Ashley Smith
About Ashley Smith
Ashley Smith is an Operations Specialist at Guideline with a background in client relationship management and customer success.
Title: Operations Specialist
Ashley Smith holds the title of Operations Specialist at Guideline. This role commenced in 2021, and involves significant operational oversight and process improvement initiatives.
Previous Work Experience at Guideline
Prior to the current role, Ashley Smith served as a Client Relationship Manager at Guideline from 2019 to 2021 in the San Francisco Bay Area. In this capacity, Ashley was responsible for managing client relationships and enhancing customer satisfaction. Additionally, Ashley worked as a Senior Customer Success Associate at Guideline from 2018 to 2019, focusing on customer success and service delivery.
Past Roles at talech
From 2016 to 2018, Ashley Smith worked at talech as a Senior Client Support Specialist in Palo Alto, CA. Before that, from 2014 to 2016, Ashley held the position of Senior Product Support Engineer at talech, ensuring technical support and product performance.
Education and Background
Ashley Smith studied Sociology at California State University-East Bay and earned a Bachelor of Arts (B.A.) degree.
Achievements in Client Relations and Operations
Ashley Smith has a track record of significant achievements, including initiating cross-functional meetings to streamline processes, leading to the successful completion of over 14,000 IRS filings for 401(k) plans. Ashley increased customer satisfaction by 30% and reduced escalations by 20% through the facilitation of sales information sessions. Additionally, strong customer relationships contributed $1.1 million in Assets Under Management. Ashley's efforts have also resulted in a 93% positive feedback score from clients and resolving data discrepancies for 20% of 401(k) plans, ensuring data accuracy and integrity.