Dynamic professional in account management, customer success, and strategic partnerships. Proven record of managing million-dollar portfolios, exceeding sales goals, and driving business growth. Skilled in building strong client relationships, developing customized solutions, and leading cross-functional teams to optimize ROI and client satisfaction. Adept at data analysis and strategic planning to deliver high-impact results. Exceptional communicator with a Bachelor of Science in Communication Arts.
Hi, I’m
Leslie Bert
Scottsdale,AZ
Summary
Overview
18
years of professional experience
Work History
Lofty Inc. (formerly Chime Technologies)
Senior Customer Success Manager
08.2021 - 01.2025
Job overview
- Served as the primary contact for real estate clients for CRM software, ensuring satisfaction and addressing concerns. (Enterprise and Mid-Market accounts)
- Identified upselling and cross-selling opportunities to increase revenue and engagement with portfolio of over 80+ accounts.
- Enhanced client experience by bridging communication gaps between technical teams and customers, while providing level 1 support to assist.
- Improved client onboarding processes with tailored training approaches.
- Analyzed client usage patterns to optimize product implementation strategies and provided training both group and live webinars for products.
Growth LLC
High Performance Consultant
03.2021 - 06.2021
Job overview
- Built client relationships, enhancing satisfaction and retention for Brendon Burchard (high performance coach)
- Facilitated training sessions to help clients achieve measurable success.
- Collaborated with experts to provide complete solutions for personal growth.
Year Up
Partner Relations Manager
02.2018 - 08.2020
Job overview
- Managed a $1.4M portfolio of corporate partnerships, achieving a 90% renewal rate.
- Conducted research and market analysis to identify upselling opportunities.
- Developed customized training programs aligned with workforce needs.
- Coached and supported up to 16 interns per 6-month cycle.
Global Database Marketing
Account Manager
06.2016 - 01.2018
Job overview
- Managed 50+ client portfolios, ensuring satisfaction and retention.
- Developed tailored marketing solutions and implemented advertising strategies.
- Collaborated with teams to deliver high-quality, data-driven marketing solutions.
Digital Airstrike
Account Manager
09.2015 - 04.2016
Job overview
- Implemented tailored digital solutions for client marketing and reputation management.
- Partnered with dealerships to drive customized marketing strategies, exceeding revenue goals by 20%.
- Coordinated cross-functional teams surpass $200K monthly targets.
Swanson Reed
Associate Director
04.2015 - 09.2015
Job overview
- Developed and implemented strategies to increase client engagement and retention.
- Conducted client meetings and presentations on tax credit processes.
- Managed technical reports and financial analyses to enhance service delivery efficiency.
InTEAM Associates
Sales & Marketing Specialist
03.2013 - 04.2015
Job overview
- Executed sales and marketing campaigns to drive lead generation and revenue growth.
- Networked at industry events to promote SaaS software solutions.
- Increased social media engagement through strategic marketing techniques.
- Managed Salesforce CRM and streamlined sales processes.
Heartland Payment Systems (formerly School Link)
Strategic Account Manager
10.2010 - 10.2012
Job overview
- Managed a strategic portfolio generating over $750K per quarter in the K-12 Food Service industry.
- Exceeded sales goals for food service hardware and software by 140%.
- Conducted business reviews to identify growth opportunities.
Revana (formerly Direct Alliance)
Account Manager
09.2006 - 10.2010
Job overview
- Managed relationships with B2B and Public Sector clients Lenovo and Dell.
- Consistently exceeded sales quotas by over 30%.
- Received multiple accolades, including Platinum Club membership and trips for top performance.
Education
California State Polytechnic University, Pomona
Bachelor of Science from Communication of Arts
University Overview
verifiable
Skills
- SaaS
- Customer Success
- CRM Software
- Digital Marketing
- Project Management
- Conflict Resolution
- Administration
- Account Manager
- Software Training - End Users
- Microsoft & Google Suite
Timeline
Senior Customer Success Manager
Lofty Inc. (formerly Chime Technologies)
08.2021 - 01.2025
High Performance Consultant
Growth LLC
03.2021 - 06.2021
Partner Relations Manager
Year Up
02.2018 - 08.2020
Account Manager
Global Database Marketing
06.2016 - 01.2018
Account Manager
Digital Airstrike
09.2015 - 04.2016
Associate Director
Swanson Reed
04.2015 - 09.2015
Sales & Marketing Specialist
InTEAM Associates
03.2013 - 04.2015
Strategic Account Manager
Heartland Payment Systems (formerly School Link)
10.2010 - 10.2012
Account Manager
Revana (formerly Direct Alliance)
09.2006 - 10.2010
California State Polytechnic University, Pomona
Bachelor of Science from Communication of Arts
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