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I am an ambitious, creative, multi-passionate Customer Success professional with a visionary spirit. I have big ideas and the desire to set bold goals, while inspiring, motivating and empowering others to collaboratively and confidently execute alongside me. Throughout my career, I have been uniquely positioned as a strategic partner and Trusted Advisor with my experience in the insurance industry and, more recently, in Customer Success Management at one of the leaders in the InsurTech/SaaS space. Customer Success is about forging strong connections --- something I love to do and have been doing for nearly a decade. I value an environment of trust and transparency where every team member has the freedom to live out their unique brand of genius and where company “wins” can be celebrated together across a unified team. I’m an engaging relationship builder and am respected for fostering collaborative connections with others around me. With Executive-ready communication skills, I am comfortable developing visually appealing, scalable resources and presentations, which help to drive workflow adoption across CS departments and strengthen client relationships. I strive to create success with intention and enjoy making things happen with fierce execution. I am able to deliver a wonderful client experience while growing revenue. I am fueled by leading and mentoring others with thoughtful guidance, supportive challenge, and insightful feedback – experience I’ve gained throughout my career, with and without a leadership title. Currently, I'm helping insurance agencies grow through technology and absolutely love it! ------ SaaS TECHNOLOGY EXPERIENCE ---------- Salesforce | Gainsight | JIRA | Confluence | Microsoft Office (Word, Excel, Powerpoint, Outlook) | Microsoft Teams | Gong | Showpad | Skilljar | Calendly | Monday | Slack | Docusign | Zoom | Email Marketing | CRMs | API | ChatGPT | Canva ------- STRENGTHS ---------------------------------- Executive-Ready Communication Skills | Relationship-Builder | Project Management | Cross-Functional Collaborator | Onboarding | Trusted Advisor | Customer Success Management | Conflict Resolution | C-Suite Influencer | Management | Leadership | Highly Organized | Product SME | Account Management | Grit | Empathy | Curious ------- PERSONALITY TYPE --------------------- > Myers/Briggs: ENTJ > DISC Type: Influencer (Id)
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