Revelate

Led pre-sales and solution consulting efforts, identifying customer requirements and designing tailored solution architectures that drove a 25% increase in new client acquisition. Successfully translated business needs into technical specifications, ensuring seamless integration of solutions.

Managed the entire product lifecycle for SaaS-based solutions, from concept to deployment, implementing integration strategies that resulted in a 20% reduction in customer onboarding time. Collaborated with cross-functional teams to ensure solution alignment with both technical and business goals.

Developed and maintained the product roadmap, ensuring solutions met business objectives and customer requirements while prioritizing features for future releases. Focused on long-term scalability and compatibility with client systems to streamline solution integration.

Collaborated with Agile development teams to manage the product backlog, define user stories, and prioritize tasks. Ensured timely delivery of integrated solutions, balancing technical feasibility with business priorities for seamless project execution.

Manager, Customer Success and Product

Implemented Business Value Mapping: Developed and executed strategic business value mapping processes, enhancing customer engagement, product adoption, and overall growth. This approach helped customers understand the ROI of their investment, increasing long-term retention and upsell opportunities.

Orchestrated Multi-Tiered Business Solutions: Led the design and execution of complex, multi-tiered business solutions leveraging cutting-edge technologies, including Snowflake, Databricks, and AWS. These solutions supported diverse client needs in data commercialization and digital transformation, particularly in the Financial Services sector.

Collaborated with Cross-Functional Teams: Coordinated closely with internal product, engineering, and customer success teams to deliver tailored solutions, ensuring alignment with client-specific objectives. Focused on delivering high-impact, data-driven strategies to improve operational efficiency and customer outcomes.

Delivered Customer Success Operational Excellence: Created and implemented key CS Operational Processes, including KPIs and Customer Health Scores, to enhance the customer journey. Ensured seamless transitions through the onboarding process, consistently improving customer satisfaction and reducing churn rates by optimizing touchpoints throughout the customer lifecycle.

Customer Success Manager

Partnered with pre-sales teams to conduct in-depth customer discovery, providing technical consultation to craft data commercialization strategies aligned with client business objectives.

Led the end-to-end implementation of complex integration solutions, overseeing data migrations, API integrations, and ensuring seamless interoperability for Financial Services clients.

Leveraged cloud platforms including Snowflake, Databricks, and AWS to optimize data architecture, reducing data processing times by 20% and improving system scalability.

Delivered ongoing post-sales support, providing continuous optimization of integrated solutions, and offering technical assistance to drive long-term customer success and solution adoption.

Solutions Integration Specialist

CxXchange

Board Member

Verisk 3E

Developed customized reporting solutions to deliver real-time data insights for both internal and external customers, enhancing decision-making processes.

Analyzed operational and system requirements for CRM applications (BPM Online), ensuring optimal system configuration and user experience.

Designed conceptual and logical data models and flowcharts to streamline data workflows and optimize system efficiency.

Improved system performance by conducting comprehensive tests, troubleshooting issues, and integrating new features to meet evolving business needs.

Optimized database systems by implementing performance-tuning strategies and improving data retrieval processes.

Coordinated with cross-functional teams (Data Science, IT, QA, Operations) to identify and address future technical and data requirements.

Drove innovation by integrating emerging technologies into enterprise-wide projects, fostering growth and enhanced capabilities.

Identified and enabled enterprise-wide data capabilities, ensuring alignment with business objectives and seamless integration across departments.

Architected data solutions to explore new services, identify system gaps, and propose enhancements that aligned with business needs.

Client Services Data Analyst

Responsible for the management and review of monthly reporting metrics covering Client Services departments across the US, Europe, Asia and Canada. Played a vital role in the Data Assets & Analytics team enhancing and designing benchmark reports to supporting core platforms. Developed key internal quality assurance reports for newly developed internal application. Performed root cause analysis for overarching quality themes and coordinated project plans to align these projects with our company’s core objectives. Enhanced internal and external documentation supporting Environmental Health and Safety regulations such as Conflict Minerals, CA Prop 65, REACH and RoHS.  	

Key Achievements:
•	Converted manual quality review into targeted reports, and automating the error identification process to increase productivity.
•	Lead a cross functional team including Operations, Development and QC departments to build and expand on internal documentation of newly created system including report building, workflow analysis and process improvements.
•	Managed monthly revenue collection for Operations functional units.
•	Collaborated with the Finance teams to create and update templates, processes and quality checks to align with the various compliance standards for financial revenue recognition.
•	Vendor & Account Management for SDS Distribution and SDS Hosting product lines.
•	Appointed as lead workflow and application designer for internal ticketing system (BPM Online) in recognition for contributions on the Data Assets & Analytics team.
•	MVP Award for Team Building 2017 for Team Building.
•	Verisk 3E Way-to-go Award July 2017 for contributions made to the Operational teams
•	Verisk 3E Way-to-go Award November 2017 for collaboration and project management across multiple departments.

Client Services Technical Specialist

Blue Sky Broadcast

While working at Blue Sky Broadcast I manage and maintain user accounts for multiple projects. 

-Customer support for end users
-Coordinating calls and meetings for support related troubleshooting.
-Create and design Solutions in the ticketing system for frequently asked questions and issues.
-Support Project Managers with Imports, mass communication and creating on demand user friendly      instructions using PowerPoint and iSpring Pro.
- Updating current documentation in the company’s Wiki and training clients on the system.
- Planning and coordinating office activities.

Data Entry Specialist

Avadyne Health

While working at Avadyne Health as a Technical Support Rep I have developed my customer service, troubleshooting, and leadership skills. 

Daily tasks include, but are not limited to - 
-SQL Queries including updating, importing and managing data
-XML Editing and creation 
-Computer system troubleshooting via phone with customers
-Case Management - High Volume
-Escalation point for Data QA related issues
-Conduct root cause analyses of escalated system performance cases
-Product testing
-Monitoring and reprocessing of data files, HL7, and Iguana
-On Call Technical support 
-Management of on-call schedule accommodating PTO and schedule changes

Technical Support Analyst II

🌟 Passionate Customer Success Leader Driving Data-Infused Growth 🌟

Data-centric Customer Success professional with 10+ years of experience onboarding, educating, and advocating for clients to meet and exceed their goals. I have a proven track record of using technology to build and scale processes, data-driven decision-making, cross-functional collaboration, and creative means to enhance revenue and customer retention in Start-Ups.

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