Oversaw a portfolio of 33 mid-market and enterprise accounts nationwide, driving high levels of customer satisfaction. Led account lifecycle management initiatives that resulted in increased sales renewals and expansions. Implemented strategic project management and data integration solutions to resolve conflicts and cultivate client loyalty.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Success Manager
Schoolinks
Frisco, TX
04.2024 - Current
Facilitated teamwork and communication among internal teams and stakeholders to support achievement of strategic goals.
Managed customer projects to guarantee on-time delivery and fulfillment of client goals.
Developed and implemented preventive maintenance strategies aimed at improving stakeholder engagement and ensuring optimal product utilization.
Drove over 1.2 million dollars in bookings through targeted engagement strategies with mid-market and enterprise clients.
Facilitate product adoption and spearheaded expansion initiatives to enhance user engagement.
Designed and implemented workflows aimed at optimizing management of high-risk accounts.
Created comprehensive onboarding strategies to improve user satisfaction and engagement.
Engaged with cross-functional teams to identify and resolve client needs, improving overall service delivery.
Customer maintained relationships with key accounts to support alignment with product offerings and solutions.
Developed and executed customer health scoring framework to identify and mitigate account risks while capitalizing on opportunities.
Created and maintained strong connections with key customers to foster loyalty and retention.
Coordinated efforts with sales team to enhance customer transition experiences.
Executed follow-up procedures after implementation to obtain customer insights, driving enhancements in service delivery.
Led project planning sessions to define scope, objectives, and deliverables.
Coordinated team activities to ensure alignment with project timelines and goals.
Facilitated communication between stakeholders to address concerns and gather feedback.
Developed detailed project documentation to enhance transparency and accountability.
Implemented process improvements that increased overall project efficiency and effectiveness.
Monitored project progress and adjusted plans as necessary to meet deadlines.
Managed risk assessments and implemented mitigation strategies to minimize potential issues during project execution.
Enhanced overall project success by conducting thorough post-project evaluations and incorporating lessons learned into future efforts.
Education
Master Of Education - Educational Leadership, Digital Learning
Sul Ross State University
02.2024
Master of Science -
Sul Ross State University
Alpine, TX
08.2019
Skills
Directed teams in executing strategic initiatives to enhance project outcomes Managed project schedules and resource allocation to fulfill organizational goals Promoted a collaborative and accountable environment among team members
Directed design initiatives to elevate user interfaces and experiences across multiple platforms Managed project timelines and coordinated with cross-functional teams to align design objectives with business goals Advocated for user-centered design principles to foster innovation and engagement
Directed initiatives to enhance salesforce utilization across departments Led training sessions to elevate team expertise in CRM tools Championed improvements in data management processes to strengthen customer engagement
Directed project teams through comprehensive development phases to achieve timely and cost-efficient outcomes Managed resource distribution and team interactions to maximize project success Advocated for continuous improvement strategies to elevate operational performance
Developed and deployed front-end solutions aimed at facilitating seamless user interactions
Led coordination among cross-functional teams to align project goals and deliverables Managed daily utilization of Django-based web applications to optimize user experience Directed quality assurance processes to maintain excellence in project outcomes
Oversaw implementation of Salesforce to enhance marketing and sales workflows Led training initiatives for team members on proficient use of Salesforce and CRM systems
Oversaw daily operations to drive team productivity Mentored team members in meeting project deadlines Cultivated interdepartmental collaboration to enhance process efficiency
Directed customer account management initiatives to enhance service efficiency and client satisfaction
Designed and deployed comprehensive strategic planning frameworks aimed at improving operational efficiency
Employed sales acumen to discern client needs and implement personalized strategies
Led initiatives to enhance onboarding processes, improving new employee integration and engagement Developed orientation programs aligned with organizational objectives and culture Coordinated with multiple departments to create seamless transitions for new hires
Led cross-functional teams through all phases of project management to achieve strategic goals Oversaw project timelines and resource allocation to optimize efficiency Fostered a collaborative environment to enhance team performance and project outcomes
Facilitated strategic planning sessions to define long-term objectives and enhance operational efficiency
Led the development of impactful presentations that effectively communicated key messages Oversaw the preparation of presentation materials to enhance audience engagement Collaborated with team members to refine presentation content and delivery
Performed detailed analysis of data sets to support informed decision-making
Conducted in-depth data analysis to support operational efficiency and enhance business insights
Implemented conflict management strategies to maintain a harmonious work environment
Certification
Project Management Certification
Focus
Management and Leadership
UI and UX Design
Tech Stacks
Salesforce
Rocketlane
Front
Django
Hubspot
Workday
Timeline
Customer Success Manager
Schoolinks
04.2024 - Current
Project Manager
Bridges to Crossroads Counseling
04.2017 - 04.2023
Master Of Education - Educational Leadership, Digital Learning