Customer Success professional with 4+ years driving 93% retention rates through strategic account planning and proactive engagement across SaaS and fintech industries
Expertise in customer onboarding, health score optimization, and transforming at-risk accounts into expansion opportunities worth $1.8M in additional ARR
Proven ability to reduce time-to-value by 45% through data-driven success planning and cross-functional collaboration
Advanced proficiency in Gainsight, Salesforce, and customer analytics platforms with experience managing enterprise portfolios up to $4.2M ARR
Work Experience
CloudVault Technologies
Senior Account Manager
March 2022 - Present
Increased account retention from 81% to 93% by implementing proactive health monitoring system for 35 enterprise accounts worth $4.2M ARR
Generated $1.8M in expansion revenue through strategic quarterly business reviews that aligned product capabilities with customer growth objectives
Reduced average time-to-value by 45% by creating segmented onboarding playbooks based on customer industry and use case analysis
Built cross-functional feedback loop between customers and product team, resulting in 4 feature releases that addressed top customer pain points and improved NPS by 28 points
Developed early warning system using usage data and engagement metrics to identify at-risk accounts 120 days before renewal, preventing $890K in potential churn
FinanceFlow Solutions
Customer Success Associate
June 2020 - February 2022
Managed portfolio of 65 mid-market accounts ($2.1M combined ARR) achieving 89% renewal rate and 15% average contract expansion
Designed and executed customer onboarding program that increased feature adoption by 60% within first 90 days of implementation
Conducted 120+ quarterly business reviews, identifying growth opportunities that resulted in $450K additional revenue
Collaborated with support team to resolve complex technical issues, maintaining average customer satisfaction score of 4.7/5.0
Created customer success playbooks for three distinct customer segments, improving team efficiency by 35%
TechBridge Solutions
Account Coordinator
August 2019 - May 2020
Supported senior account managers in managing 40+ SMB accounts, contributing to 85% portfolio retention rate
Analyzed customer usage data to identify adoption patterns and created recommendations that improved product engagement by 25%
Facilitated customer training sessions for 200+ users, resulting in 40% increase in platform utilization
Maintained detailed customer health scores and escalation protocols, preventing 12 potential churns through proactive intervention
Communication: Executive Presentation, Stakeholder Management, Technical Documentation, Crisis Communication
Education
University of Texas at Austin
Bachelor of Business Administration - Marketing Concentration
May 2019
GPA: 3.6/4.0 Relevant Coursework: Customer Relationship Management, Data Analytics, Business Communication, Consumer Psychology Senior Project: Developed customer retention strategy for local SaaS startup, resulting in 22% reduction in projected churn rate
Certifications
Customer Success Manager Certification
SuccessHACKER Academy
2023
Salesforce Certified Administrator
Salesforce
2022
Gainsight Customer Success Platform Certification
Gainsight
2021
Google Analytics Certified
Google
2020
Awards and Recognition
Customer Success Excellence Award
CloudVault Technologies
2023
- Recognized for achieving 93% customer retention rate (company average: 87%) - Managed highest-value portfolio among team of 8 CSMs worth $4.2M ARR
Top Performer Award - Q4 2021
FinanceFlow Solutions
2021
- Highest Net Promoter Score (NPS) among team of 10 customer success associates - Successfully expanded 18 accounts, contributing $450K additional revenue in single quarter
Client Recognition Award
TechBridge Solutions
2020
- Received direct client testimonial praising problem-solving skills and proactive communication - Specifically requested by 5 major accounts for ongoing relationship management
References
Available upon request
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