Summary
Work History
Education
Skills
Title
Websites
Accomplishments
Timeline
Generic

Kolin Tribble

Euless,Texas

Summary

Experience Client Success Specialist with a background of over 6 years of experience in client success and account management. Proven track record of successfully fostering strong relationships through which in turn has lead to higher client retention rates. Adept at implementing strategies and providing tailored solutions to ensure client satisfaction. Zealous about pushing limits in technology and financial services.

Work History

Customer Success Manager

General Informatics
01.2024 - Current
  • Assisted customers with onboarding and product setup to foster successful adoption and usage.
  • Established strong relationships with key customers, resulting in increased customer loyalty.
  • Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
  • Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
  • Collaborated with sales and product teams to address customer success objectives.
  • Utilized customer feedback to inform changes and improvements to customer success plans.
  • Monitored metrics and developed actionable insights to improve efficiency and performance.
  • Monitored customer progress and addressed customer inquiries with timely and accurate updates.

Senior Program Manager, Enterprise Success

Upwork
  • Led end-to-end journey from adoption to customized integration for esteemed Fortune 500 clients
  • Facilitated reviews for C-Suite executives to monitor ROI metrics effectively through our platform
  • Increased retention rate from 85% to 105% with 10% QoQ increase in ten months within economic downturn
  • Oversaw thirty accounts with ARR of $1.2 million within BoB
  • Displayed leadership skills, client service orientation, strategic consulting, and project management
  • Managed relationships with program sponsors and day-to-day partners
  • Contributed to evolution of product functionality, product marketing, and best practices internally and for customers.

Client Success Account Manager

Corelogic
  • Led customer success team with an individual KPI of 1.5 hours response time
  • Accelerated team production level consumption to 4 business hours by driving solution and operational assistance for customers
  • Collaborated with various departments to deliver quality solutions to customers through Salesforce
  • Gathered information for C-Suite executives needs which in turn led to upsell opportunities
  • Utilized SQL reporting to send executives customer snapshots.

Financial Planner

Northwestern Mutual
  • Expand clientele by 50% each year while maintaining 90% retention rate
  • Advised clients and businesses on different strategic plans to increase their net worth
  • Obtained roughly 80 clients in less than 3 years span
  • Managed day-to-day services for current clients utilizing CRM to help deepen relationships as well as build long term business
  • Evaluated small business & were able to save business owners on average 20% in business taxes.

Education

Bachelor of Science - Business Management

Oklahoma State University
Stillwater, Oklahoma

Skills

  • Account Management
  • Data Analytics
  • Stakeholder Relationship
  • Financial Management
  • Salesforce Expert
  • CRM Expert
  • SaaS
  • Customer Success Plan
  • MS Office
  • Managed Service Provider
  • Jira
  • Risk Mitigation

Title

Client Success Specialist

Accomplishments

  • Recognized by Management for closing out key project in 10% of estimated which helped us retain a key client
  • Achieved the top response time of 1.5 hours and led the team in case completions throughout my tenure at Corelogic
  • Won Pacesetter 40 in first 6 months with Northwestern Mutual

Timeline

Customer Success Manager

General Informatics
01.2024 - Current

Senior Program Manager, Enterprise Success

Upwork

Client Success Account Manager

Corelogic

Financial Planner

Northwestern Mutual

Bachelor of Science - Business Management

Oklahoma State University
Kolin Tribble