Below is a collection of efforts and responsibilities held in current or previous roles.
Direction of Implementation & Onboarding
Lead Zappi's AMS and International Implementation & Onboarding team
Developed a new customer implementation framework that is anchored on three key outcomes - Integration, scalable setup, and training.
Reduced our customer average time-to-live by 30%
Increased revenue generated from the customer during implementation by 10%
Developed new data frameworks to monitor success and drive innovations.
Continuously create new customer training videos, worksheets, and resources.
Customer Success Expertise
Became a team lead in customer success, guiding new team members on best practices, process execution, and building upon their strengths.
Managed and owned client relationships for over 5 years, consistently scoring above 75+ in NPS.
Owned and managed a portfolio of Premium and enterprise accounts, implementing contractual product enhancements/tailoring that involved engineers, designers, and sales teams.
Managed high-stakes customer projects for community foundations, NPOs, colleges, and universities that generated over $101M in customer revenue in three years.
Trainings & Webinars
Created dynamic webinars for hundreds of live attendees (per session).
Hosted in-person and virtual workshops and trainings on various topics.
Customer Success Enablement
Developed department-wide internal resource library structure and was a significant contributor to the resources available.
Scaled internal customer processes to accommodate both rapid customer growth and team expansion.
Created and systemized processes such as project map templates, guidelines, product guides, and additional resources to allow new teammates to execute quickly and effectively.
Digital CS Program Buildout
Building and developing a digital customer success program company-wide.
This digital program works with a variety of teams and departments, where I am helping coordinate the creation and development of the program.
One of the key members, completely rebuilding the Help Center to better meet customer needs, trends, FAQs, and customer journey.
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