Summary
Overview
Work History
Education
Skills
Contact
Websites
Timeline
Kristyn Whalen

Kristyn Whalen

Oakland,CA

Summary

Passionate people leader with 15+ years experience leading high performing Client Success and Operations teams. Armed with strong dedication to providing first-rate service through development of strategic initiatives as well as industry best practices toward organizational growth. Known for being technically minded, process-driven, results- focused with an unparalleled commitment to excellent service.

Overview

16
16
years of professional experience

Work History

Director, CS US Onboarding/Upper Mid-Market West

Indeed
Foster City, CA
04.2021 - 07.2024
  • Director of Client Success for the Upper Mid-Market West and US Onboarding divisions, directly overseeing 7 nationally dispersed teams (7 Managers and ~70 CSMs).
  • Consistently exceeded key metrics in retention and account reactivation with high dimension ratings, resulting in a 99% Manager Effectiveness score on the most recent Employee Engagement Survey.
  • Retained revenue upwards of $28MM quarterly.
  • Spearheaded the establishment of the US Onboarding teams, including hiring and training all employees, creating processes, setting KPIs, and implementing reporting mechanisms. These efforts resulted in setting clients up for success from the start and generated an additional $500K in reactivated revenue each quarter.

Awards

2022 CEO Spot Bonus for retention performance

2023 ACE Award (top 5% of company for goal achievement)




Director, Client Success West

Indeed
San Mateo, CA
04.2016 - 04.2021
  • Client Success Director overseeing Upper Mid-Market teams in California and Texas (3 teams).
  • Partnered with CS Directors across North America and EMEA to ensure scalable and congruent team functions.
  • Collaborated closely with Sales counterparts to improve processes and find strategic solutions for our clients.
  • Led initiatives to drive new product adoption across teams, including training, implementation, and measurement strategies.

Manager, Client Success

Indeed
San Mateo, CA
04.2012 - 04.2016
  • Managed 2 West coast teams that supported all clients ranging from Enterprise to SMB.
  • Responsible for a book of business that included many of our largest clients - consistently exceeded retention targets and grew many accounts (multi-product adoption/upsells).
  • Proactively resolved technical issues throughout the lifetime of client accounts, addressing challenges related to aggregation, SEO, data mapping and quality.
  • Acted as an escalation point for resolving challenging client, Sales and technical/product issues.

Traffic Inventory Manager

Effectv (formerly Comcast Spotlight)
San Francisco, CA
03.2008 - 04.2012
  • Managed the Inventory Team for Comcast California's Ad Sales Division.
  • Allocated, formatted and scheduled over 50 cable networks across Northern California - roughly 400,000 ads per day.
  • Developed and monitored inventory capacity models.
  • Worked closely with Local, Regional, and National Sales Directors, using yield-management strategies to maximize ad sales revenue.
  • Provided all rate card recommendations, pricing strategies and forecasting for the business.

Awards

2010 GEM (Going the Extra Mile) Award for creation of the Sports Inventory Process

2011 GEM (Going the Extra Mile) Award for Operational Excellence

Education

Bachelor of Science - Psychology

St. Mary's College of California

Skills

  • Relationship building
  • Strategic planning
  • Verbal and written communication
  • Decision-making
  • People management
  • Team Building
  • Hiring and Training
  • KPI setting/monitoring
  • Product/Technical issue resolution
  • Mentorship/Consulting

Contact

Oakland, CA 94605

Timeline

Director, CS US Onboarding/Upper Mid-Market West - Indeed
04.2021 - 07.2024
Director, Client Success West - Indeed
04.2016 - 04.2021
Manager, Client Success - Indeed
04.2012 - 04.2016
Traffic Inventory Manager - Effectv (formerly Comcast Spotlight)
03.2008 - 04.2012
St. Mary's College of California - Bachelor of Science, Psychology
Kristyn Whalen