Jenna Patchett

Analyst

Message

Intro

Salt Lake City, United States

Studied Finance at Utah Valley University

Studied Business Administration at Utah Valley University

Joined June 18, 2025

Skills

Languages

English

Native or Bilingual

About

I'm a detail-oriented and motivated professional with over six years of experience in customer service, sales support, and client operations. I worked in a tech startup where I supported all client onboarding, manage CRM data, and coordinate with cross-functional teams to streamline processes and deliver high-quality service. I'm also in the final stages of completing my bachelor’s degree in finance, with a focus on data analytics, a field that aligns well with my interest in combining service excellence with operational and analytical thinking. I'm especially drawn to roles that let me support both people and systems, ensuring clients feel heard and supported while also keeping internal operations organized and efficient. I enjoy roles where I can problem solve, track client progress, and provide clear communication between teams and customers. My strengths include: Professional communication across phone, email, and chat Strong organizational skills and ability to juggle multiple priorities Analytical mindset, with growing experience in Excel, reporting, and CRM tools Team-oriented and proactive in identifying improvements to workflows I bring a reliable, thoughtful approach to every task and enjoy working with teams who value both service and structure. I'm excited to grow with a company where I can contribute immediately while continuing to develop professionally.

Experience

FM Flow

Jan 2025 – May 2025

Lehi, UT

Onboarding Manager

Created and maintained client-tracking system integrated with CRM, improving lead visibility across Sales, Product, and Operations teams. Led client demos of full SaaS systems. Managed monthly balance sheets. Supported business decisions with weekly reports using Excel and data pulled from internal tools. Basic technical skills: Excel SQL Tableau, Power BI, Presentations

Education

Utah Valley University

Jan 2023 – Jun 2025

Bachelors, Finance

Utah Valley University

Jun 2024 – Jan 2025

Minor, Business Administration