Dynamic Customer Success professional with expertise in SaaS renewals, retention strategies, and client adoption. Managed over 9,000 accounts, achieving a 25-35% renewal growth while significantly reducing churn through data-driven insights and proactive outreach. Recognized for cultivating enduring client relationships and delivering impactful onboarding and training programs that generate measurable business value. Technically proficient in Salesforce, SQL, and CRM systems, enabling seamless collaboration between clients and internal teams to align technical solutions with overarching business objectives.
Legal/ Paralegal Assistant
Filing System
Make copies of Wills and other important documents for client
Prepare and review client folders
Assemble professional notebooks
Proofread legal documents
Read state handbooks