

Senior Customer Success Manager managing more than 150 enterprise clients with retention above 90 percent. Expertise in enterprise account management, customer onboarding, lifecycle management, and customer success strategy. Experienced tracking CSAT, NPS, adoption, and customer health metrics to support renewals, expansion, and retention across large portfolios. Known for leading executive reviews, resolving escalations, and improving performance across enterprise accounts.
• Advised enterprise teams on Copilot AI workflow configuration, evaluation, and adoption across customer environments
• Analyzed usage data and customer feedback to identify workflow improvements and efficiency gains
• Partnered with engineering and product teams to refine automation and virtual agent solutions
• Tracked adoption metrics and success indicators to support customer success planning
• Supported testing, validation, and documentation of AI driven workflows
• Led customer success and service delivery improvements across workforce program operations
• Built reporting tools to track performance, compliance, and service outcomes
• Facilitated leadership reviews to evaluate metrics, risks, and improvement plans
• Standardized intake, documentation, and reporting workflows to increase efficiency
• Delivered training sessions to improve adoption and process consistency
• Managed more than 150 enterprise healthcare clients with retention above 90 percent
• Served as escalation lead for high-risk service issues and resolved cases within SLA targets
• Led cross functional teams across operations, analytics, and network management
• Standardized executive reporting templates and playbooks across client accounts
• Identified growth opportunities within existing accounts and supported contract expansion
• Managed operational performance for enterprise healthcare customers using KPI tracking
• Oversaw customer lifecycle management across enterprise accounts, using customer health metrics and performance tracking to reduce risk and improve service outcomes
• Partnered with internal teams to resolve escalations and improve workflows
• Identified service gaps and created performance improvement plans
• Supported customer lifecycle management across multiple accounts
• Analyzed healthcare operations data to support performance reporting and service improvement
• Worked with leadership to review trends and identify risk areas across provider and health plan accounts
• Supported customer reporting requests and operational reviews for enterprise clients
• Maintained HIPAA compliant documentation and data handling procedures
• Managed operational support for more than 50 healthcare customers while ensuring service delivery met internal quality and compliance standards.
• Promoted from UnitedHealthcare to Optum based on strong performance, customer satisfaction, and ability to manage larger accounts
• Managed SaaS customer success portfolio focused on onboarding, customer lifecycle management, renewals, and expansion across enterprise accounts
• Led implementation projects and customer onboarding programs
• Delivered executive reviews to identify expansion opportunities
• Maintained Salesforce pipeline, renewal forecasts, and performance reports
• Resolved complex customer issues using root cause analysis
• Partnered with product, support, and operations teams to improve outcomes