KATIE BYRD
Jacksonville
Summary
Results-driven business professional specializing in strategic account management and cross-functional collaboration. Enhances client satisfaction through effective onboarding and ongoing engagement initiatives. Delivers actionable insights to product teams, leading to improved service delivery and increased client retention.
Overview
15
15
years of professional experience
Work History
Community Educator
Trulieve
Jacksonville
12.2025 - 04.2026
- Developed educational programs on cannabis use and safety, enhancing community knowledge and awareness.
- Collaborated with local organizations to promote health education initiatives, increasing community involvement.
- Assisted in organizing community outreach events, raising awareness of available health services.
- Facilitated workshops educating patients on product offerings and benefits, enhancing understanding and engagement.
Customer Success Manager
vCita
St. Petersburg
06.2024 - 05.2025
- 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, streamlining onboarding process and maximizing value realization.
- Led personalized onboarding sessions, enhancing customer satisfaction and retention within first 90 days.
- Monitored account health using CRM systems and customer success tools, supporting renewals and uncovering upsell opportunities.
- Advocated for customers by delivering actionable feedback to product and support teams for improved functionality.
Senior Account Manager
PatientPoint Health Technologies
Tampa
04.2023 - 05.2024
- Implemented strategies that increased revenue by 25% through upselling and cross-selling initiatives.
- Managed portfolio of 800 accounts, ensuring timely communication and effective issue resolution.
- Achieved 90% client retention rate through exceptional service and proactive needs assessment.
- Educated clients on new products, enhancing brand engagement and strengthening customer loyalty.
Enterprise Business Development & Growth Associate
MessageGears
Atlanta
12.2021 - 07.2022
- Generated and managed 18 high-quality leads per quarter, converting them into long-term clients through tailored presentations that met specific client needs.
- Consistently exceeded sales targets, significantly contributing to overall team success.
- Utilized CRM software to streamline lead generation, deal closure, and account management processes, enhancing overall client engagement.
- Participated in industry events and trade shows, securing six valuable leads that directly contributed to business growth.
Business Development Representative
Yext
New York
02.2020 - 02.2021
- Generated 12 new business opportunities quarterly through cold calling, networking, and database leads.
- Collaborated with sales team to exceed target metrics, achieving over 250 outreach activities weekly.
- Refined sales pitch techniques through evaluation, resulting in improved engagement with prospects.
- Analyzed competitor activities to identify market trends and inform strategic sales initiatives.
Account Manager, Digital Marketing
Vizergy Digital Marketing
Jacksonville
10.2018 - 01.2020
- Executed digital marketing strategies that increased return on investment across campaigns.
- Developed and executed comprehensive digital marketing strategies to maximize return on investment.
- Collaborated with teams and partners to create promotional campaigns that enhanced customer engagement and drove revenue growth.
- Collaborated with internal teams and external partners to create promotional campaigns that added business value.
- Delivered data analysis reports on campaign performance metrics, detailing lead conversion rates and ROI.
Administrative Assistant
Jansen & Davis, P.A.
Tallahassee
12.2015 - 08.2018
- Streamlined task prioritization for multiple criminal defense attorneys based on urgency and deadlines to ensure timely case management.
- Improved law office efficiency by managing calendars, coordinating travel, and maintaining organized files.
- Managed 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
04.2011 - 08.2015
- Led team of 30 employees, applying problem-solving techniques to enhance operational efficiency.
- Managed daily operations, including scheduling and budgeting, to ensure seamless workflow and optimal resource allocation.
- 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, demonstrating attention to detail and commitment to integrity.
Education
Bachelor of Science - Economics
Florida State University
Tallahassee, FL01-2018
Skills
- Client retention
- Account management
- CRM software proficiency
- Data analysis
- Project management
- Strategic planning
- Business acumen
- Relationship building
- Conflict management
- Attention to detail
- Active listening
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