Account Executive | Enterprise, Mid-Market, and Commercial | SaaS and Technology Startups
Lincoln, Nebraska, United States
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Customer Success Manager
ContractPodAI
Mar 2022 - Current(4 years 7 months)
• Managed client relationships, enhancing customer adoption and satisfaction to boost customer retention. • Proactively engaged clients to understand their needs, contributing to pipeline development and identifying growth opportunities. • Followed structured sales processes to manage the full account lifecycle, from onboarding to expansion, achieving key performance indicators and aligning with customer goals. • Conducted product demos and presentations with C-Suite executives, showcasing SaaS product usage and benefits to drive product adoption. • Monitored and managed accounts in Salesforce CRM to accurately forecast revenue, tracking customer engagement metrics and renewal rate. • Focused on strengthening existi
Customer Success Manager
TextExpander
Aug 2018 - Feb 2022(3 years 7 months)
• Maintained account health by proactively monitoring customer needs and issues, escalating and resolving them quickly using cross-functional resources. • Collaborated cross-functionally to align project management efforts with client needs, ensuring a seamless transition to our SaaS solution for new customers. • Coordinated cross-functional teams to ensure that the roadmap aligns with prospects and clients' needs, fostering collaborative efforts for customer success. • Demonstrated strong analytical capability, surfacing new opportunities and building trusted advisor relationships with key stakeholders, contributing to value realization and digital transformation for clients.
Customer Success Manager
Upland Software
Jan 2017 - Aug 2018(1 year 8 months)
• Managed all training and support for 900+ accounts for Upland Software’s LeadLander product, facilitating product adoption and ongoing customer success. • Ensured customers obtained the maximum value from their investment by guiding optimal product usage and license utilization. • Drove customer adoption and account success by actively resolving issues and optimizing service delivery. • Responsible for all account renewals and retention, utilizing collaborative problem-solving with cross-functional teams to ensure high customer satisfaction. • Employed project management practices to coordinate training sessions and support structures across multiple accounts, ensuring value realization.
Senior Customer Success Manager
Zocdoc
Jan 2015 - Feb 2016(1 year 2 months)
• Onboarded new and existing customers, supporting product adoption and enhancing digital transformation for clients. • Identified revenue growth opportunities among existing customers, implementing collaborative strategies to increase account value. • Consistently followed up with clients to build strong relationships and grow key accounts, resolving issues proactively and reducing churn risks. • Optimized 50+ accounts monthly, using project management practices to coordinate customer success efforts and increase client satisfaction.
Customer Success Manager
Zocdoc
Oct 2014 - Jan 2015(4 months)
• Managed 60+ healthcare practices daily to ensure consistent ROI, enhancing product adoption and engagement. • Identified and sold relevant opportunities to managed accounts, working collaboratively to resolve issues. • Built solid customer relationships and acted as a trusted advisor to new and existing accounts, supporting customer outcomes.
Education
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The Art of Marketing Professional Diploma, Marketing
RITI (Regional IT Institute) - https://www.riti.org/
Jan 2010 - Jan 2011(1 year 1 month)
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bachelor, Bachelor's degree, Advertising Production, Advertising Production
International academy for engineering and media science