Summary
Overview
Work History
Education
Skills
Extracurricular Activities
Skills
Timeline
Generic

Kasey Howard DiPaolo

Woburn,MA

Summary

Strong, adaptable leader and problem-solver dedicated to improving individual and team efficiency. I have successfully built and grown relationships in a fast-paced, high-stress environment over the last 6 years. I am seeking an opportunity to use my leadership skills and relationship-first mindset to make sound decisions that positively impact customer, team, and company success.

Overview

9
9
years of professional experience

Work History

Principal Customer Success Manager

HubSpot
04.2023 - Current
  • Engage, consult, and manage a BoB of 175+ customers worth $622k+
  • Mid-Market forecasting DRI - Improved CSM and Manager experience in forecasting by developing a new framework for deal assessments
  • Cross-collaborate with sales reps, contract managers, and product to improve customer experience
  • Use technical product knowledge to help CSMs across segments solve customer technical challenges
  • 2024 GRR of 92.53% on target of 85.51%
  • 2024 SQL - Avg 8.1 SQLs/month on target of 7/month
  • 2024 Save Rate -


Team Lead / Interim Manager

HubSpot
10.2022 - 06.2023


  • Facilitated weekly 1:1s and team meetings with CSMs to drive segment and global initiatives like new call targets, higher revenue retention targets, and SQL submission targets
  • Completed, maintained, and presented weekly forecasts to leadership for a BoB of ~$2.9 million
  • Fostered new team initiatives like call blitzes and hive minds to help the team increase customer engagement across the entire team
  • Resolved customer escalations through cross-functional collaboration while training reps on how to navigate escalations
  • Analyzed data to develop strategic plans to exceed team and individual targets
  • Led segment in February 23 rev retention at 108.37% attainment - #2 in NAM

Senior Customer Success Manager – Mid Market

HubSpot
08.2021 - 04.2023
  • Owned a book of business of 130+ mid-market customer (50-200 employees) resulting in $470k mrr
  • Exceeded targets of 107.5% revenue retention and 90% customer dollar retention
  • Consulted with customers monthly in multiple industries to hit their sales, marketing, service, and other business goals
  • Actively worked with sales by identifying cross-sell opportunities resulting in ~$4k/month in increased revenue
  • Collaborated with product engineers to resolve customer’s technical roadblocks
  • Continued high performance as a Sr. CSM while also working as the interim manager from December 2022 - June 2023

Customer Success Manager – Small Business

HubSpot
11.2019 - 08.2021
  • Owned a book of business of 150+ small business companies (25 or less employees)
  • Exceeded targets of 96% revenue retention and 85% customer dollar retention
  • Conducted business strategy calls with customers on a monthly basis to drive value
  • Worked with Sales, Product, Support, and Contract Management teams to help retain customers

Senior Customer Support Specialist

HubSpot
05.2018 - 11.2019
  • Support customer’s technical issues over inbound and outbound phone calls and email
  • Track trends and patterns about product usage and potential areas of product growth
  • Assist customers with their inbound marketing strategy and outreach to contacts

Football Operations and Recruiting Student Assistant

UMass Football
01.2016 - 05.2018
  • Compiled weekly spreadsheet databases of current recruits for analysis
  • Engaged in face to face contact with athletes and families during recruiting events and gamedays
  • Drafted logistics for team travel plans during away games
  • Created weekly scouting reports for opposing teams using Microsoft Excel
  • Worked on various projects to improve UMass Football’s image amongst potential recruits

Premium Sales Assistant

Boston Red Sox
04.2017 - 09.2017
  • Hosted various Premium Sales groups/packages on a game by game basis
  • Prospected for new premium clients and markets
  • Further developed relationships with existing accounts
  • Performed various office functions as necessary (inventory of gloves, jerseys, etc.)

Education

Bachelor of Arts - Communication and Economics

University of Massachusetts Amherst
Amherst, MA
05.2018

Skills

  • Leadership
  • Risk Management
  • De-escalation
  • Problem solving
  • Project management
  • Collaboration
  • Team -level forecasting
  • Training & Mentoring
  • Advanced HubSpot Software knowledge
  • Book of Business Management

Extracurricular Activities

Mid-Market Forecasting DRI

  • Develop a new deal assessment process to make forecasting more efficient for CSMs, CMs, and Managers
  • Collaborate with CMs and CSMs in bi-weekly meetings
  • Present new processes and gather feedback from my internal team about forecasting


CSM Campaigns

  • Work with global managers to create customer facing email campaigns for CSM to use on a quarterly basis to drive engagement, SQLs, and improve transparency between leadership and CSMs
  • Create target lists and campaign results reporting using data from Looker


HubSpot CSM Mentor

  • Conduct 1:1 meetings with newly hired CSMs to go over metrics, consulting best practices, and build up technical knowledge for the first 3 months of the new hires tenure at HubSpot
  • Work with the management team to assist in the ramp-up of up to 5 new hires throughout a year


CSM Forecasting Bootcamp Trainer

  • Create, own, and train all new CSMs on the methodology of forecasting at HubSpot

Skills

  • Team Management/Leading
  • Marketing and Sales Automation
  • Team Level Forecasting
  • Book of Business Management
  • Customer Success
  • Inbound Marketing

Timeline

Principal Customer Success Manager

HubSpot
04.2023 - Current

Team Lead / Interim Manager

HubSpot
10.2022 - 06.2023

Senior Customer Success Manager – Mid Market

HubSpot
08.2021 - 04.2023

Customer Success Manager – Small Business

HubSpot
11.2019 - 08.2021

Senior Customer Support Specialist

HubSpot
05.2018 - 11.2019

Premium Sales Assistant

Boston Red Sox
04.2017 - 09.2017

Football Operations and Recruiting Student Assistant

UMass Football
01.2016 - 05.2018

Bachelor of Arts - Communication and Economics

University of Massachusetts Amherst
Kasey Howard DiPaolo