Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Gabrielle Coleman

Alexandria,VA

Summary

Results-driven Customer Success professional with 10+ years of experience in client relationship management and business growth. Proven track record of managing complex client portfolios, driving successful implementations, and ensuring high retention rates through data-driven strategies. Skilled in building strong client relationships, developing scalable success processes, and fostering cross-functional collaboration to achieve business goals.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Founder & Operator

BSG
03.2017 - 12.2024

- Led end-to-end customer success strategy for enterprise clients, achieving 95% retention rate through strategic relationship management and value-driven outcomes
- Designed and implemented client onboarding processes, reducing time-to-value by 40% while maintaining high satisfaction scores
- Developed and executed data-driven success metrics using CRM tools and analytics, enabling proactive issue resolution and strategic growth opportunities.
- Built and maintained strategic relationships with multiple third-party vendors, Founders, and executives
- Created scalable customer success processes and documentation, supporting business growth while maintaining service quality
- Utilized advanced reporting and analytics in Salesforce to track client health metrics and drive strategic decision-making

Financial Relationship Manager

NRL Federal Credit Union
04.2013 - 03.2017

- Managed portfolio of enterprise clients with complex financial product implementations and integrations
- Developed and executed strategic account plans, resulting in 25% year-over-year growth in portfolio value
- Led client onboarding and implementation projects, ensuring alignment with business objectives and successful product adoption
- Collaborated with internal teams to resolve technical challenges and enhance client experience
- Implemented data-driven approach to track and improve client success metrics, leading to 90% satisfaction rate
- Created and delivered stakeholder training programs, improving product adoption rates by 35%

Education

Associate of Arts - Business Administration And Management

UMUC
Largo, MD

Skills

    - Enterprise Client Relationship Management
    - Strategic Account Planning
    - Complex Project Management
    - Stakeholder Communication
    - Data-Driven Decision Making
    - Cross-functional Team Leadership
    - Process Development & Scaling
    - Value Demonstration & ROI Analysis

Certification

- CRM & Success Platforms: Salesforce (Advanced), HubSpot, GoHighLevel
- Project Management: Asana, Notion, Trello
- Data Analysis & Presentation: Advanced Excel, Google Sheets, PowerPoint, Canva
- Client Success Metrics: Health Scoring, Usage Analytics, ROI Tracking

Timeline

Founder & Operator

BSG
03.2017 - 12.2024

Financial Relationship Manager

NRL Federal Credit Union
04.2013 - 03.2017

Associate of Arts - Business Administration And Management

UMUC
Gabrielle Coleman