Nathaniel Bernhard

Serve the team in a player/coach role allowing me to mentor new team members while also managing a small book of our most strategic customers

• Create and run our onboarding and enablement program for new team members. Four new CSMs became product certified in 3 weeks (previously 6 weeks) under new program
• Manage team-wide OKRs reporting results directly into Executive Staff
• Manage 10-12 customers totaling 6M ARR with 103% NDR

• Manage a book consisting of 20-25 of our most strategic customers totaling 4.1M ARR
• Ensure customer is receiving value from the product by driving adoption of new features and aligning in key metrics during quarterly business reviews
• Create bespoke engagement plans for customers in escalation that ensured organizational alignment on supporting customers resulting in customer renewals in each case
• Mentor new hires and assist in their ramp up period through group trainings and 1:1 knowledge shares

• Build and maintain relationships with key customers and stakeholders, managing a book of business of 2.2MM ARR
• Drive renewals through customer engagement and value alignment, resulting in 98% retention rate
• Work cross-functionally with product and leadership teams to report customer feedback and advocate feature requests

• Cultivated and managed relationships with over 250 donors in AIPAC's Los Angeles and Palm Springs Divisions, raising over 1.1MM for the organization
• Lead development professional for the Palm Springs division which had the highest retention rate in the region
• Organized and ran fundraising events throughout the region, while handling all aspects of the event including recruitment, programming, and public speaking
• Directly contributed to the Los Angeles and Palm Springs teams exceeding fundraising goals every year, and enjoyed succeeding as part of a team
• Analyzed data from Salesforce, Wealth Engine, and various other sources to optimize donation and uncover upsell opportunities