HubSpot

With 15 years in Customer Success and Project Management, I turn vision into execution and strategy into measurable impact. Rooted in a “better together” mindset, I’ve helped increase client satisfaction by 33% and grow revenue by 24% through innovative strategies and strong cross-functional collaboration.
I believe the foundation of strong client relationships is listening without assumptions and communicating with clarity. By using data to uncover insights, I build frameworks that address real challenges, drive growth, and align success with outcomes that matter.
Leadership Awards
Leadership Essentials Certification
Project Management Certification
Customer Experience Certification
Effective Communication Certification
Scrum Master Certification
Certified Business Development Manager
Google Analytics Certification
• Safeguarded $1.2M ARR by reducing churn 15% through targeted outreach and enablement training.
• Generated 22% revenue increase through strategic up-selling across enterprise accounts in 4 months.
• Streamlined reporting and decision-making by implementing ChurnZero, reducing manual effort 40% and accelerating sentiment insights 25%.
• Established and led a Client Advisory Board, increasing product adoption by 22% and renewal rates by 16% in 5 months.
• Lead monthly business reviews with C-level executives across key accounts, influencing decision-making process and alignment of services with leadership’s strategic goals.
• Mentored and trained 12 CSMs on retention SOPs, retaining $8.6M ARR and reducing churn by 28% across 310 accounts.
• Managed $3.2M ARR portfolio across 151 clients, achieving 97.8% satisfaction over 24+ months.
• Developed 3-2-1 customer response model in Salesforce, standardized operations and reduced SLA resolution time by 67% in 7 months.
• Restructured Jira workflows unifying product operations, improving transparency and driving an 18% CSAT increase in 3 months.
• Oversaw enterprise SaaS implementations across multiple verticals, decreasing project timelines by 21% in 5 months through gap analysis and project plan refinement.
• Accomplished a 29% improvement in team performance in 3 months by streamlining workflows using Asana for cross-functional collaboration.
• Implemented post-launch “nesting” phase, driving up product adoption to 94% and expanding revenue by 27% in 7 months.
• Consultative product expert for enterprise ERP solutions exceeding CSAT scores by 31% in 10 weeks.
Leadership Award | DealerOn
Engineered a strategic plan and process to pinpoint at-risk clients, reducing my team of 12 junior CSMs churn score by 28% and securing contract renewals for 890 client accounts within 3 months.
Leadership Award | AvidXchange
Recognized for forging partnerships, streamlining interdepartmental processes, and increasing communication between Sales, Product, Onboarding, and Customer Success teams, improving efficiencies and productivity across departments.
Driving Excellence | Learnsoft Technology
Received “Driving Excellence” award from CTO within 5 months for leading project meetings on timelines, risks, and KPIs; earned PMO recognition at the annual company conference.
Alex Richards | Director of Implementation and Onboarding | AvidXchange | Previous Manager
"Shaunte is a pleasure to work with. Focused on success, I've seen her lead customers with empathy, precision, and tact. She leverages technical and soft skills, applying strong values to accomplish goals like renewal, retention, and time to value. If given the opportunity, I would happily work with Shaunte again."
George Bosnos | Senior Training Specialist | AH4R | Colleague
"I was fortunate to work with Shaunte, an excellent project manager leading our learning management customers to achieve project success and continue their growth with our SaaS solutions. Her attention to detail was top-notch, and she was always seeking innovative solutions to any challenges that arise during projects."
HubSpot
Zendesk
Salesforce
ChurnZero
Asana
JIRA
SmartSheets
Microsoft Project
ServiceNow
Notion
SharePoint
Google Workspace
Google Analytics
Freshworks
SAP
NetSuite
Concur
UKG
ADP
Tableau
Microsoft Power BI
Zoho Analytics
Sage Intacct
SAP Litmos
TalentLMS
Workday
Gitlab
Acumatica
Sage X3
Confluence
Python
Auth0
JavaScript
CSS
HTML
GainSight
WordPress
Yardi