Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
Receptionist
Kate Morris

Kate Morris

Seattle,WA

Summary

Resilient and adaptable work professional with 7+ years of experience in Client Success management at a growing SaaS company. Excited to leverage extensive experience and enthusiasm for the client experience in a dynamic and fast-paced environment. Seeking opportunity with a rapidly iterating company dedicated to developing a platform that fuels positive impact.

Overview

8
8
years of professional experience

Work History

ENTERPRISE ACCOUNT MANAGER

Subsplash
05.2021 - Current
  • Grow and maintain a portfolio of 300 top-tiered and enterprise level clients via phone, email, virtual, and in-person meetings
  • Plan and lead consistent quarterly and annual business reviews using analytical insights from platform data and industry knowledge, with a goal to develop deeper relationships and establish strategies for greater platform adoption
  • This assisted in keeping average quarterly churn rate
  • Demonstrate product knowledge and technical selling skills, while acting as a liaison between clients and internal development teams to convey information, establish expectations, develop innovative solutions, and make certain client goals are met according to expected timelines to further client satisfaction and increase revenue; such as targeting specific market demographics for unique platform adoption strategy, which led to a 10x revenue opportunity to make available to >25% of all clients
  • Network and develop relationships with clients' leadership teams and decision makers in order to maintain an alignment of purpose, vision, and value of the platform products with their organizational goals
  • Engage as an internal department stakeholder in bi-weekly development meetings to provide product, technical, and industry knowledge to shape product development for increased platform adoption and revenue growth
  • Lead weekly cohort meetings and quarterly team trainings, participate in peer and management hiring interviews, and support onboarding endeavors to grow the CSM team from 5 to 30 Client Success Managers.

SENIOR CLIENT SUCCESS MANAGER

Subsplash
05.2019 - 05.2021
  • Build relationships and manage a portfolio of 600 mid-tiered clients
  • Establish a regular cadence of meetings to review the utilization and adoption of company products, while providing insights on further opportunities that exist
  • Develop & communicate strategy recommendations catered around client goals and organizational needs
  • Identify and pursue new business opportunities within portfolio
  • Engage with and convert new leads, referrals, and other accounts assigned
  • Identify and support the resolution of client concerns or issues via cross departmental communication and advocacy.

CLIENT SUCCESS MANAGER

Subsplash
11.2016 - 05.2019
  • Build relationships with primary representatives within client portfolio via consistent phone and email communication
  • Help clients find success in their adoption and use of company products
  • Inform and recommend to clients new products and features, increasing the value of their use of the platform for the purpose of retention
  • Develop innovative and creative solutions catered to client needs and goals
  • Stay educated on broader industry and technology platforms and be able to educate and consult clients via industry information.

Education

BACHELOR OF ARTS (B.A.) IN BUSINESS -

North Park University
Chicago, IL
05.2015

ASSOCIATE IN ARTS (A.A.) IN LIBERAL ARTS - undefined

Greenfield Community College
Greenfield, MA
05.2013

Skills

  • Adaptability
  • Client Base Retention
  • Communication
  • Consultative Selling
  • Contract Negotiation
  • Critical Thinking
  • Google Workspace
  • Interdepartmental Collaboration
  • IOS Operating System
  • Microsoft Office
  • Outreach
  • Pipeline Management
  • Sales Presentations
  • Salesforce proficiency
  • Site Visits
  • Strategic account management

Volunteer Experience

BOARD OF DIRECTORS , Plains, Montana

Camp Bighorn | January 2020- Present, 

  • Participate in tri-annual board meetings to discuss organizational policies and issues, performance reports, and future endeavors., Develop and improve organizational processes and business strategies to facilitate greater financial sustainability and profitability throughout organization., Play a role within committee(s) that support fundraising and donor engagement initiatives as well as drive for clarity on the organizations mission, vision, and long term strategic plans.

Timeline

ENTERPRISE ACCOUNT MANAGER

Subsplash
05.2021 - Current

SENIOR CLIENT SUCCESS MANAGER

Subsplash
05.2019 - 05.2021

CLIENT SUCCESS MANAGER

Subsplash
11.2016 - 05.2019

ASSOCIATE IN ARTS (A.A.) IN LIBERAL ARTS - undefined

Greenfield Community College

BACHELOR OF ARTS (B.A.) IN BUSINESS -

North Park University

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Kate Morris