Summary
Overview
Work History
Skills
Education
Hi, I’m

Rachael Claxton

Indian Valley,VA
Rachael Claxton

Summary

Results driven business operations professional with 6 years of experience in SaaS B2B startups. Expertise in identifying automation opportunities, optimizing workflows, and aligning go to market teams. Known for leveraging data analysis and customer-centric strategies to maximize revenue in dynamic, fast paced environments.

Overview

6
years of professional experience

Work History

Sortly
Remote

Customer Operations, Senior Specialist
04.2022 - Current

Job overview

  • Automated sales processes to eliminate manual tasks in billing, follow-ups, and post-sales support, boosting team productivity and efficiency.
  • Developed and maintained dashboards, tracking multiple revenue-driving projects, analyzing both qualitative and quantitative data to present clear insights, and actionable recommendations for leadership.
  • Wrote clear, on-brand email copy for subscription and pricing updates, ensuring smooth communication and alignment across sales, customer success, and marketing teams.
  • Managed enterprise customer billing and support inquiries via Zendesk, working closely with sales and customer success to ensure quick and effective issue resolution.

Ecomdash
Remote

Sales Manager
01.2021 - 04.2022

Job overview

  • Built and coached a team of five sales reps, conducting weekly one-on-one meetings, call reviews, and providing performance feedback, generating a 60% year-over-year increase in conversion rates.
  • Implemented a value-based sales strategy to align the product with customer needs, leading to higher conversion rates, lower churn, and improved customer satisfaction.
  • Developed training material to streamline onboarding, enabling sales representatives to start contributing and driving sales more quickly.
  • Analyzed customer feedback and marketing campaign performance, providing recommendations to product and marketing teams for refining strategies and better targeting potential prospects.

Ecomdash
Charlotte, NC

Customer Success Team Lead
10.2019 - 01.2021

Job overview

  • Founded and led the first customer success department, aligning team goals with key business targets, like profitability, customer retention, and revenue growth.
  • Continued sales responsibilities while developing the customer success strategy, consistently meeting or surpassing sales targets, and driving departmental growth.
  • Created detailed documentation and streamlined operational systems to track newly implemented solutions, enhancing departmental efficiency, and strengthening the knowledge base.
  • Leveraged product knowledge and sales experience to influence the customer success strategy, ensuring it addressed customer needs, while aligning with overall company growth objectives.

Ecomdash
Charlotte, NC

Customer Success Specialist
08.2018 - 10.2019

Job overview

  • Managed monthly sales pipeline of 1,400+ inbound leads, consistently exceeding sales targets, adding 100+ new customers each month.
  • Built dashboards providing key data insights, guiding sales forecasting, targets, and lead generation.
  • Facilitated weekly product demos for prospects, answered questions, and showcased product value, leading to shortened sales cycles and improved lead conversion.

Skills

  • Process optimization
  • Communication
  • Data analysis
  • Adaptability
  • Cross-functional alignment
  • B2B sales
  • Hubspot
  • Zendesk
  • Microsoft Office 365
  • G Suite
  • Slack
  • CRM systems

Education

Wingate University

Bachelor's from Business Management
06.2018
Rachael Claxton