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Monika M.

Client Onbarding Specialist at SimplePractice

Monika M. has a diverse work experience spanning over several years. Their most recent position was as a Product Onboarding Specialist - Customer Success at SimplePractice, where they were responsible for converting new customers, implementing software, and ensuring customer satisfaction and engagement. Prior to that, they worked as an Investigative Insurance Specialist at SimplePractice, where they provided customer service, onboarding support, and troubleshooting assistance related to insurance enrollments and claims. Monika also has experience as a Customer Success Associate at SimplePractice, where they responded to customer inquiries and facilitated product engagement through teaching and demos.

Before joining SimplePractice, Monika worked as a Licensed Insurance Agent at Dtla Benefits, where they served as a strategic advisor to companies and their employees, generated new business opportunities, and customized benefit programs. Monika also has experience as a Sales Management Trainee at Enterprise Rent-A-Car, where they improved customer satisfaction and assisted with sales and marketing efforts.

Additionally, Monika has hospitality industry experience, having worked as a Bartender/Server at Wolfang Steakhouse and a Cocktail/Lounge Server at Bayside Restaurant. Monika also worked as a VIP Lounge Server/Special Events staff at Patina Restaurant Group and as a Server at AnQi Gourmet Bistro and Anaheim White House Restaurant.

Monika's early career involved working as a Wholesale Tradeshow Coordinator at byDeepLA Inc., where they conducted research, prepared budgets, and managed contracts and vendors for tradeshows.

Overall, Monika M. has developed a strong background in customer service, onboarding, and sales, with additional experience in the hospitality and events industries.

Monika M. completed their Bachelor's degree in International Business from California State Polytechnic University-Pomona, from the year 2010 to 2014. In addition to their formal education, Monika has obtained several certifications to enhance their knowledge and skills. These include "Transitioning to Product Management" from LinkedIn, obtained in February 2021, "Sales: Customer Success" from LinkedIn, obtained in August 2019, "Communicating with Confidence" from LinkedIn, obtained in August 2017, "Facebook Certified Community Manager" from Blueprint Software Systems, obtained in June 2021, and "Insurance Agent, Accident, Health, Life" from the California Department of Insurance, obtained in May 2019.

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Timeline

  • Client Onbarding Specialist

    December, 2021 - present

  • Investigative Insurance Specialist

    December, 2020

  • Customer Success Associate

    November, 2019