Summary
Overview
Work History
Skills
Websites
Accomplishments
CUSTOMER TESTIMONIALS
Timeline
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ERIN PETERSON

Trinity,FL

Summary

Results-oriented Customer Success Manager with 8 years of experience in the Information Technology & Services Industry, looking to obtain a position within the MSP Customer Success Team. Areas of expertise include Onboarding, Upselling, and Customer Retention. Equipped with extensive Product Knowledge and Proven Methods of KnowBe4 Customer Success.

Overview

8
8
years of professional experience

Work History

Channel Customer Success Manager

KnowBe4
09.2018 - Current
  • Manage 350-400 West Territory clients who purchased through a KnowBe4 reseller or MSP partner
  • Maintain a LOGO average of 85% Y/Y
  • Maintain NBR of 110% Y/Y
  • Foster monthly cadence calls with clients to confirm satisfaction, resolve technical
    issues, and continually drive successful product adoption
  • Assist in the success of top KnowBe4 Resellers and their clients
  • Train new Customer Success Managers
  • Obtain referrals for PhishER, KCM, KMSAT, and CMP
  • Manage clients of all sizes which includes Tech Touch, SMB, and Enterprise
  • Stay up to date on new product features and enhancements

Inside Account Manager

Tech Data
02.2015 - 09.2018
  • Manage 8 Central Enterprise division Accounts with a combined revenue of $200 million per fiscal year
  • Foster daily/weekly cadence calls with clients to discuss pipeline, organic growth and upcoming opportunities to develop new business
  • Assisting in the distribution of top vendors such as Cisco, HPE, HPI, Dell, Lenovo
  • Microsoft, VMWare and Fortinet
  • Accurately forecasting by utilizing sales analytic skills to anticipate monthly and quarterly front end-back end dollars in order to reach our team's margin/revenue quotas
  • Circle of Excellence for Top Sales Performance at Fortune 500 Company
  • Manage product and service sales opportunities, ensuring monthly and quarterly sales goals are met
  • By developing collaboration between distributors and suppliers and integrating this into our clients' objectives, I took lead on representing Tech data brand as a trusted industry solutions aggregator

-Associate Sales Representative

  • Operations focused position, responding to customer concerns about product price, availability, and shipment status, entering and monitoring orders, and completing other account-related duties
  • Promoted to Inside Account Manager after exceeding team expectations.

Skills

  • Proficient in Microsoft Office, Google Suite, Salesforce, SAP, Docuphase, Slack, Zoom, and Zendesk
  • Software as a Service (SaaS), CyberSecurity
  • Renewal Management, Relationship
  • Management, Distribution Sales, Social
  • Media, Training Webinars, B2B Sales
  • Enterprise Account Management, KMSAT
  • Channel Sales

Accomplishments

  • 3 Time Channel CSM Belt Winner
  • Received the "Rockstar" award from Channel CSM Director
  • 10+ Happy Campers
  • QTE Completion
  • Top Channel CSM Referrals Q2 2023
  • Top Overall CSM Referrals April 2023

CUSTOMER TESTIMONIALS

"Very happy camper, our contact person, Erin Mallonee, has been great!"


"Yes, we are happy with the service. Erin has been a great resource."


"I would like to give Erin Mallonee a shout out. She has been great!"

Timeline

Channel Customer Success Manager

KnowBe4
09.2018 - Current

Inside Account Manager

Tech Data
02.2015 - 09.2018
ERIN PETERSON