Mandy Priest
Spencer,USA
Summary
Experienced professional with a strong background in relationship management, strategic communication, and team leadership across nonprofit, education, and corporate sectors. Skilled in cultivating long-term client relationships, leading high-performing teams, and executing initiatives that support engagement, retention, and business growth. Proven track record of managing complex account portfolios, enhancing stakeholder satisfaction, and aligning outreach strategies with organizational goals. A collaborative communicator and strategic thinker, committed to driving community-centered success through meaningful partnerships, and operational excellence.
Overview
15
15
years of professional experience
Work History
Customer Success, Team Lead
Raptor Technologies
Houston, TX
08.2023 - Current
- Lead a team of 6 Customer Success Managers, managing a portfolio of over 8,000 accounts, ensuring exceptional service delivery and high client retention.
- Serve as the primary point of contact for clients, resolving complex issues related to service, account management, and product functionality.
- Collaborate with cross-functional teams (sales, support, and professional services) to drive customer engagement, plan renewals, and identify opportunities for product expansion.
- Manage escalated customer issues and contribute to client loyalty through proactive communication and resolution.
- Track and report on key performance indicators, consistently exceeding retention and satisfaction targets.
- Enhance processes and workflows to reduce churn and optimize upselling opportunities within existing client accounts.
Customer Success Associate
Raptor Technologies
Houston, TX
09.2021 - 08.2023
- Managed a portfolio of high-value client accounts, ensuring strong relationships and renewal success through regular reviews and communication.
- Partnered with internal teams to develop tailored marketing campaigns and strategies that improved product adoption and client retention.
- Identified and capitalized on upsell and cross-sell opportunities, contributing to significant revenue growth.
Annual Programs Specialist, IU Foundation
Indiana University
Bloomington, IN
11.2019 - 09.2021
- Led strategic initiatives for annual giving programs, optimizing donor engagement and retention to support financial goals.
- Fostered strong relationships with key stakeholders, including donors and internal teams, to align program activities with organizational objectives.
- Provided ongoing analysis of program performance to identify opportunities for improvement and growth.
Program Manager, Kelley School of Business
Indiana University
Bloomington, IN
03.2017 - 11.2019
- Developed and executed strategies to enhance business program offerings and increase student enrollment.
- Managed high-level program logistics, ensuring smooth execution and alignment with the school’s strategic goals.
Sales Support Coordinator
Solution Tree
Bloomington, IN
07.2012 - 11.2016
- Supported the sales team with lead generation and outreach efforts, contributing to revenue growth and successful conversions.
- Managed sales performance tracking and ensured timely follow-up on client inquiries to maximize conversion rates.
Small Business Specialist/Licensed Personal Banker
JP Morgan Chase Bank
Bedford, IN
03.2010 - 07.2012
- Expanded the Premier Business Book by identifying client needs and providing tailored financial solutions.
- Delivered exceptional customer service, fostering strong relationships that contributed to sustained business growth.
- Achieved consistently high sales performance while maintaining compliance with regulatory standards.
- Obtained Series 6 and Series 65 licenses, as well as the Indiana Insurance License, enabling the ability to offer a broader range of financial services to clients.
Education
Bachelor of Science - Marketing, Service, and Non-Profit Specialization
Indiana Wesleyan University
Marion, IN08.2019
Skills
- Client Relationship Management
- Problem Solving & Issue Resolution
- Team Leadership & Development
- Financial Services Industry Experience
- Operational Excellence & Process Improvement
- Data-Driven Decision Making
Timeline
Customer Success, Team Lead
Raptor Technologies
08.2023 - Current
Customer Success Associate
Raptor Technologies
09.2021 - 08.2023
Annual Programs Specialist, IU Foundation
Indiana University
11.2019 - 09.2021
Program Manager, Kelley School of Business
Indiana University
03.2017 - 11.2019
Sales Support Coordinator
Solution Tree
07.2012 - 11.2016
Small Business Specialist/Licensed Personal Banker
JP Morgan Chase Bank
03.2010 - 07.2012
Bachelor of Science - Marketing, Service, and Non-Profit Specialization
Indiana Wesleyan University