Dynamic Enterprise Customer Success Manager with a proven track record at Pushpay, excelling in customer engagement and SaaS platform adoption. Adept at building strategic relationships and driving client retention, I leverage effective communication and data-driven decision-making to enhance product value and achieve significant business growth.
Overview
19
19
years of professional experience
Work History
Enterprise Customer Success Manager
Pushpay
Redmond, WA
07.2022 - Current
Company Overview: SaaS, Customer Engagement
This role centers on fostering deep customer engagement and driving sustained value through strategic interactions, encompassing customer loyalty and retention, SaaS platform adoption, and product enhancement.
Leading impactful business reviews to cultivate executive relationships
Acting as a vital liaison between customers and the product team to facilitate feature development and custom app redesigns
Managing the full-cycle renewal process, from discovery to closing, ensuring continued customer satisfaction and business growth
SaaS, Customer Engagement
Founder
ENEN LLC
05.2018 - Current
As an owner-operator of a medical courier business, I managed all aspects of prescription delivery, encompassing both stat and scheduled routes, including meticulous logging and tracking.
Additionally, I handled the delivery, setup, and patient education for a range of medical equipment, such as hospital beds, walkers, patient lifts, and oxygen compressors/refillers, ensuring patients understood their proper usage.
Sr. Business Banking Operations Leader
Salal Credit Union
12.2019 - 12.2020
Company Overview: Servicing and building relationships with small business customers with complex needs.
Understanding and managing risks in the business, adhering to policies, procedures & controls and ensuring compliance with applicable laws, rules & regulations.
Explaining and demonstrating self-service digital options to customers.
Maintaining deep knowledge of bank products and services.
Building relationships with branch team members and partners and working together to best serve customers.
Completing service requests, establishing new accounts, and submitting credit applications.
Helping resolve customer concerns and escalating issues as needed.
Servicing and building relationships with small business customers with complex needs.
Customer Success Manager
Paychex
10.2017 - 05.2019
As the Client Success Relationship Manager I help relieve clients from their time consuming Payroll/HR administrative burdens so they can focus more on their strategic activities to support the long term initiatives of their organization.
Manage an assigned current client portfolio
Earn client business on a monthly basis
Support clients with subscribed products
Help with product adoption and expansion
Conduct virtual and in-person client meetings and product demos
Understand how Paychex can better support clients
Recommend and sell into the current client space
Take ownership of client issues and resolve them
Help retain clients and promote client referrals
Business Solutions Advisor
Elavon, Inc.
04.2016 - 09.2017
Company Overview: Elavon is amongst the top 5 global payment providers, processing over 3 billion transactions annually. They are backed by U.S Bank, the fifth largest commercial bank in the USA they operate in 10 countries.
Recreated the magic with current banking partner prior to contract renewal year in 2017
Created an upbeat working environment fostering healthy competition that drove partner referrals up by 33% in assigned region
Managed the entire sales cycle from initiating first contact to proper document submission, installation/activation, and client training/support
Elavon is amongst the top 5 global payment providers, processing over 3 billion transactions annually. They are backed by U.S Bank, the fifth largest commercial bank in the USA they operate in 10 countries.
VP - BUSINESS CONSULTANT
Bank of America Merchant Services
Northwest Territories, Canada
06.2014 - 03.2016
Company Overview: As the leader in payments Bank of America Merchant Services processing over 15.6 billion transactions annually with more than 660,000 clients.
Broke all the sales records previously set in my region for overall revenue
Led the team with over 1026% to goal in my best month
Helped with the design, testing and launch of a successful application that helped nonprofit clients with automated donations 24/7
Managed the entire sales cycle from initiating first contact to proper document submission to installation/activation and client training/support
Achieved the Platinum Club sales award in my first full fiscal year trending as 1st in my region and 3rd overall nationwide company sales ranking
As the leader in payments Bank of America Merchant Services processing over 15.6 billion transactions annually with more than 660,000 clients.
Assistant General Manager
Hampton Inn and Suites
, Greater Seattle Area
01.2014 - 06.2014
Guest Service Manager
Homewood Suites by Hilton
, Greater Seattle Area
09.2012 - 02.2014
Night Manager
Salish Lodge & Spa
Greater Seattle Area
08.2011 - 09.2012
Guest Relations Manager
Crowne Plaza Hotels & Resorts
Greater Seattle Area
03.2006 - 02.2011
Education
Bachelor of Science - Computer And Information Sciences
Fiji Institute of Technology
Suva, Fiji
01-2003
Skills
Customer engagement
Product training
SaaS platform adoption
Business reviews
Renewal process management
Relationship building
Risk management
Client retention strategies
Problem solving
Effective communication
Strategic thinking
Leadership skills
Team collaboration
Customer advocacy
Customer training
Customer onboarding
Goal setting and achievement
Client needs assessment
Upselling and expansion
Data-driven decision making
Strategic account management
CRM software expertise
Salesforce proficiency
Team building
Client relations
Customer relationship building
Sales proficiency
Customer relations
Training and mentoring
Customer account management
Pipeline development
Customer service
Business development
Customer needs assessment
Negotiation
Stakeholder management
Account management
Inter-department collaboration
Staff mentoring & leadership
Revenue growth
Contract negotiation
Accomplishments
Increased partner referrals by 33% through strategic relationship management.
Led team to achieve over 1026% to goal, setting regional sales records.
Achieved customer satisfaction rating of 95%, improving retention by 20%.
Successfully managed 50 client renewals annually.
Timeline
Enterprise Customer Success Manager
Pushpay
07.2022 - Current
Sr. Business Banking Operations Leader
Salal Credit Union
12.2019 - 12.2020
Founder
ENEN LLC
05.2018 - Current
Customer Success Manager
Paychex
10.2017 - 05.2019
Business Solutions Advisor
Elavon, Inc.
04.2016 - 09.2017
VP - BUSINESS CONSULTANT
Bank of America Merchant Services
06.2014 - 03.2016
Assistant General Manager
Hampton Inn and Suites
01.2014 - 06.2014
Guest Service Manager
Homewood Suites by Hilton
09.2012 - 02.2014
Night Manager
Salish Lodge & Spa
08.2011 - 09.2012
Guest Relations Manager
Crowne Plaza Hotels & Resorts
03.2006 - 02.2011
Bachelor of Science - Computer And Information Sciences