Vice President of Customer Success
Donnelley Financial Solutions
Oct 2023 - Mar 2024 (6 months)
- Led Customer Success initiatives for financial technology solutions serving Fortune 500 clients during a strategic organizational transition at a $1B revenue public company, focusing on accounts with over $2M ARR.
- Established a comprehensive Customer Success framework and methodologies, which included segmentation, customer journey mapping, and engagement models, ensuring alignment with sales, product, and renewal strategies.
- Developed customer health scoring and risk mitigation processes, as well as executive reporting dashboards that provided C-suite visibility into churn risk, expansion opportunities, and account health trends across the business.
- These initiatives were integral to the go-to-market (GTM) strategy execution, en