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Customer Success and Account Management Professional

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
English
Available for Hire
Yes
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About me

I am a customer success and account management professional with a proven track record of driving client retention, revenue growth, and satisfaction across SaaS and technology platforms. I excel at building strategic relationships, optimizing customer experiences, and leveraging data-driven insights to deliver impactful results. Throughout my career, I have managed thousands of clients and millions in annual recurring revenue, consistently achieving high retention rates.

In my current role as an Account Manager at Procare Solutions, I manage over 2,800 clients representing more than $13 million in ARR. I develop and execute consultative strategies that improve client engagement and satisfaction, while increasing average customer spend through personalized recommendations and cross-selling. I proactively monitor customer health metrics to address churn risks before they impact the business.

Previously, I served as Lead Senior Success Manager at Smartcare, where I oversaw enterprise and mid-market accounts totaling over $20 million in ARR. I designed onboarding, training, and adoption programs that increased product utilization and retention. I also mentored new team members to enhance overall team performance and drove revenue growth through targeted upselling.

Earlier in my career, I worked as an Account Executive and Senior Customer Support Analyst at Smart Tuition / Blackbaud. I supported onboarding and implementation efforts, maintained high client retention, resolved complex system issues, and created customer-facing knowledge base content to streamline support. I also trained new hires to accelerate their onboarding process.

I am passionate about delivering exceptional customer experiences and continuously improving processes to maximize client success. I am skilled in Salesforce, Zendesk, HubSpot, and other SaaS platforms, and I thrive in collaborative, fast-paced environments where I can contribute to both client and company growth.




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Experience

Dec 2022 – Present Account Manager, SMB @ Procare Solutions

Managed 2,800+ clients representing $13M+ in ARR, achieving 98%+ retention. Developed and executed consultative strategies, improving client engagement and satisfaction. Increased average customer spend by 12% through personalized recommendations and cross-selling. Monitored customer health metrics, proactively addressing churn risks.

Apr 2018 – Dec 2022 Lead Senior Success Manager @ Smartcare

Oversaw enterprise and mid-market accounts totaling $20M+ in ARR; improved retention to 96%+. Designed and delivered onboarding, training, and adoption programs to increase product utilization. Mentored and trained new team members to improve team performance. Increased average customer spend by 15% through targeted recommendations and cross-selling.

Feb 2015 – Apr 2018 Account Executive / Senior Customer Support Analyst @ Smart Tuition / Blackbaud

Supported onboarding and implementation, maintaining 98%+ client retention. Resolved complex system and integration issues through cross-functional collaboration. Created customer-facing knowledge base content to streamline support processes. Trained new hires to accelerate onboarding effectiveness.


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