
Catie Lehman
Implementation & Onboarding Specialist | Creative Entrepreneur
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About
This is probably the millionth resume you've read today, so let me explain why I hope it will be the last one. Travel is my lifestyle. I've lived in six countries, traveled to almost 30, and worked remotely since 2019.
I've onboarded and trained clients on SaaS platforms, from 30 enterprise accounts at TopFunnel to small business owners at Thryv. As a sales setter/closer and two-time business co-founder, I've sold and kept my own clients. Add 5 years of teaching, and I can configure software, train a whole team, and talk strategy with leadership, all in the same day.
My biggest strength is coming in with intention, focus, and intensity, making sure everyone in the room feels confident, then moving on to the next project with fresh energy. I'm adaptable, bilingual, culturally aware, and I build trust fast. (Also, ready to pack my bag and relocate anywhere.)
Experience
Sales Setter & Social Media Manager at New2Fitness (2025-09 – Present)
- Built and manage automated client follow-up sequences in GoHighLevel CRM, keeping every new lead on track from first message to booked call.
- Serve as the first point of contact for new clients, answering questions, building trust, and guiding them smoothly into the program.
- Plan, create, and manage social media content and messaging that keeps the community engaged.
Account Manager & Co-Founder at EA Live Music Entertainment (2023-10 – 2025-07)
- Co-founded and ran a live music entertainment business, owning the full client journey from first pitch and onboarding through event day and renewal.
- Worked directly with business owners and corporate event leaders to secure engagements ranging from $1K to $10K per contract.
- Directed brand strategy and content, growing an engaged following across TikTok, Instagram, and YouTube.
Account Manager & Co-Founder at Mucho Bueno Marketing (2019-01 – 2023-09)
- Co-founded a marketing services business and scaled it to profitability within 6 months, working with multiple million-dollar companies.
- Designed and owned the full onboarding process for service packages ranging from $197 to $15K, setting every client up for early wins.
- Kept an 80% annual client renewal rate through clear communication and steady follow-through.
Enterprise Account Manager at TopFunnel (2022-01 – 2022-07)
- Owned onboarding and training for 30 enterprise SaaS accounts generating $1M in annual revenue, with contract values up to $300K.
- Ran onboarding calls, configured client accounts, and built custom training materials for each team's workflow.
- Increased daily product usage by 50% through personalized trainings and proactive check-ins.
Account Manager & Authorized Reseller at Thryv (2019-11 – 2022-01)
- Onboarded and trained 15+ small business clients on the Thryv SaaS platform, taking non-technical owners from signup to confident daily use.
- Reached an 85% annual renewal rate and grew referral business by 55% through a consistent, repeatable onboarding and check-in process.
Lead Teacher at Westside Neighborhood School (2017-01 – 2018-08)
- Facilitated a creative, student-led curriculum, reading the room and adjusting lessons in real time for different learning styles.
ESL Teacher at Colegio Nuestra Señora de Montesión (2015-08 – 2016-06)
- Taught English and music in a new country and culture, and built a private tutoring business of 20+ students from scratch.
ESL Instructor & Music Teacher at Instituto Francisco Umbral II (2013-08 – 2015-06)
- Led ESL and music classes at an inner-city public school and coached the bilingual choir to its first-ever national first prize.
Education
Bachelor of Science in Psychology – Baldwin Wallace University (2013)
