Experience
Senior Customer Success Manager - Enterprise Accounts
• Partner to a segment of large Pharma companies in their development of strategies with DHC claims and contact data. • Work with an Account Executive to identify new use cases and upsell opportunities. • Proactively engage clients through a variety of channels, including grassroots engagements with users, strategy sessions and business reviews with stakeholders, and regular check-ins with various contact levels within the organization. • Participate in cross-team collaboration to ensure all appropriate resources are involved in custom reporting, opportunities and risk assessment. • Quota achiever / President’s Club Member for 2022 & 2024
Senior Customer Success Manager - Healthcare Provider Vertical
Customer Success Manager
Primary partner with a verticalized book of business containing 50 healthcare provider clients Drives active engagement and adoption within our suite of products Acts as a strategic partner in the creation and delivery of complex custom reports tailored to fit specific client goals Partners with an Account Executive to ensure client satisfaction in both value delivery and the identification of upsell opportunities or risk assessment Collaborates and assists with Professional Services, Product, Sales and Integration teams to deliver on client asks Delivers onboarding and training, as well as engagement with clients through a variety of touchpoints, including check-ins, refresh trainings and QBRs Participant in internal projects to improve the efficiency of risk reduction programs Lead project aimed at improving collaboration between new business and customer success segments within the provider vertical Mentor for two new CSMs in onboarding within 2021 Created and delivered a value-deli…
Account Director
Primary point of contact for a variety of assigned clients while overseeing day-to-day tasks as well as large picture marketing projects Worked with creative and UX teams on projects such as branding, creative concepting, media planning, website launches, and associated implementation Developed an in-depth knowledge of client's recruitment landscape and business needs Identified performance improvement areas, as well as opportunities for upsell in current clients Interpreted and analyzed data created through custom reporting in order to improve client ROI Maintained strong relationships with key client stakeholders in the form of weekly work in progress calls, quarterly business reviews and daily email communications Created and delivered both formal and informal presentations to clients both through Skype and in-person meetings Managed Account Executive in the form of delegation of projects, as well training and improvement of presentation skillset
Account Executive
Collaborated with creative, metrics, finance and media planning teams in order to develop and implement media campaigns for various clients' employer branding and marketing initiatives Oversaw transactional account service processes in the form of processing media and software contracts, managing campaign budgets and overseeing the completion, editing and proofing of client creative Responsible for training new Account Executives Worked with Account Director on account-in-jeopardy clients to ensure satisfaction and retention of business
Sales Lead
Provided direction and supervision to team of 15 members to both create a client experience and accomplish a corporate goal. Conveyed strong written and verbal communication skills in discussions through emails and in direct contact with District Management Used store trends, graphs, and reports to assess business needs and adjust payroll as needed Utilized creative visual merchandising to maximize profit by creating collections within store and adjusting where needed Provided management assistance to three other locations and recognized for ability to motivate and hold associates accountable for credit and performance in all locations Performed Loss Prevention assessments monthly in order to ensure location stays out of target store qualification
Education
UMass Boston
University of Massachusetts Amherst
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