Customer Success and Account Manager with experience building relationships, growing revenue, scaling operations, and navigating challenges and ambiguity at early-stage startups.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Customer Success Manager
DataGrail
06.2022 - Current
Building and establishing scalable and replicable processes to oversee the operational management of customer accounts, executing full cycle from initiation and onboarding to term renewals
Managing a $5 million ARR portfolio
Collaborating closely with the sales teams, leveraging my technical and domain expertise to contribute valuable insights to grow specific opportunities
Fostering strong customer relationships and managing relationships effectively for seamless implementation and integration of SaaS products within customers' existing ecosystems and workflows
Enterprise Customer Success Manager
Otter
08.2021 - 06.2022
Assisted Otter's top 5 brands in achieving business value to get the most out of their investment with Otter business solutions
Created successful roadmaps with Account Executives to identify objectives, goals, risks needed to build long-term client relationships
Lead quarterly business review meetings with senior executives, discussing key operational metrics, and next steps in expanding partnerships
Mid-Market Account Manager
Postmates (Powered By Uber)
11.2020 - 08.2021
Managed a $30M+ portfolio (annualized GMV) of national and mid-market restaurant brands from relationship building, reporting, contract re-negotiations, and expansions resulting in a churn rate of .2%
Developed, prioritized and executed strategic marketing growth plans by working with teams across the organization, resulting in an average portfolio growth of 15% (Quarter over Quarter)
Worked cross-functionally with Product and Account Management to bridge gaps in consumer insights with Engineering partners, producing an enhanced experience for the eater, driver, and restaurant on the platform
Simplified sophisticated data insights leading restaurant partners to adopt new to market products
Account Coordinator
Postmates
11.2019 - 11.2020
Identified process improvement opportunities by creating an operational onboarding guide, resulting in an increase of onboarding throughput by 40%
Built SalesForce dashboards to analyze complex data to quantify the Account Management Teams largest operational obstacles
Partnered with cross-functional teams. Being the voice of the customer; conveying their largest pain points, while effectively navigating internal processes with partners such as Product, Marketing, Operations, Finance, etc
Identified risks and strategic opportunities across portfolios
SAP Consultant
Cintas
01.2018 - 10.2019
Summarized and communicated complex ideas into a curriculum with a strong sense of how Account Managers think, operate, and absorb training
Created simple training guides for intricate processes, decreasing the overall support tickets for the company by 10% (100 tickets per month)
Implemented state of the art multi-million dollar ERP software system to multiple company sites nationwide
Oversaw and minimized annual travel budget of $70,000 to prevent excessive company expenses
Management Trainee
Cintas
07.2016 - 12.2017
Managed the overall performance of a team; providing leadership by fostering a safe working environment
Mediated successful resolutions of customer related issues, while maintaining a high level of customer satisfaction leading to a customer churn rate of 0%
Managed a portfolio of customers focusing on growing their business and improving Cintas’ margins
Gathered and utilized business intelligence on prospects to support sales calls, product presentations, and driving new business
Education
Bachelor of Science - Business Administration And Management
University of Oregon
Eugene
05.2012 - 05.2016
Timeline
Customer Success Manager
DataGrail
06.2022 - Current
Enterprise Customer Success Manager
Otter
08.2021 - 06.2022
Mid-Market Account Manager
Postmates (Powered By Uber)
11.2020 - 08.2021
Account Coordinator
Postmates
11.2019 - 11.2020
SAP Consultant
Cintas
01.2018 - 10.2019
Management Trainee
Cintas
07.2016 - 12.2017
Bachelor of Science - Business Administration And Management
Senior Talent Acquisition Partner/Sourcer at University of California – San FranciscoSenior Talent Acquisition Partner/Sourcer at University of California – San Francisco