Success inspired professional prided on effectiveness through meticulous work habit. Proficient in both individual & team-oriented environments with a dedication for improvement
Overview
7
7
years of professional experience
Work History
Customer Success Lead
Bond Sports
Boca Raton, FL
11.2021 - Current
Oversee 25+ client accounts in the multi-sport facility, private athletic club & university athletic department SaaS space, varying between $250k - $2M (top clients of $3M+) in yearly revenue.
Responsible for existing customer consultation, status calls, ongoing support & deficiency identification to improve system usage, alongside new customer onboarding/implementation, full system training & data migration efforts and prospective customer sales demos
Additional responsibility includes financial reconciliation reports documenting customer monthly revenue, organization of client task needs & system bug fixes & facilitation of full customer website redesign, branding & host domain transfers.
Account Assistant
Cothrom Risk & Insurance Services
Fort Lauderdale, FL
12.2020 - 11.2021
Integral role in the firm's insurance marketing process through wholesale brokers & national insurance carriers for the property & casualty commercial lines new business & marketing department
Responsible for client onboarding in policy binding, finance contracting, invoicing & implementation serving as a primary layer of client contact & during marketing efforts.
Financial Representative
Northwestern Mutual
Boca Raton, FL
05.2019 - 08.2020
Comprehensive financial planning focused in wealth accumulation, retirement planning, personal insurance & preliminary portfolio management across 40+ account clientele base.
Education
Masters of Science - Organizational Leadership
Mercyhurst University
Erie, Pennsylvania
12.2020
Bachelor of Arts - Psychology
Brown University
Providence, Rhode Island
05.2018
Skills
Account Management
Client Relationship Management
Common OS Knowledge (Notion, Webflow, Qlik Analytics, Jira)