Experience

Deel

• United States
• Human Resources Services
• 700 & Above Employee

• Senior Customer Success Manager, Strategic

  • Jul 2023 - Present

• Customer Success Manager

  • Jan 2022 - Jul 2023

  •Increased book of business size from $1.39M ARR to $5.85M ARR •Lead global team in QBR completion from Q3 2022 to Q3 2023 •Recognized as key contributor of customer success organization for 2022 •Lead regular 1v1’s with SMB team to discuss career development, training, projects, performance, etc. •Managed working relationships, system procedures, and advancements with the sales organization as the internal project leader. •Created training documents in collaboration with… Show more •Increased book of business size from $1.39M ARR to $5.85M ARR •Lead global team in QBR completion from Q3 2022 to Q3 2023 •Recognized as key contributor of customer success organization for 2022 •Lead regular 1v1’s with SMB team to discuss career development, training, projects, performance, etc. •Managed working relationships, system procedures, and advancements with the sales organization as the internal project leader. •Created training documents in collaboration with enablement team for knowledge base and ongoing team development •Recognized as consistently exceeds exceptions in 2022 annual performance review •Regularly attended and participated in leadership meetings between customer success and sales •Supported ARR growth from $55M to $340M+ in hyper growth SaaS environment •Conducted new hire ramp up and best practices training sessions •Regularly worked with operations to make improvements and test additional functionality for team tech stack



Truework

• United States
• Financial Services
• 1 - 100 Employee

• Implementations Associate

  • Jan 2021 - Oct 2021

  Remote • Managed HR Network integrations of customers (200+) through SFTP, API, and RaaS • Strengthened client relationships post-sales through the integration process • Created process standardization to allow customers to be self-service, decreasing TAT by 75% and internal work/resources by 95% • Integrated top startups such as Stripe, Robinhood, Snowflake, Etsy, DoorDash, Affirm, etc. • Introduced internal growth project that changed the primary goal of the company’s future •… Show more • Managed HR Network integrations of customers (200+) through SFTP, API, and RaaS • Strengthened client relationships post-sales through the integration process • Created process standardization to allow customers to be self-service, decreasing TAT by 75% and internal work/resources by 95% • Integrated top startups such as Stripe, Robinhood, Snowflake, Etsy, DoorDash, Affirm, etc. • Introduced internal growth project that changed the primary goal of the company’s future • Assisted in creation of instantly verifiable network of over 35 million employees • Supported API creation and setup for top lenders/HRIS platforms (Quicken Loans, Better Mortgage, Gusto, Paylocity) • Worked cross-functionally with all departments within the company (Sales, EPD, GTM, CX, Ops, CS)

• Operations Pending Specialist II

  • Aug 2020 - Jan 2021

  Remote • Managed operations on-network manual process • Interviewed candidates for Operations roles • Worked cross-functionally with CX, CS, Implementations, and Engineering • Investigated social services offerings with select team and represented operations org • Set top records for verifications processed in a day by 100% margin • Completed outreach to POC's of on-network customer base • Pioneered the investigator committee to analyze and review product expansion • Administrator… Show more • Managed operations on-network manual process • Interviewed candidates for Operations roles • Worked cross-functionally with CX, CS, Implementations, and Engineering • Investigated social services offerings with select team and represented operations org • Set top records for verifications processed in a day by 100% margin • Completed outreach to POC's of on-network customer base • Pioneered the investigator committee to analyze and review product expansion • Administrator to TextExpander for Operations org

• Operations Pending Specialist

  • Apr 2020 - Aug 2020

  Remote • Processed incoming VOE/VOI verification requests • Reviewed incoming verifications for fraud, legal authorization, and required information to ensure privacy of targets • Completed daily follow up requests to outstanding verifications • Completed sales analysis and target sheet and worked alongside the Director of Sales to implement into the sales pipeline • Worked cross-functionally with Director of Data Science to complete performance analysis on follow up notifications to… Show more • Processed incoming VOE/VOI verification requests • Reviewed incoming verifications for fraud, legal authorization, and required information to ensure privacy of targets • Completed daily follow up requests to outstanding verifications • Completed sales analysis and target sheet and worked alongside the Director of Sales to implement into the sales pipeline • Worked cross-functionally with Director of Data Science to complete performance analysis on follow up notifications to assess automation • Managed first Healthcare client in end to end process and relationship management • Pioneered QA program to enhance automation and efficiency



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Associate Banker

  • May 2019 - Apr 2020

  Sandy, Utah, United States • Referred over $50 million in investments, mortgages, and depository balances to appropriate team members • Identified gaps in client knowledge regarding risks for fraud and identity theft and presented ideas for improvements added to consumer website • Performed analysis on employee turnover and recommended action plan to management • Researched and assessed code of conduct and ethical training effectiveness among employees • Prioritize excellent customer service through client… Show more • Referred over $50 million in investments, mortgages, and depository balances to appropriate team members • Identified gaps in client knowledge regarding risks for fraud and identity theft and presented ideas for improvements added to consumer website • Performed analysis on employee turnover and recommended action plan to management • Researched and assessed code of conduct and ethical training effectiveness among employees • Prioritize excellent customer service through client engagement with multiple financial products and services • Educate clients on the technological tools for enhanced and individualized banking needs

• Teller

  • Aug 2017 - May 2019

  Sandy, Utah, United States • Assisted over 150 clients daily through cash, check, transfer, payment, and statement transactions • Managed ATM maintenance for levels, balances, and quick fixes



Famous Footwear

• Retail
• 700 & Above Employee

• Assistant Manager

  • Jul 2016 - Aug 2017

  Draper, Utah, United States • Implemented sales tracking system, increasing sales by 5% and memberships by 22% resulting in multi-store adoption • Trained and managed a team of 8 in day-to-day operations, sales, customer service, and system operations • Processed purchase, return, and exchange transactions for customers • Managed all store projects for deliveries, layout, promotional changes, and maintenance

• Sales Associate

  • Jun 2015 - Jul 2016

  Draper, Utah, United States • Processed all transactions cash, check, and card purchases for customers