Professional in client relationship management with track record of enhancing customer satisfaction. Skilled in strategic planning and execution, resulting in improved customer engagement and loyalty. Reliable team collaborator, known for adapting to dynamic environments and achieving consistent results.
Work History
Customer Success Manager, Key Accounts
Omdia
10.2022 - Current
Clearly define business outcomes and success plans to collect and track customer objectives, achievements, risks, and success metrics
Educate customers on how to use OMDIA enterprise platforms, content, and technologies tailored to use-case needs
Monitor usage, account health, and growth opportunities to create actionable insights and strategically pivot as needed
Seek out organic business expansion opportunities (up-sell / cross-sell) in collaboration with OMDIA business development partners
Ensure customers derive maximum value from OMDIA services and solutions, using the full extent of their licenses/contracts
Build, maintain and use positive relationships with business decision makers and users within each account to capture customer intelligence and influence adoption
Sales Operation Coordinator
Informa Tech Intelligence
11.2021 - 10.2022
Executed Informa Intelligence Order-to-Cash and Order-to-Fulfilment business processes
Reviewed submitted sales orders against the business rules defined in the Business Intelligence Authority Framework, working with sales, legal and divisional management to ensure swift resolution of issues preventing valid revenue recognition
Processed non-sales-generated orders received through channels such as eCommerce and agents so that invoicing and fulfilment is not delayed
Ensured post-order changes requested by customers or Informa Intelligence staff are appropriately and promptly reviewed, authorized and executed
Worked with Informa Shared Service Centers to ensure end-to-end continuity of the process, such that accuracy and timeliness SLAs are consistently achieved
Provided support and guidance to Sales and Client Services on how to execute the processes within Informa Intelligence policies and systems
Communicated changes to process and business rules
Highlighted any practices that are not aligned to the standard process and identify issues that affect the customer experience
Monitor key reconciliations with Access Management Systems to minimize over/under-fulfilment of subscription access
Sales Associate, Key Strategic Accounts
Refinitiv (formerly Thomson Reuters Financial)
04.2016 - 10.2020
Provided first-line support for Account Managers on order management and client inquiries
Managed all commercial activities for global accounts with annual revenue of $350M USD
Maintained and managed pipeline for all Key Strategic Accounts, adhering to sales methodology
Monitored the forecast to ensure management was aware of movement of key deals
Supported selling activities: building Excel reports and ad hoc data analysis
Acted as central resource of internal information related to the history, status, and future of the account including product knowledge, service level agreements, and contractual obligations
Expertly oversaw relationships within client organizations with the goal of increasing customer satisfaction through regular check-ins, recording activity in Salesforce
Partnered with Sales Department as a single point of contact for global and regional deals, migrations, global pricing, annual price increases, and the renewal process
Interfaced with internal departments (Sales Specialists, Client Specialists, Account Managers, Global Business Consultants, and Global Business Directors) to drive business results
Performed team lead functions including training, mentoring, and supervising
Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)