Summary
Overview
Work History
Education
Skills
Awards
Volunteer Experience
References
Timeline
Generic

Shari Tomlinson

Hurst,Texas

Summary

Dynamic Customer Success Manager with a proven track record at Learning.com, achieving $2.2M in annual account retention. Expert in consultative sales and territory management, leveraging strong communication and organizational skills to drive upsell opportunities and enhance client engagement through impactful presentations and tailored training solutions.

Overview

40
40
years of professional experience

Work History

Customer Success Manager- Emerging Accounts

LEARNING.COM
Portland, OR
01.2016 - Current
  • Supported and sold SaaS technology applications software to educational institutions, including public, private, and charter schools.
  • Achieved annual account retention goals between $1.75M and $2.2M while driving upsell opportunities.
  • Delivered high-quality solution presentations in both in-person and virtual formats.
  • Collaborated with cross-functional teams to optimize product offerings for clients.
  • Cultivated strong relationships with clients to foster loyalty and retention initiatives.
  • Managed customer relationships and territory for private and public school districts.
  • Conducted regular check-ins to assess customer needs and address concerns.

Account Manager

WATERFORD RESEARCH INSTITUTE
Sandy, UT
01.2014 - 01.2016
  • Sold PreK-2 early reading and math SaaS curriculum resource to educational institutions including public, private and charter districts.
  • Achieved annual goals for account expansions and retention.
  • Generated over $1M in revenue within PreK-2 market.
  • Managed farming and hunting models to meet diverse client needs.
  • Delivered solution presentations both in person and online.
  • Managed southwest territory
  • Served as primary customer contact from pre-sales through implementation.
  • Represented Central Region team during internal meetings and discussions.

Account Executive- Digital Solutions

PEARSON
Chandler, AZ
01.2007 - 01.2013
  • Sold K-8 Math and Reading SaaS curriculum to educational institutions including public, private and charter districts.
  • Exceeded quotas in four of six years, generating approximately $9M in total revenue.
  • Managed territory through effective hunting and farming sales strategies.
  • Ensured high account retention rates while promoting expansions across existing clientele.
  • Delivered high-quality solution presentations both in person and online, enhancing client engagement.
  • Served as primary customer contact from pre-sales through implementation phases, ensuring seamless transitions.

Sr. Curriculum Implementation Specialist & Educational Consultant

PEARSON
Chandler, AZ
01.1995 - 01.2007
  • Trained and supported K-8 Math and Reading SaaS curriculum implementations in educational institutions including public, private and charter districts.
  • Delivered compelling sales presentations and provided support for pre-sales implementation planning.
  • Created over 50 training modules focused on solutions implementation and curriculum integration.
  • Promoted remote training initiatives across PDL Sales and Instructional Services through webinars.
  • Established comprehensive Program for Success, offering on-site and remote assistance.
  • Provided ongoing sales support to Account Executives nationwide regarding Remote Training recommendations.
  • Managed 120+ remote training accounts, ensuring consistent delivery of 600+ modules.
  • Conducted internal webinars for PDL staff on Remote Training and Digital Solutions.
  • Enhanced Sales Packages by developing content for new Training Modules.

Educator / District Technologist

GRAPEVINE-COLLEYVILLE I.S.D.
Grapevine, TX
01.1986 - 01.1995
  • Taught fourth grade self-contained classroom and eight grade mathematics
  • Lead Teacher of team of six teachers
  • Served as Campus Technology Coordinator
  • Facilitated technology integration into K-12 curriculum for enhanced learning outcomes.
  • Developed training workbooks and modules to support K-12 teacher development.
  • Conducted application training sessions for K-12 teachers to promote effective technology use.

Education

B.S. - Educational Curriculum & Instruction

Texas A&M University
11-1986

Skills

  • Gallup Strengths: Learner, Relater, Arranger, Leader, Individualization, Communicator, Responsibility
  • Sales training: Consultative Sales, Solution Selling, Whale Hunting
  • Sales Experience: Prospecting, technology pre-sales evaluation, pre-sales presentation, customized pricing proposals and implementation plans
  • Customer communications and public relations
  • Territory management
  • Presentation skills with integrated technologies
  • Sales tools proficiency: Microsoft Suite, Google Apps, Salesforce, Slack, Gainsight, Confluence
  • Virtual training and meetings: Webex, GoToMeeting, MS Teams, and Zoom
  • Internal and external customer training: Developed modules and workshops (525 total)
  • Ongoing support training for customers
  • New hire training and sales training for inside sales team

Awards

President’s Circle (for quota achievement), Sales Goal Achiever Award, Account Retention Award, Sales Advisory Council (Texas Representative), Customer Service Award (nominated by customer), Team Player Award for Professional Services/Sales Department (nominated by co-workers), Internal Steering Committees, GCISD Heritage Elementary Teacher of the Year, GCISD Technology Task Force, GCISD “Excellence in Education” Award, Wrote and implemented master technology plan for GCISD, Provided over 2,000 total hours of teacher in-service and workshops, Campus Management Team, Central Curriculum Committee (Fourth grade district representative), Campus Excellence Committee (Elementary representative), GCISD Strategic Planning Committee (Elementary representative)

Volunteer Experience

  • Summer Children’s Church Camp, Camp Director, 2006-2025
  • Metro Camp Board, President, 2023- Present, 501c3
  • CASA of Tarrant County, Child Advocate, 2020- Present
  • Cook Children’s Hospital, Patient Pal, 2020- 2022
  • Young Life HUB Committee, 2015- Present
  • Church, Volunteer, 1991- Present

References

References available upon request.

Timeline

Customer Success Manager- Emerging Accounts

LEARNING.COM
01.2016 - Current

Account Manager

WATERFORD RESEARCH INSTITUTE
01.2014 - 01.2016

Account Executive- Digital Solutions

PEARSON
01.2007 - 01.2013

Sr. Curriculum Implementation Specialist & Educational Consultant

PEARSON
01.1995 - 01.2007

Educator / District Technologist

GRAPEVINE-COLLEYVILLE I.S.D.
01.1986 - 01.1995

B.S. - Educational Curriculum & Instruction

Texas A&M University
Shari Tomlinson
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