Experience

Accounting Seed

• United States
• Software Development
• 1 - 100 Employee

• Customer Success Manager at Accounting Seed

  • Feb 2022 - Present



ConstructConnect™

• United States
• Information Services
• 1 - 100 Employee

• Customer Success Manager

  • Sep 2020 - Mar 2022

  ● Cultivating relationships with a customer base of over 330 clients. Using consultative strategies to show a return on investment and enhance the customer's experience using the software.● Managing a $12,000,000 book of business● Conducting customer onboarding, consultations, and business reviews via tele-conference on accounts regularly, assessing customer usage and client needs by determining the types of services or products needed and developing pricing strategies that align with the needs of the client and organization. ● Upselling customers to optimal organizational solutions, increasing their dependency on the company software, driving overall software adoption.● Product expert in using Gainsight and Salesforce CRM systems, for customer usage analysis and assessing business needs.

• Strategic Sales Consultant

  • Nov 2019 - Sep 2020

  ● Generated and converted leads into upsell opportunities within the current customer base by showcasing the latest product offerings.● Provided consultative solutions to maximize the customer's workflow and increase their productivity by adopting company products.● Devised pricing strategy that adheres to company guidelines, maximizing the total upsell dollar amount.

• Customer Success Manager

  • Sep 2018 - Nov 2019



Performance Food Group

• United States
• Food & Beverages
• 700 & Above Employee

• Area Manager

  • Aug 2016 - Sep 2018

  ● Executed different cold-calling techniques to prospect and generate new business leads for independent restaurants, daycare facilities, hotels and other qualified businesses. ● Achieved Salesman of the Month awards and among the leaders in monthly sales● Utilized a consultative sales approach, identifying the needs of the customer and advising on the best path to achieve their goals in both food and non-food products.● Organized in-house demonstrations, showcased company products, increasing the demand for the most profitable products available. ● Performed company sales best practices through entire sales cycle from prospecting to asking for the order and closing the account, creating a win-win scenario for both parties. ● Managed several territories between Indiana, Kentucky and the Greater Cincinnati Areas.



The Cincinnati Insurance Companies

• United States
• Insurance
• 700 & Above Employee

• ITProject Manager

  • Jul 2014 - Aug 2016

  ● Excelled at delivering completed project results on time, within budget and within the agreed upon project scope.● Collaborated on multiple successful project completions, according to PMO standards.● Cultivated and nurtured relationships with key project stakeholders, critical to project life cycle and support.● Built trust within the assembled project teams, increasing team buy-in into the project direction.● Applied PMO methodology to help drive the project through the various phases of the project life cycle.● Identified, anticipated and managed risks and issues that could impact the project. ● Utilized established change control processes to manage project scope. ● Managed the planning, execution, and delivery of all required project deliverables. ● Negotiated with high-level project stakeholders on items that affected scope, cost, time and quality.

• Underwriting Specialist

  • Feb 2011 - Jul 2014



Great American Insurance

• United States
• Insurance
• 700 & Above Employee

• Associate Business Analyst

  • May 2008 - Aug 2009

  • Perform User Acceptance testing for policy and underwriting systems on behalf of or along with Product Development & Compliance, individual Business Units, and the Statistical Compliance Group. Test to ensure product is compliant, of high quality and meets business requirements. Will test in compliance with agreed upon dates and test plans.• Partner with IT testing team to enable automation of test scripts where applicable. Develop business scenarios along with expected results for the UW Desktop• Provide subject matter expertise for Commercial lines entry, rating, processing and business processes/workflow. Participate in requirement walkthroughs representing the interests of product development & compliance and the business unit.



Cincinnati Financial Corporation

• Investment Management
• 1 - 100 Employee

• Underwriting Specialist

  • Sep 2002 - May 2008

  • Responsible for accepting, rejecting or modifying new and renewal business for all commercial lines to ensure a profitable book of business.• Markets the company products through agency contacts to achieve company growth and profitability targets. Provided great customer service to agency contacts and Customer Service Representatives. • Developed and sustained relationships with agents, monitored agency growth, profitability, and quality of submissions and kept agents up-to-date with underwriting and/or product changes.• Priced business according to company underwriting and pricing guidelines within individual underwriting authority limits and ensured standards for timeliness are met.• Managed accounts in a territory located around the Canton, OH area consisting of approximately $7.5 million in insurance premiums.• Maintained a loss ratio of approximately 40% within the territory, by coming up with ways to solve problems with troubled accounts.• Involved in educating other experienced underwriters on system changes involving newly developed policy issuance software. Acted as a Mentor to newly hired underwriters.