Client Success Manager with 10+ years of technical, client-facing experience. Drive retention and adoption through proactive account strategies and clear issue resolution. Improve customer loyalty by aligning support plans with measurable customer outcomes.
Overview
7
7
years of professional experience
Work History
Sr Customer Success Manager- Enterprise
Certinia
Chicago, Illinois
10.2022 - Current
Managed 15 strategic enterprise accounts totaling $13M. 96% renewal rate over a 4 year period
Worked closely both internally and externally with C level executives to create alignment on partnership and organizational initiatives
Crafted success plans for each customer by understanding key KPIs and metrics driven goals to motivate both tactical and strategic efforts toward added value
An early adopter of AI and automation, assisted the team in creating and executing new use cases that would result in more efficiency and streamlined processes
Performed maturity assessments to identify opportunities for growth and understand gaps that lead to challenges in product and process
Detected at-risk accounts and created targeted plans through cross-functional stakeholder collaboration
Involvement in multiple impactful projects and initiatives with teams across the organization contributing Customer Success insight: Customer Adoption Framework, Customer Journey Mapping, Mentorship Program
Awards & Recognition:
President's Club
Teaming Award
Adoption All-Star
Client Success Manager
Kantata (Previously Mavenlink)
Irvine, CA
11.2019 - 10.2022
Serve clients as a strategic advisor by developing personal relationships, gaining an understanding of their business processes and challenges, and offering solutions to drive 85% adoption and growth for accounts totaling 3 million in recurring revenue
Manage all contractual aspects for the client including renewals, upsells, and services engagements by identifying opportunities while consistently meeting quota by over 100%
Guide the client journey from implementation through the duration of the partnership by cross collaborating with internal teams ensuring client satisfaction by meeting key performance indicators, increasing usage, and communicating new releases and features
Handle client conversations and interactions with confidence and composure with a goal of educating them on best practices and industry standards to optimize their business
Assist my team by leading pod meetings, organizing the bi-weekly team kudos providing teammates with a feeling of value and establishing a healthy culture, and meeting with new team members one on one to confirm their confidence in their client conversations and in our processes
Education
Bachelor of Arts - Business And Organizational Communications
University of Akron
Akron, OH
12-2014
Skills
Enterprise account management
Customer journey mapping
Stakeholder collaboration
Customer advocacy
Training and mentoring
Relationship building
Timeline
Sr Customer Success Manager- Enterprise
Certinia
10.2022 - Current
Client Success Manager
Kantata (Previously Mavenlink)
11.2019 - 10.2022
Bachelor of Arts - Business And Organizational Communications