Sacramento, California, United States
As a Customer Success Manager, I empower businesses to revolutionize processes and technology, taking the manual efforts out of the day-to-day and helping organizations get back to focusing on what matters most: customers, employees, and the world around us. Every organization has the opportunity to utilize emerging technology to put people back at the center of everything they do. Together we can tackle challenges and turn goals into actionable plans. Let's connect!
February 2025-Present: Workday Success Plans - Aligned to Workday Success Plans customers in medium enterprise accounts. This includes quarterly proactive adoption reviews with each customer and leadership team. - Drive adoption of leadership strategies leveraging Workday services. Effectively partnering with C-Suite and stakeholders to align Success Plans to customer outcomes. - Managed Workday Rising for Customer Success. Planned 138 in person customer meetings in 2 days to increase adoption and satisfaction of Workday at customer conference. January 2024-January 2025: Teamed Model - Teamed model CSM supporting over 300 customers and partnering with Sales to engage on escalations and growth within accounts. - Helped with overall CS strategy and new model globally by creating resources for newly deployed customers (SME) and created strategy/tools for CSMs in a team model to manage account plans. - Developed resources for the Customer Success transformation internally and for customers including global presentation decks, talk tracks, and videos for the Workday Community. - Mentored 2 CSMs on team. August 2023-January 2024: Lifecycle Specialist - Owned 145 mid-enterprise customers in deployment. Developed analytics to understand deploying/newly deployed customers and create resources for this customer base. Managed all escalations and relationships amongst new customers while partnering with Sales to ensure long-term success. - Helped create strategy going into teamed model for all deploying customers and standard engagements for Customer Success globally leveraging expertise in early lifecycle customers.
Supporting Medium Enterprise customers across all products (Financials, HCM, Adaptive Planning, Scout, Peakon). - Developing Financials Enablement programs for Customer Success Managers and mentoring for Financial products - Creating CS strategy for effective account management and CS engagement cycles
Emerging Enterprise Customer Success Team supporting 40+ customers and helping scale the Workday Customer Success practice by supporting building the first Dynamic Engagement Customer Success program.