Cassidy Lombardy

Team Lead , SMB at ChurnZero
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Location
Raleigh, North Carolina, United States, US
Languages
  • English -

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Experience

    • United States
    • Software Development
    • 100 - 200 Employee
    • Team Lead , SMB
      • Aug 2023 - Present

    • Senior Customer Success Manager
      • Jun 2023 - Present

    • Customer Success Manager
      • Mar 2022 - Jun 2023

    • United States
    • Software Development
    • 1 - 100 Employee
    • Customer Success Manager
      • Feb 2021 - Feb 2022

      • Establish processes for customer onboarding, customer journey maps, engagement guidelines, and success indicators. • Independently manage 100+ customers by holding quarterly business reviews, monthly touchpoints, and building relationships (strategic & enterprise). • Establish processes for customer onboarding, customer journey maps, engagement guidelines, and success indicators. • Independently manage 100+ customers by holding quarterly business reviews, monthly touchpoints, and building relationships (strategic & enterprise).

    • United States
    • Information Services
    • 700 & Above Employee
    • Account Manager - Midsize Enterprise
      • Jul 2020 - Feb 2021

      • Foster long term, strategic relationships with CEOs and strategic business leaders for technology vendor clients with less than $5M in annual revenue. • Ensure clients receive maximum value from Gartner services to retain and grow accounts by performing in-depth discovery of their key initiatives and aligning the appropriate Gartner resources.

    • Conference Sales Executive
      • Aug 2019 - Jul 2020

      • Engaged with C-level executives and direct reports of global and large enterprise clients to deliver Gartner Conference recommendations aligned to support top initiatives and become a trusted advisor for long term account growth. • Built territory plans every quarter to prioritize accounts and growth opportunities. • Held 11 client meetings and added 16 opportunities into the pipeline weekly.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative
      • Jan 2019 - May 2019

      • Established rapport with qualified prospects to schedule 6-10 fact-finding meetings per week. • Identify networking opportunities via LinkedIn, personal resources, and Kent State University contacts to grow business portfolio. • Created and analyzed customized financial plans to present recommendations based on lifestyle needs. • Participated in weekly coaching sessions with supervisor to discuss performance and opportunities for growth. • Established rapport with qualified prospects to schedule 6-10 fact-finding meetings per week. • Identify networking opportunities via LinkedIn, personal resources, and Kent State University contacts to grow business portfolio. • Created and analyzed customized financial plans to present recommendations based on lifestyle needs. • Participated in weekly coaching sessions with supervisor to discuss performance and opportunities for growth.

    • United States
    • Retail Apparel and Fashion
    • 700 & Above Employee
    • Sales Lead
      • Jan 2018 - Oct 2018

      • Assisted customers in selecting merchandise, provided product knowledge, and quickly resolved customer concerns. • Analyzed hourly metrics, such as net sales, average units, and data capture to determine how the store is performing. • Coached teammates by being able to understand their strengths and weaknesses then adjust sales training accordingly. • Assisted customers in selecting merchandise, provided product knowledge, and quickly resolved customer concerns. • Analyzed hourly metrics, such as net sales, average units, and data capture to determine how the store is performing. • Coached teammates by being able to understand their strengths and weaknesses then adjust sales training accordingly.

    • Sales Associate
      • Nov 2013 - Jan 2018

      • Promoted from Sales Associate to Sales Associate Coach in July 2015 by consistently demonstrating excellent customer service skills. • Provided efficient and friendly customer service that resulted in sales. • Utilized strong persuasive skills by consistently being recognized as a top performer in credit card applications. • Promoted from Sales Associate to Sales Associate Coach in July 2015 by consistently demonstrating excellent customer service skills. • Provided efficient and friendly customer service that resulted in sales. • Utilized strong persuasive skills by consistently being recognized as a top performer in credit card applications.

Education

  • Kent State University
    Bachelor of Business Administration - BBA, Entrepreneurship
    2015 - 2019
  • Perkins High School
    High School Diploma
    2011 - 2015
  • Webster University Geneva
    Business

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