Tara C Lamboley

• REV Demand is a lead generation consulting services firm that partners with software, IT, and professional services businesses to grow revenue by optimizing and automating marketing and sales processes
• Consulted with start-up, entrepreneurial and SMB companies to help them develop repeatable processes for growing their customer base
• Managed a roster of monthly retainer customers, providing them with strategic lead generation strategies, email campaigns, Webinar event management, and CRM/marketing automation implementation services
• Managed a recurring $8K/month retainer customer base through regular onsite and virtual strategic account client meetings, as well as technology tools
• Provided project management services to coordinate multiple vendors/consultants on client projects
• Delivered turnkey Webinar event services, including target market strategy, content development, promotion, hosting, and technical support for customers
• Onboarded new customers with CRM and marketing automation platforms such as Hubspot, Zoho, and Act-On Software

• ASC Group is a $2M private company providing managed IT services solutions for private schools, non-profit organizations, medical practices, and businesses
• Joined ASC Group as a start-up company in order to grow its existing customer base and manage the sales and marketing processes
• Managed ASC Group’s marketing efforts, such as trade shows, seminars, email campaigns, and business community networking
• Designed and implemented a consistent and effective account management process which improved customer satisfaction and Increased repeat business from existing clients by 45%
• Led weekly account strategy review team meetings and trained new team members on company sales and marketing processes

• MFG is a SaaS platform designed to connect manufacturers with companies looking to source custom manufactured parts. MFG was acquired by Shapeways in May 2022
• Promoted the success of a book of customers throughout their entire lifecycle, including: Onboarding, ongoing account management, recovery and contract renewal
• Troubleshooting of any technical issues customers were experiencing
• Recovered customers who were dissatisfied with their results and reviewed strategies for better outcomes
• Closed the sale of the customer’s annual contract renewal, as well as up-sold/cross-sold additional services
• Met weekly with internal product development team to review any bugs or customer-requested enhancements to the system
• Spearheaded the creation of the Customer Success team at MFG and the expansion to 5 team members in 3.5 years
• Led weekly Customer Success team meetings to review team performance metrics, account management strategies and customer feedback on product features
• Designed and implemented process for “white glove” concierge service for struggling customers, incorporating other functional teams within MFG
• Streamlined customer onboarding process for accelerated product adoption and increased retention rates.

BottomLine Technologies is a public company providing payment and financial management solutions software for enterprise customers in the financial services industry.

Managed a multi-state territory encompassing over 300 customers, with emphasis on increasing services from dormant customers. Performed onsite needs assessment of customers’ business and technical operations, in order to develop solutions.

• Generated $100,000 in software upgrades within first 6 months with “dormant” customer accounts (had not purchased anything in 5+ years)
• Executed Quarterly Business Reviews (QBRs) within strategic enterprise customer accounts
• Developed $2M pipeline in overall new business opportunities within first 12 months of service within existing customer base