Experience

Ungerboeck

• United States
• Software Development
• 1 - 100 Employee

• Senior Customer Success Manager



Ungerboeck

• United States
• Software Development
• 1 - 100 Employee

• Customer Success Manager

  • Oct 2014 - Present

  • Advocates customer needs/issues to provide ultimate success • Works with clients from onboarding through ongoing use: develop roadmaps, monitor and drive adoption and client experience, plan and manage releases, and drive business outcomes. • Establishes critical outcomes, or other key performance indicators and aid the customer in achieving their goals • Provides feedback to Product Management on key features and/or product limitations that are inhibiting usage and growth for clients • Growing client relationships by identifying expanded opportunities and improvements• Planned and executed Standard Operating Procedures manuals for customers using our software to include specific business practices & techniques to run their business successfully• Created and delivered conference presentations at the USI Global Conference (2016, 2017, 2018, 2019)• Developed and executed Training Academy sessions at the USI Global Conference (2017)



Ansira

• Account Manager

  • Apr 2011 - Oct 2014

  • Successfully managed four marketing programs for multiple automobile OEM's advertising programs• Trained and mentored new team members on program guidelines and procedures• Executed client reporting and presentations to illustrate program effectiveness• Corresponded and collaborated with both client and customers on a regular basis• Developed training documents and best practices for multiple accounts• Integrated new and innovative processes to improve account productivity • Successfully managed four marketing programs for multiple automobile OEM's advertising programs• Trained and mentored new team members on program guidelines and procedures• Executed client reporting and presentations to illustrate program effectiveness• Corresponded and collaborated with both client and customers on a regular basis• Developed training documents and best practices for multiple accounts• Integrated new and innovative processes to improve account productivity



WSI

• Director of Marketing

  • Dec 2010 - Mar 2011

  •Developed customized sales presentations with extensive research and analysis of prospective clients•Responded to RFPs and designed unique sales presentations•Project Management for multiple accounts•Created and executed social media campaigns for various accounts•Coordinated and tracked lead generation for potential clients & franchisees •Promoted franchise sales through social media outlets such as LinkedIn, Facebook, and Twitter •Developed customized sales presentations with extensive research and analysis of prospective clients•Responded to RFPs and designed unique sales presentations•Project Management for multiple accounts•Created and executed social media campaigns for various accounts•Coordinated and tracked lead generation for potential clients & franchisees •Promoted franchise sales through social media outlets such as LinkedIn, Facebook, and Twitter



Triad Sports and Family Chiropractic

• Community Relations Liaison

  • May 2010 - Oct 2010

  • Formulated & contacted new leads for local health fairs and company lectures• Corresponded with several different advertising possibilities for possible trades and ad space• Created detailed marketing plans and budgets for current quarter and future• Assisted in composing and implementing on-line newsletters and e-vites for patients • Formulated & contacted new leads for local health fairs and company lectures• Corresponded with several different advertising possibilities for possible trades and ad space• Created detailed marketing plans and budgets for current quarter and future• Assisted in composing and implementing on-line newsletters and e-vites for patients



Streetscape Magazine

• Intern for Greater Saint Charles Fashion Week

  • Feb 2010 - Aug 2010

  • Created and implemented marketing/ business plan for the 2nd annual Saint Charles Fashion Week event• Assisted in event planning responsibilities such as follow up with vendors and creating advertising collateral• Conducted cold calls to potential sponsors for both Streetscape Magazine and Fashion Week• Delegated responsibilities to fellow interns acting a liaison between event coordinator and team members • Created and implemented marketing/ business plan for the 2nd annual Saint Charles Fashion Week event• Assisted in event planning responsibilities such as follow up with vendors and creating advertising collateral• Conducted cold calls to potential sponsors for both Streetscape Magazine and Fashion Week• Delegated responsibilities to fellow interns acting a liaison between event coordinator and team members



St. Charles Convention Center

• Marketing and Public Relations Intern

  • Aug 2009 - Dec 2009

  • Assisted in planning, designing, and implementing a nonprofit event by generating press releases• Created and streamlined an upcoming events brochure to be distributed throughout Historic Saint Charles• Researched, recommended & implemented ways to improve social media and potential local advertising opportunities• Developed wedding tab for website and designed various advertisements, collateral pieces, and digital signage • Assisted in planning, designing, and implementing a nonprofit event by generating press releases• Created and streamlined an upcoming events brochure to be distributed throughout Historic Saint Charles• Researched, recommended & implemented ways to improve social media and potential local advertising opportunities• Developed wedding tab for website and designed various advertisements, collateral pieces, and digital signage



Triad Sports and Family Chiropractic, LLC

• Office Manager

  • Jun 2007 - Apr 2009

  • Created a detailed billing system that generated an average of 75% collections monthly• Trained and supervised employees to comply with office standards• Assisted owner in creating “Standard Operating Procedures” for the office• Responsible for tracking time cards, billing insurance agencies & sending monthly statements • Created a detailed billing system that generated an average of 75% collections monthly• Trained and supervised employees to comply with office standards• Assisted owner in creating “Standard Operating Procedures” for the office• Responsible for tracking time cards, billing insurance agencies & sending monthly statements