Summary
Overview
Work History
Education
Skills
Timeline
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Carlton Phillips

Sugar Hill,GA

Summary

An energetic, motivated and highly dynamic person with strong working skills and a broad range of hands-on and theoretical experience ranging in many areas. Responsible for working closely with the accounts team to ensure a positive customer experience & a maximization of revenue.. Expertise Strategic planning Growing accounts Process management Processes & procedures Customer interaction Tenacious and resilient B2B Account management Spotting business opportunities Implementing plans Sales Marketing Client development Brand marketing Competitor analysis Market intelligence Customer Focus Strategic planning Growing accounts Process management Processes & procedures Customer interaction Tenacious and resilient B2B Account management Spotting business opportunities Implementing plans Sales Marketing Client development Brand marketing Competitor analysis Market intelligence Customer Focus Technical Skills l Microsoft Proficient HubSpot Salesforce Personal Skills Entrepreneurial spirit Persuasive & articulate Relationship development Influencing skills

Overview

12
12
years of professional experience

Work History

Customer Success Manager - Advisor

SecureWorks
03.2022 - 06.2023
  • Foster long-lasting relationships with customers and established strong commitment to their success
  • Maximize customer value from their investments in SecureWorks by promoting product adoption, usage, and satisfaction to secure renewals, expansions, and growth opportunities
  • Develop thorough understanding of each customer's success criteria, initiatives, and use cases to align with their short- and long-term business goals
  • Provide ongoing education to customers on SecureWorks' product portfolio, including new offerings, features, and enhancements
  • Conduct regular Security Protection Reviews (SPRs) to engage with customers, track product adoption, and ensure alignment with business goals
  • Created customer support strategies to increase customer retention.
  • Monitored customer progress and addressed customer inquiries with timely and accurate updates.

Account Manager

Elavon Inc
02.2017 - 03.2022
  • Developed and implemented plans with customers to achieve both business and value outcomes
  • Collaborate with cross-functional teams to incorporate customer feedback and provide informed recommendations for potential solutions and enhancements
  • Monitored customer progress towards key performance indicators (KPIs)
  • Collaborate with cross-functional teams to incorporate customer feedback and provide informed recommendations for potential solutions and enhancements

Commercial Real Estate Analyst

SunTrust Bank Inc
05.2011 - 01.2017
  • Sales Support: Commercial Loans - Supported 30,000,000 to 50,000,000 commercial loan portfolio
  • Utilize Client Relationship System (CRS) to pull account information from various systems for product level views of each commercial relationship in online systems
  • Loan origination and maintenance of credit files according to federal banking guidelines
  • Computed final estimation of property values, taking into account depreciation, value comparisons of similar properties and income potential.

Education

Bachelor of Arts - Human ResourceManagement

American Public University
Charles Town, WV
2016

Associates of Science - Accounting

DeVry University
2014

Skills

  • Technical Skills
  • Personal Skills
  • Entrepreneurial spirit
  • Persuasive & articulate
  • Relationship development
  • Influencing skills
  • Scan QR - Code
  • Microsoft Excel

Timeline

Customer Success Manager - Advisor

SecureWorks
03.2022 - 06.2023

Account Manager

Elavon Inc
02.2017 - 03.2022

Commercial Real Estate Analyst

SunTrust Bank Inc
05.2011 - 01.2017

Bachelor of Arts - Human ResourceManagement

American Public University

Associates of Science - Accounting

DeVry University
Carlton Phillips