Dynamic and adaptive Customer Success professional with 10+ years experience in Account Management (SaaS specific). Client-obsessed and motivated to foster mutually beneficial relationships using strategic insights and complex problem solving. Challenger Sales certified with quantitative success in Cross/Up-selling to C-suite and Key Stakeholders. Consistent record of either meeting or exceeding quarterly KPIs.
Overview
10
10
years of professional experience
1
1
Certification
Work History
CLIENT ENGAGEMENT MANAGER II
Shopify → FLEXPORT (via acquisition)
07.2022 - Current
Manage Enterprise-level merchants such as Vita Coco, Kea Babies, Colonbroom, and Lume Cube with a cumulative Gross Merchandise Value of inventory of over $300m, and total Annual Recurring Gross Revenue for the company of $15m
Utilize data visualization tools (e.g
Metabase and Mode) to compile and present Executive Business Reviews (EBR) to Key Decision Makers with focus areas including Service Level Agreement metrics, On-Time Shipment & Delivery, Sales Trends, Non-compliance rates, Demand, Inventory health, etc
Identify and execute cross-sell and up-sell opportunities for services such as Freight, Wholesale, Prep, Fulfillment, Returns, Storage, Customs, Capital and Insurance offerings to drive revenue growth and improve customer success and retention rates
Draft and spearhead Standardized Operating Procedures across fulfillment centers, promoting a uniform merchant/buyer experience
Collect and communicate customer feedback and insights with Product and Engineering teams to align our offerings
Track, meet, and exceed Key Performance Indicators (KPIs) for this role such as Order Volume, Healthy Inventory levels, low Churn Risk, consistent opportunities, frequent customer communication, positive feedback and more
Maintain & monitor data and opportunities across my book of business via HubSpot & Salesforce.
ACCOUNT MANAGER
Whitebox Technologies (Third Party Logistics/Ecommerce Tech)
07.2021 - 07.2022
Manage, grow and retain the top 20% revenue-generating clients, most within the Consumer Packaged Goods (CPG) space including Ricola, Athletic Brewing, SNACKLINs, Popcornopolis
Optimize client’s Ecommerce health, Seller standings, and Search Engine Optimization (SEO) across multiple platforms including Amazon (SFP, FBA), Shopify, Walmart, and eBay
Monitor and present key metrics related to Sales Volume, Inventory health, Shipping and Delivery speeds, Top-selling products, Search Engine Optimization (SEO) and maintain merchant compliance across marketplaces and within warehouses
Collaborate with Operations to identify opportunities for efficiencies in Standard Operating Procedures within the supply chain
Compile reports, analyze, and present valuable success metrics via regular Business Reviews with key stakeholders
Work closely with UX and Product Engineers to identify gaps and suggest improvements to create a valuable customer experience
Guide onboarding and implementation for new clients.
SENIOR MANAGER, BUSINESS DEVELOPMENT & MEMBERSHIP
World Trade Center Institute (Non-profit/International Trade Services)
10.2013 - 06.2021
New Membership Sales resulting in a membership increase of 20% over four years
Strategic Onboarding & Account Management for >90 Corporate clients with a retention rate of 98%
Maintain a Sales pipeline and monitor/update Customer Relationship Management (CRM) software (Salesforce)
Acting Project Manager for Member programs generating >$200k+ in revenue and ~500 attendees per event
Proposed new membership service offerings and assisted with implementation of a virtual Member portal including program mapping and product testing
Curation and distribution of Digital Marketing content to drive New Membership Revenue and Event Sponsorship Sales
Acting representative on the Governor of Maryland’s Committee for International Affairs and the Maryland Leadership Committee
Acting representative for the World Bank’s Private Sector Liaison Office of Maryland.