Functional Skills
Project Management
Customer Relationship Management
Operational Efficiency
Strategic Planning
Software Skills
Salesforce
Asana
Google Docs
Google Sheets
Sector Experience
Technology
Languages
English
Experience
Udemy
Customer Service
Customer Success Manager
6/2021 - 2/2024
• Managed 35+ accounts representing $2.5MM in ARR from onboarding through renewal, through leading Executive Business Reviews & monthly meetings, driving product adoption, & mitigating risks.
• Maintained 85%+ gross retention, compared to the team goal of 77% over consecutive quarters, by engaging with C-level & VP-level executives (i.e. CPOs at $1B+ market caps) & driving product adoption.
• Developed end-to-end risk management process to 4 managers, 1 Sr. Director, 25+ CSMs, enabling leadership visibility to proactively manage risks in $50M+ business.
• Created risk mitigation playbooks in close collaboration with CS Ops, hosted Generative AI training, & authored 20+ email templates from onboarding to renewal to save time for 75+ peers.
• Maintained 85%+ gross retention, compared to the team goal of 77% over consecutive quarters, by engaging with C-level & VP-level executives (i.e. CPOs at $1B+ market caps) & driving product adoption.
• Developed end-to-end risk management process to 4 managers, 1 Sr. Director, 25+ CSMs, enabling leadership visibility to proactively manage risks in $50M+ business.
• Created risk mitigation playbooks in close collaboration with CS Ops, hosted Generative AI training, & authored 20+ email templates from onboarding to renewal to save time for 75+ peers.
Gainsight
Customer Service
Customer Success Manager
2/2019 - 6/2021
• Managed 50+ SMB & Mid-Market accounts representing $1.2MM+ in ARR from onboarding through renewal by leading business review meetings with C-level & VP-level executives (i.e. VP of Product at Series B+), resulting in high GRR.
• Maintained 90%+ gross retention compared to the team's annual goal of 84%.
• Co-created 1-to-Many program via product adoption strategies, email & in-app experiences, & lifecycle mapping; collaborated with CTO & Leads/Directors of UX Design, Product Experience, CS Ops, & CS, all within a 700+ employee org.
• Organized & marketed product enablement sessions to 130+ total customers.
Within 8 months, achieved 40% engagement of total customers.
• Mentored & onboarded 4 team members in product knowledge.
• Maintained 90%+ gross retention compared to the team's annual goal of 84%.
• Co-created 1-to-Many program via product adoption strategies, email & in-app experiences, & lifecycle mapping; collaborated with CTO & Leads/Directors of UX Design, Product Experience, CS Ops, & CS, all within a 700+ employee org.
• Organized & marketed product enablement sessions to 130+ total customers.
Within 8 months, achieved 40% engagement of total customers.
• Mentored & onboarded 4 team members in product knowledge.
ServiceTitan
Customer Service
Customer Success Manager
4/2015 - 12/2016
• Managed 90+ accounts (vs. team average of 70 accounts per CSM) with $1.5MM in ARR through product training, customer support, & ongoing consulting.
• Exceeded indiv. KPIs, helped team exceed KPIs, & over-delivered on cross-departmental projects (e.g. 182% indiv. CSAT, 90%+ clients rated 5/5 in CSAT).
• Promoted from CS Associate to CS Manager within 1 ¼ years.
• Exceeded indiv. KPIs, helped team exceed KPIs, & over-delivered on cross-departmental projects (e.g. 182% indiv. CSAT, 90%+ clients rated 5/5 in CSAT).
• Promoted from CS Associate to CS Manager within 1 ¼ years.