Results-driven professional with a proven track record of success in Customer Success. A customer-focused individual excelling in fast-paced business environments, leveraging expertise in client relationship management and revenue retention. With a 15-year career, consistently delivering exceptional outcomes, ensuring client satisfaction and driving organizational growth.
Overview
15
15
years of professional experience
Work History
Customer Success Manager
Rise Vision Digital Signage
10.2023 - Current
Currently managing a book of over 1,000 clients
Clients ranging in size from $100 a month to several thousand a month and across a variety of organization types such as hospitals, universities, K-12 school districts, and multinational corporations
My territory includes all states west of the Mississippi river and all international clients
Total revenue under management 2.85 million ARR
My responsibilities included but are not limited to onboarding, 1 to 1 training of administrators and users when needed, producing client specific material for training, churn mitigation, and negotiating renewals
I also help manage an inbox with one other Customer Success Manager for all incoming @help inquiries
My primary KPI GRR, is measured quarterly
With the last two quarters being at or above 92%
I also work alongside multiple Account Executives for potential upsell opportunities
Customer Success Manager
ClearPoint Strategy
08.2022 - 09.2023
Manage the relationships and expectations of 46 individual client organizations ranging from large municipalities to banks, healthcare companies, utilities, and universities often working within the C-suite level to ensure adoption of the software
With a portfolio size of $1.1 million in ARR, responsibilities included producing renewals, upsells, and any additional ARR to the overall contract
Once clients were onboarded I ensured that training in the software was provided; this entailed connecting clients with training resources, face to face training, as well as producing guided material specific to the client
I also work closely with the designated administrators to encourage use of the software as well as expand usage to other parts of the client organization
With Strategy Management being a main function of the software, I consult with clients to achieve their strategy management goals
This includes strategy refreshes, new reporting requirements, onboarding additional departments to a reporting cadence, and improving transparency with constituents
Customer Success Associate
Curri Inc
08.2021 - 06.2022
As the customer success associate for the Mid-Atlantic, it is my responsibility to be the point person for all customer relations out of VA, MD, DE, WV and DC
Communicating efficiently and proactively across departments to ensure operational continuity and customer satisfaction
Onboarding clients to the platform through demonstrations within my region of the Mid-Atlantic via Google meets and MS teams
Also making them aware of the totality of our service offerings and the flexibility of it's use
I was the main arbiter of growth for my region, helping to achieve a YoY increase of nearly 500% (1.7K - 80~K Feb21/Feb22)
Being one of the most senior members of the team it is also my responsibility to help train new members on various aspects of the role
From differing app usage and functions, to daily routines and best practices
Account Manager
Fetch Package Inc
02.2020 - 02.2021
Onboarded new clients to our service by training onsite property management and staff
Assisting onsite staff in communicating new service to their community residents and facilitating backend logistics for smooth deployment of services
Tracked client health through Salesforce by monitoring touchpoints, service complaints by their residents, our on-time rate, lost package rate, and other customer data
Worked collaboratively in team environments as a lead within the Washington D.C
Team as well as serving as liaison between D.C., regional, and corporate management
DPL (Driver Partner Lead)
Via
01.2019 - 02.2020
Created and developed relationships with new driver partners
Captured data to produce feedback to senior teams on operations, marketing, and analysis to improve processes and encourage growth
Supported Via driver partners, providing dispute resolution, onboarding, and effective driver partner communications to ensure longevity and mitigate attrition
Provided training to ensure driver compliance with DC and VA laws and regulations, promoting and increasing driver and customer safety
Client Success Manager
Allied Telecom LLC
12.2017 - 10.2018
Worked closely with VP of Client Success to manage internal stakeholder, partner, and client cases regarding changes to their accounts, new equipment, new services, up/downgrading of services, and account termination protection
Partnered with the Service Delivery team to provide a smooth installation process for clients, ensuring UCaaS products were sold, ordered, and delivered to site as per sales agreements
Client Success Manager
Angie's List
06.2015 - 11.2016
Managed business relationships with advertisers on Angie's List, receiving communications and processing input to strengthen client relations Managed a book of business, building relationships with a consultative customer focused approach
Used data driven solutions to grow current clients and retain distressed relationships
This included active listening, translating it into positive action on behalf of the client
Actively utilized Salesforce, retaining 755k in advertising contracts on an annual basis
Account Manager
Bisco Industries
06.2014 - 06.2015
Was responsible for sourcing clients hardware component needs by optimizing their supply chain, negotiating pricing structure, and mid-fulfillment adjustments
Traveled throughout assigned territory (Indiana), cultivating new leads and visiting potential clients
Served as ambassador for Bisco Industries familiarizing clients with products and services provided
Over 75% of clients under my supervision grew their business with Bisco Industries by an average of 42% (in some cases over 67%) helping to meet companies' expansion goals of 28% by end of 2015
Senior Sales Executive
Marcus Evans Australia
05.2010 - 05.2013
Served as B2B sales and account manager for those sales
Sold specifically to the main decision makers within targeted companies executives suite, optimizing CEO's, COO's, CFO's etc
Experience within the conference
Networked and connected delegates and sponsors at marquis conferencing events, resigning sponsorship agreements onsight and facilitating delegate participation for mutually beneficial outcomes
Education
B.A. - International Business
IUPUI
Indianapolis, IN
05.2008
Skills
Salesforce
Hubspot
SendHub
AirTable
Slack
Tableau
MS Office
MS Teams
Planhat
Timeline
Customer Success Manager
Rise Vision Digital Signage
10.2023 - Current
Customer Success Manager
ClearPoint Strategy
08.2022 - 09.2023
Customer Success Associate
Curri Inc
08.2021 - 06.2022
Account Manager
Fetch Package Inc
02.2020 - 02.2021
DPL (Driver Partner Lead)
Via
01.2019 - 02.2020
Client Success Manager
Allied Telecom LLC
12.2017 - 10.2018
Client Success Manager
Angie's List
06.2015 - 11.2016
Account Manager
Bisco Industries
06.2014 - 06.2015
Senior Sales Executive
Marcus Evans Australia
05.2010 - 05.2013
B.A. - International Business
IUPUI
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