Passionate and results-driven Customer Success and Experience Executive with a focus on people, dedicated to building and optimizing both customer and employee experiences through impactful partnerships. Adept at supporting key business initiatives and driving growth, with a proven track record in organizational transformation and design to meet evolving business needs. Enthusiastic about fostering individual growth and collaborating cross-functionally to achieve outstanding outcomes.
As Chief Customer Officer at Monetate I lead the Professional Services, Success, Support and Post Sales Operations teams. As a post-sales team we are focused on driving retention and growth across our global customer base to deliver an exceptional experience. We leverage data to derive actionable insights, shaping our engagement methodology.
In my role as Vice President of Global Customer Success, I spearheaded the efforts of the customer success and support teams across the US and EMEA for the Kibo Commerce and Personalization Platforms. The success team was instrumental in fostering retention and growth through strategic value-based initiatives. Collaborating closely with key stakeholders, we achieved key performance indicators (KPIs) and advocated for platform enhancements to drive customer advocacy and establish long-term customer relationships. Customers enjoyed a seamless experience while interacting with our support teams, resulting in swift issue resolution. Achieved quarter-over-quarter Customer Satisfaction (CSAT) scores of 96%.
As General Manager, TADS and HES, I owned P&L and led client implementation and ongoing customer success across multiple subscription and software products serving private and independent K-12 schools.
As Vice President of Client Services I owned client implementation and ongoing customer care across multiple software products serving private and independent K-12 schools. The client services teams played a crucial role in revenue growth and retention activities by optimizing processes and procedures, implementing technology to scale and selecting partners to enhance the customer experience.
Built and successfully managed first-ever Customer Success Model. Led Support, Customer Training and Education and Customer Success Management functions within the organization. Drove the strategic direction of the Customer Success Management, Internal and Customer facing Training and Education teams, of 33 technical and business professionals. Managed an annual budget of $3.8M. Reported to the Vice President Customer Success.
As Director of Customer Success Management I played an instrumental role in delighting and retaining our customers, while building long-lasting relationships. I was responsible for managing a team of Customer Success Managers, Trainers and Designers. I was also responsible for analyzing customer behavior, delivering strategic business reviews and sustaining net promoter scores.
As Director of the WebForms Fulfillment Support team, I was responsible for ensuring satisfaction of customers leveraging our Web Fulfillment product. Customer satisfaction was driven by a team of 40 Analysts who were expected to deliver timely resolutions to customer issues. Analysts engaged with customers via phone, email, chat and our on-line support center.
As Manager of the Non-Integrated Services team, I was responsible for ensuring satisfaction of customers leveraging Non-Integrated products (~70k connections). Customer satisfaction was driven by a team of 40 analysts who were expected to deliver timely resolutions to customer issues. Analysts engaged with customers via phone, email, chat and the on-line support center.
UnitedHealth Group: 2007-2011
Digital River: 2006-2007
UnitedHealth Group: 2003-2006
Accenture: 1999-2003