Senior Customer Success and Account Management Professional With a Passion for Relationship Building | Experienced in SaaS Contract Renewals, Executive Business Reviews, and Optimizing User Adoption
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Success Manager
Brightline
05.2024 - 11.2024
Managed a portfolio of 20+ strategic enterprise accounts, while maintaining up-to-date records in Gainsight to develop and track account plan milestones, risks, and engagement activities
Collaborated with marketing teams to design and execute tailored outreach campaigns, driving over a 100% increase in member activations quarter over quarter and enhancing benefit awareness
Implemented client retention strategies, including QBRs, leveraging data analytics to identify opportunities for improvement and optimal member engagement
Senior Customer Success Manager
Unite Us
02.2021 - 05.2024
Managed primary account holder responsibilities for a $1.5M+ ARR book of business, driving account growth and adoption through strategic relationship-building with stakeholders and executive sponsors
Led renewal initiatives totaling $2.3M in contract value with minimal churn by leveraging data-driven insights to optimize the customer journey and mitigate risks
Generated $620,000 in secured upsell revenue within TCV through proactive client account monitoring and identifying opportunities for upselling, cross-selling, and revenue growth while ensuring high customer satisfaction and retention
Executive Director
Enlivant
05.2020 - 02.2021
Led the sales team to significantly increase occupancy rates, implementing strategic outreach and building strong partnerships to drive steady revenue growth
Managed day-to-day operations, ensuring full compliance with regulatory standards while improving resident satisfaction and operational efficiency through data-driven decisions
Recruited, trained, and coached staff to create a high-performing team, fostering a compassionate, client-focused culture aligned with company values
Care Supervisor
Seventh Generation Eldercare
01.2019 - 05.2020
Led recruitment, training, and management of skilled caregiving team, ensuring high-quality care and compassionate support for residents
Developed and executed marketing strategies to increase visibility and attract new clients, contributing to revenue growth and stronger community presence
Managed sales process, from initial prospect outreach to contract signing, building lasting relationships with clients and their families to drive business development
Education
Bachelor of Arts - Social Sciences - Minor in Business Administration
Washington State University
Vancouver, WA
Skills
Account Renewals
Client Management
Communication
Conflict Resolution
Customer Success
Focus Group Facilitation
Joint Success Planning
Marketing Strategy
Project Management
Public Speaking
Risk Management
Slide Deck Creation
Strategic Planning
Quarterly Business Reviews
User Training & Onboarding
Volunteer Experience
Be My Eyes
Humane Society for Southwest Washington
Immigrant and Refugee Community Organization
Pacific Northwest Bleeding Disorders
Certification
Certified Customer Success Manager (CCSM) Level 1
ChurnZero Foundations Certified
Timeline
Client Success Manager
Brightline
05.2024 - 11.2024
Senior Customer Success Manager
Unite Us
02.2021 - 05.2024
Executive Director
Enlivant
05.2020 - 02.2021
Care Supervisor
Seventh Generation Eldercare
01.2019 - 05.2020
Bachelor of Arts - Social Sciences - Minor in Business Administration