Experienced Customer Success Manager in the energy/utility industry with advanced supervisory, team building, and customer service skills. Proven track record of driving company success through quick implementation of positive changes.
Overview
19
19
years of professional experience
Work History
Senior Customer Success Manager
eSmart Systems
Halden, Norway
01.2023 - Current
Create personalized onboarding experiences for new customers, including assigning appropriate resources, setting up goals and objectives, and providing best practices advice.
Develop plans, standards, and strategies to grow the business and achieve company portfolio goals.
Plan and lead customer meetings to review business results and communicate new and ongoing priorities.
Created collateral to support various platform operations
Serve as subject matter expert for eSmart Systems on utility policies and regulations compliance
Lead strategic planning of partner engagement programs after analysis and research of company programs and functions.
Assess the performance of current partnerships and develop recommendations for improvement.
Collaborate with sales teams to develop strategies for upselling and cross-selling products or services.
Track customer satisfaction metrics, such as product usage, adoption rates, engagement levels, retention rates, and feedback surveys.
Support in crafting and presenting talks tailored to various audience types
Enterprise Account Executive
Microdesk
Nashua, NH
02.2022 - 01.2023
Provided product demonstrations for customers to showcase features, handle concerns, and capitalize on new sales opportunities.
Researched and developed pipeline of clients that demonstrated interest in organizational partnerships.
Collaborated with sales support, product delivery, project managers, and customer success teams to manage service delivery and build client retention.
Promoted and sold product concepts and offerings to multiple stakeholders across different departments within the organization.
Expanded market coverage to establish new revenue streams
Utilized networking skills to develop new relationships with key organizations in energy communities.
Senior Business Development Manager
Duke Energy
Charlotte, NC
07.2019 - 02.2022
Planned and developed Connected Community and Utility strategies to increase sales in territory.
Contributed to project success through strategic collaborations
Aligned solutions with business and product/technical groups for Municipal Utilities, Cooperatives, and Cities/Towns.
Achieved strong financial results through successful proposal development.
Enhanced partnership efforts leading to optimized solution offerings
Worked to identify top 10 Target Account list in conjunction with Key Segment Managers, Strategic Account Managers, and Demand Generation to develop specific account plans and projects.
Leveraged market knowledge and expertise to facilitate customers in maximizing their return on investment in innovative energy technology.
Engaged in the Duke Energy Mentorship program by setting goals and meeting them.
Top 5 in sales on the Business Development Management team.
Business Development Manager
BRIDGE Energy Group Inc.
Newton, MA
04.2018 - 04.2019
Worked with top management and partners to create strategies for winning accounts
Developed strategic business relationships with key client decision makers, influencers, and champions.
Lead the entire sales cycle for Municipal and Cooperative Utilities.
Interfaced with client executives, directors, and managers to understand market opportunities and communicate information internally with product and technical teams.
Collaborated with product development team to refine specifications for Municipal market.
Represented company at industry conferences and trade association meetings
Business Development Director
CLEAResult Consulting Inc.
Austin, TX
10.2016 - 04.2018
Increased revenue through the expansion of energy efficiency services to electric, gas, and water utilities throughout targeted geographic areas.
Collaborated with sales directors and team leads to implement strategies for developing and maintaining a sales funnel to meet or exceed expectations for business expansion.
Engaged in strategic initiatives and projects within regulatory proceedings to represent brand and thought leadership.
Coordinated and tracked individual business development opportunities within Salesforce. Reported regularly to management on the status and progress towards goals.
Engaged national support service teams in developing bespoke client-centric strategies.
Senior Sales Director
Honeywell International Inc.
Raleigh, NC
08.2013 - 10.2016
Worked with Utilities to research and understand the needs of the customer and define the overall technical and business solutions of AMI, Network, Customer Portals, Billing, Net Metering, and Demand Response.
Collaborated with partners and staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
Worked closely with product management and development teams in defining product vision and branding message.
Grew brand awareness by increasing market penetration with customer-focused approaches.
Leveraged trends in customer industry of IOU, Municipal and Cooperative Utilities to shape solutions and approaches.
Maintained and surpassed yearly sales quota on consistent basis by engaging with customers, responding quickly to concerns and alleviating issues.
Interacted with prospects and customers at various events, including trade shows, seminars, trainings, and workshops.
Smart Grid Client Manager
SAIC/Leidos
McLean, VA
03.2011 - 08.2013
Expanded client base through tailored consulting and product offerings within a turn-key, cloud-hosted platform
Planned and conducted SGS program briefings, demonstrations, and business case workshops with prospective clients, business partners, and management.
Provided exceptional service to strengthen client relationships.
Developed justifications for smart grid implementations focused on load profiling, distribution automation, demand response, and pre-pay systems
Managed partner sales leads and activity by attending client meetings and partner calls to discuss pipeline and technical information between the companies.
Directed successful rollout of first-ever SGS scheme throughout North American region
Account Manager, Utility Accounts
Bentley Systems
Exton, PA
07.2005 - 03.2011
Promoted Bentley software, training, and services to utility clients in the southern area of North America.
Maintained close connection with project personnel to quickly identify and resolve problems.
Increased revenue at assigned accounts by introduction of new technology, upgrades to existing software, and integration of client systems.
Ensured long-term client loyalty through personalized support
Aided senior leadership by developing sales forecasts using analytics and sales representative feedback.
Developed successful customer relationships and quickly resolved service requests to increase sales.
Received company Employee Performance Award after maintaining record sales achievement of 165% growth in territory each year for 5 straight years.
Education
Bachelor of Science - Marketing
Hawaii Pacific University
Honolulu, HI
05.2001
Skills
Strategic decision making
Broad Energy Industry Leader
Client relationship management
Strong lead development skills
Consultative and relationship selling
Managing Operations and Efficiency
Performance Tracking and Evaluation
Complex Problem Solving
Customer Relationship Management
Customer Retention
Revenue Growth
Inter-Department Collaboration
Stakeholder Management
Partnership Development
Affiliations
Member, Cambridge Who's Who Among Executive and Professional Women
SAIL- Strategy for Advancing Internal Leaders- Class 12
Vice President, Krewe of the Rising Phoenix
Timeline
Senior Customer Success Manager
eSmart Systems
01.2023 - Current
Enterprise Account Executive
Microdesk
02.2022 - 01.2023
Senior Business Development Manager
Duke Energy
07.2019 - 02.2022
Business Development Manager
BRIDGE Energy Group Inc.
04.2018 - 04.2019
Business Development Director
CLEAResult Consulting Inc.
10.2016 - 04.2018
Senior Sales Director
Honeywell International Inc.
08.2013 - 10.2016
Smart Grid Client Manager
SAIC/Leidos
03.2011 - 08.2013
Account Manager, Utility Accounts
Bentley Systems
07.2005 - 03.2011
Bachelor of Science - Marketing
Hawaii Pacific University
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