Experience

AtoB

• United States
• Financial Services
• 1 - 100 Employee

• Customer Success Manager

  • Jan 2022 - Present

  Creating and implementing business fueling strategies to optimize our partner relationships nationwide by guiding our clients towards success via our software • Providing end-to-end renewal support while utilizing our sales team process to ensure retention and minimize churn • Active liaison between sales ops and our client base to determine client needs, understanding the client’s business objectives and introducing the best practices to reach the maximum benefits through our tracking platform and various SaaS tools Show less



LivLife Accounting

• United States
• Accounting

• Customer Experience Manager

  • Jan 2019 - Present

  • Collaborating with the firm's leadership team to develop/manage the overall support and retention strategies to best reflect the firm’s brand identity and business process • Automating the Client Experience sector of the company and maintaining the system bi-weekly • Leveraging data and customer insights to drive product adoption, renewal, and expansion with various SaaS Finance tools • Lead team and client trainings via video conferences (ex: Zoom, Teams, G-Suite) • Collaborating with the firm's leadership team to develop/manage the overall support and retention strategies to best reflect the firm’s brand identity and business process • Automating the Client Experience sector of the company and maintaining the system bi-weekly • Leveraging data and customer insights to drive product adoption, renewal, and expansion with various SaaS Finance tools • Lead team and client trainings via video conferences (ex: Zoom, Teams, G-Suite)



Onelab Ventures

• United States
• Software Development
• 1 - 100 Employee

• Business Development Manager

  • Jan 2020 - Dec 2021

  On-board clients through an orientation of the company’s end-to-end programs and services to ensure proper utilization of our SaaS platform and increase brand loyalty by advising clients on the best software solutions for wholesale distributors and retail chains • Effectively communicate with our internal operations teams to resolve any post on-boarding concerns • Troubleshooting, being proactive with potential system challenges, and routinely following up on any client tickets within our CRM Show less



Salesforce

• United States
• Software Development
• 700 & Above Employee

• Customer Success Specialist

  • May 2017 - Dec 2020

  • Trusted advisor to our large customer base, ensuring success, and helping customers achieve their business goals to get the most out of their investment with Salesforce • Effectively communicate with internal team members in Activations, Scheduling, Tours, Pricing, and Closing to ensure retention and an exemplary client experience • Drive increased value, retention, customer satisfaction, and ultimately the expansion of the Salesforce footprint • Create and deliver product-related content to our key users to increase full adoption of best practices and newly released features Show less