Summary
Overview
Work History
Education
Skills
Timeline
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Lara Luik

Lara Luik

Customer Success & Operations Leader
Falls Church,VA

Summary

Systems-driven Customer Success with 6+ years leading global CS, Support, and Operations teams. Expert in process design, workflow optimization, KPI dashboards, and cross-functional execution. Known for creating clarity in complex environments, improving retention and adoption, and scaling post-sales operations across the full customer lifecycle.

Overview

11
11
years of professional experience

Work History

Director of Customer Success

SalesIntel
06.2025 - 01.2026
  • Led the Client Success department of 7 team members, overseeing strategy and execution for a portfolio of 720+ customers and ensuring consistent engagement, support, and value delivery across segments.
  • Designed and implemented scalable communication, health monitoring, and feedback systems to surface risk, improve visibility, and drive continuous improvements in the customer experience.
  • Streamlined and documented CS workflows and operating processes, increasing team efficiency, reducing friction, and accelerating customer outcomes at scale.
  • Acted as the senior escalation owner for complex, high-impact customer issues, driving timely resolution and strengthening long-term customer relationships.
  • Built and sustained a high-performance Client Success culture through coaching, career development, and clear performance metrics and expectations.

Vice President of Customer Experience

IdeaScale
07.2023 - 05.2025
  • Led and scaled a global Technical Support organization, ensuring consistent, high-quality service delivery across all customer segments and regions
  • Provided operational leadership to the Marketing function, aligning campaigns, messaging, and customer communications with broader customer lifecycle goals
  • Optimized customer experience operations across support and engagement channels, improving consistency, responsiveness, and overall customer satisfaction
  • Defined, tracked, and operationalized key performance metrics and dashboards, enabling data-driven decision-making and executive visibility
  • Partnered closely with Engineering and Product on escalations and defect resolution, ensuring timely remediation and clear, empathetic customer communication
  • Analyzed customer feedback and support data to define KPIs and surface insights that influenced product roadmap priorities and improved the end-to-end customer journey

Senior Director of Client Services and Operations

IdeaScale
10.2018 - 07.2023
  • Managed a global team of 11 Support Engineers and Client Service Specialists, delivering technical support for a full customer portfolio
  • Delivered training and coaching, supporting team development and operational alignment
  • Led the design and rollout of scalable support processes, refining key workflows, leading to increased satisfaction, retention, and adoption
  • Served as lead administrator for core platforms including Salesforce (Sales Cloud & CPQ), Survicate, ClickUp, Slack, QuestionPro, HubSpot, and Intercom

Team Lead, Sales Operations and Strategic Projects

Cvent
08.2017 - 10.2018
  • Served as a liaison between Account Management and other internal teams, including Marketing and Sales
  • Responsible for the development, implementation, and refinement of new tools and processes that improved account manager productivity, cross-sell/upsell revenue growth, and customer retention rates
  • Partnered with leadership to optimize territory planning and strategic account alignment using historical data
  • Subject-matter expert (SME) for Salesforce CPQ; served as a primary escalation point for over 100+ account managers throughout this transition to new quoting and order management processes
  • Led enablement programs in support of strategic customer success and sales growth initiatives

Assistant Team Lead, Sales Development

Cvent
06.2016 - 07.2017
  • Managed 6+ Account Management Associates (AMAs); team tasked with identifying and nurturing expansion opportunities within Account Management’s vast portfolio of existing customers
  • Directed team’s day-to-day operations and strategy in alignment with Account Management initiatives
  • Responsible for the hiring, onboarding, coaching, and ongoing professional development of AMA reps
  • Established, compiled, and analyzed Key Performance Indicators (KPIs) to continuously track team success

Account Management Associate

Cvent
06.2015 - 06.2016
  • First person hired for Account Management Associate position; personal success used to justify the expansion of the AMA team and its responsibilities, including the hiring of 5 new employees by June 2016
  • Partnered with senior account managers to generate upsell/cross-sell opportunities and promote marketing initiatives within their respective client base of 300+ corporations, associations, and non-profits
  • Directly managed 50+ customers, successfully renewing and expanding annual recurring spend
  • Participated in cross-departmental team efforts that resulted in significant improvement in key sales, customer success, and marketing processes
  • Played a key role in interviewing, onboarding, and training new AMAs

Education

Master of Arts - Anthropology

The Catholic University of America
05.2014

Bachelor of Arts - Anthropology, magna cum laude

Monmouth University
05.2012

Skills

Client Success Operations & Scaling

Process Design & Workflow Optimization

CS Tech Stack & Salesforce Ownership

KPI Development, Dashboards & Reporting

Cross-Functional Leadership

Data-Driven Decision Making

Team Leadership & Enablement

Timeline

Director of Customer Success

SalesIntel
06.2025 - 01.2026

Vice President of Customer Experience

IdeaScale
07.2023 - 05.2025

Senior Director of Client Services and Operations

IdeaScale
10.2018 - 07.2023

Team Lead, Sales Operations and Strategic Projects

Cvent
08.2017 - 10.2018

Assistant Team Lead, Sales Development

Cvent
06.2016 - 07.2017

Account Management Associate

Cvent
06.2015 - 06.2016

Bachelor of Arts - Anthropology, magna cum laude

Monmouth University

Master of Arts - Anthropology

The Catholic University of America
Lara LuikCustomer Success & Operations Leader