Emily Oksen
New York,NY
Summary
SaaS professional with 2+ years of experience in implementation and customer success within HR technology. Led onboarding for 300+ clients, driving measurable gains in product adoption, retention, and engagement. Skilled in translating complex solutions into business outcomes and executing large-scale deployments. Proven ability to streamline onboarding through automation, deliver client education programs, and foster long-term, strategic customer relationships.
Overview
2
2
years of professional experience
Work History
Client Adoption and Success Manager
The Predictive Index
Westwood, MA
05.2024 - Current
- Oversaw a portfolio of more than 300 clients, achieving satisfaction score of 94% and retention rate of 91%.
- Designed and implemented automated onboarding via ChurnZero, cutting onboarding time by 18% and manual effort by 95%.
- Drove product adoption increase of 32% through digital training and lifecycle automation strategies.
- Created SMB lifecycle program that saved $320K annually through internalization of support functions.
- Executed data-driven client product swap initiative, lowering churn rates by 19%.
- Conducted weekly best-practice webinars that improved client usage rates by 27% and user proficiency by 35%.
- Facilitated smooth transition for over 80 clients to new platform version, ensuring a 92% renewal rate.
- Partnered with Marketing/RevOps to launch customer enablement hub, enhancing self-service capabilities by 41%.
Enterprise Business Development Representative
The Predictive Index
Westwood, MA
09.2023 - 05.2024
- Executed outbound strategy for enterprise accounts through cold T-90 campaigns and targeted outreach.
- Supported expansions and renewals for clients including Boston Beer, DexCom, and Twin Peaks.
- Migrated team workflow to Asana, enhancing project transparency and increasing delivery speed by 30%.
- Utilized A/B testing on Salesloft cadences, boosting open rates by 26% and reply rates by 18%.
Business Development Representative
The Predictive Index
Westwood, MA
05.2023 - 09.2023
- Generated four Closed Won units in June, surpassing two-unit team average.
- Contributed $76K in pipeline revenue within first four months, exceeding BDR average by 50%.
- Promoted to enterprise tier within three months due to exceptional prospecting and qualification skills.
- Uncovered prospect business challenges, creating urgency for implementation.
Education
Bachelors of Arts - Global Commerce and Women, Gender, & Sexuality Studies
University of Virginia
Charlottesville, VASkills
- Client Onboarding & Product Adoption
- Lifecycle Program Design
- Project Management
- Customer Enablement & Training
- Cross-functional Collaboration
- Tools: ChurnZero, Salesforce, Asana, Miro, Domo, Salesloft, G Suite
Timeline
Client Adoption and Success Manager
The Predictive Index
05.2024 - Current
Enterprise Business Development Representative
The Predictive Index
09.2023 - 05.2024
Business Development Representative
The Predictive Index
05.2023 - 09.2023
Bachelors of Arts - Global Commerce and Women, Gender, & Sexuality Studies
University of Virginia
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