Knowledgeable and results-driven client solutions manager with experience in successfully managing complex strategic accounts and expertise in the technology space.
Overview
7
7
years of professional experience
Work History
Enterprise Client Solutions Manager
Yext
06.2021 - Current
Trusted advisor to 10 strategic Financial Services clients ($13.5M ACV) with 100% retention
Conduct value driven and executive level sessions inclusive of customized product demos, partnership solution roadmap, performance business reviews, and innovation/ideation.
Collaborate across multiple internal teams such as services, support, product, GTM, and sales to ensure cohesive account management and execution of complex client projects
Lead renewal processes including pricing discussions, contract negotiations, and risk planning (largest deal for 5 years - $29M)
Discover and close upsell opportunities (closed $2.4M in 2023) with custom use cases and solutions.
Client Success Manager
Grubhub
01.2019 - 06.2021
Led over 300 detailed trainings for admins/C-suite to showcase product functionality and custom use cases
Successfully completed 800 client migration project to new platform and led enablement at scale with 85% adoption
Utilized technical reporting (SQL, Zendesk Tableau) to track client performance goals and ROI through monthly/quarterly reporting
Collaborated with internal teams such as marketing and product to address client needs and increase efficiencies
Relationship Management Associate
S&P Global
07.2017 - 01.2019
Assisted on two books of business with over $75 million value
Utilized in house platform to create data screening reports with comps, industry research, and financial performance
Partnered closely with relationship managers to strategize product integration into their daily workflow and use cases
Negotiated contract value increase on 27% of my book by proving qualitative and quantitative product value.
Education
Bachelors Degree - Finance, Corporate and International Studies
Bentley University
Waltham, MA
05.2017
Skills
Account Adoption
Client Retention/Upsell
Tableau
Project Management
Zendesk
Contract negotiations
Business Analytics
Salesforce
Accomplishments
2023 CSM of the Year
2024 Presidents Club
Timeline
Enterprise Client Solutions Manager
Yext
06.2021 - Current
Client Success Manager
Grubhub
01.2019 - 06.2021
Relationship Management Associate
S&P Global
07.2017 - 01.2019
Bachelors Degree - Finance, Corporate and International Studies