Summary
Overview
Work History
Education
Skills
Timeline
Generic

Erika Klein

Springfield,PA

Summary

A data driven professional with a focus in customer relationship management by way of expertise in support, solutions, and strategy. Highly respected as a customer advocate wo can build rapport quickly and foster ongoing relationships. Desires to excel in a thriving organization that values passion, integrity and hard work.

Overview

10
10
years of professional experience

Work History

SENIOR CUSTOMER SUCCESS MANAGER

First Insight, Inc.
06.2019 - Current
  • Actively engage with C-level executives on progress of monthly/quarterly initiatives
  • Increase and improve usage, utilization, and user experience of software
  • Create and deploy joint account plans, including kickoff and implementation phases
  • Develop mutual close plans with customer and sales partners for all renewals
  • Act as the expert for customer demonstrations and all software support needs.
  • Trained new Customer Success Managers, setting them up for success in their roles through hands-on coaching and mentoring.
  • Analyzed customer data to identify trends and develop strategies to improve customer success metrics.

Customer Success Manager

First Insight, Inc.
09.2016 - 05.2019
  • Facilitate internal and external training sessions quarterly
  • Foster collaboration within the First Insight team to establish best practices and operationalization of the solution
  • Work with multiple functional areas across accounts including Marketing, Merchandising, Product Development, Design, Finance, and Planning.
  • Coordinated with internal teams to provide prompt support and address client needs efficiently.
  • Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.

SENIOR INSIGHT COORDINATOR

First Insight, Inc.
04.2014 - 08.2016
  • Supported the Account Management organization with designing, building, and deploying online product tests.

Education

Bachelor of Science in Business Administration -

University of Pittsburgh
04.2014

Skills

  • Account Management
  • Customer Relationship Building
  • Relationship Management
  • Communication Skills
  • Active Listening
  • Analytical and Critical Thinking
  • Detail-Oriented
  • Problem Resolution

Timeline

SENIOR CUSTOMER SUCCESS MANAGER

First Insight, Inc.
06.2019 - Current

Customer Success Manager

First Insight, Inc.
09.2016 - 05.2019

SENIOR INSIGHT COORDINATOR

First Insight, Inc.
04.2014 - 08.2016

Bachelor of Science in Business Administration -

University of Pittsburgh
Erika Klein