Kelsey Whitman

Senior Enterprise Customer Success Manager

6sense

Feb 2026 - Current (6 months)

Account Manager

ZoomInfo

Jul 2023 - Feb 2026 (2 years 8 months)

• Exceeded quota targets, achieving 145% in 2024 and 125% in 2025 through renewals and account expansion • Managed 225 accounts, driving adoption, retention, and growth • Maintained deep expertise across ZoomInfo’s product suite (SalesOS, TalentOS, MarketingOS, Chorus) to maximize customer value • Identified gaps and expansion opportunities, successfully cross-selling additional products to increase account revenue • Partnered with key stakeholders to define KPIs and conducted Quarterly Business Reviews (QBRs), ensuring alignment and success • Collaborated with Product, Implementation, and Support teams to resolve issues and deliver customer solutions, consistently performing above renewal and upsell targets

Customer Success Manager

UL Solutions

Feb 2023 - Jul 2023 (6 months)

• Managed the full renewal cycle for 445 accounts, each averaging $75K–$250K ARR, driving retention, adoption, and account growth • Owned key SaaS metrics, including product adoption and customer retention, consistently performing above targets • Partnered with customers to understand and document business workflows and use cases, ensuring solutions align with operational needs • Maintained deep expertise across UL Solutions’ full product suite, demonstrating products and delivering solutions tailored to business use cases • Identified and pursued expansion opportunities, matching customers with complementary products to support account growth • Developed and strengthened customer relationship management programs by aligning with key stakeh

Customer Success Manager

ZoomInfo

Jan 2022 - Jan 2023 (1 year 1 month)

• Exceeded key SaaS metrics, achieving 153% of product adoption targets while driving customer retention • Managed customer accounts by understanding business workflows and use cases, delivering tailored solutions across SalesOS, TalentOS, MarketingOS, and Chorus • Partnered with key stakeholders to strengthen customer relationship management programs and ensure measurable ROI • Collaborated with Product, Implementation, and Support teams to resolve issues and drive efficiency in customers’ ZoomInfo usage • Completed ZoomInfo Leadership Training, enhancing cross-functional collaboration and account management skills

R

Regional Marketing, Communcations and Outreach Specalist

Jun 2020 - Jan 2022 (1 year 8 months)

Lending Contact Center Officer

IQ CREDIT UNION

Jul 2016 - Jun 2020 (4 years)

P

Personal Banker

May 2015 - Jul 2016 (1 year 3 months)

Community Service Coordinator

Washington State University

May 2014 - May 2015 (1 year 1 month)

Member Service Representative

IQ CREDIT UNION

Sep 2010 - Sep 2012 (2 years 1 month)

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