Experience

Quickbase

• United States
• Software Development
• 700 & Above Employee

• Manager, Customer Success

  • Jul 2022 - Present

• Team Lead, Customer Success Consultant

  • Mar 2022 - Jul 2022

  Manage team capacity / resource assignments in partnership with cross-functional Team Leads or Managers • Facilitate the Team Monthly Business Review – prepare the deck, lead the agenda, designate a notetaker, share notes, feedback, and deliverables • Leverage customer and institutional knowledge to mentor peers with a focus on new hires, new initiatives, best practices, and core CSC functions

• Customer Success Consultant

  • Sep 2021 - Mar 2022

  Drive Account Growth and Retention: Work with “at risk” and “high growth” customers to achieve the best outcomes with Quickbase; from goal setting and planning to application building, governance, performance & scale, and deployment. Proactively engage customers ensuring they are receiving the value they expect and more. Ensure Customer Goals are Achieved & Growth or Retention opportunities are well-executed: Quickly analyze shared strategy and goals; determine the best approach to… Show more Drive Account Growth and Retention: Work with “at risk” and “high growth” customers to achieve the best outcomes with Quickbase; from goal setting and planning to application building, governance, performance & scale, and deployment. Proactively engage customers ensuring they are receiving the value they expect and more. Ensure Customer Goals are Achieved & Growth or Retention opportunities are well-executed: Quickly analyze shared strategy and goals; determine the best approach to maximize their return on using our platform. Partner with the customer and account team to develop a blueprint for success, aligning goals to solutions built on the Quickbase platform and / or relevant service offerings; presenting best practices to strengthen their adoption of Quickbase. Innovate for success: Leverage your internal drive for continuous professional improvement through collaboration to develop strategies, tactics, and playbooks designed to improve retention and accelerate growth. Promote Adoption across Customer Organizations: Analyze product adoption; provide insight into how customers are using Quickbase, identify opportunities to improve their value of the service, and set them on the path to success. Develop Strong Relationships: Manage simultaneous customer engagements efficiently with a focus on time to value. Cultivate relationships with several key stakeholders in a variety of roles. Establish champions of the product and develop strategic relationships; create continued value and become a trusted advisor. Win Together: Work cross-functionally with the appropriate internal teams to support your customers. Work collaboratively with Account Executives and Customer Success teammates to drive change across a diverse account base.

• Customer Success Manager II

  • Oct 2020 - Sep 2021

  -Proactively consult and serve as a trusted advisor to Enterprise Quickbase clients. -In charge of onboarding, implementing, and overall account health leading to renewal. - Help clients build and launch their applications -Liaison between clients and the Quickbase Product team.



Allied Universal

• United States
• Professional Services
• 700 & Above Employee

• Weekend Supervisor

  • Aug 2020 - Jan 2022

  Responsible for managing 9 security guards in safeguarding multiple facilities, personnel, and client assets. Trained new employees on the interior and perimeter security checks, security access procedures. Identify security risks and issues and recommend policies and strategies to mitigate risks. Documented detailed narrative reports of all incidents that occurred within the area of responsibility. Act as liaison between staff security officers and senior management… Show more Responsible for managing 9 security guards in safeguarding multiple facilities, personnel, and client assets. Trained new employees on the interior and perimeter security checks, security access procedures. Identify security risks and issues and recommend policies and strategies to mitigate risks. Documented detailed narrative reports of all incidents that occurred within the area of responsibility. Act as liaison between staff security officers and senior management on a daily basis. Conducted security tours, monitored CCTV, and monitored access control systems. Supervised subordinate guards, instilling training and company procedures Show less



AskCody

• Denmark
• IT Services and IT Consulting
• 1 - 100 Employee

• Customer Success Manager

  • Jan 2020 - Oct 2020

  Greater Boston Area AskCody® is the modern workplace platform - helping companies and organizations guarantee productivity of their employees and their office space. Today's business operations demand fluidity, visibility, flexibility, and general "on-the-fly-ness". Hierarchical workflows have morphed into networks that require dynamic and agile teamwork. We’ve gone from working silos of individual productivity to organizing work spaces that tap into the creativity of the group via dynamic teams that come… Show more AskCody® is the modern workplace platform - helping companies and organizations guarantee productivity of their employees and their office space. Today's business operations demand fluidity, visibility, flexibility, and general "on-the-fly-ness". Hierarchical workflows have morphed into networks that require dynamic and agile teamwork. We’ve gone from working silos of individual productivity to organizing work spaces that tap into the creativity of the group via dynamic teams that come together to deliver a product or service. Our customers are experiencing a happier, more productive and more dynamic modern workplace while optimizing resources and eliminating interruptions. Our data-driven, cloud-based platform offers a variety of feature sets - indoor wayfinding with navigation on kiosks and smartphones, visitor management and guest registration, meeting room booking and management, booking of associated services, and digital meeting room signage for meeting rooms and reception areas - all integrated seamlessly within Office 365 and Microsoft Outlook. Show less



