Manage a diverse portfolio of Mid-Market customer accounts, each with 500-1500 employees, totaling $22M in ARR.
Establish and maintain strong relationships with key executive contacts and power users, acting as a product expert and ambassador of UKG's customer experience.
Maintain in-depth knowledge of the UKG product suite, stay current on product roadmap items with the intention of offering best practices that drive the adoption of additional solutions and new product enhancements.
Generate lead opportunities to the customer's Sales Team, identifying areas of grow within the customer's current investment.
Sr. Strategic Executive Relationship Manager
UKG, Inc.
10.2022 - 10.2024
Managed the success of a portfolio of SMB & Mid-Market customer accounts while focusing on driving adoption and maintaining high retention.
Developed and maintained strong trust-based relationships with C-suite members, other key executive contacts, and system administrators.
Ensured the goals and strategies of the executive team aligned with the overall objectives of the organization as it pertains to technology & services.
Maintained detailed account notes, tracking open items, ongoing projects, areas of concern, business objectives, and opportunities for growth, ensuring accurate account health is reflected for transparency within the organization.
Organized and attended customer conferences and events to strengthen client relationships.
Partnered with the Sales organization and other internal teams; Renewals, Revenue Negotiation, Support, and Off Boarding to effectively communicate, advocate, and resolve customer requests.
Customer Success Consultant II
UKG, Inc.
04.2022 - 10.2022
Maintained the success of assigned customer accounts, tracking and reporting account health scores, surveys, and gross revenue retention.
Measured, customer engagement and sentiment to identify opportunities to enhance the customer experience.
Diagnosed system utilization trends and created enablement recommendations to drive adoption and expertise.
Executed best-in-class customer success practices to deliver a differentiated customer service experience.
Human Resource Services Coordinator II
UKG, Inc.
09.2020 - 04.2022
Managed a portfolio of high-value customer accounts ensuring their investment in Managed Services was well-supported and optimized.
Maintained and tracked inbound and outbound Customer Service Center emails and calls.
Provided a clear explanation of benefit and payroll options available to employees company policies to prepare employees for Open Enrollment and Year End.
Troubleshooted employee timesheets, assisted with correcting time entries, and explained how shift patterns, time off policies, and other time configurations effect payroll.
Assisted in the creation and implementation of new department processes designed to streamline communication and processes within the service center and amongst other internal teams.
Customer Service Representative
Outcome Referrals, Inc.
03.2015 - 04.2017
Handled incoming calls and customer service inquiries, providing information about services, and addressing any concerns or questions from clients.
Assisted clinicians with use of company's behavioral health assessment tool and provided clear insight into the presence and severity of detected behavioral health conditions amongst clients.
Monitored comprehensive reports related to patient well-being and treatment needs.
Utilized Treatment Outcome Package (TOP) sandbox environment to assist with detection of software bugs and defects, reporting any findings to IT for resolution.
Education
Bachelor of Science - Business Management & Marketing
Framingham State University
Framingham, MA
05.2019
Skills
Client Relationship Management
Project Management
CRM Proficiency
Data Analysis
Conflict Resolution
Strategic Planning
Business Development
Mentoring
Timeline
Sr. Customer Success Manager
UKG, Inc.
10.2024 - Current
Sr. Strategic Executive Relationship Manager
UKG, Inc.
10.2022 - 10.2024
Customer Success Consultant II
UKG, Inc.
04.2022 - 10.2022
Human Resource Services Coordinator II
UKG, Inc.
09.2020 - 04.2022
Customer Service Representative
Outcome Referrals, Inc.
03.2015 - 04.2017
Bachelor of Science - Business Management & Marketing