Raleigh Taylor

About Me

Over the course of my career, I’ve had the pleasure of leading high-performing teams in sales/recruitment, training, support, retention, and customer care. I love working with teams because I get the most satisfaction when helping others succeed. I believe in being a teacher/coach in the workplace, and I strive to bring patience, empathy, and encouragement to every role I hold.

Throughout my career, I’ve developed expertise in various tools and technologies, including Salesforce administration, Looker data analytics, PM tools, Litmos LMS, Microsoft Office Suite, Google Suite, and Canva. I‘m always eager to learn new tools and stay up-to-date with industry trends.

I pride myself on being a problem solver who can quickly assess challenges and find creative solutions. I’m committed to excellence and always strive to exceed expectations. I’m a lifelong learner, creative, detail-oriented, flexible, and analytical.

I love a good challenge. Over the course of my career, I've:

  • built a multi-channel call center/customer care department from the ground up, without any previous experience in customer care management
  • created zero-cost processes that allowed the customer care team to function as a true call center in the absence of a CRM system
  • built and maintained a comprehensive training program for a real estate brokerage with over 100 agents in five states

I'm always eager to embrace new experiences and learning opportunities to expand my skill set. I enjoy immersing myself in a topic - researching, listening to podcasts and audiobooks, watching videos, and reading books and articles to deepen my expertise in any given area.


2021 - Present

Training Manager

Clearwater Properties

As the training manager for Clearwater Properties, my role involves providing access to knowledge for agents to succeed in their business, creating training calendars and educational content, and managing the resource center. New agent onboarding and support is a significant part of my job, including orientation, training on various programs, and ongoing personalized assistance. I also facilitate company conferences and learning retreats, collect content for company meetings, and support the work of the agent advisory board.

2015 - 2021

Regional Salesforce Administrator

Girl Scouts Heart of the South

As a Salesforce Administrator, I successfully led the transition to Salesforce Classic and Lightning, managed user profiles and permissions, and developed knowledge articles. I provided comprehensive training and ongoing support to all staff and optimized workflows by collaborating with department leaders. Additionally, I ensured data integrity by implementing best practices and creating custom reports and dashboards for key performance metrics.

2017 - 2021

VP, Member Support

Girl Scouts Heart of the South

I led the Customer Care and Membership teams responsible for inside/outside sales, member support and retention, and a multi-channel call center. In addition, I served as the Salesforce admin, Looker data analyst, and Litmos LMS admin. I developed case management processes, created a knowledge management plan,

and authored most knowledge articles. I oversaw annual membership renewal campaigns and served on a national-level committee for training and support. Additionally, I set recruitment and retention goals, monitored monthly KPIs, and was responsible for resolving escalated member issues and overseeing daily case management.

2015 - 2017

Director, Customer Care

Girl Scouts Heart of the South

I was part of the team responsible for planning and executing the Customer Engagement Initiative, a multi-year project that involved a complete redesign of the council's technology, business model, and staffing structure. As part of my role, I built a new Customer Care department from the ground up and developed interim practices to maintain high-quality service delivery through a multi-channel call center while awaiting the launch of CRM software. Thanks to our team's efforts, we consistently achieved top ten nationwide rankings in 15 different KPIs. I oversaw the daily case and queue management, created and managed knowledge articles, and facilitated case management and customer service training for all staff.

Manager, Volunteer Services

2009 - 2015

Girl Scouts Heart of the South

Field Executive

2004 - 2009

Girl Scouts Heart of the South

Membership Intern


Girl Scouts Heart of the South

Some of My Work

Service Team Refresh

This project consisted of the redesign of the GSHS service unit volunteer leadership team structure. The work involved designing a new team organization chart, developing new position descriptions and agreements, communicating the changes to staff and members, and updating online training to match position changes.

National Thought Partner for Volunteer Support

I was one of 12 selected to serve on a committee charged with providing feedback and working together with GSUSA staff to develop a consistent model for volunteer management and support. The committee also created new volunteer management and support resources that were rolled out for adoption by 110 councils nationwide.

Salesforce Lightning Migration

I served as one of two leads on the council's migration from Salesforce Classic to Salesforce Lightning. This project included months of data clean-up, preservation work, and data validation tasks. As leads, we were also responsible for communicating the upgrade to our members, process updates, and staff training and support throughout the go-live process.

Customer Engagement Initiative

I served as the customer care lead on the Customer Engagement Initiative project team. The team was tasked with the complete overhaul of our council's business model- shifting to a more customer-focused, technology-based way of work. The project included the restructuring our jurisdiction, paid and volunteer staff; review and redesign of our internal processes; and the development of new departments. Our team also led the onboarding of Salesforce, preparing data for migration, communicating with staff and customers, training all staff, and guiding departments in new process development.

Education & Certifications

Certified Salesforce AI Associate

Salesforce, 2023

Certified Salesforce Administrator

Salesforce, 2023

Trailhead Ranger

Salesforce Trailhead, 2023

DISC: Behavior in Real Estate

Icenhower Coaching & Consultation, 2023

Certified Salesforce Associate

Salesforce, 2022

Bachelor of Professional Studies

University of Memphis

Skills & Proficiencies

hard Skills

Soft Skills

Salesforce Administration

Litmos Learning Management System

Looker Data Analytics


Training Development & Facilitation

Project Management

Knowledge Creation & Management

GoToMeeting & GoToWebinar

Microsoft Office Suite

Process Mapping & Development


Google Suite

Project Management Tools (Click-Up, Teams, Monday.com)






Time Management

Critical Thinking




Attention to Detail


Effective Communication




Quote Icon. Quote Symbol and Mark Quote. Quote Marks Outline Vector.

Raleigh has a unique mix of both being people and task oriented. She models and practices the highest levels of customer service with both internal and external stakeholders and knows how to use data to help her teams excel and improve. I have been privileged to work with Raleigh and have seen the tremendous impact she had on our team and our organization.

Mary Ellen Rogers

President, A-League Sports

Former COO and direct manager, Girl Scouts Heart of the South

Raleigh is an integral part of the Clearwater Team. She successfully established and has continued to enhance the Clearwater Training Program since its inception. She uses various platforms, methods, and strategies as part of the training curriculum. Raleigh works well both independently and collaboratively and she is always willing to do whatever it takes to accomplish tasks set before her. She is not afraid to tackle new responsibilities and loves to learn. Raleigh has established an excellent rapport with agents and her teammates. She has an incredible skill set and foundation to build on. I look forward to Raleigh utilizing her management and program experience to develop and implement a growth strategy for the Clearwater Training Program.

Heidi Santone

Director of Operations, Clearwater Properties

Her training expertise, clear communication skills, and collaborative approach make her an invaluable asset to our team.

Raleigh excels at simplifying complex concepts and ensuring our team members grasp them effectively. She fosters an enjoyable learning environment and is always approachable for guidance. Additionally, Raleigh has been a creative and dedicated collaborator on various projects, including training and event management. Her attention to detail and commitment to success shines through in everything she does.

Jessica McCollam

Marketing Manager, Clearwater Properties

Quote Icon. Quote Symbol and Mark Quote. Quote Marks Outline Vector.

Connect with me

Raleigh Taylor




Black Official LinkedIn Logo
Clicking Hand with Finger