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.
- 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
- 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%
- 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
- 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