Jourdana Claibourn
About Jourdana Claibourn
Jourdana Claibourn is a Senior Customer Success Specialist at WealthEngine, where she manages a client portfolio of over 220 accounts. She holds degrees in Business and Computer Science from the University of Maryland University College and Bowie State University, respectively.
Work at WealthEngine
Jourdana Claibourn has been employed at WealthEngine as a Senior Customer Success Specialist since 2019. In this role, she manages a client portfolio consisting of over 220 accounts, with each account generating more than $2,000 in revenue. Her responsibilities include creating Standard Operating Procedures (SOPs) to enhance client lifecycle management, from onboarding to ongoing service. Additionally, she has played a key role in developing and overseeing an internal communication plan for the Account Management team, which facilitates the reporting of known issues and tracking of trends.
Education and Expertise
Jourdana Claibourn pursued her education at the University of Maryland University College, where she studied Business from 2012 to 2016, earning a degree over four years. She furthered her education at Bowie State University, achieving a Bachelor of Science in Computer Science from 2016 to 2018. This combination of business and technical education has equipped her with a diverse skill set applicable to her roles in customer success and account management.
Background
Prior to her current position at WealthEngine, Jourdana Claibourn held various roles in customer support and account management. She worked as an Engineering Administrative Assistant at United Therapeutics Corporation from 2017 to 2018. Earlier in her career, she served as an Account Manager at DealerOn, Inc for a brief period in 2016, and as a Lead Customer Support representative at RedEnvelope from 2008 to 2009. Additionally, she was a Senior Customer Care Specialist at Optoro from 2011 to 2015.
Achievements
Throughout her career, Jourdana Claibourn has demonstrated a commitment to improving client services and operational efficiency. She is responsible for creating Standard Operating Procedures (SOPs) that streamline client lifecycle management. Her efforts in building an internal communication plan for the Account Management team have contributed to better tracking of known issues and trends, showcasing her ability to enhance team collaboration and client satisfaction.