Open to opportunities

Charlotte Alan

@charlottealan

Customer-focused sales specialist and educator blending client retention, classroom leadership, and relationship-building.

United States

Message

What I'm looking for

I seek a client-facing role that leverages sales and retention skills, values collaboration and growth, and offers measurable impact on customer success.

I am a sales specialist and educator with experience supporting client retention, classroom management, and family-centered care. I combine strong interpersonal skills with practical tools like Salesforce and AI to drive results and solve problems.

In insurance sales I manage renewals, identify at-risk clients, and implement targeted strategies to improve retention in a fast-paced environment. I leverage CRM platforms and data-driven approaches to communicate value and close renewals.

As an educator and childcare professional, I have led Montessori classrooms, supported curriculum integration, and provided nurturing, structured care for children from infancy through elementary age. I collaborate regularly with parents, teachers, and coordinators to align learning goals and classroom practices.

I bring proven sales performance from account-executive roles, a history of exceeding goals, and strong technical and language skills. I am motivated to join a team where I can apply client-facing, organizational, and instructional strengths to drive measurable outcomes.

Experience

Work history, roles, and key accomplishments

Current

Sales Specialist

Current

American Family Insurance

Jan 2025 - Present (1 year 2 months)

Supports new sales and customer retention using Salesforce, identifies at-risk clients and leverages AI-driven strategies to improve renewals and communicate key selling points in a fast-paced environment.

Salesforce Customer Retention Renewals Sales Strategy Client Communication Lead Qualification

Nanny

Shimko Family

Jan 2019 - Jan 2024 (5 years)

Provided caregiving for children from infancy to elementary age, managed schedules and activities, administered medication, assisted with schoolwork, and maintained household cleanliness.

Childcare Scheduling Homework Assistance

Assistant Teacher

Hope Montessori

Jan 2017 - Jan 2019 (2 years)

Supported classroom management and lesson plan execution while collaborating with teachers and coordinators to implement and integrate curriculum.

Lesson Implementation Team Collaboration Curriculum Integration

Account Executive

CollegiateParent

Jan 2015 - Jan 2017 (2 years)

Conducted market research and lead development, managed inbound/outbound outreach, and consistently exceeded sales and renewal targets with quarterly ranges of $60,000–$150,000 depending on assignment.

Sales Outreach Lead Generation Market Research Renewals Inbound Sales CRM

Multicultural Ambassador

The College of William and Mary

Jan 2012 - May 2015 (3 years 4 months)

Connected admissions office with prospective underrepresented students via proactive outreach, planned recruitment activities, and facilitated communication to encourage applications and enrollment.

Outreach Recruitment Cross Cultural Communication Facilitation Email Communication

Lead Montessori Teacher

Karter School

Jan 2024 - Present (2 years 2 months)

Maintained classroom environment and implemented lesson plans while coordinating with teachers, parents, and coordinators to integrate and deliver curriculum effectively.

Classroom Management Lesson planning Curriculum Integration Child Development