Caleb Phillips

Client Success Manager at Ostendio
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us****@****om
(386) 825-5501

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Experience

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Client Success Manager
      • Jan 2023 - Present

    • United States
    • Computer and Network Security
    • 1 - 100 Employee
    • Client Success Manager
      • 2019 - 2022

      On a day-to-day basis, I identify, plan, and meet all customer demands by utilizing various sales, operations, and analytic teams inside organization. I discussed and coordinated numerous cybersecurity initiatives within portfolio through risk assessments, penetration testing, red teaming, and PCI compliance. Some of my major accomplishments and contributions are as follows: • Managed portfolio of 150 clients to ensure client satisfaction, develop strong relationships, and attain… Show more On a day-to-day basis, I identify, plan, and meet all customer demands by utilizing various sales, operations, and analytic teams inside organization. I discussed and coordinated numerous cybersecurity initiatives within portfolio through risk assessments, penetration testing, red teaming, and PCI compliance. Some of my major accomplishments and contributions are as follows: • Managed portfolio of 150 clients to ensure client satisfaction, develop strong relationships, and attain client retention, while meeting deadlines and business goals. • Determined cross- and upsell possibilities by using findings from completed and current projects to anticipate and satisfy customer objectives. • Surpassed sales goals of $1.8M in FY 2020 and $2.1M in FY 2021 for new product lines and contract extensions. Show less On a day-to-day basis, I identify, plan, and meet all customer demands by utilizing various sales, operations, and analytic teams inside organization. I discussed and coordinated numerous cybersecurity initiatives within portfolio through risk assessments, penetration testing, red teaming, and PCI compliance. Some of my major accomplishments and contributions are as follows: • Managed portfolio of 150 clients to ensure client satisfaction, develop strong relationships, and attain… Show more On a day-to-day basis, I identify, plan, and meet all customer demands by utilizing various sales, operations, and analytic teams inside organization. I discussed and coordinated numerous cybersecurity initiatives within portfolio through risk assessments, penetration testing, red teaming, and PCI compliance. Some of my major accomplishments and contributions are as follows: • Managed portfolio of 150 clients to ensure client satisfaction, develop strong relationships, and attain client retention, while meeting deadlines and business goals. • Determined cross- and upsell possibilities by using findings from completed and current projects to anticipate and satisfy customer objectives. • Surpassed sales goals of $1.8M in FY 2020 and $2.1M in FY 2021 for new product lines and contract extensions. Show less

    • Switzerland
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Key Account Manager
      • 2018 - 2019

      My primary responsibilities in this job role were to collaborate with interdisciplinary teams to create customized professional services solutions and assist customers with digital transformation. I provided managed service solutions to support customers in increasing usage of O365 and Azure investments. Please consider the following highlights of my experience: • Expedited net new growth prospects to book-of-business by submitting bids and winning RFPs. • Led and expanded large… Show more My primary responsibilities in this job role were to collaborate with interdisciplinary teams to create customized professional services solutions and assist customers with digital transformation. I provided managed service solutions to support customers in increasing usage of O365 and Azure investments. Please consider the following highlights of my experience: • Expedited net new growth prospects to book-of-business by submitting bids and winning RFPs. • Led and expanded large virtual team to change book-of-business with 130+ accounts in EPG and midmarket markets. • Awarded US FY18-FY19 Q4 Most Valuable Player (MVP) for business execution excellence and aiding others' success. Show less My primary responsibilities in this job role were to collaborate with interdisciplinary teams to create customized professional services solutions and assist customers with digital transformation. I provided managed service solutions to support customers in increasing usage of O365 and Azure investments. Please consider the following highlights of my experience: • Expedited net new growth prospects to book-of-business by submitting bids and winning RFPs. • Led and expanded large… Show more My primary responsibilities in this job role were to collaborate with interdisciplinary teams to create customized professional services solutions and assist customers with digital transformation. I provided managed service solutions to support customers in increasing usage of O365 and Azure investments. Please consider the following highlights of my experience: • Expedited net new growth prospects to book-of-business by submitting bids and winning RFPs. • Led and expanded large virtual team to change book-of-business with 130+ accounts in EPG and midmarket markets. • Awarded US FY18-FY19 Q4 Most Valuable Player (MVP) for business execution excellence and aiding others' success. Show less

    • United States
    • Software Development
    • 1 - 100 Employee
    • Mid-Market - Business Development
      • 2017 - 2018

