Courtney Holt Burgan

Client Success Manager at Oversight Systems
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Contact Information
us****@****om
(386) 825-5501
Location
GE

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5.0

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/ Based on 2 ratings
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George Hollister

I had the pleasure of working with Courtney for almost 5 years as she managed my largest clients to successful outcomes. Courtney is an asset to her customers, taking ownership of the day-to-day engagement to ensure that they receive full value of the services that they license. She is adept at understanding when to escalate and in pulling in the right resource at the right time, and ensuring that those resources, me included, are respond to their customer commitments! Moreover, clients truly enjoy working with Courtney as she's as personable as she is dedicated. I highly recommend Courtney for any role that can take advantage of her skills and diligence.

Kathy Sheehan

I first met Courtney about 6 years ago. I have always been impressed with her knowledge and professionalism in her approach to business. It is always great to have her as a trusted team member. I look forward to working with her again in the future.

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Experience

    • United States
    • Software Development
    • 100 - 200 Employee
    • Client Success Manager
      • Nov 2019 - Present

    • United States
    • Information Services
    • 700 & Above Employee
    • Customer Success Manager
      • Oct 2014 - Jul 2019

      Managed multi-million-dollar portfolio of large clients while maintaining over 90% retention rate annually. Maintained responsibility for post-sales journey as trusted advisor focusing on on-going understanding of customer business needs, promoting solution adoption, and aligning solution capabilities to business objectives, and optimizing return on investment. · Grew existing commercial customers with portfolio in excess of $10MM and consistently achieved over 90% retention rate through obtaining full understanding of customer processes and providing consultation regarding opportunities for optimization. · Reduced time of annual Credit Reviews by 60% for large client through automation, reducing manual intervention by 80% · Implemented global credit strategy by migrating 3 global regions to automated system where manual process was previously, saving time and streamlining processes.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Property Data and Analytics Solutions Director
      • Dec 2011 - Oct 2014

      Led strategic growth of property data and analytics products supporting National, Regional, and inside Sales Divisions. Collaborated with divisions to sell Automated Valuations Models (AVM), Home Price Index (HPI), and public record lien data in Account Management and Marketing solutions into new and existing relationships. Trained all divisions on property data and analytics knowledge, products, and procedures.

    • Mortgage Specialist
      • Apr 2010 - Dec 2011

    • Account Executive
      • 2008 - 2010

Education

  • Wofford College
    BS, Psychology
    1988 - 1992
  • The University of Georgia
    MSW, Social Work
    1994 - 1996
  • Rutgers University

Community

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