Samantha Beard
Brentwood,CA
Summary
Results-driven professional with extensive experience in Customer Success, Account Management, and Project Management. Strong experience collaborating with cross-functional teams to ensure a successful end goal. Able to maintain exceptional attention to detail, great communication skills, and the ability to manage multiple projects simultaneously,
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Director
DPP Tech
2023.06 - Current
- Met with clients to discuss hiring needs and future growth goals.
- Implemented systems and procedures to increase sales and overall organization of company files and contacts.
- Recruited, interviewed and hired employees for client projects
- Advised decision-makers on complex and confidential matters ranging from performance management to employee relations issues.
- Managed contractor and client disputes by employing conflict resolution techniques.
- Maintained company compliance with local, state, and federal hiring laws
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
Manager, Growth and Success
Shimento, Inc
2023.02 - 2023.06
- Develop and maintain strong relationships with current and potential clients to ensure their satisfaction with company’s services
- Facilitate communication between client and internal teams to coordinate resumes, interviews, contractor onboarding and ensure everyone is on the same page
- Track and analyze customer interactions and behavior to improve sales and business growth.
- Maintained professional, organized, and safe environment for employees and patrons.
- Improved marketing to attract new customers and promote business.
- Onboarded new employees with training and new hire documentation.
Business Development Manager
BayOne, Inc
2021.01 - 2023.02
- Identified and developed new business opportunities, resulting in 10 new clients
- Worked cross-functionally with marketing team, delivery teams, and executive leadership to execute successful campaigns that increased brand awareness and generated leads
- Conducted full lifecycle sales by identifying leads, acquiring clients, and serving as Account Manager to clients while farming and growing accounts
- Helped clients identify world class talent and scale their teams to meet business objectives
- Achieved top three sales ranking across team of over 15 sales representatives in 2021 and met 140% of annual quota
Client Services Manager
BayOne, Inc
2016.09 - 2020.12
- Built out internal strategy for managing clients focused around customer success and a client-centric mentality
- Served as primary contact for three enterprise level accounts and secondary contact for many others
- Planned and executed quarterly client events, organized holiday gifts for 500+ recipients by working with retailers and internal teams
- Established onboarding materials and welcome boxes for incoming contractors working at client sites to improve retention and reduce churn
- Maintained 100% client retention and expanded contacts within clients by 200
- Managed all social media accounts, marketing materials, and community outreach efforts.
Customer Success Manager
BaseCRM
2015.09 - 2016.09
- Personally owned the relationship of over 500 VSB accounts using Base as their CRM solution focusing on long term success
- Worked with customers to implement the application and support end user adoption
- Prioritize product enhancement requests across managed customers and communicate customer needs to the product and development teams
- Help companies improve their productivity and grow their business by analyzing their data and sales process and implementing best practices
- Reduced portfolio Net Churn from -8% to -4% and achieved 150% of Q1 ‘16 and Q2 ’16 Quota
Account Manager
SmartZip Analytics
2014.04 - 2015.09
- Helped to develop internal Client Services training team and serve as a lead trainer for new Account Managers
- Served on the Implementation, Strategy Specialist, and FAQ teams
- Active member on the Escalation team responsible for handling sensitive situations and cancellation requests
- Q3 ’14: Reached 189% retention quota (75.8%)
- Q4 ’14: Reached 203% retention quota (81.4%)
- Personally managed over 120 individual accounts simultaneously
- Learned to anticipate and respond to client requests, provide necessary research and problem solving resolution support while managing expectations
Education
Associate of Arts - Liberal Studies
Las Positas College
Livermore, CA05.2012
Skills
- Internal recruiting and onboarding
- Implementation of new clients/services
- Multitasking Abilities
- Exceptional verbal and written communication
- Extensive administrative experience and familiarity with a variety of software (Salesforce, Jira, Confluence, Excel, Powerpoint, Workday, among others)
- Account management and relationship building experience
Certification
- CAPM - Certified Associate in Project Management (in progress)
Timeline
Account Director
DPP Tech
2023.06 - Current
Manager, Growth and Success
Shimento, Inc
2023.02 - 2023.06
Business Development Manager
BayOne, Inc
2021.01 - 2023.02
Client Services Manager
BayOne, Inc
2016.09 - 2020.12
Customer Success Manager
BaseCRM
2015.09 - 2016.09
Account Manager
SmartZip Analytics
2014.04 - 2015.09
Associate of Arts - Liberal Studies
Las Positas College
- CAPM - Certified Associate in Project Management (in progress)
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