KIMBERLEE EVANS
Atlanta ,GA
Summary
Customer Success and relationship management professional with experience partnering with organizations to deliver workforce, benefits, and learning solutions that drive measurable business outcomes. Experience supporting mid-market and enterprise organizations through consultative partnership, training enablement, and benefits advisory services across PEO and HCM environments. Experienced managing client portfolios, driving solution adoption, and partnering with stakeholders to ensure long-term customer success and retention. Known for building trusted relationships, aligning solutions with business needs, and supporting customer growth through consultative engagement and strategic problem solving.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Senior Learning Advisor (Client Enablement)
Vensure Empolyer Service
Duluth, GA
06.2021 - 11.2025
- Partnered with stakeholders across approximately 50 departments to design and deliver employee and leadership development programs supporting organizational performance.
- Utilized Learning Management Systems (LMS) to develop training programs and track engagement, completion rates, and learning adoption metrics.
- Streamlined onboarding initiatives, improving time-to-competency and early engagement with learning programs.
- Delivered coaching and professional development sessions supporting employee development and program adoption across the organization.
Vice President Employee Benefits
USI Insurance Services LLC
Atlanta, GA
06.2020 - 06.2021
- Advised mid-market and large employers on employee health benefits strategy including medical, ancillary, and voluntary plan design.
- Managed client relationships and supported annual benefits renewals through financial analysis and carrier negotiations.
- Delivered executive-level presentations on benefits strategy, cost management, and compliance considerations.
- Strengthened client retention through consultative partnership and strategic advisory support.
Business Performance Advisor (Client Advisory)
Insperity
Atlanta, Georgia
08.2016 - 06.2020
- Provided consultative guidance to business owners and executives on workforce strategy and HR solutions as a Certified Professional Business Advisor (CPBA).
- Aligned PEO workforce solutions with client HR, payroll, and benefits strategies to support operational efficiency and growth.
- Built trusted client relationships through consultative engagement and strategic problem solving.
- Consistently exceeded revenue targets by 125% year-over-year through new business development and account expansion.
Major Market Sales Executive
Paycor
Atlanta, GA
01.2014 - 01.2016
- Consulted with employers on HCM solutions including payroll, workforce management, and HR technology to support business growth and operational needs.
- Built relationships with brokers, bankers, and other centers of influence to expand market presence and generate new opportunities.
- Grew existing client revenue by 30% through account development and solution alignment.
- Increased territory sales volume by adding 10 new major accounts.
Account Executive
ADP
Allentown, PA
01.2009 - 01.2014
- Generated new business by consulting with organizations on workforce, payroll, and benefits administration solutions within an HCM platform environment.
- Managed a book of employer clients, providing guidance on the administration of health, life, and accident benefit programs.
- Served as a trusted advisor supporting benefits implementation and long-term client relationships.
- Earned multiple Presidents Club recognitions for top performance in new business generation.
Education
Bachelor of Science - Pharmaceutical Marketing
DeSales University
Center Valley, PA2009
Skills
- Customer Success & Client Relationship Management
- Customer Onboarding & Implementation
- Account & Portfolio Management
- Customer Success Strategy
- Client Retention & Adoption Strategy
- Client Renewal Strategy
- Benefits Consulting & Administration
- Executive Stakeholder Engagement & Communication
- Training & Client Enablement Programs
- Needs Analysis & Solution Alignment
- Salesforce
- LMS Platforms
- HRIS
- PowerPoint
- Excel
Certification
GA State Health, Accident & Life License
Timeline
Senior Learning Advisor (Client Enablement)
Vensure Empolyer Service
06.2021 - 11.2025
Vice President Employee Benefits
USI Insurance Services LLC
06.2020 - 06.2021
Business Performance Advisor (Client Advisory)
Insperity
08.2016 - 06.2020
Major Market Sales Executive
Paycor
01.2014 - 01.2016
Account Executive
ADP
01.2009 - 01.2014
Bachelor of Science - Pharmaceutical Marketing
DeSales University