College
Wheaton, IL

Skills

  • HubSpot CRM
  • Basic HTML
  • Microsoft Excel
  • Client onboarding
  • Software implementation
  • Customer relationship management
  • Process optimization
  • Account management
  • Implementation management

Hobbies and Interests

  • Pickleball
  • Weightlifting
  • Matcha

Certifications And Skills

FINRA Securities Industry Essentials (SIE), HubSpot CRM, Contract Construction, Basic HTML, Freight Logistics, Microsoft Excel

Affiliations

  • Gym and Fitness
  • Pickleball
  • Matcha
  • Coffee

Certification

  • SIE Certification (FINRA)

Timeline

Implementation Specialist

YCharts
09.2023 - Current

Senior Customer Success Associate

YCharts
08.2021 - 09.2023

Enterprise Operations Representative

Coyote Logistics (a UPS Company)
08.2020 - 08.2021

B.A. - Business/Economics

Wheaton College

Similar Profiles

CREATE PROFILE
Caleb Kim