Dynamic Client Success Director with a proven track record at Kepler Analytics, driving $925K in upgrade sales and enhancing client retention through strategic relationship management. Expert in contract negotiation and training development, leveraging strong analytical skills to identify growth opportunities and deliver impactful C-level presentations.
Overview
11
11
years of professional experience
Work History
Client Success Director
Kepler Analytics
Fort Lauderdale, FL
08.2023 - 02.2024
Drove client success in the US market through end-to-end management, including onboarding, training, and execution. Identified and capitalized on upgrade and upsell opportunities, achieving $925K in Q2 upgrade sales and contributing to $856K in annual revenue through insightful data trend analysis.
Fostered and nurtured high-level client relationships, resulting in robust retention rates and the proactive identification of business growth avenues.
Spearheaded the successful upgrade of 28 clients to new technology by 2025, directly enhancing revenue streams and bolstering operational accuracy.
Designed and delivered impactful training sessions for C-level executives, ensuring proficient adoption and implementation of the Traffic Program.
Orchestrated contract negotiations with Procurement Teams, optimizing cost structures and resource allocation to support seamless global operations.
Client Success Manager
Gartner
Fort Lauderdale, FL
05.2022 - 08.2023
Managed a client portfolio exceeding $4M, fostering strong relationships with C-suite IT executives at retailers and consumer product companies to boost client retention and satisfaction.
Streamlined the onboarding of new seat holders and conducted regular client meetings to ensure value realization, strategically aligning priorities and outcomes.
Served as a key liaison between clients and the Product Team, translating client feedback into product enhancements and advocating for their needs.
Drove increased sales revenue by proactively identifying and securing upsell opportunities for client licenses and additional products.
Provided expert IT consulting, offering strategic insights on future trends, innovation, and operational improvements to clients.
Customer Success Manager
Johnson Controls
Fort Lauderdale, FL
08.2019 - 05.2022
Oversaw a $5 million portfolio of Enterprise Retail Clients, strategically implementing in-store traffic programs that directly led to increased revenue generation.
Generated up to $750,000 in incremental revenue by expertly guiding clients through essential product upgrades.
Facilitated the smooth onboarding of new clients, including C-suite leadership, and provided comprehensive training to store operations teams on traffic solutions and best practices.
Strengthened customer relationships through personalized touchpoints, consistent communication, and presenting data-rich business reviews to C-level executives.
Designed and implemented customer success training programs, significantly enhancing the team's professional capabilities and fostering skill development.
Created high-impact presentations for clients and stakeholders, clearly articulating traffic business strategies and solutions, including Quarterly Business Reviews (QBRs) and store training.
Drove significant client retention by leading successful upsell initiatives and contract renewals, while proactively presenting prospects with cutting-edge traffic and smart shelving innovations.
Developed strategic client roadmaps to enhance problem-solving efficiency and expedite critical decision-making processes.
Improved operational efficiency and processes by fostering strong cross-functional collaboration with internal Engineering and Support teams to resolve issues and develop new strategies.
Adjunct Instructor
Columbia College
Chicago, IL
08.2018 - 06.2021
As an Adjunct Instructor at Columbia College Chicago, delivered comprehensive courses in Retail Math and Merchandise & Assortment Planning.
Guided students through career goal identification, resume optimization, LinkedIn profile enhancement, and cultivating professional networks.
Facilitated student professional growth and industry integration by organizing and engaging in career and networking events.
Adjunct Instructor
Northern Illinois University
DeKalb, IL
01.2013 - 08.2015
Taught courses as an Adjunct Instructor at Northern Illinois in Textiles, Retail Buying, Careers in the Fashion Industry, and Visual Merchandising.
Established and managed a Career Advisory Board, facilitating student connections with industry professionals and organizing annual networking events and curriculum reviews.
Mentored students on internship and job search strategies, providing personalized support in resume writing, LinkedIn optimization, and interview preparation.
Developed and led the "Travel New York" course, offering students an immersive tour of NYC's fashion industry, culminating in a comprehensive video project.
Collaborated on key interdepartmental initiatives like the Kohl's Fashion Show and Career Day, partnering with the Marketing Department to enhance student opportunities.
Education
Master's Degree - Business Administration with a focus on leadership