Customer Success & Account Management Professional

Managed a recurring revenue portfolio of more than $1.2 million across 30+ accounts, with ownership of renewals, account health, risk management, and growth. Supported clients across credit unions, construction, CPA firms, medical clinics, engineering firms, and law firms.

Reduced client churn from 10% to 6% through proactive account management, structured QBRs, and lifecycle automation, protecting approximately $45K in annual recurring revenue. Generated more than $500K in new contracts through consultative selling based on client needs, budgets, and ROI.

Built forecasting dashboards and CRM workflows using HubSpot, ConnectWise, and Microsoft 365 to improve visibility into renewals, pipeline, and account health. Increased opportunity-to-close conversion by 25% by improving sales and marketing handoffs.

Advise clients on life and health insurance needs through consultative, needs-based discovery.

Support clients in identifying coverage considerations and insurance solutions aligned with their individual needs.

Owned client relationships end to end as both an account manager and customer success lead, from proposal development and onboarding through delivery and ongoing account management.

Delivered more than 100 client projects while maintaining a 90% repeat and referral rate. Managed pricing, proposals, budgets, client expectations, and long-term relationship development.