Paula Fredericksen
Customer Success Director at Preferred Strategies- Claim this Profile
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Bio
Alli Clinton
I have been fortunate to work with Paula for the last 5 years at insightsoftware.com. Not only was she the top salesperson in our company, she is a woman of integrity and treats everyone with the utmost respect. I have served different roles in our Customer Support Department and have always greatly appreciated the care she gives to our customers and the initiative she takes in proactively solving issues. She is incredibly good at what she does, and she always does it with grace and a smile on her face. She is also a really fun person to be around and has a big heart for helping others. I loved working with her on various charity initiatives at our company and appreciated the
Alli Clinton
I have been fortunate to work with Paula for the last 5 years at insightsoftware.com. Not only was she the top salesperson in our company, she is a woman of integrity and treats everyone with the utmost respect. I have served different roles in our Customer Support Department and have always greatly appreciated the care she gives to our customers and the initiative she takes in proactively solving issues. She is incredibly good at what she does, and she always does it with grace and a smile on her face. She is also a really fun person to be around and has a big heart for helping others. I loved working with her on various charity initiatives at our company and appreciated the
Alli Clinton
I have been fortunate to work with Paula for the last 5 years at insightsoftware.com. Not only was she the top salesperson in our company, she is a woman of integrity and treats everyone with the utmost respect. I have served different roles in our Customer Support Department and have always greatly appreciated the care she gives to our customers and the initiative she takes in proactively solving issues. She is incredibly good at what she does, and she always does it with grace and a smile on her face. She is also a really fun person to be around and has a big heart for helping others. I loved working with her on various charity initiatives at our company and appreciated the
Alli Clinton
I have been fortunate to work with Paula for the last 5 years at insightsoftware.com. Not only was she the top salesperson in our company, she is a woman of integrity and treats everyone with the utmost respect. I have served different roles in our Customer Support Department and have always greatly appreciated the care she gives to our customers and the initiative she takes in proactively solving issues. She is incredibly good at what she does, and she always does it with grace and a smile on her face. She is also a really fun person to be around and has a big heart for helping others. I loved working with her on various charity initiatives at our company and appreciated the
Credentials
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Totango Creator: Engagement Artist
TotangoSep, 2022- Nov, 2024 -
Customer Success
Portland State University’s Center for Executive and Professional Education (CEPE)Jan, 2022- Nov, 2024 -
Certified Customer Success Manager (CCSM) Level 2
SuccessHACKERMar, 2022- Nov, 2024 -
Certified Customer Success Manager (CCSM) Level 1
SuccessHACKERJan, 2021- Nov, 2024
Experience
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Preferred Strategies
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Customer Success Director
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Feb 2020 - Present
Preferred Strategies was founded in 2002 with the business purpose of leading tier I ERP software customers in successful implementations of business intelligence software projects. Since inception, Preferred Strategies has kept a laser focus on delivering best in class solutions for JD Edwards and Viewpoint customers. Quick Launch is Preferred Strategies proprietary software product consisting of pre-defined business intelligence content tailored for both Viewpoint and JD Edwards World and EnterpriseOne software.QuickLaunch helps our clients use their data as a strategic asset. By delivering self-service access to your core data and leveraging Microsoft Power BI, business users can now derive key insights, pursue hypothesis and generate reports and analytics dashboards quickly and easily.
