Senior Manager of Client Success
Overview
Driving Strategic Growth & Customer Success
As a seasoned leader in Customer Success, I have transformed customer engagement strategies to drive revenue growth, increase retention, and elevate customer satisfaction. Through data-driven decision-making and strategic planning, I’ve built scalable processes that strengthen relationships and enhance customer lifetime value.
Key Impact:
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Increased Net Revenue Retention (NRR) and Gross Revenue Retention (GRR) by 20% in one fiscal year.
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Boosted CSAT to an average of 4.8/5 while supporting customers in multiple countries and 3 languages.
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Spearheaded a customer expansion strategy that led to a increase in account upsells in small-to-mid-market segments.
Optimizing Customer Success Operations & Process Improvement
Operational efficiency is at the core of sustainable growth. I have implemented strategic customer segmentation, KPI tracking, and workflow automation to enhance the efficiency of client success operations.
Key Innovations & Impact:
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Developed customer segmentation strategies that improved personalized service delivery and increased customer lifetime value..
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Introduced KPI frameworks for the Client Success team, leading to a 20% increase in productivity and accountability.
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Enhanced cross-functional collaboration, reducing time-to-resolution and improving operational efficiency across departments.
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Implemented success playbooks, resulting in a 25% reduction in churn and improved customer engagement.
Leveraging Data-Driven Engagement & Customer Advocacy
I believe in the power of data-driven decision-making. By analyzing key customer trends, I’ve refined engagement strategies and successfully positioned the voice of the customer at the center of business decisions.
Key Outcomes:
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Increased customer engagement through data-driven outreach strategies.
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Influenced product development by advocating for customer needs—contributing to the launch of three major product features.
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Established customer advocacy programs to foster stronger relationships and brand loyalty.
Leadership & Team Development
My leadership philosophy is built on mentorship, collaboration, and continuous growth. I have developed high-performing teams by creating structured training programs, fostering career progression, and maintaining an environment of open communication and accountability.
Team Growth & Development:
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Mentored and developed a team of 25+ Client Success Managers—achieving a 90% team retention rate.
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Facilitated career advancement for many members of the team, empowering them to take on leadership and specialized roles.
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Partnered with training teams to design a CSM-specific learning program..
Customer Advocacy & Escalation Management
Handling high-value customer relationships and escalations requires strategic problem-solving and a deep understanding of client needs. My approach is to foster trust through proactive support, transparent communication, and strong conflict resolution skills.
Key Results:
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Reduced escalation volume and resolution times leading to higher customer satisfaction and trust.
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Established strong relationships with key stakeholders, transforming Customer Success into a critical business function.
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Worked closely with leadership teams to ensure seamless customer transitions, proactive retention strategies, and long-term customer loyalty.
Education
Southern Virginia University | B. A. in Business Management & Leadership, 2014
Studied accounting, finance, marketing, organizational leadership, business law, and strategic management, complemented by practical experience working with real businesses and organizations.
Skills & Expertise
Customer Success & Growth – Retention strategies, revenue expansion, customer journey optimization
Process Improvement & Operations – Scalable workflows, KPI tracking, automation, cross-functional collaboration
Data-Driven Strategy – Customer segmentation, analytics, reporting, feedback-driven improvements
Leadership & Team Development – Mentorship, coaching, career growth, escalation management
Customer Engagement & Advocacy – CX strategy, customer health scoring, VoC programs
SaaS Implementation & Product Success – Onboarding, adoption, stakeholder management, product support
Technology & Tools – CRM (Salesforce, Hubspot), Analytics (Google Tools, Amazon Quicksight), Workflow Automation (Lucid)
English — Fluent/Native
Spanish — Intermediate. Eager to advance.