Results-oriented Customer Success and SaaS professional with over 5 years of experience in payroll, HR technology, and financial technology. Managed 150-200 SMB accounts, achieving high retention rates and significant product adoption growth. Skilled in data-driven prioritization, proactive outreach, technical problem solving, and cross-functional collaboration, delivering clear customer guidance while aligning outcomes with business goals.
Work History
Representative II, Product Support - Overnight
1 Month
Jack Henry & Associates | 07.2026 - Current
Supported customers in high-volume financial technology environment, using discovery questions to identify account needs, researching product and service issues, explaining problem behavior, and providing clear next steps to enhance customer satisfaction.
Support customers in a high-volume financial technology environment, using discovery questions to identify account needs, research product and service issues, explain problem behavior, and provide clear next steps.
Translate technical, account-access, authentication, debit-card, transaction, and digital-banking information into clear customer-friendly guidance while maintaining institution-specific procedures and service standards.
Balanced fast-paced phone queue with accurate documentation, prioritization, follow-through, and sound judgment across multiple customer situations, effectively addressing sensitive and time-critical account concerns.
Customer Success Manager
2 Years 4 Months
Gusto | 05.2022 - 09.2024
Maintained approximately 92-95% customer retention and 4.8/5 CSAT by monitoring account health, identifying churn risks, resolving escalations, reinforcing product value, and coordinating proactive renewal and retention conversations.
Managed a portfolio of approximately 150-200+ small and midsize business customers using Gusto’s SaaS payroll, HR, benefits, and workforce-management products, serving as a trusted advisor throughout the customer lifecycle.
Increased product adoption by approximately 25% through targeted outreach, customer education, product training, workflow recommendations, and account-specific success plans tied to business needs.
Prioritized outreach based on customer health, engagement signals, business priorities, and lifecycle timing to focus on accounts with the highest retention or growth potential.
Led discovery conversations to understand customer goals, current workflows, pain points, and operational gaps, then recommended practical ways to improve how customers used payroll, HR, benefits, and related Gusto capabilities.
Identified cross-sell and expansion opportunities across payroll, HR, benefits, and 401(k) solutions, connecting qualified customers with sales or specialist partners for follow-up discussions.
Guided customers through onboarding, implementation, account setup, trainings, and product changes; helped reduce onboarding timelines by approximately 18-30% through stronger follow-up, expectation setting, and internal coordination.
Maintained detailed records in Salesforce, HubSpot, and ChurnZero to track customer health, engagement, follow-up commitments, risks, opportunities, and milestones, contributing to earning President’s Club recognition in 2023 and 2024.
Inside Sales Representative
10 Months
Gusto | 07.2021 - 05.2022
Converted inbound interest and follow-up opportunities into qualified sales conversations by establishing rapport, explaining product value, addressing objections, and driving clear next steps.
Converted inbound interest and follow-up opportunities into qualified sales conversations by establishing rapport, articulating product value, and addressing objections to drive next steps.
Maintained disciplined CRM hygiene in Salesforce and HubSpot, documenting needs, activities, and follow-up commitments to support accurate forecasting and facilitate successful handoffs.
Improved conversion performance by approximately 15% year over year through consistent follow-up, enhanced discovery, objection handling, and alignment between customer needs and product capabilities.
Education
Business Administration Coursework - Business Administration
Nyack College / Alliance University | West Nyack, NY | 01-2012
Skills
Customer Success Management
Customer retention
Product training
Risk management
Account management
Technical Troubleshooting
Escalation Ownership
Escalation management
SaaS Implementation
Consultative discovery Salesforce CRM
TECHNOLOGY
Salesforce | HubSpot | ChurnZero | Genesys | Monday.com | Slack | Zoom | Microsoft Teams | Google Workspace | Microsoft Excel & PowerPoint | Workday
Timeline
Representative II, Product Support - Overnight
Jack Henry & Associates
07.2026 - CurrentRead More
Customer Success Manager
Gusto
05.2022 - 09.2024Read More
Inside Sales Representative
Gusto
07.2021 - 05.2022Read More
Nyack College / Alliance University
Business Administration Coursework from Business Administration