
Whitney West
@whitneywest
I build client relationships through outreach, appointment setting, lead follow-up, and consultative customer engagement.
What I'm looking for
I'm a sales and customer engagement professional with more than eight years of experience building trust, qualifying prospects, and turning outreach into appointments and lasting client relationships.
At Peacez Sweetz Wellness, I conduct client consultations, recommend services, schedule appointments, and follow up with leads by phone, email, text, and social media. I maintain customer records while helping increase engagement, conversions, repeat business, and referrals.
Previously, at CVS Aetna and Urgent Wellness LLC, I supported member outreach, service coordination, appointment scheduling, and inbound and outbound client communication. I documented customer interactions carefully and worked with internal teams to improve participation, retention, and satisfaction.
I also bring customer-facing sales support experience from Everlasting Life, including product recommendations, upselling, cross-selling, and prompt issue resolution. My work has been recognized with a 100% Customer Service Award and Employee of the Month honors.
Experience
Work history, roles, and key accomplishments
Wellness Consultant & Client Engagement Specialist
Peacez Sweetz Wellness
Nov 2025 - Present (11 months)
Conducts consultations with prospective clients to identify needs and recommend services. Schedules appointments, maintains client communication, and builds long-term relationships to drive repeat business and referrals.
Community Health Worker
CVS Aetna
Nov 2024 - Nov 2025 (1 year)
Conducted outreach to members and community partners through phone and in-person engagement. Built rapport with prospective and existing members to increase participation and retention, and assisted with enrollment and service coordination.
Community Health Navigator
Urgent Wellness LLC
Sep 2022 - Aug 2024 (1 year 11 months)
Scheduled appointments and coordinated follow-up services for clients. Managed inbound and outbound communications, assisted with service navigation, and resolved concerns while maintaining a positive customer experience.
Customer Health Specialist Assistant
Everlasting Life
Sep 2021 - Mar 2022 (6 months)
Scheduled consultations and follow-up appointments for customers. Assisted with product recommendations, supported sales initiatives, and increased customer satisfaction through prompt issue resolution.
Family Case Manager
Wheeler Creek CDC
Managed family cases, providing support and coordination of services.
Case Manager / Special Events Coordinator
Metropolitan Educational Solutions
Managed cases and coordinated special events, contributing to organizational goals.
Supportive Services Coordinator
Coordinated supportive services for clients, ensuring access to resources and maintaining documentation.
Education
Degrees, certifications, and relevant coursework
University of the District of Columbia
Bachelor of Arts, Social Work
Bachelor of Arts in Social Work from the University of the District of Columbia.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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