Adept individual with more than 10 years working as a client success director for $7M+ revenue-generating business. Determined and experienced in mentoring and challenging team members to meet and exceed company goals.
Overview
7
7
years of professional experience
Work History
Associate Director, Account Management
Influential
08.2023 - Current
Manage a portfolio of up to 15 accounts, including Google (YouTube, YouTubeTV), Amazon (Originals, Prime, Devices), Nordstrom, etc., with ARR ranging from $15M to $20M.
Allocate staffing resources across various 5+ departments, such as strategy & analytics, account management, performance media, creator partnerships & campaign management, to ensure efficient project execution and client satisfaction.
Serve as the client advocate, providing necessary information, briefings, and KPIs to the portfolio team for scoping and completing projects on schedule and within budget.
Drive vertical/category leadership opportunities in RFPs and present innovative ideas from the Product and Innovation team to clients.
Monitor and track performance objectives for existing client initiatives, ensuring program goals are met or exceeded throughout the client lifecycle.
Act as the main point of contact for client accounts, managing escalations and resolving issues promptly and effectively.
Senior Manager, Account Management
Influential
07.2021 - 08.2023
Managed $16M in annual revenue and served as a multi-platform expert in TikTok, Instagram, Twitter, and YouTube solutions, adapting recommendations quickly to meet diverse client needs and drive optimal performance.
Identified optimization opportunities and collaborate with sales teams to upsell clients, resulting in over $4.1M in upsells and increased revenue.
Spearheaded client education on AI products and ecommerce strategies, providing guidance on live streaming, in-app shopping, and hashtag challenges to drive business outcomes.
Oversaw up to 25 campaign strategies and timelines, coordinating cross-functional teams including Campaign Management, Creator Partnerships, Performance Media, Creative, and Strategy & Analytics.
Collaborated with Performance Media to optimize campaign performance, supporting Brand Lift, Online Conversions, Perception/Awareness, Foot Traffic, and Engagement KPI metrics.
Presented comprehensive post-campaign results and measurement against platform, category, and brand benchmarks, utilizing both native and paid metrics for activated creators.
Client Engagement Manager
OpenSlate
11.2019 - 07.2021
Managed 3 of the largest revenue generating clients on the West Coast equating to $6M+ in company revenue partnering alongside sales responsible in growing the business YoY
Subject matter expert between our 20+ global clients and our product team to close the gap between the product feedback loop and ensure client retention across the organization in product development and enhancement
Oversaw a team of 4 ad/data operations and reporting associates to ensure proper campaign set-up post sale, optimization, execution, monthly billing and reporting for our clients throughout the entire campaign lifecycle
Conducted quarterly strategy sessions with our agency and client direct relationships to understand their needs while maintaining an in-depth understanding of our products and data methodology to support their YouTube, TikTok, and Facebook campaigns
Provided Tier 1 clients with QBR's, Portfolio Analysis and YoY growth presentations by partnering with our reporting analytics and sales teams
Lead liaise between ad operations, sales, marketing, and reporting insights teams for seamless campaign execution across our global client teams
Partner Strategy and Operations Manager
Heartbeat
03.2019 - 11.2019
Led and mentored a team of 4 account executives, providing guidance and support in pre-sales, renewal negotiations, proposals, contract creation, legal redlines, and closing for all new and recurring business opportunities.
Managed 4 strategic accounts with an Annual Recurring Revenue (ARR) of $1M+, ensuring successful renewals and fostering long-term client relationships.
Delivered monthly reports to clients, highlighting the value of the platform, over-deliverables, key takeaways, and opportunities for improvement.
Improved sales team effectiveness by optimizing operations, enhancing analytics capabilities, and increasing revenue predictability.
Monitored platform adoption for over 120+ clients on a monthly basis, providing insights to the product team for improving client usage and functionality.
Prepared and presented performance reports and market insights to partners, supporting growth opportunities and making recommendations for further success.
Senior Enterprise Client Success Manager
Heartbeat
06.2018 - 03.2019
Successfully managed a portfolio of 25+ brands/agencies, strategically growing recurring revenue from $20k to $400k within the first 10 months.
Spearheaded the development and implementation of Heartbeat's first client onboarding blueprint, ensuring seamless contract execution, initial setup, and training to maximize product value and client retention.
Played a key role in scaling the client success and strategy teams from 2 to 12 members, implementing a comprehensive training program for all new team members.
Translated both qualitative and quantitative data into concise and compelling insights, effectively presenting them to clients and agencies to drive informed decision-making.
Proactively increased client retention by 45% through regular check-in calls for tactical items and conducting quarterly health checks to identify and address potential churn risks.
Senior Corporate Account Development
Cornerstone OnDemand Inc.
03.2017 - 06.2018
Identified, qualified, and created new business opportunities for SaaS technology within 100+ enterprise accounts, resulting in a significant increase in sales pipeline.
Partnered with 4 regional sales managers to generate over $2 million in sales pipeline each quarter, consistently exceeding new business targets by 40% on average.
Collaborated closely with the sales team to achieve the business development team quota of $8 million in sales pipeline each quarter.
Conducted 10+ online product demos every week, tailoring them to prospects' goals and showcasing the platform's capabilities effectively.
Managed and tracked 50+ leads per week, maintaining accurate records and ensuring timely follow-up for maximum conversion rates.