Experience

CaptivateIQ

• United States
• Software Development
• 200 - 300 Employee

• Enterprise Customer Success Manager

  • Jul 2023 - Present

  San Diego, California, United States

• Customer Success Manager

  • Feb 2023 - Jun 2023



MarcomCentral

• United States
• Software Development
• 1 - 100 Employee

• Onboarding Project Manager

  • Oct 2021 - Feb 2023

  San Diego, California, United States • Working with post-Sales Enterprise Clients to successfully implement their Project Pipeline from Onboarding to Launch • Frequent Client Communication and Execution the tasks for the Project Pipeline via weekly Zoom meetings, emails and calls • Internal collaboration with Service, Engineering, Technical and Training teams to implement project planning according to estimated date of completion • Innovation and Creation of Portal Launch Announcement and Reporting Meeting Agenda and… Show more • Working with post-Sales Enterprise Clients to successfully implement their Project Pipeline from Onboarding to Launch • Frequent Client Communication and Execution the tasks for the Project Pipeline via weekly Zoom meetings, emails and calls • Internal collaboration with Service, Engineering, Technical and Training teams to implement project planning according to estimated date of completion • Innovation and Creation of Portal Launch Announcement and Reporting Meeting Agenda and Presentation • Enterprise Level Presentations: Tailoring meetings to demonstrate how clients business outcomes and success plan are relevant to topics presented within the phases of project management Show less



Mitchell International

• United States
• Software Development
• 700 & Above Employee

• Customer Success Manager II

  • May 2018 - Oct 2021

  Greater San Diego Area ** Promotion to Social Client Relationship Manager at Mitchell1**(Sister Company of Mitchell International) Dec 2020- Oct 2021 • Trusted Adviser and Voice of the Customer working with automotive & diagnostic repair shop owners who purchase SocialCRM services. • Aligned the position’s core responsibilities as a Social CRM with each customer to build a healthy, trusting relationship to ensure ongoing success of the SocialCRM program and Customer Retention • Successfully achieved the… Show more ** Promotion to Social Client Relationship Manager at Mitchell1**(Sister Company of Mitchell International) Dec 2020- Oct 2021 • Trusted Adviser and Voice of the Customer working with automotive & diagnostic repair shop owners who purchase SocialCRM services. • Aligned the position’s core responsibilities as a Social CRM with each customer to build a healthy, trusting relationship to ensure ongoing success of the SocialCRM program and Customer Retention • Successfully achieved the metrics as a SocialCRM which include discussing the effectiveness of the shops marketing efforts and their internet presence, while actively presenting the ROI the shop is seeing from using the client’s SocialCRM services and marketing campaigns. **Customer Success Manager 1 and 2 at Mitchell International** May 2018 - Dec 2020 • Primary focus on achieving high customer retention percentages and customer satisfaction among our Enterprise customers • Responsible for customer onboarding and spearheading any issues or concerns presented to us during this phase of the customer journey • Conducted Quarterly Business Reviews and presented new product features and enhancements in these presentations • Responsible for disseminating Escalation calls and Issues until Resolutions were in place • Highest customer renewal rate of 96% in our team metrics • Promotion within a Year from Customer Success Manager 1 to Customer Success Manager 2 • Advocated a dynamic team culture within our group of CSM’s to ensure growth, collaboration and achievement were at the forefront of our team goals Show less



GEICO

• United States
• Insurance
• 700 & Above Employee

• Licensed Sales Agent

  • May 2017 - Mar 2018

  Poway, CA Inbound Call Center experience, working as a Licensed Personal Auto Sales Agent. Licensed to sell auto insurance in 9 states: CA, WA, ID, AK, AZ, OR, NV, UT and Hawaii.



