Dynamic Client Success Manager at WTW with a proven ability to develop effective strategies that drive customer retention. Skilled in cultivating strong stakeholder relationships and leading teams in high-pressure environments. Committed to fostering business growth and enhancing overall customer experiences.
Overview
27
27
years of professional experience
Work History
Client Success Manager
WTW
Cleveland, OH
01.2018 - Current
Evaluated customer problems and identified effective solutions.
Evaluated individual and team business performance and identified opportunities for improvement.
Planned and led team meetings to review business results and communicate new and ongoing priorities.
Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
Compiled customer feedback for cross-functional departments to improve product or service features.
Managed and maintained a portfolio of key accounts, fostering long-term relationships.
Conducted regular business reviews with customers to understand their needs and adjust strategies accordingly.
Identified areas of opportunity for upselling services or products to existing customers.
Advocated for customer needs within the organization, driving product improvements.
Negotiated contract renewals and managed customer expectations to ensure satisfaction.
Developed and executed customer success strategies to increase retention rates.
Collaborated with clients to design and implement strategic processes.
Presented product features and benefits to address customer objectives.
Collaborated with sales and marketing teams to identify upsell and cross-sell opportunities.
Led cross-functional initiatives to streamline processes and enhance customer experience.
Drove customer escalations to resolution by engaging directly with clients.
Interviewed prospective employees and provided input to HR on hiring decisions.
Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Recruited and trained new employees to meet job requirements.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Developed plans and strategies to grow business and achieve company portfolio goals.
Developed and implemented targeted client development strategies to maximize individual account results.
Analyzed customer data to identify trends and inform business decisions.
Generated and tracked change orders and other contractual modifications affecting budget and schedule.
Developed and implemented project plans, budgets and timelines.
Kept project teams on-task with proactive control of budgets, schedules and scopes.
Created detailed documentation for all phases of the project lifecycle.
Led meetings with internal team members, consultants and contractors.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Account Director
ProFile Imaging
Cleveland, OH
01.2010 - 12.2010
Recruited, trained, developed, and mentored a sales team of three, committed to providing superior sales service to the document management industry.
Introduced and implemented a customer relationship software program that enabled ProFile to manage its sales process more efficiently, and effectively market to its client base.
Creatively developed a sales strategy to set appointments with potential clients, with a success rate of over 90%.
Residential Real Estate Sales Specialist
Realty One Real Living
Lyndhurst, OH
01.2005 - 06.2007
Delivered expert guidance as an independent contractor for home buyers and sellers across North and South-Eastern Ohio.
Awarded '2005 Rookie of the Year' at the Lyndhurst, OH, office.
Achieved multi-million dollar production levels in 2005 and 2006.
Winner of the 2006 Northfield office sales contest, and awarded 'Dinner with the President' of Realty One Real Living.
Regional Advertising Sales Manager
LaRich & Associates, Inc.
Chagrin Falls, OH
11.1998 - 02.2004
Oversaw a 13-state region, handling key national accounts for Fortune 500 clientele.
Created and nurtured connections across various tiers.
Led team of six in delivering exceptional customer service.
Grew market share from 38% to 58% in a six-year period.
Kept territory's market share 10% higher than publication's market.
Captured a new industry segment resulting in over $100,000 annual sales.
Created a sales presentation that was implemented nationwide.
Surpassed challenging quotas over a six-year period.
Awarded the 'Creative Selling Award' in 2003, the inaugural year of the award.
Sales Representative
National Engineering Service Company (NESCO)
Solon, OH
01.1998 - 11.1998
Expanded staffing solutions across clerical and technical fields.
Left to take a promotional opportunity at LaRich & Associates.
Education
Real Estate Pre-License -
Hondros College
Cleveland, OH
08-2004
Associate of Science - Journalism
Ohio University
Athens, OH
11-1997
Skills
Strategy development
Sales collaboration
Team leadership
Conflict resolution
Performance goals
Stakeholder relationships
Business growth management
Training and mentoring
Timeline
Client Success Manager
WTW
01.2018 - Current
Project Manager
WTW
04.2011 - 01.2018
Account Director
ProFile Imaging
01.2010 - 12.2010
Residential Real Estate Sales Specialist
Realty One Real Living
01.2005 - 06.2007
Regional Advertising Sales Manager
LaRich & Associates, Inc.
11.1998 - 02.2004
Sales Representative
National Engineering Service Company (NESCO)
01.1998 - 11.1998
Real Estate Pre-License -
Hondros College
Associate of Science - Journalism
Ohio University
Similar Profiles
KATIE ORVISKATIE ORVIS
Associate Director at WTWAssociate Director at WTW