Lavonnie Moore
San Diego
Summary
Customer Success and Account Management leader with over 10 years driving SaaS adoption and client retention in enterprise and high-growth environments. Managed end-to-end customer lifecycles to maximize platform value and embed solutions into business operations. Developed trusted relationships with stakeholders to optimize workflows and increase product utilization. Translated complex business needs into strategies that enhance customer experience and identify expansion opportunities.
Overview
18
18
years of professional experience
Work History
SENIOR ACCOUNT MANAGER
CRTX Agent Marketing
San Diego
09.2020 - 09.2024
- Managed onboarding and lifecycle engagement for 150+ enterprise accounts, driving adoption of SaaS and CRM platforms to increase utilization, retention, and long-term customer value.
- Led virtual onboarding, implementation, and training programs, accelerating time-to-value and embedding solutions into core business workflows.
- Conducted recurring business reviews (QBRs) with executive stakeholders to assess performance, demonstrate ROI, identify adoption gaps, and deliver data-driven optimization strategies.
- Developed scalable customer enablement programs, including training resources and communications, to enhance engagement and facilitate expansion opportunities.
- Increased product adoption from 40% to 98% within one quarter through targeted onboarding strategies, proactive engagement, and continuous customer education.
- Drove 800% revenue growth over three quarters by expanding account utilization and executing strategic engagement and retention initiatives.
- Partnered with pediatricians and pediatric allergists to drive guideline adoption and integrate clinical workflows, resulting in increased platform usage.
- Collaborated with key opinion leaders to embed solutions into clinical practice, strengthening long-term account relationships and customer success outcomes.
TERRITORY SALES MANAGER
Syneos Health- Spoonful One
San Diego
04.2019 - 05.2020
- Led account expansion and market growth initiatives by launching new products, closing distribution gaps, and increasing market penetration, resulting in a 15% increase in overall territory performance.
- Drove adoption and execution of a high-impact promotional program across a large account base, ranking #1 in district performance and demonstrating strong ability to influence outcomes and revenue growth.
- Managed portfolio of 150 retail and wholesale accounts across multiple CPG organizations, enhancing client retention and account growth through strategic account management and relationship development.
- Analyzed market trends and account-level data to develop strategic territory plans that optimized growth and long-term customer value, leading to improved account performance and engagement.
TERRITORY SALES MANAGER
Altria Group Distribution Company (AGDC)
San Diego
03.2014 - 04.2019
- Led recruiting and leadership initiatives as District Lead, including college campus programs and Women in Sales Network, to support talent development, cross-functional collaboration, and organizational growth.
- Developed and executed strategic sales plans for assigned territories.
- Cultivated strong relationships with healthcare providers and key stakeholders.
- Collaborated with marketing teams to align product messaging and campaigns.
COMMUNITY MANAGER
Irvine Company
San Diego
10.2010 - 03.2014
COMMUNITY MANAGER AND TELESALES REPRESENTATIVE
PRG Real Estate and RX America
Marietta
10.2006 - 10.2010
Education
BACHELOR OF ARTS - SPEECH COMMUNICATION
University of Georgia
Athens, GA12-2007
BACHELOR OF SCIENCE - HEALTH SCIENCE
California State University- San Bernardino
San Bernardino, CA12-2004
Skills
- Account Management
- Customer Success Management
- Client Needs Assessment
- Onboarding strategies
- Retention strategies
- Client Retention Strategies
- Account Strategy Development
- Stakeholder Management
- Cross-functional collaboration
- Customer Engagement Strategy
- Data Driven Decision Making
- KPI tracking
- CRM Systems
- Vendor Relationship Management
- HIPAA Compliance
- Relationship management
Websites
Awards
- President's Club Award Winner - Top 5% performance nationally (2019)
- National Sales Leader - Ranked #1 in revenue performance (Q3)
- Leadership Award Recipient - Altria, recognizing leadership, execution, and business impact
- Assistant Community Manager of the Year - CAA Awards (2012), recognizing operational excellence and team leadership
- Employee of the Month - Irvine Company & RX America for outstanding performance and service delivery
Timeline
SENIOR ACCOUNT MANAGER
CRTX Agent Marketing
09.2020 - 09.2024
TERRITORY SALES MANAGER
Syneos Health- Spoonful One
04.2019 - 05.2020
TERRITORY SALES MANAGER
Altria Group Distribution Company (AGDC)
03.2014 - 04.2019
COMMUNITY MANAGER
Irvine Company
10.2010 - 03.2014
COMMUNITY MANAGER AND TELESALES REPRESENTATIVE
PRG Real Estate and RX America
10.2006 - 10.2010
BACHELOR OF ARTS - SPEECH COMMUNICATION
University of Georgia
BACHELOR OF SCIENCE - HEALTH SCIENCE
California State University- San Bernardino