I am a relationship-focused customer success professional with over 8 years of experience leading seamless onboarding, lifecycle engagement, and CRM optimization. I have successfully launched onboarding workflows that generated early-stage retention by 15% and reduced time-to-value across multi-location accounts. My ability to build trust with stakeholders, streamline operations, and deliver measurable results has been recognized across various sectors including SaaS, insurance, and property management.
Throughout my career, I have developed expertise in SaaS customer success strategy, client onboarding and enablement, and multi-location stakeholder management. I am skilled in customer retention and upsell planning, CRM optimization using platforms like Salesforce and HubSpot, and lifecycle engagement. My focus on revenue operations and workflow automation has allowed me to collaborate effectively across functions, ensuring that sales, product, and support teams work together seamlessly.
I am passionate about data-driven growth strategies and process improvement, having implemented Six Sigma methodologies to enhance operational efficiency. My experience includes training and client education, as well as providing technical support and troubleshooting fundamentals. I am proficient in various CRM and customer success platforms, which have been instrumental in my ability to drive results.
In my most recent role as a Strategic Account & Onboarding Manager, I managed over 100 client relationships, achieving significant revenue growth and improving client retention rates. I have a proven track record of developing and automating onboarding touchpoints that contribute to enhanced client engagement and satisfaction.
I am committed to continuous learning and professional development, as evidenced by my certifications in HubSpot software, SEO, inbound sales, and revenue operations. I am also AIGPE™ certified in Six Sigma methodologies, which further supports my dedication to process improvement and operational excellence.
Managed 100+ client relationships across onboarding, training, upsells, and renewals using Salesforce, ECRM and NECHO. Achieved $584K in new revenue (2024) by executing value-led policy reviews and consultative lifecycle strategies.
Guided clients through personalized onboarding and lifecycle milestones, resulting in a 20% increase in product adoption and faster time-to-value.
Streamlined client onboarding using CRM workflows and templated messaging, improving follow-up speed and increasing first-touch close rates.
Assessed tenant experience across six commercial properties, balancing service oversight with billing accuracy.
Handled full lease cycle administration for 27 units, maintaining 100% compliance and reducing vacancy turnaround time by 3 days on average.
Managed daily operations, tenant relations, and financial oversight for a 95-unit residential portfolio.
Service Hub Software
SEO Certified II
SEO Certified
Revenue Operations
Certified Six Sigma Yellow Belt
This professional hasn’t added portfolio projects yet.
This professional hasn’t listed any services yet.
