Rachel Clementi
Tampa
Summary
Technical Customer Success Manager with 7 years of experience in client service and IT network management. Proven track record in managing client environments, executing data migrations, and overseeing licensing and contract renewals. Expertise in identifying upsell opportunities and providing strategic recommendations to enhance security frameworks. Strong ability to bridge communication between technical teams and clients, ensuring project delivery and high satisfaction rates.
Overview
23
23
years of professional experience
Work History
Customer Success Manager
Concertium
Tampa
06.2023 - Current
- Recognized as Customer Success Manager of the Year, 2024.
- Delivered comprehensive managed IT services management and cybersecurity posture improvement recommendations.
- Collaborated with engineers and security analysts to facilitate seamless data migrations across platforms.
- Drove adoption and optimization of cybersecurity tools, enhancing operational efficiency and compliance.
- Oversaw complete network management
- Created and presented client-facing Quarterly Business Reviews, highlighting cybersecurity solutions, recommendations, and technology roadmaps.
- Managed full lifecycle contract processes, negotiating renewals and identifying upselling opportunities.
Account Manager
Celera Networks
Andover
02.2018 - 06.2023
- Boosted account penetration and retention for full-service MSP and MSSP.
- Oversaw client onboarding, projects, and equipment procurement to ensure successful technical delivery.
- Exceeded expectations through efficient logistics management and resource allocation.
- Cultivated strong client relationships by delivering tailored service solutions.
- Trained and mentored teams to improve security awareness with technical guidance.
- Coordinated internal teams for timely delivery of products and services.
- Developed strategies that increased revenue from existing accounts.
Client Service Manager
Ameriprise Financial
North Andover
03.2016 - 02.2018
- Managed client accounts, providing updated communications via Net Worth Statements.
- Analyzed market performance trends, and attended client meetings to execute on client long term investment goals.
- Monitored shifts in client portfolios, and made recommendations for rebalancing within client accounts.
Pharmaceutical Sales Representative
Boehringer Ingelheim Pharmaceuticals
Grand Rapids
09.2004 - 03.2006
- Recognize for being a top performer and winner of COPD/Spiriva Bend the Trend contest for all of 2005.
- Utilized deep understanding of disease states, product efficacy, and clinical data to effectively position products as the top therapeutic agent for conditions.
- Built and sustained relationships with pharmacies and doctors’ offices, served as subject matter expert on products.
Pharmaceutical Sales Representative
Pfizer
Boston
09.2002 - 09.2004
- Top PD1 Boston-District Rep region Q 4 2003 & Q1 2004.
- First place winner in sales of Zithromax within the Northeast Region in 2003.
- Created, recruited attendees, and executed highly attended medical speaker programs and educational sessions for customers.
Education
Bachelor’s degree -
University of Massachusetts
Amherst, MASkills
- Client account reviews
- QBR creation and presentation
- Contract negotiation and renewal
- IT network management roadmap recommendations
- Cybersecurity posture improvement communications
- Training and mentoring
- Inter-department collaboration
- Documentation and reporting
Timeline
Customer Success Manager
Concertium
06.2023 - Current
Account Manager
Celera Networks
02.2018 - 06.2023
Client Service Manager
Ameriprise Financial
03.2016 - 02.2018
Pharmaceutical Sales Representative
Boehringer Ingelheim Pharmaceuticals
09.2004 - 03.2006
Pharmaceutical Sales Representative
Pfizer
09.2002 - 09.2004
Bachelor’s degree -
University of Massachusetts
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