William Reese
Technical Project Manager
Bountiful,UT
Summary
Accomplished Customer Success Manager with twelve years of experience exceeding sales and expansion quotas, generating new and repeat business, and utilizing my proficient aptitude towards technology servicing and relationship building in client implementation and retention.
Overview
2025
2025
years of professional experience
Work History
Technical Project Manager
LoanPro
8 2022 - Current
- Delivered 26 Enterprise and Commercial-sized Implementations, totaling 3 million dollars in annual recurring revenue
- Identified and leveraged upselling opportunities, resulting in eighty thousand dollars in annual recurring revenue
- Leading discovery and progress meetings with stakeholders and subject matter experts from LoanPro and Client's Team, fostering effective communication and project alignment
- Managing task assignments for Implementation Engineer, Solutions Architect, and Development Teams, ensuring that all deliverables are completed accurately and on time
- Developed detailed project plans defining deliverables, project scope, and resource requirements
- Overseeing communication of project progress from the Project Management Team to management, focusing on project impact, potential risks, and adherence to timelines
- Mentoring new Technical Project Managers on best implementation practices and key responsibilities of a Technical Project Manager at LoanPro
Customer Success Manager
Udo, LLC
02.2022 - 07.2022
- Facilitated presales and discovery meetings with potential and existing clients
- Executed on-site and video conference client onboardings and implementations, built out strategies that fostered adoption of Udo's platform to the greater team
- Expanded Udo license count by demonstrating value with existing users in their facility
- Facilitated QBRs with client's senior leadership teams, reporting on areas of progress and intervention where needed
- Built strong relationships with clients, keeping them fully engaged with our platform
- Prepared and owned renewal of contracts
- Successfully expanded largest existing account by 4X
Customer Success Renewal Manager
Pluralsight
08.2021 - 02.2022
- 2021 Sales and Success Achiever Award winner
- Built out onboarding curriculum for current and future Customer Success Renewal Managers
- Trained new teammates on client engagement, systems and processes and product offerings
- Managed a large volume of customer contracts while exceeding gross and net retention targets
- Collaborated with Sales Operations, Finance and Legal teams to ensure contract and invoice alignment to sales orders
- Worked directly with Growth Account Executives to identify opportunities for expansion within accounts
- Lead product demonstrations for existing customers while driving analytics to help customers make educated decisions upon renewal
- Accurately forecasted future renewal pipeline for Success Organization Leadership
- Negotiated high volume of Commercial and Government contract renewals
Territory Support Representative
Pluralsight
06.2017 - 08.2021
- Worked closely with thirty Enterprise Account Executives to achieve Pluralsight's sales goals
- Operated as primary field and inside support resource, providing task offloading as needed for Account Executives
- Provided pre-sales client support and issued quotes to prospective and existing customers as directed by Account Executives
- Collaborated with Sales Operations, Finance and Legal teams to ensure contract and invoice alignment to sales orders
- Looked for areas of improvement within Salesforce, Zuora and CPQ to further enable productivity and efficiency
- Worked directly with Pluralsight One Clients to find best product solution for their teams
- Quoted, executed and provided Pluralsight Platform support upon completion of deal
Expert
Apple Inc.
03.2012 - 06.2017
- Coached customers of various backgrounds and levels and provided them assistance on using, customizing, servicing and maintaining Apple products
- Exercised natural leadership skills while effectively training sales team members and achieving sales targets
- Drove numbers and assumed managers roles and responsibilities in their absence
- Facilitated two new store openings
- Lead product and software workshops for businesses, large groups and individuals
- Troubleshot and problem solved all forms of consumer computing technology
Sales Representative
Simply Mac
03.2011 - 03.2012
- Consistently exceeded monthly and quarterly revenue goals resulting in the opportunity to train new employees on customer management software
- Facilitated new store opening
- Managed trade-in department and assisted in orders and inventory
Lead Generator
Superior Water & Air
01.2010 - 03.2011
- Solicited potential customers at major retail outlets regarding products and services
- Generated leads and coordinated the appointment process with sales representatives
- Communicated with service experts and multiple store management teams to ensure quality and professional service to all customers
- Trained new lead generators on creating and overseeing new client relationships
Education
Bachelor of Science - Communications
University of Utah
Salt Lake City, UT05-2015
Skills
Technical Project Management
Technical Project Planning
Stakeholder Communication
Team Management
Cross-functional Team Coordination
Project Leadership
Risk Mitigation
Resource Coordination
Product Roadmapping
Vendor Relationship Management
Project Budget Allocation
Change Management
Written Communication
Documentation And Reporting
Account Management
Implementation
Customer Success
Sales Management
Customer Retention
Technology Solutions
Team Leadership
Training (Peer/B2B)
Quote to Cash
Forecasting
Executive Briefing
Salesforce
Google Workspace
Adobe Acrobat
Tableau
Microsoft Office
Conflict Resolution
Task Delegation
Asana
Mondaycom
Timeline
Customer Success Manager
Udo, LLC
02.2022 - 07.2022
Customer Success Renewal Manager
Pluralsight
08.2021 - 02.2022
Territory Support Representative
Pluralsight
06.2017 - 08.2021
Expert
Apple Inc.
03.2012 - 06.2017
Sales Representative
Simply Mac
03.2011 - 03.2012
Lead Generator
Superior Water & Air
01.2010 - 03.2011
Technical Project Manager
LoanPro
8 2022 - Current
Bachelor of Science - Communications
University of Utah
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