700 W Fitness

• Co-Founder & Director of Networking

  • Apr 2016 - May 2017

  We are an Integrative Consulting Team specialized in fitness programming for your life. F.I.T.N.E.S.S. Focused Intention Toward Nourishing Excellence, Suitability, & Sustainability Fitness of Spirit, Body and Soul leads to the life of prosperity so many desire yet lack due to improper nourishment or imbalance. We achieve this by establishing suitable and sustainable routines. We progress knowledge to understanding by design in your curriculum. Programs are built on biblical… Show more We are an Integrative Consulting Team specialized in fitness programming for your life. F.I.T.N.E.S.S. Focused Intention Toward Nourishing Excellence, Suitability, & Sustainability Fitness of Spirit, Body and Soul leads to the life of prosperity so many desire yet lack due to improper nourishment or imbalance. We achieve this by establishing suitable and sustainable routines. We progress knowledge to understanding by design in your curriculum. Programs are built on biblical principles of fitness and prosperity; maintaining balance through diligence. Website: www.700wfit.com Services Our Integrative Consulting Team is specialized in fitness programming for your life, around your schedule, in your world, and on your terms. Our services focus on the following areas: Performance Training Nutrition Development Group Training Corporate Wellness Motivational Speaking Show less



Cute Cakes Gaslamp

• Customer Service Sales Associate

  • Mar 2012 - May 2017

  Front Team Superstar responsible for creating a comfortable and memorable dining experience. Specific duties include greeting customers, answering customer questions and serving customers our products. Primarily worked on high-volume weekend nights. Responsible for completing assigned opening and closing tasks.



CoStar Group

• United States
• Real Estate
• 700 & Above Employee

• Research Associate II

  • Nov 2013 - Apr 2016

  Learning the basics of real estate knowledge to accurately update and interact with brokers, property managers, tenants, property owners on a daily basis. Daily responsibilities included high volume calls to update client listings, and maintaining accurate client account listings, including Sale and lease transactions. Report Writing included Sales comparable reports to confirm relevant details with all parties. Special assignment includes the role of Pipeline Researcher. Special assignment… Show more Learning the basics of real estate knowledge to accurately update and interact with brokers, property managers, tenants, property owners on a daily basis. Daily responsibilities included high volume calls to update client listings, and maintaining accurate client account listings, including Sale and lease transactions. Report Writing included Sales comparable reports to confirm relevant details with all parties. Special assignment includes the role of Pipeline Researcher. Special assignment includes being involved as a test market for the role of Pipeline Researcher. Successfully was responsible for discovering 40 million square feet of proposed and under construction commercial real estate developments in the Inland Empire and Hawaii regions. Show less



Se San Diego Hotel

• Hospitality
• 1 - 100 Employee

• Business Travel Sales Manager

  • Feb 2008 - Dec 2009

  San Diego, California, United States Primary responsibilities include prospecting and qualifying new customers in a pre-opening sales environment, which includes site tours and inspections. Sales objectives focus on targeting past corporate clients to establish negotiated rate agreements, networking within the local downtown marketplace to solicit new potential corporate accounts, outreach to local travel agencies to inform them about our hotel. Additional tasks include participating in tradeshows and group presentations with… Show more Primary responsibilities include prospecting and qualifying new customers in a pre-opening sales environment, which includes site tours and inspections. Sales objectives focus on targeting past corporate clients to establish negotiated rate agreements, networking within the local downtown marketplace to solicit new potential corporate accounts, outreach to local travel agencies to inform them about our hotel. Additional tasks include participating in tradeshows and group presentations with Preferred Hotel Group to create awareness of our hotel. Show less



Courtyard by Marriott San Diego Downtown

• Hospitality
• 1 - 100 Employee

• Corporate Sales Manager

  • Jan 2005 - Feb 2008

  San Diego, California, United States Primary responsibilities include prospecting and qualifying new customers for negotiated corporate accounts, maintaining relationships with current company contacts, saturating current accounts to target new divisions/departments, acting as a personal resource to all customers for client inquiries. Additional responsibilities include distributing daily welcome cards, handling corporate reservation requests, presenting the hotel to prospective and current clients through site visits, constantly… Show more Primary responsibilities include prospecting and qualifying new customers for negotiated corporate accounts, maintaining relationships with current company contacts, saturating current accounts to target new divisions/departments, acting as a personal resource to all customers for client inquiries. Additional responsibilities include distributing daily welcome cards, handling corporate reservation requests, presenting the hotel to prospective and current clients through site visits, constantly communicating with the front desk agents concerning reservation adjustments, special requests, payment methods. Show less