Oregon, United States
I have spent the past 14 years building expertise in customer success, client onboarding, and account lifecycle management within high-volume B2B service environments. Throughout my career, I have owned the entire new client onboarding function independently, managing 20–40 new accounts every month while maintaining a concurrent portfolio of 60–120 active clients. That level of ownership required equal parts process discipline and relationship skill, and it produced results: approximately 90% retention through the critical first 90 days, consistently protecting recurring revenue and reducing churn. My approach to client success is proactive rather than reactive. I monitor account performance, identify friction early, and advocate internally for the changes that improve the client experience long-term. I have partnered cross-functionally with operations and billing teams to resolve escalations, optimize account configurations, and drive measurable improvements in how clients adopt and engage with a service. I am now seeking a remote Customer Success or Implementation role where I can bring that same depth of ownership and operational rigor to a growing team. If you are looking for someone who takes the client experience personally, I would love to connect.
Owned the full client onboarding and implementation function independently, managing 20–40 new accounts per month across a concurrent portfolio of 60–120 active clients. • Sustained ~90% client retention through the first 90 days, directly protecting recurring revenue and reducing churn • Managed end-to-end implementation workflows solo — no team, no handoffs — from kickoff through successful service adoption • Partnered cross-functionally with Operations and Billing to resolve escalations, optimize account configurations, and improve client outcomes • Proactively monitored account metrics to identify inefficiencies and drive service improvements • Advocated internally for client needs, influencing procedural changes and service enhancements
Supported the development and execution of sales strategies and marketing initiatives, guiding prospective clients through the full sales cycle from initial outreach through close. • Consistently met and exceeded monthly, quarterly, and annual sales targets • Drafted customized proposals and pricing structures tailored to each client's business needs • Assisted with CRM implementation and built organizational processes for pipeline and sales task management • Updated departmental procedures and documentation to improve operational efficiency across the sales team
Managed high-volume inbound calls for businesses nationwide, adhering to strict client-specific handling protocols in a fast-paced, accuracy-critical environment. • Consistently exceeded quality assurance benchmarks across all monitored calls • Developed a strong foundation in client communication, professionalism, and service delivery that shaped my approach to customer success throughout my career