Experience

YourCause from Blackbaud

• United States
• Software Development
• 1 - 100 Employee

• Customer Success Manager, Principal

  • Nov 2022 - Present

• Senior Customer Success Manager

  • Jul 2021 - Nov 2022

  San Diego, California, United States

• Account Manager

  • Apr 2018 - Jul 2021

  Greater San Diego Area - Central liaison between YourCause and our clients. - Communicate and work with multiple teams including development, product, and customer service. - Collaborate with the processing team to ensure successful maintenance of the client’s products. - Work in tandem with the implementation team to ensure a successful launch for new clients. - Ensure client satisfaction and retention - Manage and resolve escalated client issues - Track and report on client KPI’s - Manage… Show more - Central liaison between YourCause and our clients. - Communicate and work with multiple teams including development, product, and customer service. - Collaborate with the processing team to ensure successful maintenance of the client’s products. - Work in tandem with the implementation team to ensure a successful launch for new clients. - Ensure client satisfaction and retention - Manage and resolve escalated client issues - Track and report on client KPI’s - Manage customer service - Perform QA testing - Liaise with internal teams (finance, processing, product) - Drive ongoing and measurable improvements to the client experience - Manage projects and programs related to improving service delivery to clients



ArtistiCreation

• United States
• Retail Apparel and Fashion

• Brand Manager

  • Jan 2010 - Jan 2019



Profits4Purpose

• Relationship Manager

  • Feb 2018 - Apr 2018

  Greater San Diego Area P4P acquired by YourCause in April 2018



Crowd Hub | Software Development

• United States
• Software Development
• 1 - 100 Employee

• Relationship Manager

  • Jun 2017 - Mar 2018

  Greater San Diego Area - Operate as the lead point of contact for any and all matters specific to my clients - Communicate progress of monthly/quarterly initiatives to internal and external stakeholders - Forecast and track key account metrics - Build deep and lasting relationships with my clients - Empower clients to maximize their initiatives - Evaluate client success and make strategic recommendations - Contribute to the growth and evolution of our client success team



GEICO

• United States
• Insurance
• 700 & Above Employee

• Personal Lines Insurance Agent

  • 2016 - 2017

  Greater San Diego Area - Multi-State licensed insurance professional specializing in automotive personal lines of insurance - Underwrite and process applications and payments for auto insurance policies - Recognized as one of the top agents in the country with an average of over 60% closure on inbound leads - Promote client retention through high quality service and follow through, as well as referring other agency products - Compliance with multiple State regulations



The Industry Standard

• Marketing Consultant & Financial Advisor

  • Feb 2007 - Feb 2015

  Marketing Consulting for Non-Profits and Small and Home Based Businesses. Financial Services for individuals.



Z57, Inc.

• United States
• Technology, Information and Internet
• 100 - 200 Employee

• Digital Marketing Consultant

  • 2012 - 2015

  Greater San Diego Area - Conduct in-depth needs assessments in order to drive more volume and better-targeted web traffic to our client’s websites. - Educate client database on how to better utilize the different web tools included in their current packages - Provide excellent customer service to current clients - Introduce and educate current clients on Search Engine Optimization and Sponsored Link (PPC) campaigns on major search engines (Google, Yahoo, and Bing) - Upsell clients to… Show more - Conduct in-depth needs assessments in order to drive more volume and better-targeted web traffic to our client’s websites. - Educate client database on how to better utilize the different web tools included in their current packages - Provide excellent customer service to current clients - Introduce and educate current clients on Search Engine Optimization and Sponsored Link (PPC) campaigns on major search engines (Google, Yahoo, and Bing) - Upsell clients to programs including Mobile Marketing, Search Engine Marketing, Social Media Marketing, Strategy Training, and Email Marketing Show less



Ashford University

• United States
• Higher Education
• 700 & Above Employee

• Lead Admissions Counselor

  • 2011 - 2012

  Greater San Diego Area



AddVenture Products

• United States
• Advertising Services
• 1 - 100 Employee

• Account Executive

  • Jan 2010 - Jun 2010



Recruiting Ventures

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Industry Manager

  • May 2007 - Nov 2009



Del Mar Financial Partners

• Financial Representative

  • Dec 2006 - Apr 2007



Mission Hills Mortgage

• Financial Services
• 1 - 100 Employee

• Loan Consultant

  • Jul 2006 - Nov 2006