Exceptional leader and client advocate who regularly exceeds goals; specializing in successful software implementation and customer retention, with a passion for building and maintaining client relationships, and coaching teams.
Overview
12
12
years of professional experience
Work History
Senior Product Specialist (Professional Services)
SurveyMonkey
02.2021 - 08.2023
Managed a portfolio of 6 B2B Enterprise accounts engaging in market research, executing $500K in quarterly post-sale business
Proactively anticipated client needs with research and interviews, contributing an additional $70K in quarterly upsell opportunities
Tracked and investigated customer pain-points to create and implement team-wide data collection practices, boosting service NPS by 2-points
Collected benchmark and KPI data, analyzed trends, and developed strategies based on metrics to help clients achieve research goals
Oversaw implementation projects, managed technical and service staff for optimal success
Created relationships with multiple contacts for churn prevention
Interviewed and manage junior staff on select accounts
Social Services First Responder (Child Welfare)
State Of Oregon
03.2019 - 02.2021
Interview clients, families, and public service professionals to analyze situational data and develop appropriate agency response
Coordinate with police, medical, and external agencies to influence and harmonize urgent client safety plans
Consult extensively with clients to tailor escalation methods and provide customized guidance, fostering family participation and effective interventions
Provide crisis counseling and intervention services to clients in emergency situations
Program Manager (Customer Success)
SurveyMonkey
08.2015 - 07.2018
Built and implemented Gold subscriber adoption and engagement program, effectively reducing churn by 22% through ground-up automated email content and solution-driven support.
Created and promoted internal feedback infrastructure to capture over-arching customer pains.
Leveraged feedback data to advocate return of platform Print-to-PDF feature, effectively reducing support tickets by 15% and cutting quarterly labor costs by $20K upon reinstatement
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Demonstrated strong story-telling and presentation skills to illustrate platform ROI and inspire customer use cases.
Developed and maintained logistics workflows, procedures and reports that resulted in permanent program adoption.
Enterprise Support Representative
SurveyMonkey
10.2013 - 08.2015
Offered thought leadership and support to B2B Enterprise customers over phone and video; surpassing team quotas within 6 months in role, and simultaneously exceeding SLA and CSAT standards across 100-person team.
Actively listened to customers, handled concerns quickly and escalated technical issues to product teams for resolution.
Customer Success Associate
Groupon
01.2012 - 08.2013
Managed a portfolio of 20 accounts to identify and eliminate service obstacles impacting campaign success.
Collaborated with clients to create and implement service strategies that halted 90% of portfolio refunds, and simultaneously doubled Groupon redemptions
Built and repaired strained partner relationships to grow new contract opportunities, driving 80% to book future campaigns.
Monitored and evaluated interventions to measure effectiveness and recommend improvements across support, legal, and product teams.
Customer Support Representative
Groupon
03.2011 - 02.2012
Led customers through UX and service-related product issues over phone and email, providing technical assistance in line with company use policies.
Shared strategic insights with interdepartmental teams regarding customer experience and service-related trends to improve service delivery.
Outperformed SLA and quality standards across a 600-person team, resulting in early promotion.