Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
15
15
years of professional experience
Work History
Customer Success Manager
Sunny Day Fund Solutions Inc. SaaS
11.2021 - Current
SaaS (Sunny Day Fund- API driven emergency savings platform) This is a benefit that the employer offers their employees
Manage the daily operations of the customer success department.
Assisted customers with onboarding and product setup to foster successful adoption and usage.
Created and maintained comprehensive customer success documentation for internal and external use.
Created customer support strategies to increase customer retention.
Controlled resources and assets for department activities to comply with industry standards and government regulations.
Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
Business Development Manager
Legal And General America (2 Year Contract)
01.2021 - 12.2022
Legal and General America is one of the largest Term life insurance companies in America.
Manage 40 Prime accounts ($250K to $10M+ revenue generation)
Managed revenue models, process flows, operations support and customer engagement strategies.
Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Negotiated and closed long-term agreements with new clients in assigned territory.
Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Created and executed training modules and material for 1000+ advisors attached to the prime accounts.
Represented the company in multi national symposiums and presented forecasted data, sales and marketing trends to improve company relationship and build new sales leads
Work directly with each account CEO/COO to build specific plans on improving sales generated to
Customer success and support - Manage my team of CS specialist.
Data collection through customer interaction and KPI/Metrics monitoring
Facilitated business by implementing practical networking techniques.
Director of Customer Success
Gerry Care (1 Year Contract) SaaS
01.2021 - 12.2021
Managed revenue models, process flows, operations support and customer engagement strategies.
Implemented systems and procedures to increase sales.
Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
Facilitated business by implementing practical networking techniques.
Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Senior Sales and Technical Support Operations Manager
Asurion (SaaS)
11.2015 - 12.2020
SaaS (Verizon Tech Coach- App/Software- mobile insurance and tech support ) This new software was sold as an addition to the customers Verizon account for an up-charge.
Supervised a Team of 8 Supervisors and 120 agents on Sales and Technical Support for the Verizon, ATT, Dish and Sprint Clients.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Managed revenue models, process flows, operations support and customer engagement strategies.
Prepared sales presentations for clients showing success and credibility of products.
Compiled and analyzed data to determine approaches to improve sales and performance.
Implemented systems and procedures to increase sales.
Managed all HR practices for my Team.
Sales Marketing Operations Manager
Directions In Research
04.2008 - 03.2015
Responsible for multiple market research accounts.
Executed comprehensive marketing plans that consistently achieved targets for increased revenue.
Managed marketing budget and associated P&L to develop and execute marketing strategies, budgets and sales plans for business segments.
Coordinated with design and media teams to develop high-quality creative assets.
Mentored local personnel on best practices and protocols to maximize productivity.
Conducted market research to identify new opportunities and target markets.
Generated sponsorships with related and partnering entities to enhance marketing objectives.
Responsible for creating and executing ongoing training and employee development programs
Education
Associate of Science - Information Technology
Soluto University
Orlando, FL
12.2016
MBA - Business Administration
University of Illinois Urbana
Urbana, IL
08.2004
Bachelor of Science - Psychology
University of Illinois At Urbana-Champaign
Champaign, IL
08.2001
Skills
Account Updates
Inventory Control Processes
Brand Enhancements
Client Service Optimization
CRM Software
Training Seminars
Sell Technical Products
Effective Customer Communication
Sales Proficiency
Customer Relations
Best Practices and Methodologies
Operational Efficiency
Timeline
Customer Success Manager
Sunny Day Fund Solutions Inc. SaaS
11.2021 - Current
Business Development Manager
Legal And General America (2 Year Contract)
01.2021 - 12.2022
Director of Customer Success
Gerry Care (1 Year Contract) SaaS
01.2021 - 12.2021
Senior Sales and Technical Support Operations Manager