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Customer Success Manager Resume
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| Desired Industry: Information Technology |
SpiderID: 84636 |
| Desired Job Location: Roseville, California |
Date Posted: 6/14/2024 |
| Type of Position: Full-Time Permanent |
Availability Date: Immediately |
| Desired Wage: 110000 |
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U.S. Work Authorization: Yes |
| Job Level: Management (Manager, Director) |
Willing to Travel: No |
| Highest Degree Attained: High School/Equivalent |
Willing to Relocate: No |
Objective:
Forward-thinking and client-centered professional, with comprehensive experience in client success management; backed by proven adeptness in driving SaaS user adoption and engagement.
Experience:
Mortgage Cadence Denver, CO (an Accenture Company | Sacramento, CA)
Client Success Executive | Roseville, CA (Remote) Aug 2021–May 2024
Oversaw a client portfolio with a focus on engagement, growth, and retention.
Conducted regular monthly calls and quarterly governance calls to establish and maintain productive client relationships.
Collaborated closely with internal teams, including product and technical support to fulfill clients' needs and effectively resolve issues, while keeping enterprise clients informed about new features and changes.
Provided regular updates to upper management regarding the status and well-being of clients, offering insights into their performance and any relevant developments.
Ensured precision in client data management within Salesforce, maintaining up-to-date and comprehensive records to support effective business operations and client interactions.
Gained sound understanding of client goals to recommend software and service offerings that best match their needs to guarantee client success.
Rendered support to clients in reaching their business objectives and actively facilitate client contract renewals.
Clear Capital Various Locations
Customer Success Manager | Reno, NV Jun 2019–Aug 2021
Proactive communicated with customers to cultivate long-term customer relationships, driving customer retention and loyalty.
Effectively mentored internal teams on ways to provide exceptional support to customers.
Steered efforts in streamlining procedures to improve customer satisfaction and project management.
Performed business evaluations.
Onsite Account Manager | JPMorgan Chase, Phoenix, AZ (Chase Tower) May 2016–Jun 2019
Partnered with JPMorgan Chase Appraisal Team at the Chase Tower in Phoenix, Arizona.
Administered appraisal holds pipeline and resolved holds in a timely and efficient manner.
Strategically led resolution of appraisal escalations and directly coordinated status with JPMC upper management.
Cooperated with JPMC Mortgage bankers and lending managers to identify needed documentation for appraisals and limiting escalations.
Regional Team Lead | Roseville, CA Mar 2014–May 2016
Took charge of modifying strategies and priorities based on weekly metrics.
Supervised a team of more than 12 employees and assessed individual and team performance.
Handled customer relations and panel appraisers coaching.
Employed problem-solving abilities in addressing customer escalations.
Vendor Service Representative | Roseville, CA Mar 2013–Mar 2014
Delivered first-rate customer service to network of vendors while developing and maintaining business relationships with vendors.
Interacted with vendors to ensure on-time delivery of appraisals.
Affiliations:
Expert at providing training, education, and support resources to maximize the value of the SaaS platform and achieve desired outcomes. Trusted advisor, effective at overseeing enterprise clients, to advocate their needs and priorities within organization, and championing their success stories internally and externally. Well-versed in monitoring customer health indicators, such as usage trends, user engagement, and customer satisfaction scores, leveraging data-driven insights to identify at-risk customers and develop retention strategies. Armed with outstanding communication and interpersonal skills in cultivating long-term working relationships with clients and other professionals at all levels. Technically proficient with Microsoft Office Suite (Work, Excel, and PowerPoint), Salesforce, and various data gathering programs.
Skills:
Data Analysis and Management | Performance Metrics Development | Client Onboarding and Retention
Account Management | Customer Journey Understanding | Business Development | Salesforce Reporting | Process Optimization
Additional Information:
Project Management: Master Project Management-PMP/PMI | Udemy, 2019
Candidate Contact Information:
JobSpider.com has chosen not to make contact information available on this page.
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