Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lindsey Westbroek

Saratoga Springs

Summary

Experienced Customer Success expert. Focused on implementation and client retention. Thrives in the chaos of startups and enjoys working as a team in fast paced, ever changing environments. Excellent reputation for resolving problems and establishing rapport with clients.

Overview

8
8
years of professional experience

Work History

Customer Success Manager

Opiniion
07.2024 - Current
  • 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.
  • Identified upsell opportunities through frequent account reviews, contributing to increased revenue generation.
  • Identified at-risk accounts through diligent monitoring and analysis, implementing corrective actions to prevent churn.

Go To Market Representative

Nursa
05.2022 - 11.2023
  • Key employee who developed go to market (GTM) strategy from scratch
  • Trained teammates and management on proper onboarding practices
  • Discovered ways to constantly improve our GTM strategy for efficient onboarding
  • Effectively onboarded and trained hundreds of clinicians
  • Successfully launched the North Western Region by identifying key locations and selecting Nursa Champions
  • Created and executed campaigns introducing Nursa to other new regions and markets utilizing various software
  • Exceeded clinician retention quota by 13%
  • Conducted interviews with clinicians to optimize Nursa app and onboarding processes
  • Increased clinician weekly engagement resulting in more shifts scheduled and completed

Onboarding Specialist

Aktify
05.2021 - 12.2021
  • As the head onboarder, I pioneered the onboarding process for Aktify and spearheaded every method that was implemented to benefit the company. My methods are still in use today.
  • I was responsible for training each new teammate on the onboarding team, including the Head of Onboarding.
  • Provided a warm welcome to new clients
  • Every two weeks I had the goal to bring on and work to retain 30-40 new clients each valued at an average of $45,000.
  • During my time there, I was able to help guide roughly $7,000,000 ARR to a secure and smooth closure where I would then hand them off to our Customer Success Team.
  • Due to my previous experience with Salesforce, I worked to better our system with our Salesforce Admins.
  • I ensured each of the new clients understood and were satisfied with the software.
  • Delivered exceptional level of service to each customer by listening to concerns and answering questions.
  • My goal was a 100% retention rate once the client was assigned to me and after handing them off.
  • Coordinated client meetings to offer expert, individualized service, driving sales and boosting brand loyalty.
  • Reaching out to clients monthly to make sure they are well taken care of
  • Upselling clients to higher packages: 70k in upsells
  • Finalizing sale

Onboarding Specialist

Weave
12.2020 - 05.2021
  • My goal was to onboard at least 30 clients over the course of 2 weeks. I often exceeded my quota and earned commission.
  • My personal best was successfully handing off 45 new clients within 2 weeks to our customer care team.
  • It was my job to educate clients on the implementation of not only their hardware, but also the software.
  • I would often provide useful demos, perform trouble shooting, and build rapport.
  • My intention was to assist the client see Weave as a long term solution since we operated off of a subscription model of $3,000 monthly for our service.
  • I estimate during my time I handed off roughly $5,400,000 of ARR to our customer care team.
  • I maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • I became familiar with Salesforce and used it efficiently to update client info and track onboarding process to properly collaborate with my team.
  • Upselling clients to higher packages: 50k in upsells
  • Reaching out weekly/monthly to follow up with questions or concerns client may have
  • Made sure clients were taken care of and sale was finalized

Property Manager

Sundance Mountain Resort
08.2018 - 12.2020
  • Worked with high end clients
  • Held retreats for various companies
  • Made sure cabins were clean and had all the supplies needed for guests
  • Handled all rental inquiries and payments.
  • Worked with qualified repairers to keep properties and grounds up to modern standards.

Membership Director

Salt Lake Home Builders Association
12.2016 - 08.2018
  • Managed 450 members when starting at the HBA
  • Built our total members by 60%.
  • Maintained a great relationship with members
  • Developed greater understanding of customer service and how important my role as the membership director was.
  • Received and processed yearly membership dues
  • Reviewed activities regularly to identify opportunities for improvement.
  • Kept work area organized and clutter-free.
  • Was in charge of the Salt Lake Parade of Homes


Education

High School Diploma -

Salem Hills High School
Salem, UT
06.2013

Skills

  • Salesforce
  • Excel
  • Marketing
  • Client Retention
  • Upselling
  • Organized
  • Problem-solving
  • Networking
  • Planning and implementation
  • Excellent Communication
  • Customer Success
  • Self Aware
  • Tableau

Timeline

Customer Success Manager

Opiniion
07.2024 - Current

Go To Market Representative

Nursa
05.2022 - 11.2023

Onboarding Specialist

Aktify
05.2021 - 12.2021

Onboarding Specialist

Weave
12.2020 - 05.2021

Property Manager

Sundance Mountain Resort
08.2018 - 12.2020

Membership Director

Salt Lake Home Builders Association
12.2016 - 08.2018

High School Diploma -

Salem Hills High School

Similar Profiles

CREATE PROFILE
Lindsey Westbroek