Megan K Briel

Client Success Expert, Strategic Accounts

INFUSE

Apr 2024 - Current (2 years 7 months)

Serve as a trusted advisor for our clients, developing and maintaining relationships and ensuring campaign success. Collaborate with internal SMEs to deliver campaign leads and ensure we exceed expectations, delight our clients, and help them achieve their goals. I am accountable for post-sale account management, driving account growth with effective communication, onboarding, and service.

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Adult Services Associate

Bismarck Veterans Memorial Public Library

Nov 2023 - Apr 2024 (6 months)

Assists the librarian on duty at the Information Desk. Gives accurate information to those requesting assistance by telephone or in person. Accepts payments and makes change. Monitors the study rooms and public access stations. Ensures the orderly flow of users and prevents misuse of equipment. Works in busy conditions that may be stressful. Assists with building security via regular walk-throughs in the main, lower, and meeting room levels.

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Sr. Customer Success Manager & VOC Coordinator

IDC,

Sep 2019 - Apr 2022 (2 years 8 months)

Interpret and fulfill client research inquiries; Determine, recommend, and provide key and relevant content; Create content for specific proactive account support; Coordinate interactions with IDC analysts via calls/presentations/onsites; Analyze and report on client activity and provide internal direction; Participate in marketing/sales/account reporting activities as well as client development efforts, including trials, campaigns, onsite visits, and regular interaction with clients. Additional responsibilities include survey management and results analysis and preparation of a monthly company-wide newsletter highlighting customer experience success.

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Client Success Manager

Virgin Pulse,

Apr 2017 - Aug 2019 (2 years 5 months)

Delivered the highest level of satisfaction to my clients ($4 million book of business), ensuring that all contractual obligations were met while effectively and passionately communicating our product roadmap through live meetings, telephonic discussions, and webinars. I partnered with my clients and my Virgin Pulse team to develop promotions and competitions aimed at increasing program participation and recommendations for additional services via QBRs and strategic planning sessions. Additionally, I recognized the importance of data entry in this role, as it was imperative to input accurate data into systems and Excel reports for both my clients and internal teams, ensuring seamless operations and informed decision-making.

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Sr. Client RelationshipManager, IDC

IDC & IDG

Feb 2015 - Apr 2017 (2 years 3 months)

Interpret and fulfill client research inquiries; Determine, recommend, and provide key and relevant content; Create content for specific proactive account support; Coordinate interactions with IDC analysts via calls/presentations/onsites; Analyze and report on client activity and provide internal direction; Participate in marketing/sales/account reporting activities as well as client development efforts, including trials, campaigns, onsite visits, and regular interaction with clients. Leveraged Salesforce.com for daily reporting, tracking, and information gathering. Additional responsibilities included survey management and results analysis, quart

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Sales Operations Coordinator and Salesforce.comAdministrator

Feb 2012 - Oct 2014 (2 years 9 months)

Collaborated with various departments within the organization (including sales, finance, marketing, events, editorial, and support) to create and refine processes, train new employees, and ensure data integrity in Salesforce.com. Assist sales management with monthly revenue forecasting, tracking projections, and ensuring that the pipeline is clean and up-to-date. Facilitate team calls and trainings, and management T&E. As Salesforce.com administrator, support 270+ users, build custom reports and dashboards, create custom objects, workflows, and email tem

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Sr. Account Coordinator

May 2009 - Feb 2012 (2 years 10 months)

Partnered closely with sales team and responsible for direct customer contact and follow up, contact with agency/vendor to assist in campaign launches, online campaign status, collection of insertion orders, event sponsorship closings, and campaign reporting. Additionally responsible for meeting coordination, database maintenance, creating proposals and RFPs in both Excel and PowerPoint, billing reconciliation, and prospecting new leads.

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Account Services Representative

Mar 2008 - Jun 2009 (1 year 4 months)

Managed online marketing campaigns targeting specific demographics via email blasts and newsletters to deliver high-quality sales leads to clients. Offered assistance to sales representatives in gathering data pre-sale and provided superior customer service to clients post-sale. Additionally, data entry was a critical component of this role, as it was imperative to input accurate information into our systems and Excel reports for sales and other internal teams, ensuring seamless communication and effective tracking of campaign performance.

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Student editor

Thoreau's Rooster

Aug 2005 - May 2006 (10 months)

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Panel presenter

MEES, Nature in Creative

May 2005

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contributing writer

Le Provocateur.

Aug 2002 - May 2006 (3 years 10 months)

About

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Megan K Briel

About

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Behavioral traits