Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rebba Thomas Wolf

Atlanta,GA

Summary

Customer Success professional specializing in onboarding and client adoption within experience SaaS environments. Experienced in guiding customers through product setup, workflow integration, and training to ensure long-term success. Skilled at building strong client relationships, translating complex technical processes into simple solutions, and driving high adoption rates through personalized onboarding strategies. Recognized for partnering with cross-functional teams to deliver a seamless customer journey from implementation to ongoing support.

Overview

8
8
years of professional experience

Work History

PHA Account Manager/Customer Success Manager

Advantmed
Atlanta, Georgia
01.2024 - Current
  • Participate in all implementation client calls.
  • Managed client relationships to ensure satisfaction and retention.
  • Coordinated communication between clients and internal teams for project clarity.
  • Developed account strategies to address client needs and expectations.
  • Conducted regular meetings with clients to discuss project updates and feedback.
  • Analyzed market trends to provide insights for client strategy adjustments.
  • Assisted in onboarding new clients by providing necessary training materials.
  • Managed multiple accounts simultaneously while meeting deadlines.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Developed strategies to increase revenue from existing accounts.
  • Provided training and guidance to new Account Managers.
  • Collaborate with product sales & tech team

Customer Success Manager

New York Life Insurance Co
Atlanta , GA
09.2022 - 03.2024
  • Assisted clients by addressing inquiries and providing product information.
  • Coordinated onboarding processes for new customers to ensure smooth transitions.
  • Engaged with clients through regular check-ins to assess satisfaction levels.
  • Coordinated onboarding logistics including materials, schedules, and resources.
  • Streamlined onboarding processes by implementing digital tools and resources.
  • Provided ongoing support to new clients during their transition period.

Onboarding Specialist/Senior Customer Success Manager

PharmPacc Corp.
Miami, FL
10.2017 - 07.2022
  • Analyzed sales data to identify trends, opportunities, and areas for improvement.
  • Created and maintained relationships with key stakeholders, including medical professionals, healthcare providers, and pharmaceutical distributors.
  • Identified new target markets for existing products, and developed marketing plans for launching new products into the marketplace.
  • Manage all phases of assigned customers throughout their life cycle.
  • Collaborated with the sales team to ensure seamless handoffs, resulting in smoother customer transitions.

Education

Bachelor of Science - Medical Managment

University of Phoenix
Tempe, AZ
03-2021

Skills

  • Client relationship management
  • Account strategy development
  • SQL basics/data reporting
  • Project coordination/management
  • Software implementation
  • Cross-functional collaboration (Sales, CS, Engineering)
  • Customer success methodology
  • Sales
  • Data analysis
  • Onboarding process coordination
  • CRM software utilization
  • Project management (Jira, Trello)
  • Stakeholder engagement
  • Account management
  • Client onboarding

Timeline

PHA Account Manager/Customer Success Manager

Advantmed
01.2024 - Current

Customer Success Manager

New York Life Insurance Co
09.2022 - 03.2024

Onboarding Specialist/Senior Customer Success Manager

PharmPacc Corp.
10.2017 - 07.2022

Bachelor of Science - Medical Managment

University of Phoenix

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