Summary
Overview
Work History
Education
Skills
Timeline
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Lindsay Boss

Lindsay Boss

Summary

Experienced professional in customer success, dedicated to driving client satisfaction and retention. Proven track record in building strong relationships, solving problems, and providing customized solutions. Thrives in a collaborative team environment, adapting to changing circumstances while consistently achieving results. Recognized for reliability, effective communication, and strategic thinking skills.


Dedicated SaaS professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

13
13
years of professional experience

Work History

Strategic Customer Success Manager

GetBridge
05.2021 - 02.2025
  • Assisted customers with onboarding and product setup to foster successful adoption and usage.
  • Established strong relationships with key customers, resulting in increased customer loyalty.
  • Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
  • Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
  • Played instrumental role in client satisfaction during the escalation process by working with the support and engineering teams for proper resolution of service issues.
  • Coordinated with internal teams to provide prompt support and address client needs efficiently.
  • Conducted post-implementation follow-ups to solicit valuable feedback from customers, enabling further enhancements in service quality.
  • Managed a portfolio of key accounts, maintaining strong relationships and ensuring high levels of satisfaction.
  • Analyzed customer data to identify trends and develop strategies to improve customer success metrics.
  • Identified upsell opportunities through frequent account reviews, contributing to increased revenue generation.
  • Delivered exceptional user experiences by consistently exceeding customer expectations in problem-solving efforts.
  • Facilitated successful renewals through diligent relationship management and proactive issue resolution.
  • Analyzed customer feedback to identify areas for improvement, leading to enhanced product offerings.
  • Implemented effective communication strategies that fostered long-lasting connections with customers.
  • Nurtured long-term partnerships by maintaining open lines of communication and providing consistent support.
  • Spearheaded cross-functional initiatives that resolved complex issues and ensured timely resolution for clients.
  • Leveraged data-driven insights to develop targeted strategies for enhancing overall client engagement levels.
  • Delivered personalized product recommendations to customers based on usage patterns, enhancing their overall experience.
  • Conducted in-depth product training sessions for clients, leading to increased product adoption and satisfaction.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Defined clear targets and objectives and communicated to other team members.

L1 Support Engineer

GetBridge
02.2019 - 05.2021
  • Participated in cross-functional collaborations with other departments within the organization; supporting project implementations that required input from the L1 Support Engineer perspective.
  • Developed strong relationships with clients, gaining trust as a reliable source of technical expertise and advice.
  • Managed multiple priorities effectively, ensuring timely resolution of all assigned tasks and support requests.
  • Provided exceptional remote assistance, quickly diagnosing software or hardware malfunctions over phone or email communications.
  • Optimized internal processes by suggesting improvements based on observed inefficiencies or recurring challenges in the L1 support role.
  • Collaborated with colleagues to share knowledge and develop new strategies for addressing complex issues.
  • Proactively identified potential system issues through monitoring tools, taking action to prevent disruptions for endusers.
  • Streamlined support process, implementing best practices for troubleshooting common technical problems.
  • Assisted in training new team members, sharing insights on effective troubleshooting techniques and communication skills.
  • Implemented technical solutions to solve customer issues and increase satisfaction.
  • Responded to customer inquiries and provided technical assistance over phone, live chat, email and in person simultaneously.
  • Created user accounts and assigned permissions.

Assistant Business Manager

Alliance REsidential
12.2015 - 02.2019
  • Implement strategies to attract residents, develop relationships with current residents, develop and implement community programs to retain occupants, problem solve to investigate and resolve various resident complaints
  • Maintain multiple accounts, collect rents and issue legal notices
  • Walk vacant apartments after residents have moved out to determine final move-out charges
  • Collect on past due accounts, work with the attorney office on former residents that are not able to be located
  • Coordinate repairs with vendors and work within the budget
  • Schedule apartment turn over activities to minimize vacancy loss
  • Supervise leasing and maintenance employees
  • Develop strategies to increase income and occupancy while lowering expenses
  • Calculate financial information to determine eligibility of applicants
  • Oversee and prepare all lease related paperwork in an accurate and timely manner
  • Complete required government documentation in a timely manner to comply with regulations regarding section 42 housing
  • Ensure continuing government compliance of 280 individual and highly confidential files
  • Assist the Business Manager with compiling reports, resident feedback, and market research
  • Maintain thorough product knowledge, area knowledge, and market knowledge of community assigned and that of major competition through site visits/tours and telephone surveys
  • Oversee and maintain company customer service standards

Sales Associate

Cornerstone REsidential
06.2012 - 01.2014
  • Oversee the leasing and lease apartments while aggressively selling the products and services of the property to which they are assigned
  • Develop, refine and effectively implement excellent telephone and personal sales skills
  • Work to optimize occupancy limits while maximizing an effective lease renewal program
  • Give site tours which include, but are not limited to, transporting and showing the prospect around the property, all property amenities, model apartments and available apartments
  • Maintain thorough product knowledge of property assigned and that of major competition through site visits/tours and telephone surveys
  • Create weekly hot sheet listing top priority units to lease
  • This will also indicate the leasing and occupancy goals, along with any approved specials and/or tools
  • Insure vacant apartments are serviced and ready for tours or move-ins
  • Responsible for the weekly leasing summary showing accurate traffic, move-out and move-in sources
  • Oversee and input the necessary data for property operations and leasing
  • Implement and maintain outreach marketing
  • Track leasing results from these visits and update manager monthly
  • Update current marketing sources on a weekly or monthly basis as needed

Education

Current STudent - Math, Engineering

University of Utah
08.2013

High school diploma -

Clearfield High school
06.2013

Skills

  • Customer account management
  • Strategic communications
  • Inter-department collaboration
  • Schedule management
  • Records management
  • Team building
  • Teamwork and collaboration
  • Customer retention
  • Client relations
  • Work Planning and Prioritization
  • Attention to detail
  • Problem-solving

Timeline

Strategic Customer Success Manager

GetBridge
05.2021 - 02.2025

L1 Support Engineer

GetBridge
02.2019 - 05.2021

Assistant Business Manager

Alliance REsidential
12.2015 - 02.2019

Sales Associate

Cornerstone REsidential
06.2012 - 01.2014

High school diploma -

Clearfield High school

Current STudent - Math, Engineering

University of Utah

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Lindsay Boss