Gritty Customer Success and Renewals Account Manager with >5 years of experience. Consistent leader against retention and up-sell quota. Above all, a team player with can-do attitude.
Overview
9
9
years of professional experience
Work History
Entrepreneur Endeavors, Real Estate Investments
Myself
Boston, MA.
01.2021 - Current
Inspired by global pandemic to diversify revenue streams while learning about a new industry
The goal is to acquire enough assets in the next ~10-years to invest in a small to medium sized apartment complex
Customer Success Manager
LinkSquares
Boston, MA
02.2023 - 02.2024
Measured against up-sell and renewal quota
Working with >50 B2B clients
Met or exceeded quota attainment 3 out of 4 FQs
Manage relationships with key stakeholders and decision makers
Monitored metrics and developed actionable insights to improve efficiency and performance
Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team
Conducted training and mentored team members to promote productivity, accuracy, and commitment to high renewal rates and expansion goals
Analyzed customer data to identify trends and develop strategies to improve customer success metrics
Renewals Account Executive
Okta, Inc
Boston, MA.
03.2020 - 01.2021
Responsible for owning an annual book of business of $7MM - $10MM per annum
Retain 90% renewal rate (pandemic FQs = 88%) over achieved in every FQ except one
Named Renewals Manager of the FQ; achieving higher uplift attainment than the rest of my team
combined
Accurately Forecast > two Fiscal Quarters out in Salesforce
Actively update Steps to close notes
Contact customers to build relationship 180 days prior to renewal
Leverage relationships with Sales, Sales Leadership, Customer Success, and Support on a daily basis
Use MEDDPICC to ensure renewal opportunity is tracking properly
Okta Certified Professional; a rigorous certification requiring deep technical knowledge of Okta’s admin
panel
Account Manager
Salsify, Inc
Boston, MA.
01.2019 - 07.2020
Responsible for managing a strategic Book of Business >$7M
Own CSM responsibilities for 30% of my Book of Business
Variable goal, retention and upsell targets
Maintained >92% customer retention
Enterprise Customer Success Manager
Okta, Inc
Boston, MA.
07.2019 - 03.2020
Responsible for driving customer adoption for a list of assigned customers while being held to a renewal
quota
Monitor and identify adoption and utilization trends, provide recommendations based on risk and
customers’ needs
Act as the voice of the customer and collect feedback to drive continuous improvement across all
areas including product
Okta Certified Professional; a rigorous certification requiring deep technical knowledge of
Okta’s admin panel
Renewals Account Manager
Cisco Systems, Inc, Cloud Security Group
Boston, MA.
11.2016 - 01.2019
Responsible for managing a $5M Book of Business for Cisco
Customer Success leader accountable for maintaining relationship with stakeholders and technical champions
Focus on cross selling Cisco security solutions within current book of business for each Umbrella and Cloudlock
Top 3 in AM team achieving 96% Gross Retention for Cisco FY18
Led AM team achieving 95% Gross Retention for Cisco FY17
Achieved 105% Growth for Cisco FY17
Key Logos include NHL, Uber, Workday, Hasbro, HBO, DreamWorks Animation, and Mattel Inc
Managed Umbrella/Cloudlock accounts from purchase, leading successful implementation and aligning solution functionality to specific customer use case
Developed and leveraged channel relationships including Cisco Partner ecosystem and Distributors
Led customer migration efforts from legacy route to market to Cisco purchasing channel; educating
Cisco Account Managers, Channel Partners and Distributors
Business Development Representative
Cloudlock, Inc
Waltham, MA.
04.2015 - 11.2016
Solely supported pipeline generation efforts for Enterprise, Federal and SLED teams qualifying cold contacts and warm leads into product demonstrations while managing early stage opportunities for field sales team and closing SMB new business
Consistent top performer achieving 250% plan in Q1 FY16 (team record), 205% plan in Q2 FY16 and setting team record for achieving >200% of FY16 annual plan 3-months prior to fiscal close
Trained new hires on Cloudlock value proposition, unique differentiators, market competition and in-house tools including Salesforce, Google Apps, Discover.org, and Sales Navigator