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Veras Partners, LLC
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United States
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Computer Software
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Director, Customer Experience and Business Operations
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Jul 2018 - Dec 2019
VERAS Partners is a consulting services startup that provides services to companies using third party reporting, planning, analytics, and archiving products over JD Edwards and Oracle ERP systems. As Director of Customer Experience and Business Operations, I identified growth opportunities within JD Edwards, Oracle, and Partner community, defined strategy, processes, and operations for new to market startup and set the overall vision, tone, and strategic plan for the Customer Experience.- Directed all activities in customer experience, business development, marketing and operations- Developed and implemented partner strategies to grow revenue and company leads through strategic partnerships- Cultivated customer relationships for repeat business and references- Led cross-functional teams with partner organizations- Created and executed marketing and social media activities- Project management oversite - Hired, developed and managed staff
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Hubble by insightsoftware.com
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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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Mar 2013 - Jun 2018
Trusted advisor to install base customers. Worked with key C level executives to promote customer success outcomes: retention, license expansion, reference management, churn reduction, customer advocacy & education, and overall customer confidence and success. Supported both Perpetual and SaaS license structures. Consistently exceeded quota. Strong interpersonal skills and emotional IQ.-Cultivated customer relationships to ensure high customer retention, loyalty, and reference-ability-Proven ability to collaborate and build strong internal and external relationships at all levels across corporate functions -Establish a trusted/strategic advisor relationship with the customer and identify ways to increase the value of our products and services.-Strong project management, relationship management, and change management skills-Use NPS feedback to strengthen and improve customer relationships
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Blue Margin, Inc.
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United States
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Data Infrastructure and Analytics
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1 - 100 Employee
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Consultant (in conjunction with First Response Management)
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Apr 2012 - Apr 2013
- Implemented Salesforce.com and Sharepoint to meet customer objectives- Provided project management and change management support- Training and consulting- Work with customers to evaluate products and determine the best product fit for their goals/needs - Implemented Salesforce.com and Sharepoint to meet customer objectives- Provided project management and change management support- Training and consulting- Work with customers to evaluate products and determine the best product fit for their goals/needs
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Consultant
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2010 - Apr 2013
Various projects including implementation of Salesforce.com, Sharepoint, CRM & Sharepoint training, Sales and soft skills training and consulting.Health Team Works - implemented Sharepoint 2010, managed rollout and training.- Customer Relationship Manager/Project manager - Gap Analysis, defined goal and project milestones- Provided training and guidance to usersHealth Team Works - implemented Salesforce.com and Dreamteam. Trained end-users and provide support, project management and consulting as needed.- Customer Relationship Manager- Project manager- Implemented Salesforce and DreamTeam- Provided training and ongoing support- Provided Project Management and Change Management support- Worked within organizations to create confidence in value of project/softwareHalliburton - designed and delivered Communication, Time Management and Customer Service courses customized for Halliburton. Materials included, participant manual, instructor guide, Powerpoint, video, and training aids. Coachesaid - Event management and planning for 5 prep media day events for Coaches Aid www.coachesaid.com.Other small company Salesforce implementations
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Account Executive
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Aug 2005 - 2010
Business Development in the Higher Education space selling SaaS. Managed all aspects of sales development cycle, from prospecting to qualifying key opportunities to detailed demonstrations and negotiation/closing activities. Clearly communicated the value proposition of software and services to qualified customers using a consultative approach through online demonstrations, calls and on-site meetings. Nurtured customer relationships before, during and after implementation. Unique understanding of sales cycle in Higher Education and the importance of relationships within the industry.- Business Development - outstanding success in growing customer base in Western Region- Cultivated and maintained client relationships in an industry known for long sales cycles- Provided Sales demonstrations and presented implementation process overviews- Acted as a liaison between the client and the implementation team- Provided post-sales support including account management and ongoing training
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Business Analyst/Consultant Manager
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Jun 2003 - Aug 2005
Other Early Career Experience: The Implementation Partners* Business Analyst/Project Manager 2.6 yearsJDEdwards Financial Suite Trainer/Sales/Marketing Trainer 3 years Boston Market Accounting Manager 1 yearUI Video DBA Blockbuster Video* Accounting Manger 3 years *Company was acquired Other Early Career Experience: The Implementation Partners* Business Analyst/Project Manager 2.6 yearsJDEdwards Financial Suite Trainer/Sales/Marketing Trainer 3 years Boston Market Accounting Manager 1 yearUI Video DBA Blockbuster Video* Accounting Manger 3 years *Company was acquired
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Education
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Colorado State University
BS Accounting
Community
