Customer Success Professional with a proven track record in relationship management, client retention, and proactive problem-solving. Skilled in identifying customer needs, optimizing engagement strategies, and ensuring long-term satisfaction. Adept at clear communication and strategic thinking to drive customer success and business growth.
Overview
5
5
years of professional experience
Work History
Customer Success Manager
Radancy
03.2024 - 02.2025
Leveraged extensive knowledge of Brazen’s platform and industry trends to drive customer engagement and success.
Facilitated seamless customer onboarding within 30-45 days through close collaboration with Account Managers and onboarding teams.
Provided ongoing support and swiftly addressed customer concerns, ensuring high levels of customer satisfaction.
Analyzed product usage data to identify best practices, mitigate risks, and uncover opportunities for increased adoption and growth.
Assessed customer activities to continuously improve the overall customer experience and satisfaction.
Partnered with Account Managers, clients, and cross-functional teams to optimize customer adoption and engagement strategies.
Maintained a seamless customer journey post-onboarding, leading through the renewal process with a focus on long-term success.
Expertly managed multiple tasks and priorities, enabling customers to achieve their objectives efficiently and effectively.
Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
Customer Support Specialist, CRM
Radancy
01.2022 - 03.2024
Provided technical support to resolve analytics and reporting issues, ensuring optimal system performance.
Created and managed a wide range of enhancement, defect, and CRM implementation tickets using Jira, a leading project and issue tracking tool.
Developed timelines for CRM implementation stages using Smartsheets, ensuring efficient project execution.
Acted as a key liaison between clients, development teams, and creative teams to drive CRM implementation and deliver tailored client solutions.
Fostered strong partnerships with account teams to deliver holistic client support and ensure project success.
Managed user profiles, workflow rules, and application settings to maintain system integrity and efficiency.
Conducted QA of CRM creative projects using Zeplin, working closely with designers to ensure alignment with client vision.
Collaborated with delivery and product development teams to identify, document, and resolve product issues and feature requests.
Front Office Coordinator
Movement Physical Therapy
03.2021 - 01.2022
Greeted and welcomed patients at the front desk, creating a positive first impression while efficiently managing the check-in process.
Managed a multi-line phone system, promptly addressing inquiries and directing calls to the appropriate departments and personnel.
Implemented effective filing systems to maintain organized and streamlined records, significantly improving overall operational efficiency.
Accurately entered patient demographic and insurance information into computer databases, ensuring the creation of comprehensive and precise medical records.
Identified and documented insurance payment sources, accurately sequencing payers to establish a seamless payment process.
Provided thorough training to new staff members on front office procedures, ensuring a smooth onboarding experience.
Successfully resolved patient billing issues in compliance with established protocols, enhancing patient satisfaction and financial accuracy.
Aviation Boatswain's Mate
United States Navy
07.2020 - 02.2021
Operated in high-pressure, physically demanding environments to ensure personnel safety and provide precise guidance for aircraft during flight operations.
Collaborated with maintenance teams to repair equipment, maintaining high performance standards and operational efficiency.
Managed daily cleanliness protocols and addressed berthing habitability discrepancies to ensure a well-maintained living environment.
Assisted in underway replenishment operations, maintaining and operating equipment essential for the loading and unloading of cargo.
Performed watch duties, accurately determining the ship’s geographical position during designated periods.
Supported deck division personnel in the maintenance of the ship’s exterior, including marlinspike seamanship, painting, rigging, and deck equipment upkeep.
Honored with an honorable discharge, reflecting dedication and exemplary service.
Education
High School Diploma -
Arlington High School
Arlington, WA
06.2016
Skills
Customer service expertise 8 years
Customer relationship management (CRM)
Customer account management
CRM software proficiency
Data Entry
Efficient Multi-Tasker
Microsoft Applications (Word & Excel)
Workplace Professionalism
Communication
Complaint handling
Technical Proficiencies
Salesforce – Customer relationship management (CRM) platform for tracking client interactions, managing accounts, and optimizing customer engagement.
ChurnZero – Customer success platform used to monitor customer health, reduce churn, and improve retention.
Sigma – Cloud-based business intelligence and analytics tool for data visualization and reporting.
Jira – Issue tracking and agile project management tool for bug tracking, sprint planning, and workflow automation.
Smartsheet – Project management platform for task assignment, progress tracking, and team collaboration.
Zeplin – Design collaboration tool for publishing finalized designs, project management, and cross-functional teamwork.