Customer Success Manager

I am a Customer Success Manager with over 6 years of experience in B2B environments, specializing in managing enterprise accounts, driving product adoption, and delivering measurable client outcomes. Throughout my career, I have successfully managed multi-million-dollar books of business across SaaS, government, and professional services sectors. I excel at building strong relationships with C-suite executives and other key stakeholders to ensure client satisfaction and long-term partnerships.

My expertise includes retention and renewals, customer onboarding and adoption, quarterly business reviews, churn risk mitigation, and upsell and expansion strategies. I am skilled at executing success plans tailored to client needs and have a proven track record of exceeding growth targets through proactive account management.

Currently, I manage a $3.5 million portfolio of over 40 SaaS clients in K-12 education, local government, and private sectors. I lead structured success reviews and develop strategies to prevent churn and increase engagement. I am proud to have been the second salesperson in my current company’s history to exceed quota in my first quarter.

Previously, I supported a $7 million portfolio at The NeuroLeadership Institute, working with enterprise clients such as Microsoft, Amazon/AWS, and T-Mobile. I designed customized Statements of Work aligned with client leadership goals and served as an executive liaison to senior HR leaders. I also hosted events to reinforce relationships and generate upsell opportunities.

My early career includes internships at Gartner and Liberty Mutual, where I gained valuable experience in account management and sales, earning top performance recognitions. I hold a Bachelor of Science degree in Supply Chain Management from the University of Texas at Dallas.

I am passionate about delivering value to clients and driving business growth through strategic customer success initiatives. I thrive in collaborative environments and am committed to continuous learning and professional development.