Careyann Kelly
Brookline
Overview
8
8
years of professional experience
Work History
Customer Support Specialist
Bottomline Technologies
Portsmouth
01.2026 - Current
- Provided exceptional customer service to payers and vendors across the site of Paymode
- Helped Vendors get set up to the Payers for payments for invoices
- Passed my Customer Support Specialist exam within my first week
- Helped with troubleshooting errors customers had to launch a premier service of the site
Financial Supervisor
PMI Green Rock Management
Hampton
09.2025 - 12.2025
- Worked underneath the CFO to help with accounting and financials
- Inputted invoices and Work Orders in CINC, Appfolio, RentVine, and QuickBooks
- Created Invoices in QuickBooks to send to Condo Associations and Homeowners
Survivor Services Case Manager
Fidelity Investments
Merrimack
06.2021 - 09.2025
- Managed over 150+ cases at a time for surviving families of lost loved ones to disburse pension, 401K, Life Insurance, and health benefits
- Handled incoming phone calls on cases for different case managers to provide accurate data using our STRIVE system
- Managed a spreadsheet of a daily log I created to be more productive and operated systems such as Focuspoint, XTRAC, DBCS, and Salesforce
Tax Exempt Associate II - Multi Vendor/Peer Mentor
Fidelity Investments
Merrimack
03.2021 - 06.2021
- Accepted additional position within Fidelity's workplace retirement department, expanding my services into 403b, 401a, and 457b along with continuing 401k service
- Continued to assist customers when taking withdrawals such as hardships and planning out their minimum required distributions
- Educated on IRS guidelines regarding taxable and nontaxable events with distributions and withdrawals.
Tax Exempt Associate I
Fidelity Investments
Merrimack
10.2020 - 03.2021
Financial Services Representative
Fidelity Investments
Merrimack
07.2020 - 10.2020
- Helped customers with retirement needs and moving investments, producing withdrawals upon request, processed loans, and helped with contribution amounts
- Educated customers about their plans for certain companies that use Fidelity Investments for benefits
Business Development Manager
Marlin Capital Solutions
Portsmouth
12.2018 - 07.2020
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
- Generated new business through targeted marketing initiatives and strategic planning.
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
- Facilitated client communication to address needs, strengthening relationships based on trust and mutual respect.
Education
Associates Degree - Business Management
Great Bay Community College
Portsmouth, NH04-2014
High School Diploma -
Winnacunnet High School
Hampton, NH06-2010
Skills
- Customer Service
- Technical support
- Case management
- Documentation and reporting
- Case documentation
- Organization and multitasking
- Time management
- Problem-solving
- Adapting to new environments
- Relationship building
Timeline
Customer Support Specialist
Bottomline Technologies
01.2026 - Current
Financial Supervisor
PMI Green Rock Management
09.2025 - 12.2025
Survivor Services Case Manager
Fidelity Investments
06.2021 - 09.2025
Tax Exempt Associate II - Multi Vendor/Peer Mentor
Fidelity Investments
03.2021 - 06.2021
Tax Exempt Associate I
Fidelity Investments
10.2020 - 03.2021
Financial Services Representative
Fidelity Investments
07.2020 - 10.2020
Business Development Manager
Marlin Capital Solutions
12.2018 - 07.2020
Associates Degree - Business Management
Great Bay Community College
High School Diploma -
Winnacunnet High School