Proven Gainsight Administrator with a track record of enhancing customer success workflows at Netskope and beyond. Expert in data analysis and process improvement, adept at leading transitions and integrations with a keen eye for performance enhancement. Skilled in technical support and decision-making, consistently delivering projects on time and above expectations.
• Conducted full audit of current Gainsight instance to determine where improvements could be made
• Work closely with the Customer Success and Enterprise teams to determine end-user needs
• Built out new workflows to help facilitate a better onboarding experience for n2y's customers
• Worked to prepare Gainsight for a large company merger, including integrating data from a new SFDC instance
• Work with the Customer Success and Project Management teams to determine where blindspots are and how we can manage them in Gainsight
• Work to develop new workflows and processes within Gainsight for end users
• Experience building scorecards, success plans, CTAs, rules, and other major features in Gainsight
• Agile work environment, working with a sprint model to quickly get new process out to the various teams
• Lead the company through our transition from Gainsight SFDC to Gainsight NXT
• Manage new and existing users on a custom built marketing platform
• Create reports using Salesforce, Microsoft Access, and Excel
• Work closely with marketing consultants to troubleshoot issues with the marketing platform
• Determine best way to display data for users, from consultants up to upper management
• Work with upper management to come up with new processes for reporting and documentation
• Worked to create workflows and processes in Gainsight for our CSMs
• Closely worked with Salesforce Admin team to determine if new objects and fields were needed for the Gainsight application
• Managed multiple product layouts in the Gainsight environment
• Agile environment in which I had to balance daily requests for changes by the CSM team
• Used Salesforce reports and data queries to determine where to pull information into Gainsight from
• Was the primary technical resource for customers during Gainsight onboarding
• Handled the requests and onboarding several customers at a time
• Determined most efficient way to load external data for customers into Salesforce and Gainsight
• Loaded external data to Gainsight's matrix data architecture through sources such as Informatica Cloud to schedule multipart/form-data API calls, and Gainsight integration connectors (Segment, MixPanel, Google Analytics, Amazon S3)
• Worked closely with Project Managers during the customer onboarding phase
• Solved complex use-cases involving the loading of external data, such as dealing with Salesforce account hierarchies and complicated source data formats
• Met with customers to determine their specific use-cases, how they wanted their data to look in Gainsight, and what type of external data they would be sending to us for loading
• Helped train customers on how their external data load to Gainsight worked, in order for them to troubleshoot possible issues and make any wanted changes after leaving onboarding