Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mitchell Marek

Des Moines,IA

Summary

Highly motivated Customer Success Manager bringing 4+ years of Account Management experience. Proficient in customer service, strategic account planning, discovering sales leads, and building trust with customers. Dedicated team player who's focus is to provide exceptional service and ensure customer retention using the Get, Keep, Grow mentality.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Customer Success Manager

Workiva Inc.
10.2022 - Current
  • Built trust with my customers by proactively addressing concerns and providing solutions in a timely matter.
  • Partnered with customers to create Success Plans that lead to increased efficiency, cost savings, and simplify their every day processes.
  • Uncovered 19 sales opportunities that led to $166.4k in additional revenue in 2023 by having strategic conversations with my customers.
  • Held a 76% Strategic Engagement rate
  • Held a 33% Verified Outcome rate
  • Successfully turned multiple at-risk customers into high usage customers, and fans of Workiva.
  • Successfully onboarded 10+ new logos into the platform
  • Contributed to the Section 16 Experts group, helping other CSMs with their customer's S16 questions.
  • Lead the development of an internal Section 16 training for our current and future employees.
  • Contributed to the CS FUNmittee by helping put together and successfully running activities/events for our CS department to enjoy.

Senior Service Manager

TrueNorth Companies, L.C.
01.2022 - 09.2022
  • Maintain all responsibilities from the prior position (Service Manager)
  • Accurately manage assigned client accounts and be key point of contact to ensure deadlines are met in alignment with overall service plans.
  • Communicate with clients and answer questions regarding their policies and insurance coverage provided by TrueNorth.
  • Collect and present renewal information to clients in person and via Zoom.
  • Perform new business marketing and renewal marketing by working with carriers and market partners.

Service Manager

TrueNorth Companies, L.C.
02.2020 - 01.2022
  • Support assigned client accounts and be the key point of contact for day-to-day requests and activities
  • Accurately process policy audits at the end of the policy term.
  • Request and process policy change requests.
  • Issue certificates of insurance and evidences of insurance in a timely fashion.
  • Execute invoicing and billing processes.
  • Gather renewal information and provide to the account manager for review and presentation

Sales Representative

Adrenaline Fundraising
09.2019 - 02.2020
  • Worked with schools in Northern Colorado to help develop, design and promote customized fundraisers.
  • Met with coaches, athletic directors, and booster clubs to give presentations.
  • Kept close contact with coaches before, during, and after the fundraiser to assure customer satisfaction.

Respite Care Provider

Veridian Fiscal Solutions CCO
01.2015 - 09.2019
  • Provided reliable respite care for children with disabilities.
  • Planned and executed activities to help develop the individual’s social and technical skills.

Video Specialist

Hawkeye Football
08.2016 - 05.2019
  • Handled videotaping of all Iowa Hawkeye Football games and practices
  • Trained new hires/personnel
  • Managed co-workers to help increase productivity and reduce errors.

Education

BBA - Marketing

University of Iowa
Iowa City, IA
05.2019

Skills

  • Customer/Account servicing and management
  • Process Development
  • Partnering with Customers to create successful outcomes
  • High Sense of Duty and Responsibility
  • Supervising and Leadership Abilities
  • Team Player
  • Excellent Verbal and Written Communication Skills
  • Levelheaded Individual
  • Able to Adapt to Different Work Environments
  • Strong Social Awareness Skills

Certification

  • Workiva Platform Certified
  • Advanced Workiva
  • Using the SEC Solution
  • Level Up SEC
  • Introduction to the Data Management Suite
  • Workiva Platform: Report

Timeline

Customer Success Manager

Workiva Inc.
10.2022 - Current

Senior Service Manager

TrueNorth Companies, L.C.
01.2022 - 09.2022

Service Manager

TrueNorth Companies, L.C.
02.2020 - 01.2022

Sales Representative

Adrenaline Fundraising
09.2019 - 02.2020

Video Specialist

Hawkeye Football
08.2016 - 05.2019

Respite Care Provider

Veridian Fiscal Solutions CCO
01.2015 - 09.2019

BBA - Marketing

University of Iowa

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