Dakota Lewis

• Onboarding & Implementation: Successfully onboarded and implemented Stake solutions for over 120 new property partners, achieving a seamless launch and increasing client satisfaction by [Y%] within the first quarter of implementation.

• Training & Client Support: Conducted over 300 training sessions and webinars, resulting in a 30% increase in property team proficiency with Stake’s platform and reducing support queries by 25%.

• Business Reviews & Client Retention: Presented monthly and quarterly business reviews to over 30 clients, achieving a 95% retention rate across a portfolio of 250 properties and driving a 20% increase in client engagement with Stake’s offerings.

• Campaign Management: Drove client campaign success by achieving 95% of key campaign goals and improving performance metrics through weekly progress meetings and ongoing support to on-site teams.

• Data-Driven Strategy Improvement: Utilized data analytics to recommend and implement strategy changes, resulting in a 75% boost in client satisfaction

• Sales & Revenue Growth: Met and exceeded sales objectives, contributing to a 29% increase in revenue by upselling and expanding service offerings to existing clients.

• Customer Retention & Upselling: Enhanced customer retention through proactive engagement

• Cross-Department Collaboration: Worked closely with sales, member marketing, and engineering teams to identify and implement over 100 product improvements, increasing client satisfaction.

• Quarterly Business Reviews & Referral Generation: Prepared and delivered QBRs for 10 key clients, strengthening partnerships and generating 7 high-quality referrals for the sales team to pursue.

• Company Overview: PlanOmatic is the largest and fastest provider of property insights, 3D tours, photography and floor plans for real estate nationwide
• Advised and managed institutional owners and leaders in the Single family Rental Sector
• As A Client Success Manager, the responsibilities were to advise, maintain strong relationships and provide a high-level and technical overview of all products
• Conducting Business reviews with leveraging BI data analytics was a major factor to maintain the client health score
• Establish customer policies and maintain/support Customer best practices
• Evaluates and Analyzes Single-Family Rentals Trends
• Collaborate with all internal teams to provide solutions for client
• Documenting all communications in Salesforce so that other internal stakeholders are up-to-date with the portfolio rollout status
• Customer advocate to ensure all company goals are met
• Managed over 30 Clients with a unit count around 300k units
• Pinpoint growth opportunities within the existing client base by using data collected over time
• Successfully Improved overall revenue from 10.9 Million to 18.9 from 2021 to 2022
• Maintained 95% Client Retention Rate
• Exceeded all Quarterly Rev quota's for 2021
• PlanOmatic is the largest and fastest provider of property insights, 3D tours, photography and floor plans for real estate nationwide
• Participated in strategic planning meetings to align department objectives with broader company goals related to client success management efforts.
• Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards.
• Conducted regular reviews of account performance, identifying opportunities for upselling and expansion of services.
• Streamlined communication between clients and internal teams for smoother project execution.

• Implement and manage large client rollouts
• Personal liaison for the client to make sure mass scale rollouts are successful
• Successfully lead Implementation plans with key leaders, addressing concerns and specific use cases, and proper escalation of high impact to internal stakeholders
• Detailed follow up emails after client implementation calls including action items for the client and for SmartRent
• Successfully de-escalating client implementation concerns
• Act as a cross-functional-teams liaison
• Identifying and tasking issues which require involvement from Computer Engineers, General Contractors, and Internal Stakeholders
• Targeted efficiencies to improve overall implementation processes
• Documenting all communications in Salesforce so that other internal stakeholders are up-to-date with the portfolio rollout status
• Coordinate and place hardware orders to ensure timely and successful installations

• The main point of contact at SmartRent for National and Regional clients
• Manage and monitor all initiatives and projects relating to partnered programs
• Act as the internal and external liaison for in-house client services
• Ensured all deliverables were executed and delivered on time while consulting the clients and delivering the best results for business needs
• Implement programs effectively and efficiently meeting both client and SmartRent driven timelines through use of standardized implementation tools and processes
• Identify new business opportunities within client organizations and highlight, sell and execute resulting initiatives upon client and SmartRent agreement to proceed
• Develop and maintain positive relationships with key contacts within client organization at a variety of levels
• Manage and monitor all initiatives and projects relating to partnered programs
• Effectively manage and diffuse client concerns and escalations in an appropriate manner
• Provide updates to Management and Executive teams on a variety of business reports
• Develop recommendations based on program performance through financial analysis, report any problem areas and provide solutions and alternative recommendations
• Effectively communicate consultative recommendations to SmartRent teams and clients
• Troubleshoot and problem solve critical issues independently and source appropriate support channels to resolve issues and/or move forward with new initiatives
• Ability to escalate issues appropriately and effectively when necessary throughout all levels of the organization
• Conduct or participate in training sessions that support client programs
• Prepare and conduct Business Reviews by coordinating, creating and verifying all documentation and all other participation and logistical arrangements
• Participate in contracting/re-contracting

• Successfully Onboard and maintained client relationships to provide the best client experience
• Managed over 150 Multifamily accounts and provided the business plan to have Immediate ROI
• Client advocate while collaborating with Operations, Sales and IT teams to provide white glove service
• Managed Full implementation of LRS services keeping a focus on the client's ROI
• Analyze client's ad spend effectively and recommend methods to increase lead-to-lease conversion rates
• Pinpoint growth opportunities within existing client base to add additional LRS products
• Focus on brand awareness and CRM Training through conference presentations, 1:1 discussions, or in-person meetings
• Arrange and host events to build client relationships and promote client retention
• Attend trade shows to promote brand recognition and present to prospective clients
• Identify and correct client technology and operational challenges
• Utilize a full breadth of technologies to take clients live with LRS services: CRM, property management systems, on-site CRMs, tracking numbers, custom IVR set ups
• Assist in LRS New Hire training classes

• Leasing Agents perform many organizational tasks to help renters and lessees find the property that meets their needs and best promote the business
• Managing prospective resident leads (phone, email, and walk-ins) and converting them in residents
• Started training to become a Property/Assistant Property Manager within first 10 months
• Perform verifications of application within twelve (12) hours of lease date, submit to management for acceptance
• Maintain daily traffic logs, phone logs & follow-up
• The ability to convert at least of 33% of all walk in leads to residents
• Interact directly with prospective and current residents to achieve maximum occupancy
• Experience with MRI and Yardi Voyager
• Perform all accounting related functions
• Collaborate with corporate members on pricing and occupancy goals

• Promoted within 6 months to an Executive Sales Analyst
• Lead sourcing and execute integrated campaigns that leverage multiple channels (online, phone, email, social, etc.) of contact to drive interaction
• Content Marketing Author and Align content for each stage of the buying process
• Closed-loop Metrics track all the way through from integration to cost per lead and ROI
• Effectively used webinar and podcast, targeted prospect lists and Direct Team Calling campaigns
• Quickly became a peer mentor for all new hire classes
• Worked with the marketing team to create more effective leads in all fields