Salesforce
Dynamic Account and Customer Success Manager with a proven track record at RoofingSource, DHL and Cardinal Health, enhancing client satisfaction and retention through strategic account management and effective stakeholder engagement. Expert in SaaS & CRM implementation, I've significantly contributed to revenue growth and operational efficiency, showcasing exceptional relationship management and data optimization skills.
- Serve as the lead point of contact for clients in the Southeast region, overseeing the needs of over 5,000 locations for multiple national restaurant chain.
- Collaborate closely with Regional and Local Operations Directors, and work cross-functionally with the Field Advisory team to ensure the successful execution of construction and repair projects.
- Manage crew scheduling, adapting resources based on client needs, urgency, and geography to ensure timely and efficient project completion.
- Act as an expert advisor to clients, offering in-depth knowledge and guidance across the entire project lifecycle, from initial planning through to completion.
- Champion the voice of the customer, providing valuable internal feedback to better understand and address core customer needs.
- Work closely with Sales, Production, Accounting, Estimating, and Field Advisor teams on a daily basis to ensure consistent reporting, progress tracking, and alignment across all departments.
- Primary escalation contact for complex client challenges, offering real-time problem resolution and strategic solutions to maintain high levels of client satisfaction and operational efficiency.
Salesforce
Netsuite
ERP (SAP, Oracle)
SQL
Tableau
Microsoft Office Suite
Sports
Construction