Talia Root

• Developed and implemented a comprehensive digital success strategy for over 7,000 customers, utilizing Gainsight, Matik, and Tableau to enhance post-sale customer value.
• Designed and delivered visually compelling, data-driven presentations using Matik, effectively communicating insights tailored to individual customer needs at scale.
• Expanded the Matik template library by 10X, customizing templates to address diverse customer use cases and preferences while driving continued adoption.
• Achieved exceptional digital engagement with consistently high open rates exceeding 50%, demonstrating the effectiveness of implemented strategies in capturing customer interest and maximizing value delivery.
• Collaborated closely with Product Marketing teams to align digital success initiatives with product adoption goals, resulting in increased customer engagement and satisfaction.

Partnered with internal stakeholders across customer success leadership, sales, marketing, product, and IT to ensure customer success was achieved for a VC-backed Fintech company

• Grew meeting transactions 500% by delivering a high-touch premium experience focused on ROI for Notarize customers
• Designed expansion and acquisition strategies resulting in a 436% increase in 2022 customers
• Founding leader of Women@Notarize ERG. Planned and executed events to create community and belonging

• Drove customer conversion rate to 90% with engagement solutions based on data derived from Salesforce, Metabase, and HubSpot.
• Built content and email campaigns that resulted in +75% open rates and +25% read-through rates

Directed multiple business touchpoints, including customer experience, recruiting, and business development for an online personal styling service with over $2B in revenue in the United States and the United Kingdom.

• Awarded top business manager for innovation and performance in Q1'20 and assisted the company in achieving $1.7 billion in revenue
• Managed and provided leadership for 60+ full-time and part-time remote employees in the Northern California region.
• Participated in a high-volume recruiting strategy to hire and train over 350 individuals in 2019
• Planned, coordinated, and executed regional events for 300+ participants

• Exceeded expectations in all KPIs and weekly goals
• Provided outstanding customer service by building relationships with and styling clients using proprietary software
• Acted as the voice of the client and surfaced feedback to cross-functional teams

Responsible for designing digital marketing strategies for the furniture department of the Pottery Barn brand.

• Developed strategies that drove continuous improvement in all aspects of inventory planning, forecasting, and all related analytics and reporting in order to deliver innovation, increased value, and new businesses to the organization
• Developed and executed website merchandise strategies to achieve sales and optimize the customer experience for the furniture department of the Pottery Barn brand; successfully drove 26% increase YOY