Chaunisha Stein
Customer Success
Smithfield,NC
Summary
Customer Success Manager with over 7 years of experience in customer service, account management, and onboarding. Skilled in client relationship building, retention, and driving customer satisfaction. Proven ability to strengthen relationships, reduce churn, and increase product adoption.
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Customer Success Manager II
Crexi
Smithfield, NC
07.2024 - Current
- Managed a portfolio of 600+ clients, building relationships to strengthen product value and reduce churn
- Drove adoption of SAAS products through enablement, upselling, and client education
Onboarding Specialist
Crexi
Smithfield, NC
04.2022 - 06.2023
- Welcomed and trained 400+ clients with tailored onboarding, product demos, and performance consultations
- Partnered with internal teams to identify upsell opportunities and improve account success metrics
Financial Representative
Fidelity Investments
Morrisville, NC
12.2021 - 03.2022
- Provided financial support to 60+ high-value clients daily, addressing inquiries on balance, trading, and money movement
- Championed new technologies and shared knowledge with colleagues to improve service delivery
Customer Relationship Advocate
Fidelity Investments
Morrisville, NC
06.2021 - 12.2021
- Demonstrated empathy and passion for helping people and ensured an excellent customer experience.
- Serviced varied customer needs, including balance inquiries, money movement, trading, and more to over 60 or more clients daily.
- Answered questions and provided resources to deepen understanding and build confidence
Customer Service Representative
Spectrum
Morrisville, NC
05.2019 - 05.2021
- Delivered technical and account support for 100+ of customers, ensuring seamless service restoration and satisfaction
- Recognized for training peers and presenting on best practices for effective customer engagement
Skills
- Customer Success & Retention
- Digital Strategy
- Account Management
- SAAS Product Expertise
- Customer Success & Retention
Certification
Working with Upset Customers
Timeline
Customer Success Manager II
Crexi
07.2024 - Current
Onboarding Specialist
Crexi
04.2022 - 06.2023
Financial Representative
Fidelity Investments
12.2021 - 03.2022
Customer Relationship Advocate
Fidelity Investments
06.2021 - 12.2021
Customer Service Representative
Spectrum
05.2019 - 05.2021
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