Client-facing operations leader who manages renewals, contract amendments, and issue resolution with a strong focus on client retention. Supports account requests, audits, cancellations, and data exports while coordinating with internal teams, analyzing customer trends, and keeping Salesforce records accurate to support timely decisions and smooth handoffs.
Work History
Customer Success Manager
6 Months
Diligent Corporation | Pittsburgh, Pennsylvania | 04.2026 - Current
Directed multi-year renewal strategy that sustained client retention above 94%.
Negotiated contract renewals and managed customer expectations to ensure satisfaction.
Oversaw portfolio of 195+ accounts across SMB, mid-market, and enterprise segments, balancing service priorities with account-specific requirements.
Monitored customer health, risk, and engagement patterns in CRM systems to proactively address potential issues.
Conducted regular check-ins with clients to ensure their needs were met.
Addressed account concerns through clear communication and timely follow-up, ensuring client satisfaction and retention.
Served as subject matter expert for Salesforce amendment workflows, providing training for CSM colleagues and new hires to enhance team capability.
Analyzed customer data to identify trends, issues, and opportunities for improvement.
Earned recognition for consistent collaboration and dependable independent execution.
Renegotiated client contracts to align terms and conditions, helping retain accounts during retention risks and product concerns.
Resolved client issues through case management and internal escalation workflows.
Supported clients during onboarding, account questions, and service requests.
Trained Customer Success Managers on contract processes to improve efficiency.
Partnered with CSMs on cancellation and data export processes, confirmed audit compliance, and joined leadership and cross-functional meetings to clear blockers and improve global processes.
Coordinated with sales support and product teams on client needs.
Updated Salesforce for contract creation and amendments.
Assisted 7 sales representatives with administrative tasks, effectively managing shifting priorities and deadlines to support sales efforts.
Prepared, packaged, and distributed sales literature for client meetings.
Coordinated mailings, ensuring timely delivery through efficient mail sorting, package preparation, and shipping logistics.
Scheduled appointments among clients, customers, and internal staff.
Maintained totalclient database records for use across multiple teams.
Patient Relations Coordinator
1 Year 8 Months
The Skin Center | Green Tree, Pennsylvania | 03.2016 - 11.2017
Managed patient questions, concerns, and service recovery with calm, professional communication.
Facilitated communication between patients and healthcare providers to ensure clarity and understanding. between patients and healthcare providers.
Cultivated positive relationships with patients, families, visitors, and medical staff to foster a supportive healthcare environment.
Managed incoming calls, averaging 120 per day, to schedule consultation appointments and treatments.
Coordinated client paperwork and communication across 4 offices to streamline onboarding process.
Executed proactive outreach to clients to support sales expansion efforts, enhancing engagement.
Ensured compliance with HIPAA regulations regarding confidentiality of patient information.
Merchandise Cast Member
6 Months
Walt Disney World | Orlando, FL | 02.2010 - 08.2010
While participating in Walt Disney World's College Program, I explored the techniques used to create memorable moments and participated in creating it, witnessing its impact on people's lives, and am forever changed because of that opportunity. I finished my brief internship focused on professional development and gained useful knowledge in managing challenging customer interactions, enhanced my ability to maintain positivity and improve guest experiences when conditions were not ideal.
WDW's internship led to improved creative thinking, and I faced new challenges each day while I worked long hours and late nights but it didn't matter. I spent each day in collaboration with cast members whose own goals were to create a magical atmosphere that positively impacted both cast members and thousands of visitors daily.
I assisted Disney guests with merchandise selections and product questions.
I processed sales transactions using a digital POS system
I restocked shelves and displays with resort merchandise and themed products
I was deployed to other storefronts and worked in other roles as needed to assist in 'Making the Magic'.
Skills
Customer retention and advocacy
Relationship building management
Customer retention
Customer advocacy
Customer analytics
Teamwork and collaboration
Written communication and reporting
Problem solving
Contract management and negotiation
Administrative support
SharePoint proficiency
Problem solving and attention to detail
Effective communication
Problem solving
Team collaboration
Customer relations
Self-motivation and professionalism
Customer retention
Effective communication
Written communication
Effective communication
Teamwork and collaboration
Hobbies
My hobbies include adding to my plant collection, singing karaoke, kayaking, exploring my city, and enjoying my home with my dogs.