Dynamic Sr. Client Success Manager at Cotality with expertise in account management and client relations. Proven track record in enhancing product usage and driving successful API integrations. Skilled in data analysis and cross-functional collaboration, fostering strong partnerships that elevate client satisfaction and operational efficiency.
Overview
41
41
years of professional experience
Work History
Sr. Client Success Manager
Cotality
01.2014 - Current
Managed client accounts as primary contact post-sales cycle.
Facilitated client onboarding for seamless service integration.
Collaborated with cross-functional teams to address and resolve client issues.
Conducted regular check-ins to gather feedback and evaluate satisfaction levels.
Utilized industry expertise to strengthen client relationships and enhance product usage.
Partnered with clients to ensure successful API integrations and product implementations.
Engaged clients to understand workflows, establishing strategic roadmap initiatives.
Conducted strategic business reviews to assess needs, goals, and performance metrics.
Estimating Vendor Manager, Team Lead & Property Field Estimator
The Hartford, Ins. Consulting, Farmers Insurance
05.1989 - 01.2014
Utilized estimating applications for scope of work and repair estimates in building construction.
Conducted on-site inspections and damage assessments to ensure accuracy in estimates.
Maintained and updated supplier and contractor database for project sourcing efficiency.
Analyzed construction blueprints to prepare time, cost, and labor estimates accurately.
Maintained records comparing estimated versus actual costs incurred during projects.
Collaborated with engineers, architects, and contractors to refine estimates and align expectations.
Oversaw vendor compliance and best practices for property estimating staff adjusters.
Managed team of 25 estimating subject matter experts to enhance operational efficiency.
Cost Accountant
General Electric Aircraft Engine Group
05.1984 - 01.1989
Conducted cost accounting and inventory management for manufacturing processes.
Collaborated with engineers, finance, and buyers to analyze and reconcile engine component pricing.
Tracked inventory of GE plant assets to maintain accurate records.
Education
BBA - Finance & Accounting
University of New Mexico
Albuquerque, NM
Some College (No Degree) - Architecture and Design
University of New Mexico
Albuquerque, NM
Skills
Account management and client relations
Data analysis and reporting
Process improvement and workflow optimization
Contract and policy review
Interpersonal and communication skills
Microsoft Office Suite proficiency
Salesforce and Excel expertise
Cross-functional collaboration
Client onboarding
Customer advocacy
Account updates and business reviews
Solutions-oriented thinking
Consultative partnership
Building construction
Construction inspections
Cost estimation
Estimating software
Presentation development
Construction cost estimates
Vendor relationships
Languages
Sign, Limited
Languages
ASL
Limited
Timeline
Sr. Client Success Manager
Cotality
01.2014 - Current
Estimating Vendor Manager, Team Lead & Property Field Estimator
The Hartford, Ins. Consulting, Farmers Insurance
05.1989 - 01.2014
Cost Accountant
General Electric Aircraft Engine Group
05.1984 - 01.1989
BBA - Finance & Accounting
University of New Mexico
Some College (No Degree) - Architecture and Design