      During this tenure, I coordinated with marketing department in directing prospects to digital content as well as coached productive team to drive best practices utilizing Salesforce and other sales technologies. My significant contributions and achievements in this job role are as follows: • Cultivated strong connections with key company decision-makers by combining inbound leads and outbound prospecting. • Established $500K new monthly pipeline by prospecting clients and accounts… Show more During this tenure, I coordinated with marketing department in directing prospects to digital content as well as coached productive team to drive best practices utilizing Salesforce and other sales technologies. My significant contributions and achievements in this job role are as follows: • Cultivated strong connections with key company decision-makers by combining inbound leads and outbound prospecting. • Established $500K new monthly pipeline by prospecting clients and accounts with outside account executives. Show less During this tenure, I coordinated with marketing department in directing prospects to digital content as well as coached productive team to drive best practices utilizing Salesforce and other sales technologies. My significant contributions and achievements in this job role are as follows: • Cultivated strong connections with key company decision-makers by combining inbound leads and outbound prospecting. • Established $500K new monthly pipeline by prospecting clients and accounts… Show more During this tenure, I coordinated with marketing department in directing prospects to digital content as well as coached productive team to drive best practices utilizing Salesforce and other sales technologies. My significant contributions and achievements in this job role are as follows: • Cultivated strong connections with key company decision-makers by combining inbound leads and outbound prospecting. • Established $500K new monthly pipeline by prospecting clients and accounts with outside account executives. Show less

    • United States
    • Software Development
    • 700 & Above Employee
    • Account Executive
      • 2015 - 2017

      In this course of employment, I maintained 500 accounts in allocated regions, including K12 and higher education institutions. Also,I conducted regular business evaluations with sales managers, directors, and senior directors as well as supported new team members with continual learning for onboarding efficiency. My noteworthy contributions in this job role are as follows: • Upsold cloud services, including Office 365, Dynamics, and Azure in each account. • Achieved 102.3% quota by… Show more In this course of employment, I maintained 500 accounts in allocated regions, including K12 and higher education institutions. Also,I conducted regular business evaluations with sales managers, directors, and senior directors as well as supported new team members with continual learning for onboarding efficiency. My noteworthy contributions in this job role are as follows: • Upsold cloud services, including Office 365, Dynamics, and Azure in each account. • Achieved 102.3% quota by growing 6% current customers/new business year-over-year. Show less In this course of employment, I maintained 500 accounts in allocated regions, including K12 and higher education institutions. Also,I conducted regular business evaluations with sales managers, directors, and senior directors as well as supported new team members with continual learning for onboarding efficiency. My noteworthy contributions in this job role are as follows: • Upsold cloud services, including Office 365, Dynamics, and Azure in each account. • Achieved 102.3% quota by… Show more In this course of employment, I maintained 500 accounts in allocated regions, including K12 and higher education institutions. Also,I conducted regular business evaluations with sales managers, directors, and senior directors as well as supported new team members with continual learning for onboarding efficiency. My noteworthy contributions in this job role are as follows: • Upsold cloud services, including Office 365, Dynamics, and Azure in each account. • Achieved 102.3% quota by growing 6% current customers/new business year-over-year. Show less

    • Outsourcing and Offshoring Consulting
    • 700 & Above Employee
    • Client Engagement Manager at Microsoft
      • 2013 - 2015

      Dring this employment, I created and closed device pipeline for United State Education clients as well as COMMUNICATED with customers to educate and answer inquiries about Microsoft products and solutions. I forged strong connections with partners to advance company. My noteworthy achievements in this job role are as follows: • Mentored team members to guarantee high-quality performance and competence advancement. • Identified software/service opportunities with virtual team and… Show more Dring this employment, I created and closed device pipeline for United State Education clients as well as COMMUNICATED with customers to educate and answer inquiries about Microsoft products and solutions. I forged strong connections with partners to advance company. My noteworthy achievements in this job role are as follows: • Mentored team members to guarantee high-quality performance and competence advancement. • Identified software/service opportunities with virtual team and frequently updated managers on company developments. • Supervised K12 and higher education institutions in North Central territory to get Windows devices into student's hands. Show less Dring this employment, I created and closed device pipeline for United State Education clients as well as COMMUNICATED with customers to educate and answer inquiries about Microsoft products and solutions. I forged strong connections with partners to advance company. My noteworthy achievements in this job role are as follows: • Mentored team members to guarantee high-quality performance and competence advancement. • Identified software/service opportunities with virtual team and… Show more Dring this employment, I created and closed device pipeline for United State Education clients as well as COMMUNICATED with customers to educate and answer inquiries about Microsoft products and solutions. I forged strong connections with partners to advance company. My noteworthy achievements in this job role are as follows: • Mentored team members to guarantee high-quality performance and competence advancement. • Identified software/service opportunities with virtual team and frequently updated managers on company developments. • Supervised K12 and higher education institutions in North Central territory to get Windows devices into student's hands. Show less

Education

  • Grand View University
    Bachelor of Arts (B.A.), Business Administration and Management, General
  • Indian Hills Community College
    Associate of Arts (A.A.), General Studies

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