CareerArc

• United States
• Software Development
• 1 - 100 Employee

• Client Success Manager

  • Aug 2017 - Jan 2020

  CareerArc is the leading HR technology company helping business leaders recruit and transition the modern workforce. Our social recruiting and modern outplacement solutions help thousands of organizations, including many of the Fortune 500, maximize their return on employer branding. By leveraging the cloud, running on world-class infrastructure, and combining web, mobile and social media applications, we help companies gain a competitive edge in recruitment, employment branding, and benefits.



Oracle

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Customer Experience Advisor

  • Apr 2015 - Aug 2017

  Burlington, MA As a Customer Experience (CX) Consultant at Oracle, I consult with organizations to provide the most comprehensive omnichannel experience for customers. Today, customers have more influence than a company’s sales team. They share opinions about brands on social media and act as advocates or dissenters depending on their personal experiences with the company. Given the amount of information they gather and the extent to which they are influenced, it’s not surprising that empowered… Show more As a Customer Experience (CX) Consultant at Oracle, I consult with organizations to provide the most comprehensive omnichannel experience for customers. Today, customers have more influence than a company’s sales team. They share opinions about brands on social media and act as advocates or dissenters depending on their personal experiences with the company. Given the amount of information they gather and the extent to which they are influenced, it’s not surprising that empowered customers often make up their minds even before contacting a sales rep. For a company, this presents a new challenge: coordinating all this data to identify insights and trends and respond appropriately. At Oracle, we understand the need for relevant, meaningful customer information to provide great service regardless of the channel. This is where Oracle’s cloud-based Customer Experience (CX) service comes in. Built around Oracle’s best-in-class CRM, commerce, and industry solutions, CX delivers the most comprehensive customer experience solution in the industry, enabling companies to differentiate themselves across all channels, touchpoints, and interactions. Being cloud-based, customer-service agents can share resources and collaborate more easily, speeding up decision making and response times. CX is a great solution for any company that wants to provide excellent customer service without a huge IT bill. If you’re interested in learning more about our solutions and how they can help you achieve more, at greater speed and with fewer resources, please get in touch. I’d be happy to discuss how we can help. Show less



Hibu

• Advertising Services
• 700 & Above Employee

• Digital Advertising Media Consultant

  • Dec 2014 - Apr 2015

  Greater Boston Area As a Digital Advertising - Media Consultant, I will collaborate with business owners to create online marketing solutions. I will be accountable for achieving and exceeding sales goals. Additional responsibilities: Prospect for new business Build and maintain your own book of business Explain complex technical concepts such as SEM, SEO, Online Display, etc. Use iPads to present solutions Work in a virtual environment



E.L. Harvey & Sons, Inc.

• United States
• Environmental Services
• 1 - 100 Employee

• Territory Manager

  • Jun 2011 - Oct 2014

  Greater Boston Area • Pursued clients, both business and individual consumers, in need of waste and recycling services by offering them customized solutions according to their needs. • Led an extensive team project to procure a sale from a major client, TJX Companies, and assisted in a massive undertaking to win a bid for yet another key client, UMASS Hospitals. • Sought out potential customers through large volumes of cold-calling, door-to-door visits, and through numerous networking events such as Corridor… Show more • Pursued clients, both business and individual consumers, in need of waste and recycling services by offering them customized solutions according to their needs. • Led an extensive team project to procure a sale from a major client, TJX Companies, and assisted in a massive undertaking to win a bid for yet another key client, UMASS Hospitals. • Sought out potential customers through large volumes of cold-calling, door-to-door visits, and through numerous networking events such as Corridor 9 expos, Chamber of Commerce business fairs, and through trading business leads during weekly meetings at BNI (Business Networking International), a large networking organization that concentrates on word of mouth marketing and referrals. Show less