Summary
Overview
Work History
Education
Skills
Timeline
Generic
Brooke Pulliam

Brooke Pulliam

Denver,CO

Summary

Results-driven Client Success Manager successful at enhancing customer loyalty with forward-thinking and attentive strategies. Competent in providing customers with exceptional experiences which drive retention. Eager to offer many years of related experience and pursue dynamic, growth-oriented position.

Overview

9
9
years of professional experience

Work History

Client Success Manager

Benevity
Denver, USA
08.2024 - Current
  • Manages a portfolio of 23 high-touch, mid-market, and enterprise clients.
  • Provides training to clients on the product, utilizing best practices.
  • Collaborates with cross-functional teams to identify customer needs and provide tailored solutions, resulting in a 20% increase in upsell opportunities.
  • Constructs and executes customer feedback loop, applying insights to fuel product enhancements and elevate overall customer experience.
  • Performs regular account reviews and health checks, proactively identifying churn risk and implementing strategies to enhance long-term relationships through account and success planning.
  • Analyzes customer usage data to identify trends and opportunities for growth, leading to the successful launch of targeted customer engagement programs.

Community Development Project Specialist

Nusenda Credit Union
Albuquerque, USA
03.2020 - 06.2024
  • Utilized empathetic communication to convey technical concepts to non-technical audience
  • Orchestrated project schedules and deliverables, promoting efficient communication and resolution of challenges in urgent scenarios.
  • Orchestrated creation of detailed reports and client deliverables, transforming complex data into persuasive narratives and practical insights for program advancement and informed decision-making.
  • Partnered with internal teams, optimizing weekly meetings, sharing updates, and reinforcing reputation as trusted advisor, cultivating environment of collaboration and mutual support within rapidly expanding social impact department.
  • Employed strong communication skills to provide clear, value-centric presentations, continually exceeding expectations in a fast-paced, high-demand setting.

Community Partnership Liaison

Bosque School, Private School
Albuquerque, USA
12.2017 - 11.2019
  • Cultivated strong relationships with high net worth clients, driving 25% profit growth.
  • Managed marquee fundraising events, overseeing marketing materials, budgets, and vendor partnerships.
  • Secured 10 new donors each quarter while maintaining connections with existing accounts.
  • Enhanced client retention through proactive account management, fostering long-term partnerships.

Sales Support

TTR Shipping
Stow, USA
11.2016 - 07.2017
  • Resolved implementation issues to deliver exceptional service and enhance customer satisfaction.
  • Implemented personalized service strategies, boosting customer loyalty by 15 percent.
  • Collaborated with internal teams to develop new sales strategies, achieving a 15 percent increase in customer retention.

Education

Bachelor Of Arts - Political Science, Business Minor

University Of Colorado Boulder
Boulder, CO
12.2016

Study Abroad Program -

Charles University Prague
Czech Republic
05.2015

Skills

  • Adaptability
  • Cross-functional collaboration
  • Database management
  • Attention to detail
  • Gainsight expertise
  • Google Workspace
  • Microsoft Office Suite
  • Project management tools
  • Salesforce proficiency
  • Time management strategies

Timeline

Client Success Manager

Benevity
08.2024 - Current

Community Development Project Specialist

Nusenda Credit Union
03.2020 - 06.2024

Community Partnership Liaison

Bosque School, Private School
12.2017 - 11.2019

Sales Support

TTR Shipping
11.2016 - 07.2017

Bachelor Of Arts - Political Science, Business Minor

University Of Colorado Boulder

Study Abroad Program -

Charles University Prague

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