Dynamic Client Success Manager with a proven track record dedicated to client voice and advocacy while streamlining operations to decrease costs and promote organizational efficiency. Skilled in data-driven strategies, identifying expansion opportunities to encourage growth. I excel in fostering relationships and enhancing customer satisfaction through proactive engagement and tailored solutions. Certified CCSM Level 3.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Client Success Manager
Class Creator
01.2023 - Current
Manage a high-touch portfolio of over 1200 K–12 school and district clients nationwide, fostering trusted relationships and driving a 96% retention rate.
Oversee the full customer journey from onboarding to renewal, maintaining a 100% CSAT and 28-minute average response/resolution time.
Revived a churn-risk account by demonstrating product value, converting it into a district-wide subscription and long-term partner.
Streamlined support workflows and introduced tiered service levels, improving client satisfaction and response efficiency to meet budgeting needs of all clients.
Achieved a Net Promoter Score of 83 (World Class, Sept 2025) through proactive engagement and scalable customer training via live webinars.
Partner cross-functionally with development and product teams to champion customer needs and shape impactful feature enhancements.
Connected customers to Clever and ClassLink partner integrations with district IT staff
Tailored customer relationships by determining expected needs and finding correct solutions.
Customer Success Manager
PowerSchool
01.2022 - 01.2023
Managed overall and ongoing executive relationship with customers through open, responsive, and collaborative partnerships and account management.
Tracked metrics on Salesforce to monitor customer health, anticipate needs and proactively mitigate risks.
Collaborated with Sales Account Management and executives to identify areas of solution expansion and adoption opportunities.
Recognized as Customer Success "Rookie Rockstar" within 90 days of onboarding.
Managed portfolio of district accounts exceeding $4.5 million with 97% of all quotes booked with purchase order at semi-annual review.
Created data-driven success plans and facilitated quarterly Executive Business Reviews tailored to specific district products, goals and needs.
Developed customer support strategies to increase customer retention.
Professional School Counselor
Roanoke City Public Schools
08.2019 - 01.2023
Developed and implemented individualized behavior plans to assist students with achieving academic and behavioral goals.
Collaborated with teachers and other school personnel to create individualized education plans for students with special needs.
Facilitated classroom discussions to emphasize bullying prevention and college readiness.
Collaborated with parents, school faculty and social workers to address problems and grow student success.
Created and delivered engaging School-wide social-emotional learning curriculum for inner-city, student population of 600.
Analyzed student data and developed creative, data-driven interventions and action plans to promote success in academic, career, and social-emotional domains in compliance with standards of learning set forth by the VDOE.
Chairman of School Based Response Team, Section 504, and leadership training to head the Positive Behavior and Supports (PBIS) team
Professional School Counselor
Montgomery County Public Schools
08.2005 - 09.2018
Provided crisis intervention in response to emergencies, employing existing trust and rapport to de-escalate situations.
Regularly met with enrolled students to confirm success and identify problem areas.
Coordinated with outside agencies to ensure students receive appropriate services and resources.
Developed and conducted workshops and seminars to educate students, faculty, and parents on relevant topics, concerning trends, mediation, school transition, and internet safety.
Helped students develop organizational, time management, and study skills.
Advocated for students to access available resources.
Worked with students to help them identify and overcome personal, social, or behavioral problems affecting educational or vocational situations.
Served as the lead of the Positive Behavior, Interventions, and Support team. Core team member of the Student Assistance Program, Crisis Committee, and Response to Intervention Team.
Identified and addressed concerns of incoming students and parents.
Education
Master of Science - Counselor Education
Radford University
Radford, VA
05.2004
Bachelor of Science - Educational Psychology
Radford University
Radford, VA
05.2004
Skills
Client liaison and advocacy
Company branding
Risk mitigation
Revenue generation
Customer satisfaction
Key performance indicators
Telephone etiquette
Client renewals and prospecting
Project management
Customer retention
Client onboarding
Stakeholder relationships
Best practices
Client engagement
Accomplishments
Powerschool "Rookie Rockstar" within first 90 days of employment. June 2022
Received "exceeding expectations" on Powerschool semi-annual review - December 2022
Montgomery County Education Foundation Grant
Recipient, 2017-2018: "The Wonder Project"
Publication, 2005 "The School Counselor and
Tourette's Disorder." Virginia School Counselor.