Postman

Customer Experience and Services

Growth Molecules™

Advisor

Menlo Security Inc.

Customer Success Operations Lead

SoftBank Robotics America

-Launched an innovative robotics platform during a pandemic
-We enable the workforce through tools for automation, combined with data and analytics to measure performance
-Contributed to the health and safety of my clients through the use of robotics
-Supported internal teams and business leaders with data visualization of relevant information to find areas of greatest impact
-Collaborated with the marketing team to create client case-studies and customer communications

Customer Success Manager

Rently

Managed onboarding, training, support, retention messaging and new product launches for over 300 clients.
Responsibilities included: developing webinars to launching new features, presenting at conferences, providing feedback to product team to optimize product, developing Salesforce reports to track productivity, leading beta test of new user experiences, providing financial reports to CEO, vendor management and developing standard email templates.

Sr. Customer Success Manager

City National Bank

-Mastered a multitude of SaaS solutions for business administration--including Salesforce!
-Launched job aid streamline daily operations. Maintained retention schedule for secure handling of confidential documents. Customized marketing materials to target demographic.
-Outreach and onboarding for new business including pitch meetings.
-Analyzed business financial statements for underwriting criteria to provide credit.

Relationship Banker

JP Morgan Chase Bank N.A.

- Managed assigned customers and proactively meeting with them to build lasting relationships, discovering financial needs to tailor product and service recommendations.
- Enhanced customer experience by implementing Software as a Service banking apps, and showing the value of integrating a self-service option to access accounts.
- Partnered with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers with experts and provide customized financial services

Customer Success | Data-driven decisions and process improvements lead to better Customer experiences.

1️⃣ - Account manager with over 10 years of growing clients in tech, real estate, and financial industries 
🎯 - Successfully onboarding customers. Advising on value creation and ROI. Creating lifelong customers
💪 - Superpower: Telling stories with data and generating actionable insights that impact the bottom-line
🧠 - Proactive problem-solver with a demonstrated ability to lead initiatives for business execs

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