Summary
Overview
Work History
Education
Skills
Software
Timeline
Salesforce, HubSpot Service Hub, & Zendesk
Terrance J. Birdette

Terrance J. Birdette

Customer Success Manager
Atlanta,GA

Summary

A results-driven Customer Success Manager with 10 years of experience building strong customer relationships and driving customer satisfaction. Seeking to leverage my expertise in customer success strategies, account management, and team leadership to contribute to the success and growth of a dynamic organization.

Overview

8
8
years of professional experience

Work History

Customer Success Manager

Mallcomm/Toolbox Group
Atlanta, GA
02.2021 - 07.2023
  • Implement and develop strategic plans for effective account management including engagement, customer onboarding, adoption and retention strategies
  • Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team
  • Oversaw the resolution of customer requests, collaborated with internal teams such as product, customer support, and development teams to ensure timely execution of requests
  • Onboard all assigned accounts within SLA and high level of efficiency

Key Contributions

  • Maintained 92% Adoption with Oxford, Irvine, Simon, & Madison Marquette Properties in my first two years
  • Average CSAT Score of 87%
  • Introduced implementation changes to the client onboarding process that increased customer satisfaction by 10%

Assistant Project Manager

TestRite Products, Corp
Atlanta, GA
03.2020 - 05.2020
  • Evaluate supplier abilities and competitive positioning, utilizing industry cost models via freight and air, unit cost, quality improvement, and inventory reduction
  • Negotiated cost service guarantees, developing win-win strategies that achieve and maintain sustainable relationships with suppliers and vendors
  • Develop domestic and international sourcing and supplier selection strategies
  • Establish purchasing policies and ensure compliance within the department

Key Contributions

  • Gained 5% profit margin on PPE products during Covid-19 outbreak through implementation of various focused projects
  • Improved supplier on-time delivery improvement in 90% of business deal by reducing purchase costs

Customer Success Manager

Gartner, Inc
Fort Myers, FL
04.2018 - 10.2019
  • Managed $6M in recurring revenue and 250 enterprise, mid-market, and corporate customers within public and private sectors, including State and Local government entities, utility, transportation, and water authorities
  • Responsible for building relationships with C-suite to ensure business transformation alignment of critical priorities
  • Led a team of 5 to increase usage across multiple business verticals with a successful $2.5M contract proposal

Key Contributions

  • Directed 35+ projects, providing SaaS and client-server implementations in 10+ locations
  • Achieved and maintained an 80% client retention rate over 17 months
  • Saved nearly $12M with the implementation of improvement opportunities and support for timeline management and on-time delivery

Client Success Consultant

WageWorks, Inc
Alpharetta, GA
08.2017 - 04.2018
    • Served as the dedicated point of contact between c-level executives and subject matter experts, providing upsell opportunities for all SLA accounts
    • Liaise with billing department to confirm accurate invoicing
    • Ensured clients are receiving ROI within their contract and can articulate what that value means
    • Supported direct billing, FSA, and commuter benefits as the trusted courier service for financial movement
    • Key Contributions

      • Responsible for retention and growth for over 50 accounts
      • Led annual account reviews and performed year-end preparation, including management of $12k in past-due collections
      • Created a cost savings of $65k for healthcare partners with the demonstration and enforcement of related best practices.

Athletic Admin & Men's Basketball Grad Assistant

Lincoln Memorial University
Harrogate, TN
08.2015 - 07.2017
  • Increased ticket revenue by $2k per game for men's basketball events through analysis of revenue trends and the development and launch of new pricing strategies
  • Performed regular check-ins with fan experience team test lead-delivery, attribution, and ensure overall satisfaction
  • Presented team and fan performance metrics and vendor contract details in QBR meetings

Key Contributions

  • Raised $20k in 2 months and $4.5k for the Play 4 Kay Breast Cancer Awareness event with the launch of the First Annual LMU Athletics Raffle

Education

MBA - Business Administration And Management

Lincoln Memorial University, Harrogate, TN
08.2015 - 2017.07

Bachelor of Science - Exercise Science

Elon University, Elon, NC
08.2007 - 2011.05
  • Student-Athlete Advisory Council Representative
  • I. L. "IKE" FESMIRE BASKETBALL SCHOLARSHIP 4 Year Letterwinner

Skills

Revenue Growth

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Software

Hubspot Service Hub

Salesforce

Zendesk

G-Suite

API Integration

Timeline

Customer Success Manager - Mallcomm/Toolbox Group
02.2021 - 07.2023
Assistant Project Manager - TestRite Products, Corp
03.2020 - 05.2020
Customer Success Manager - Gartner, Inc
04.2018 - 10.2019
Client Success Consultant - WageWorks, Inc
08.2017 - 04.2018
Athletic Admin & Men's Basketball Grad Assistant - Lincoln Memorial University
08.2015 - 07.2017
Lincoln Memorial University - MBA, Business Administration And Management
08.2015 - 2017.07
Elon University - Bachelor of Science, Exercise Science
08.2007 - 2011.05

Salesforce, HubSpot Service Hub, & Zendesk

Advanced skills in collecting, sorting, managing and organizing data to improve the quality of customer data

Terrance J. BirdetteCustomer Success Manager