Experience

Workato

• United States
• Software Development
• 700 & Above Employee

• CSM Team Lead, Embedded Platform

  • May 2021 - Present

  United States

• Customer Success Manager, Embedded Platform

  • Mar 2021 - May 2021

  Workato is the operating system for today's fast-moving business. Recognized as a leader by both Gartner and Forrester, it is the only AI-based middleware platform that enables both business and IT to integrate their apps and automate complex business workflows with security and governance. Our mission is to help companies integrate and automate at least 10X faster than with traditional tools and at a tenth of the cost of ownership. Workato is trusted by the world's top brands and fastest… Show more Workato is the operating system for today's fast-moving business. Recognized as a leader by both Gartner and Forrester, it is the only AI-based middleware platform that enables both business and IT to integrate their apps and automate complex business workflows with security and governance. Our mission is to help companies integrate and automate at least 10X faster than with traditional tools and at a tenth of the cost of ownership. Workato is trusted by the world's top brands and fastest growing innovators.



Nutrislice

• United States
• Software Development
• 1 - 100 Employee

• Senior Director, Client Solutions

  • Jun 2020 - Feb 2021

  Colorado, United States



Cloud Elements

• Technical/Commercial Account Manager - Customer Success

  • Jan 2019 - Jun 2020

  Greater Denver Area

• Senior Customer Success Manager

  • Jan 2017 - Jun 2020

  Denver, CO As a Sr. Customer Success Manager, I am responsible for driving customer outcomes: product adoption, customer satisfaction, churn reduction, revenue growth, and overall customer health. Serving as the post-sales, primary customer contact ensuring all aspects of customer onboarding and sustained operations is successful and on track with the goals of the project, I provide support throughout implementation, adoption, and on-going relationship management and act as a “trusted advisor” to the… Show more As a Sr. Customer Success Manager, I am responsible for driving customer outcomes: product adoption, customer satisfaction, churn reduction, revenue growth, and overall customer health. Serving as the post-sales, primary customer contact ensuring all aspects of customer onboarding and sustained operations is successful and on track with the goals of the project, I provide support throughout implementation, adoption, and on-going relationship management and act as a “trusted advisor” to the customer to make them successful with the products they have purchased, and ensure they are realizing value from their investments. I am an internal champion and quarterback, developing strong internal relationships and coordinating a cross-functional approach in order to ensure cohesion and shared understanding of goals and initiatives necessary for sustained customer success and growth, while also obtaining a technical understanding of our products and services so that I am able to perform product demos and provide training as needed. Key focus areas include successful outcome attainment, retention, expansion, and customer advocacy. Cloud Elements is a cloud API integration service that uses a “one-to-many” approach to connect your application with entire categories of services through uniform APIs. We enable application developers to rapidly deliver “Cooperative Apps”; apps that connect seamlessly with other leading cloud services. Cloud Elements is headquartered in Denver, CO & serves customers worldwide. I live by and champion Cloud Elements cultural values: Customers First; Keep it Simple; Freedom, Flexibility, Responsibility; Passionate Contributors, and Iterate to Success!



ReedGroup

• United States
• Insurance
• 400 - 500 Employee

• Senior Account Management Executive

  • Aug 2012 - Jan 2017

  Westminster, CO Primary account resource for software clients. Responsible for actively managing the client relationship as it progresses from sales, through implementation and into sustained operations. •Provides direction and support to ensure effectiveness and efficiency of the team(s) •Engages in the typical responsibilities of a technical account manager requiring planning, evaluating, organizing, integrating, and controlling client deliverables •Manages the planning, development, design, and… Show more Primary account resource for software clients. Responsible for actively managing the client relationship as it progresses from sales, through implementation and into sustained operations. •Provides direction and support to ensure effectiveness and efficiency of the team(s) •Engages in the typical responsibilities of a technical account manager requiring planning, evaluating, organizing, integrating, and controlling client deliverables •Manages the planning, development, design, and implementation of assigned projects; including tracking schedules, issues, and tasks •Confers with customers and product to assess needs, and to determine requirements •Provides forward-thinking on product introduction/development and on new technology projects •Assists the Director with strategic decisions and direction; develop tactics per client that will meet annual objectives •Responsible for product demonstrations and technical presentations/seminars within target assigned accounts •Reviews account penetration and relationship development with manager •Provides leadership on the account and in the program execution process •Manages day-to-day dialogue with client contacts •Implements strategy and assures teams work together as a group to accomplish overall goals Show less



BT Group

• United Kingdom
• Telecommunications
• 700 & Above Employee

• Client Service Manager

  • May 2012 - Jul 2012

  Westminster Colorado Liaison between client and internal departments for multiple Fortune 500 companies. Coordinate project management activities for products and services including planning, implementation, deployment, and training user communities. Assists in the development of operation manuals, change management, incident management, and escalation procedures and provide escalation assistance and post-incident reports. Provides accurate and useful information to management to improve services, reduce costs,… Show more Liaison between client and internal departments for multiple Fortune 500 companies. Coordinate project management activities for products and services including planning, implementation, deployment, and training user communities. Assists in the development of operation manuals, change management, incident management, and escalation procedures and provide escalation assistance and post-incident reports. Provides accurate and useful information to management to improve services, reduce costs, and clients return on investment through analyzing information, metrics, and data. Increases revenue by conceptualizing and executing global marketing and training programs. Assists in resolving complex billing and collection issues. Facilitates regular service meetings, customer training sessions and Quarterly Business Reviews. Meets all project deadlines, quarterly targets and contractual and service level agreements. Show less



ImageSeller

• Account Executive

  • Apr 2006 - Jul 2012

  Manage Client and Account services for large beverage company, including development and maintenance of promotional merchandise, POS, and print materials. Responsible for the account planning process, including; initiation, execution, reconciliation and associated profitability, assuming the lead role in the development of client strategy. Responsible for the management of assigned business opportunities & identifies new business opportunities. Lead and manage cross functional resources to… Show more Manage Client and Account services for large beverage company, including development and maintenance of promotional merchandise, POS, and print materials. Responsible for the account planning process, including; initiation, execution, reconciliation and associated profitability, assuming the lead role in the development of client strategy. Responsible for the management of assigned business opportunities & identifies new business opportunities. Lead and manage cross functional resources to deliver extreme customer service and exceed client expectations. Communicate ongoing status of projects to Client and Agencies via weekly status reports and project tracking system. Participate in Client activities and events as well as Agency planning meetings. Work with Agencies to develop projects and programs on behalf of client. Initiate and lead internal brainstorming and creative meetings. Manage internal communication specifics of client/agency needs. Initiates recommendation and strategies to achieve program objectives. Manage/update/review on-line web store, provide Purchasing Department with information required to execute programs, and manage inventory within established financial guidelines. Oversee growth and development of Account Managers. Oversee and establish priorities for sourcing, purchasing, and creative teams. Visit local retailers and attend trade shows to stay abreast of innovation, technology and trends, visit local on and off premise accounts to identify industry activity.

• Sourcing Manager

  • Oct 2004 - Apr 2006

  Research, source, and prepare presentation of apparel and accessory items for Website, Stock, and Promotion specific programs for the consumer packaged-goods industry. Work closely with Account Service to satisfy client requests in a timely and organized fashion. Work with Purchasing to develop strong vendor relationships and to ensure accuracy in order placement and pricing.



The Integer Group

• Account Executive - Merchandising

  • 1994 - 2000