Summary
Overview
Work History
Education
Websites
Certifications & Skills
Timeline
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Summer Toms

San Mateo,CA

Summary

Dedicated professional with demonstrated strengths in customer success and project management. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.

Overview

5
5
years of professional experience

Work History

Volunteer Project Manager

Seed Consulting Group (Nonprofit)
06.2022 - Current
  • Lead and manage project teams in planning, executing, and delivering client projects in various industries
  • Develop and maintain project plans, schedules, and resource allocation to ensure successful project execution, resulting in 100% client satisfaction rate
  • Conduct regular project status meetings, providing updates to stakeholders and identifying and mitigating potential risks and issues
  • Collaborate with cross-functional teams, including consultants, analysts, and technical experts, to ensure project deliverables align with client objectives

Projects

  • Pacific Beach Coalition: develop business operations to ensure easy transfer of how the nonprofit runs if anyone were to join or take over operations.
  • Electronic Health Records (EHR) Implementation, GHI Healthcare estimated to increase employee and customer satisfaction by 20%

Customer Success Manager

Extole (Referral Marketing Platform)
05.2022 - 04.2023
  • Strategically drove adoption and maintained relationships with 30+ enterprise accounts
  • Fostered strong relationships with clients, ensuring their needs were understood and incorporated into project plans, resulting in Net Promoter Score of 95%
  • Presented quarterly business reviews and conducted training sessions to educate clients on new features and best practices, resulting in increased product adoption
  • Collaborate cross-functionally with engineering, product development, sales, and support teams to address customer needs and provide timely solutions

Initiatives

  • StudentUniverse Sweepstakes - collaboratively worked with internal and external stakeholders to increase customer engagement and brand awareness by 10%
  • Conducted A/B testing of different referral incentives and messaging strategies, leading to 15% increase in referral conversion rates
  • Led a team of marketing specialists, designers, and developers in creating compelling referral program materials, including email templates and landing pages, resulting in 30% increase in referral engagement

Team Lead

BetterHelp (Online Counseling Platform)
01.2021 - 05.2022
  • Led and empowered high-performing team of 11 member success advocates
  • Successfully trained and onboarded new team members, ensuring they met and maintained performance standards, resulting in 90% contract conversion rate
  • Assisted in administrative tasks, including scheduling and generating reports
  • Created initiatives and defined metrics to improve customer and team member experience gaps, resulting in measurable 20% improvement in satisfaction scores
  • Worked cross functionally with development and product teams to implement product and tool changes

Initiatives

  • Knowledge and Support - reduced number of questions asked by 30% and increased productivity by 9% implemented by a policy and procedure change that empowered the team to become more self reliant
  • Live chat - Focused on helping members find the right therapist. Results: Increased retention by 10%, enhanced member experience, 100% great ratings, reduced amount of emails sent to support by 8%
  • Refund tool - Increased productivity by 3% as team members no longer had to manually calculate refund amounts.

Member Success Advocate

BetterHelp (Online Counseling Platform)
11.2019 - 01.2021
  • Consistently reached and exceeded target of 180 tickets daily
  • Identified, researched, and resolved customer issues by effectively communicating with team members and utilizing computer tools
  • Assisted and accurately answered teammates questions as product expert
  • Highest number of replies to members in 2020 at 45,000 replies while maintaining 95% quality score

Order Management Coordinator

CheckPoint Software Technologies (Cybersecurity)
04.2019 - 10.2019
  • Collaborated closely with a team of over 10 colleagues daily
  • Managed thousands of orders diligently through SAP system
  • Prevented company losses using awareness, attention to detail and integrity

Education

Business Administration - Finance -

California State University, Chico
05.2018

Certifications & Skills

Project Management Professional- PMP, Google Project Management certified, Google Data Analytics certified, Advanced in Google Suite, Tableau, Keynote, Helpscout, Procore, Salesforce, Smartsheet, Jira, Slack

Timeline

Volunteer Project Manager

Seed Consulting Group (Nonprofit)
06.2022 - Current

Customer Success Manager

Extole (Referral Marketing Platform)
05.2022 - 04.2023

Team Lead

BetterHelp (Online Counseling Platform)
01.2021 - 05.2022

Member Success Advocate

BetterHelp (Online Counseling Platform)
11.2019 - 01.2021

Order Management Coordinator

CheckPoint Software Technologies (Cybersecurity)
04.2019 - 10.2019

Business Administration - Finance -

California State University, Chico
Summer Toms