Partnered with clients to drive implementation and adoption of SaaS cloud-based platform, supporting 200 accounts for a startup that doubled its client base in less than 2 years.
Provided client onboarding and adoption management during post-sale journey. This included supporting and refining product delivery, implementing best practices, monitoring product usage, and resolving issues.
Aligned with clients on a regular cadence to ensure they were achieving expected results and KPIs.
Fostered positive change management process with a top bottom approach.
Cultivated and maintained engaged client relationships that resulted in 95% retention/renewal rates, 5% churn, significant account expansion, and increased annual recurring revenue (ARR).
As senior-most team member, oversaw and provided ongoing support to 3 staff, including 1 direct report.
Served as trusted advisor and subject matter expert for clients, maintaining frequent communication to assess needs, identify product gaps, clarify product features, and build engaged relationships.
Grew existing business by identifying upsell and cross-sell opportunities.
Solicited references, identified use cases and documented case studies aimed at improving the customer experience.
Partnered with internal teams (product, sales and marketing), acting as voice of the customer (VoC) to ensure timely responses to feedback and prompt resolution of issues in an agile environment.
Monitored health of clients to uncover and resolve potential challenges, leading to an avoidance of churn.
Created and distributed a monthly client newsletter via MailChimp.
Formed communities of users with similar interests and needs, allowing them to work together to discover best applications of the product and become advocates for product use.
Created client success playbook that established internal onboarding and support processes. Standardization of these processes helped to improve workflow efficiency by 50%.
Developed content for and delivered webinars, training clients on features and identifying opportunities for product expansion. This led to several new leads within an association representing 4,500+ owners.
Using Salesforce, built client profiles and kept organized documentation of client relationships.