David Robb
Pleasant Grove,UT
Summary
Results-oriented Customer Success Executive with demonstrated expertise in enhancing engagement and retention via strategic account management.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Customer Success Executive
Sonifi Health
Sioux Falls, South Dakota
04.2017 - Current
- Ranked among top three in booked revenue from 2021 to 2025 through strategic relationship management.
- Led initiatives to resolve complex customer issues, ensuring 99% year-over-year retention rate.
- Established and maintained strategic client relationships, contributing to over 90% satisfaction in KLAS surveys.
- Fostered client relationships using strong verbal and presentation skills, leading to expansion opportunities.
- Acted as point of contact and trusted advisor for customers, driving engagement in EBRs and QBRs.
Relationship Manager
AdvancedMD
South Jordan, Utah
01.2010 - 04.2017
- Cultivated client relationships through personalized service and consistent communication, enhancing client loyalty.
- Resolved client issues promptly to ensure high satisfaction levels across accounts.
- Facilitated regular client meetings to assess progress and uncover growth opportunities, driving client engagement.
- Collaborated with sales teams to identify and leverage cross-selling opportunities.
- Conducted market research to analyze trends and shape client strategies.
- Managed daily operations, coordinating appointments, meetings, and agendas to streamline client interactions.
- Maintained precise records of all client interactions in CRM system.
Education
Bachelor of Science - Accounting
Utah Valley University
Orem, UT12-2008
Skills
- Customer relationship management
- Strategic account management
- Client retention strategies
- Cross-functional collaboration
- Issue resolution
- Client engagement
- Effective communication
- Relationship building
- Presentation skills
- Proactive problem solving
- Stakeholder management
- Sales expertise
- Contract negotiation
- Team collaboration
- Sales Force
- Microsoft Product Suite
Certification
CCSM
Accomplishments
2019 CSE of the year. #1 on sales board 2021, 2024, 2025
Timeline
Customer Success Executive
Sonifi Health
04.2017 - Current
Relationship Manager
AdvancedMD
01.2010 - 04.2017
Bachelor of Science - Accounting
Utah Valley University