Experience

Wholesale Helper

• United States
• Software Development
• 1 - 100 Employee

• Customer Success Manager

  • Apr 2022 - Present

  - Manage a portfolio of key accounts and provide high-quality support to clients - Develop and implement customer success strategies to increase customer satisfaction and retention Collaborate with cross-functional teams to identify and resolve issues - Conduct regular business reviews and provide recommendations for product improvement - Meet or exceed quarterly and annual renewal and expansion targets - Manage a portfolio of key accounts and provide high-quality support to clients - Develop and implement customer success strategies to increase customer satisfaction and retention Collaborate with cross-functional teams to identify and resolve issues - Conduct regular business reviews and provide recommendations for product improvement - Meet or exceed quarterly and annual renewal and expansion targets



Prosple

• Australia
• Software Development
• 1 - 100 Employee

• Customer Success Consultant

  • Mar 2021 - Mar 2022

  - Led onboarding and training sessions for new clients to ensure successful adoption of the platform - Collaborated with clients to develop and implement customer success strategies - Conducted regular check-ins to monitor customer satisfaction and identify areas for improvement - Worked closely with the product team to provide feedback and suggestions for new features and enhancements - Helped clients achieve their business objectives and increase revenue - Led onboarding and training sessions for new clients to ensure successful adoption of the platform - Collaborated with clients to develop and implement customer success strategies - Conducted regular check-ins to monitor customer satisfaction and identify areas for improvement - Worked closely with the product team to provide feedback and suggestions for new features and enhancements - Helped clients achieve their business objectives and increase revenue



PayActiv

• United States
• Financial Services
• 200 - 300 Employee

• Customer Success Manager

  • Jun 2020 - Jan 2021

  - Managed a portfolio of enterprise clients and provided support for their employees - Developed and maintained relationships with key stakeholders - Collaborated with the sales team to identify opportunities for upsell and expansion - Conducted regular business reviews to provide insights and recommendations for improvement - Achieved high levels of customer satisfaction and retention - Managed a portfolio of enterprise clients and provided support for their employees - Developed and maintained relationships with key stakeholders - Collaborated with the sales team to identify opportunities for upsell and expansion - Conducted regular business reviews to provide insights and recommendations for improvement - Achieved high levels of customer satisfaction and retention



Motive

• United States
• Advertising Services

• Customer Success Manager

  • Oct 2018 - Jan 2020

  - Managed a portfolio of SMB clients and provided support for their fleet management needs - Developed and maintained relationships with key stakeholders - Collaborated with the product team to provide feedback and suggestions for new features and enhancements - Conducted regular check-ins to monitor customer satisfaction and identify areas for improvement - Achieved high levels of customer satisfaction and retention - Managed a portfolio of SMB clients and provided support for their fleet management needs - Developed and maintained relationships with key stakeholders - Collaborated with the product team to provide feedback and suggestions for new features and enhancements - Conducted regular check-ins to monitor customer satisfaction and identify areas for improvement - Achieved high levels of customer satisfaction and retention



S&P Global Market Intelligence

• Financial Services
• 700 & Above Employee

• Research Analyst

  • Oct 2016 - Oct 2018

  - Conducted industry research and analysis for various sectors - Developed and maintained financial models for public companies - Produced written reports and presentations for internal and external clients - Participated in due diligence for mergers and acquisitions - Contributed to the development of new products and services - Conducted industry research and analysis for various sectors - Developed and maintained financial models for public companies - Produced written reports and presentations for internal and external clients - Participated in due diligence for mergers and acquisitions - Contributed to the development of new products and services