Experienced Customer Success Manager with 8+ years in SaaS Customer Success and Account Management, I excel in driving end-to-end client relationships, from onboarding to expansion. Proactively addressing needs and leveraging strong communication and analytical skills, I ensure seamless transitions and deliver exceptional results. Passionate about enhancing customer experiences, I am committed to contributing to organizational growth and success.
Overview
16
16
years of professional experience
Work History
Enterprise Customer Success Manager
Skillsoft
Remote
11.2018 - 02.2024
Developed and leveraged extensive knowledge of Skillsoft’s compliance offerings in managing a diverse portfolio of over 40+ global enterprise compliance clients, driving everlasting loyalty and satisfaction
Conceptualized, developed, and implemented ongoing account strategy; collaborated effectively with clients to define critical goals and key performance indicators needed to succeed
Effectively and productively as a business consultant to employ extensive knowledge of products and methodologies to identify solutions to clients’ dynamic needs
Utilized KPIs to enhance customer interaction, optimize product adoption, improve client retention, and guarantee overall customer satisfaction
Worked closely and effectively with Account Executives to ensure high dollar-over-dollar renewal rates during expire and auto-renewal anniversaries.
Ethics & Compliance Project Manager
Endurance International Group
Tempe, AZ
03.2017 - 11.2018
Developed and executed the company’s compliance communication plan; created and oversaw the compliance communications library department intranet page and quarterly blog
Worked closely and productively with the training, privacy, and human resources teams to maintain and fine-tune compliance training plans
Tracked progress and developed reports for management
Established and maintained legal/regulatory risk catalog and effectively maintained company policy inventory
Successfully drove enterprise-level compliance awareness, emphasizing the Code of Business Conduct and Ethics hotline
Functioned effectively as a Project Manager for all projects within corporate and registrar compliance and delivered outstanding results in collaboration with cross-functional project teams
Provided efficient support to various company initiatives as outlined by Federal Sentencing Guidelines
Created and presented training metrics as requested to assess overall E&C training performance
Significantly enhanced compliance processes and aided with providing oversight for applicable external laws and regulations, as well as internal policies and procedures.
Tactically and successfully managed a 4.4-million-dollar book of business and served as a primary point of contact for up to 61 assigned clients of all sizes
Served as a mentor and coach to other client services team members and provided consultative assistance to clients on matters regarding their needs for governance, ethics, and compliance training
Utilized the LMS setup, including data import, branding setup, the addition of courseware, and creating/scheduling of registration and reminder email templates according to client schedule
Trained clients on how to administer LMS and run reports
Supervised and managed the production of client’s courses and performed in the capacity of a client advocate through proactive measures and management of internal resources
Collaborated effectively and efficiently with the scoping team to identify the scope of work, create change orders, and manage additional resources as needed
Defined project timelines, set client expectations, and delivered additional value-added services to the client as appropriate
Quickly demonstrated expertise, established creditability, and won Employee of the Month in November 2014
Launched new client programs and new projects for existing clients and facilitated consistent communication relating to the status of ongoing client projects.
Project Management / Client Implementations - U.S. & Canada
CyberScout
Scottsdale, AZ
04.2008 - 08.2013
Successfully set up, configured, tested, co-branded, and managed an articulate-based eLearning system with curriculum, prerequisites, exams, and certificates for clients in English and French
Partnered with clients to comprehend business objectives/workflow and customize the client’s system configuration to achieve objectives and meet/surpass goals
Collaborated with the clients to define and communicate requirements for client-specific web/portal pages, telephony, learning management system, and other software employed
Developed, executed, set up, managed, and rolled out all client programs for the United States and Canada; outlined scope, assigned tasks, and coordinated fulfillment of deliverables for client programs
Established LMS user guides and other documentation for client programs as needed
Identified potential system and client relationship enhancements
Coordinated and administered workflows and approval processes for breaches, implementations, sales contracts, and proposals in the Salesforce CRM database
Carried out thorough periodic quality control checks and testing of CRM database objects, workflows, email alerts, approval processes, and reporting
Supervised and directed temporary and internal staff members to complete various projects; spearheaded and supervised conversion of over 1,300 paper contracts into secured electronic records
Tactically negotiated and drafted the terms of over 350 sales and vendor contracts to guarantee compliance and mitigate company risks.
Education
Master of Business Administration - General Business Administration / Project Management
University of Phoenix
Bachelor of Arts - Communication
University of Arizona
Customer Success Manager Journey -
Skillsoft
Skills
Effective Territory/Account Management
Client Relations
Communication and Presentation Skills
Analytical Skills
Customer Retention
Teamwork/Cross Functional Internal Partnership
Customer Success
Salesforce CRM
Business Reviews
Voice of Customer
Strategic Consulting
Staying Current on Products and Industry Knowledge
Account Management
Key Performance Indicators KPI)
Workload Prioritization
Drives Renewals
Adaptability
Onboarding
Project Management
Upselling/Cross-selling
Performance Metrics
Problem Solving
Organizational Skills
Customer Engagement
Business-to-Business (B2B)
Software as a Service (SaaS)
Customer Success Certification
CS Platforms and Tools
Product Adoption
Core Competencies
Exceptional Communication Skills: Proficient in conveying complex ideas clearly and persuasively, both verbally and in writing, to foster strong relationships and ensure effective collaboration with clients and internal teams.
Relationship Management: Skilled in building and maintaining long-term relationships with clients, understanding their needs, and serving as a trusted advisor to drive mutual success and satisfaction.
Problem-Solving Abilities: Proven track record of identifying challenges, analyzing root causes, and developing innovative solutions to address customer issues and drive value realization.
Strategic Thinking: Ability to understand clients' business objectives, align them with organizational goals, and develop strategic plans to guide clients toward achieving their desired outcomes and maximizing their investment.
Adaptability: Flexible and adept at adjusting to evolving customer needs, market dynamics, and product developments to ensure agile responses and effective problem-solving.
Data-Driven Decision Making: Proficient in leveraging data and analytics to identify trends, measure performance, and derive actionable insights to optimize customer success strategies and drive continuous improvement initiatives.