Megan Lewis
Ridgewood
Summary
Knowledgeable Senior Customer Success Manager with 7 years of experience building strong client relationships, driving satisfaction, and optimizing product adoption. Skilled in aligning customer goals with business objectives, leading teams, and delivering continuous value to ensure long-term success.
Overview
7
7
years of professional experience
Work History
Senior Customer Success Manager
Practice by Numbers
12.2024 - Current
- Collaborated with sales, product, and support teams to ensure seamless onboarding and account management processes
- Served as the primary point-of-contact for strategic clients, ensuring timely resolution of issues and effective communication
- Established strong relationships with clients to build trust and loyalty, leading to long-term business partnerships
- Streamlined internal workflows of new products through cross-functional collaboration, improving overall efficiency within the customer success department
Customer Success Manager
Practice by Numbers
01.2023 - 12.2024
- Assisted customers with onboarding and product setup to foster successful adoption and usage
- Managed portfolio of enterprise clients to ensure best practices within their healthcare software
- Ensured adoption and usage of healthcare software's features: patient forms, patient communication, online booking, and online payments
- Investigated and solve problems effectively to meet client expectations
Technical Consultant/Subject Matter Expert
Lighthouse360
01.2020 - 01.2023
- Served as a Subject Matter Expert for critical client features, including Patient Fast Track online forms and Twilio Masking, enhancing customer engagement and satisfaction
- Wrote and updated comprehensive knowledge-based articles to streamline casework processes and facilitate training
- Enhanced system performance by identifying and resolving technical issues through troubleshooting and root cause analysis.
- Escalated significant issues and bugs to Development via JIRA, contributing to product improvements and enhanced user experience
Customer Success Specialist
Lighthouse360
01.2018 - 01.2020
- Company Overview: Dental Practice Management Software serving over 9,000 customers
- Coordinated with new customers post-sales to configure accounts and dashboards, ensuring a smooth onboarding experience
- Facilitated training and support for new customers, promoting the adoption and optimal usage of Lighthouse360 features
- Dental Practice Management Software serving over 9,000 customers
Education
BA - Communication
University of North Georgia
Gainesville, GA12.2018
Skills
- Data-driven decision making
- Relationship management
- Software implementation
- Salesforce proficiency
- Client onboarding
- Customer service
- CRM software
- Schedule management
- Training and mentoring
- Process improvement
Timeline
Senior Customer Success Manager
Practice by Numbers
12.2024 - Current
Customer Success Manager
Practice by Numbers
01.2023 - 12.2024
Technical Consultant/Subject Matter Expert
Lighthouse360
01.2020 - 01.2023
Customer Success Specialist
Lighthouse360
01.2018 - 01.2020
BA - Communication
University of North Georgia
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