Cassidy Lombardy
Team Lead , SMB at ChurnZero- Claim this Profile
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Experience
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ChurnZero
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United States
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Software Development
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100 - 200 Employee
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Team Lead , SMB
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Aug 2023 - Present
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Senior Customer Success Manager
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Jun 2023 - Present
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Customer Success Manager
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Mar 2022 - Jun 2023
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SecurEnds
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United States
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Software Development
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1 - 100 Employee
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Customer Success Manager
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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).
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Gartner
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United States
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Information Services
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700 & Above Employee
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Account Manager - Midsize Enterprise
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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.
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Conference Sales Executive
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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.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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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.
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Under Armour
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United States
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Retail Apparel and Fashion
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700 & Above Employee
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Sales Lead
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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.
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Sales Associate
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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.
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Education
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Kent State University
Bachelor of Business Administration - BBA, Entrepreneurship -
Perkins High School
High School Diploma -
Webster University Geneva
Business