KATIE BYRD
Jacksonville,FL
Summary
Results-driven Customer Success Manager with expertise in strategic account management and cross-functional collaboration. Facilitated seamless customer experiences through effective onboarding and continuous engagement, significantly improving customer satisfaction. Recognized for delivering actionable insights to product teams, enhancing service delivery and client retention.
Overview
15
15
years of professional experience
Work History
Community Educator
Trulieve
Jacksonville, Florida
12.2025 - 04.2026
- Facilitated workshops that educated patients on product offerings and benefits, improving patient understanding and engagement.
- Developed educational programs on cannabis use and safety, enhancing community knowledge and awareness.
- Collaborated with local organizations to promote health education initiatives.
- Assisted in organizing community outreach events, increasing community awareness of available health services.
Customer Success Manager
vCita
St. Petersburg, Florida
06.2024 - 05.2025
- Led personalized onboarding sessions, reducing time-to-value and minimizing churn within first 90 days.
- Increased customer retention through proactive outreach, product training, and success check-ins aligned with client objectives.
- Managed portfolio of over 100 SMB clients on vcita's CRM platform, improving onboarding process and value realization.
- Monitored account health using CRM systems and customer success tools, facilitating renewals and identifying upsell opportunities.
- Advocated for customers by delivering actionable feedback to product and support teams for improved functionality.
Senior Account Manager
PatientPoint Health Technologies
Tampa, Florida
04.2023 - 05.2024
- Achieved 90% client retention rate through exceptional service and proactive needs assessment.
- Implemented strategies that increased revenue by 25% through upselling and cross-selling initiatives.
- Managed diverse portfolio of 800 accounts, facilitating timely communication and resolving issues effectively.
- Educated clients on new products, increasing brand engagement and reinforcing customer loyalty.
Enterprise Business Development & Growth Associate
MessageGears
Atlanta, Georgia
12.2021 - 07.2022
- Consistently exceeded sales targets, significantly contributing to overall team success.
- Generated and managed 18 high-quality leads per quarter, converting them into long-term clients through tailored presentations that addressed client needs.
- Utilized CRM software to oversee lead generation, deal closure, and account management processes.
- Participated in industry events and trade shows, generating six valuable leads that contributed to business growth.
Business Development Representative
Yext
New York, New York
02.2020 - 02.2021
- Collaborated with sales team to achieve target metrics, consistently exceeding 250 outreach activities weekly.
- Generated 12 new business opportunities quarterly through cold calling, networking, and database leads.
- Enhanced sales pitch techniques through continuous evaluation to drive better engagement.
- Analyzed competitor activities to inform market trends and strengthen sales strategies.
Account Manager, Digital Marketing
Vizergy Digital Marketing
Jacksonville, Florida
10.2018 - 01.2020
- Developed and executed comprehensive digital marketing strategies to maximize return on investment.
- Executed digital marketing strategies that improved return on investment across campaigns.
- Collaborated with internal teams and external partners to create promotional campaigns that added business value.
- Collaborated with teams and partners to create promotional campaigns that drove customer engagement and revenue growth.
- Delivered data analysis reports on campaign performance metrics, highlighting lead conversion rates and overall ROI.
Administrative Assistant
Jansen & Davis, P.A.
Tallahassee, Florida
12.2015 - 08.2018
- Enhanced law office efficiency through calendar management, travel coordination, and organized file maintenance.
- Prioritized tasks for multiple criminal defense attorneys based on urgency and deadlines to ensure timely case management.
- Addressed challenging clientele and sensitive issues while maintaining professionalism in high-pressure situations.
- Researched complex legal matters to assist attorneys in trial preparation, contributing to case readiness.
Manager, Operations
Angie's Subs
Jacksonville Beach, Florida
04.2011 - 08.2015
- Managed daily operations, including scheduling and budgeting, ensuring seamless workflow and resource allocation.
- Led team of 30 employees, applying problem-solving techniques to enhance operational efficiency.
- Successfully completed complex projects on time while maintaining high-quality standards, showcasing strong project management skills and an ability to think outside the box.
- Maintained accurate financial records in compliance with accounting regulations, underscoring attention to detail and integrity.
Education
Bachelor of Science - Economics
Florida State University
Tallahassee, FL01-2018
Skills
- Business acumen
- Client satisfaction and retention
- Sales pipeline management
- CRM software proficiency
- Account management
- Data analysis
- Strategic planning
- Relationship building
- Conflict resolution
- Active listening
- Attention to detail
- Project management
Timeline
Community Educator
Trulieve
12.2025 - 04.2026
Customer Success Manager
vCita
06.2024 - 05.2025
Senior Account Manager
PatientPoint Health Technologies
04.2023 - 05.2024
Enterprise Business Development & Growth Associate
MessageGears
12.2021 - 07.2022
Business Development Representative
Yext
02.2020 - 02.2021
Account Manager, Digital Marketing
Vizergy Digital Marketing
10.2018 - 01.2020
Administrative Assistant
Jansen & Davis, P.A.
12.2015 - 08.2018
Manager, Operations
Angie's Subs
04.2011 - 08.2015
Bachelor of Science - Economics
Florida State University