Results-oriented Customer Success Manager with expertise in enhancing customer experience and building strong relationships. Leverages CRM tools for effective account management, growth forecasting, and tracking customer interactions. Leads cross-functional teams to achieve performance objectives while ensuring high customer satisfaction. Implements strategies that enhance client retention and drive business growth.
Overview
8
8
years of professional experience
Work History
Associate Customer Success Manager to Customer Success Manager
VelocityEHS
Chicago, IL
09.2021 - 08.2025
Served as the primary point of contact for a portfolio of 50+ enterprise and mid-market clients, ensuring successful onboarding, adoption, and long-term satisfaction with VelocityEHS software solutions.
Developed and executed strategic account plans, achieving customer retention and expansion across multiple product lines, consistently meeting SaaS expansion goals for 3 consecutive years.
Partnered with cross-functional teams including Sales, Product, and Support to resolve customer issues, convey feedback, and guide product roadmap decisions.
Conduct regular business reviews and performance analysis, resulting in a 30% increase in customer engagement with key platform features.
Led a customer advocacy initiative that increased NPS scores by 15 points within one year.
Monitored usage trends and identified risks using Salesforce, Gainsight, and other customer success tools, ensuring proactive interventions for at-risk accounts.
Sales Associate to Senior Account Manager
VelocityEHS
Chicago, IL
04.2019 - 09.2021
Promoted to Senior Account Manager in November 2020 after achieving quota for 2 years straight.
Earned recognition in President's Club due to exceptional sales achievements. in December 2019.
Manage relationships with EHS professionals in the healthcare, construction, manufacturing, and education industries.
Guided customers through entire sales cycle as a consultant for EHS solutions, applying problem-solving skills to address specific needs.
Customized marketing materials and demonstrated effective use of VelocityEHS solutions to prospective clients based on their business needs.
Conduct high-volume outreach campaigns to develop warm and cold leads in 6 different territories: North Dakota, South Dakota, Kansas, Nebraska, Colorado, Oklahoma.
Average over 80 calls per day to generate 7 new meetings per week for prospective clients to create an average of 10 new opportunities each month.
Strategically source leads via Marketo, LinkedIn Navigator, Salesforce, and own prospecting activities to develop revenue opportunities and create consistent pipeline demand.
Strengthened relationships with current customers through video meetings on Teams, leveraging rapport and active listening skills.
Utilized in-depth knowledge to implement a Hazard Communication solution specializing in chemical management, on-demand training, ergonomics, and EHS management.
Sales/Customer Service
GEICO
Niles, IL
09.2017 - 04.2019
Cross-selling products and implementing targeted sales strategies.
Build rapport with potential and existing clients.
Counsel clients to determine best options.
Respond to questions/concerns and resolve account issues.
Identified customer needs to tailor product recommendations. for various products.
Handle requested policy/account changes and offer consistent customer satisfaction.
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