Owns relationship and strategic growth of payor and health system clients in the Northwest and Midwest Markets
Manages client objectives, expectations, and timelines to ensure alignment with goals across financial, clinical, operational, and service capabilities
Leads cross function efforts on implementation of new client initiatives, products, and programs as well as ongoing management post launch
Drives success through regular data analysis to identify trends and areas of improvement; determine root issues, create work plans, and develop quality output for internal and external constituents
Customer Success Manager
Cerebral
02.2022 - 03.2023
Owned portfolio of enterprise customers including employers, health plans and EAP providers
Created client implementation playbook which included launch timelines, support documentation, and reporting standards
Collaborated on regular cross functional initiatives including roadmap prioritization, compliance initiatives, and data optimization
Client Success Manager
Level Ex
09.2020 - 01.2022
Managed portfolio of life sciences clients; lead project implementation and executed on cross and upsell opportunities within portfolio
Developed project roadmaps, scoped team resources, and tracked budgets to ensure on time and under budget project delivery
Senior Project Manager
Notified
01.2018 - 08.2020
Oversaw portfolio of over 20 projects annually. Lead clients through project development, delivering on time and within budget
Partnered with sales and customer success to strategize against enterprise client retention and new business goals
Project Manager
Builtworlds
10.2015 - 12.2017
Led execution and managed partner relationships for over 30 annual conferences
Education
Bachelor of Arts - Communications, Media Aesthetics
Miami University
Oxford, OH
05.2014
Skills
Experience at high-growth companies
Understanding of startup work environment
Customer experience, satisfaction, and retention
Onboarding, training, and implementation
Project management and planning
Effective communication
Proficient in Microsoft Suite, Looker, Salesforce, Project Management tools, Jira, Confluence, and Asana
Timeline
Client Manager
Quartet Health
04.2023 - Current
Customer Success Manager
Cerebral
02.2022 - 03.2023
Client Success Manager
Level Ex
09.2020 - 01.2022
Senior Project Manager
Notified
01.2018 - 08.2020
Project Manager
Builtworlds
10.2015 - 12.2017
Bachelor of Arts - Communications, Media Aesthetics