Andrea Schwartz Email and Phone Number
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Global Customer Success Leader with over 20 years’ expertise. An accomplished track record for building and redefining Customer Success organizations resulting in increased retention, long term revenue growth and customer advocacy. Well versed in successfully developing and restructuring customer success and post-sales professional services teams. Proven results in industry leading retention and expansion growth. Strong business acumen and ability to aid in acquisitions.Successfully developed and restructured the customer success and post-sales professional services teams resulting in industry leading retention and expansion growth aiding in the 2021 recent acquisition of AssureSign by Nintex. CORE COMPETENCIESCustomer Success * Customer Journey Mapping * Developing Advocacy Programs * Optimizing Logo Retention * Relationship Building Strategies * Voice of the Customer Programs * Account/Relationship Management * Start-ups * Budget Planning and Administration * Vendor Management & Due Diligence * New Systems Design/ Development * Team Building, Mentoring & Leadership * Operations & Process Re-engineering * Problem-Solving & Change Management
Safesend
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Vp Of Customer SuccessSafesend Oct 2022 - PresentAnn Arbor, Mi, Us
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Nintex Acquired Assuresign On June 2, 2021Nintex Jun 2021 - Apr 2022Bellevue, Washington, UsLeader of Nintex’s Customer Lifecycle Programs team. Managing Customer Central, Community, Digital CSM and Customer Health Analytics, to grow the customer experience and increase product adoption and retention. Helping efficiently scale Nintex’s customer success program.Nintex acquired AssureSign on June 2, 2021. -
Vp Of Customer SuccessAssuresign Dec 2011 - Jun 2021Atlanta, Georgia, Us• Led the Customer Success organization comprised of the CSM, Account Management, Professional Services, Onboarding and Technical Support teams.• Established a retention optimization strategy focused on building long-term relationships and increasing product utilization. • Increased Gross Retention Rate (GRR) to 97% with a 7-year Customer Longevity average. • Introduced the land & expand sales motion within the Customer Success team. Resulting a product expansion upsell revenue increase of 145% year-over-year.• Founded the Customer Health Index (CHI) metric to determine healthy and at-risk customers that proactively and consistently managed long term success across the organization and provided visibility.• Implemented process automation, Churn Zero to provide a holistic view of customers journeys.• Defined key performance indicators (KPIs), set realistic, functional, and stretch targets to meet organization goals. • Established a strategic onboarding process based on ARR targets, focusing on increased product adoption within the first 30, 60 and 90 days. -
Client Services Manager3Pv – Third Party Verification, Inc. Dec 2011 - Mar 2015Altamonte Springs, Fl, UsAssureSign acquired 3PV - Third Party Verification on April 10, 2015• Bestowed full authority and direct control over decisions about managing staff, budgeting, cost approval, changes in the workflow process, and spearheading client relations while leading a team of three associates.• Provided expertise supporting the development of new products and business development opportunities.• Proactively identified trends and issues while managing key performance indicators (KPIs). • Retained a strong focus on staff development through providing internal training opportunities to ensure career goals were aligned and prioritized. -
Client Services DirectorWorldwide Interactive Services, Llc Jan 2007 - Dec 2011• Executed the DMAIC (Define, Measure, Analyze, Improve, and Control) methodology to design and deploy a new product bundled price offering with a forecasted revenue lift of $500,000 annually and a 60-month run rate. • Established customer success and project management initiatives involving diverse industry areas, including consumer risk, operations, online services, and product lifecycle development. • Supervised the Account Management Project and Onboarding of Technical Support teams to support an outstanding customer experience. • Engineered the execution and launching of the corporate’s website, marketing collateral design, and composition for the Corporate Re-branding Campaign. • Developed quarterly promotional marketing campaigns designed to increase client product utilization while managing the Customer Advisory Board. • Delivered thoughtful leadership and best practices regarding start-up strategies and business transformation internally and externally.
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Project ManagerFiserv May 2005 - Jan 2007Milwaukee, Wisconsin, Us• Directed up to 15 project team members while shaping project forecasts and projections needed to support associated costs to ensure contractual budgets were preserved.• Oversaw an average budget of $50,000-$250,000. • Preformed Beta testing for new product releases for over 50 clients.• Functioned as lead Project Manager for 2006 New Installation completing 155 projects with a 100% on-time rating. • Directed New Product implementation project involving additional services for existing clients and new installations of the core data processing software, Spectrum.• Facilitated training sessions highlighting new products for clients via Web-Ex and classroom settings.• Delivered on-the-job training of new products and services to internal Lines of Business partners.• Communicated issues and progress to executive management utilizing interactive presentations. -
Operations Analyst / Project Lead - Bank OfficerBank Of America Jan 2001 - Jan 2005Charlotte, Nc, Us• Worked within the Consumer Risks Operation Group (CROG) as an Operations Analyst for legal action brought against the organization.• Oversaw 50 direct reports as an Operations Analyst | Project Lead – Bank Officer (Bank of America). • Spearheaded Class Action Lawsuit project team by addressing operational issues, which resulted in a $25 Million savings in liabilities.
Andrea Schwartz Skills
Andrea Schwartz Education Details
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University Of PhoenixBusiness Management
Frequently Asked Questions about Andrea Schwartz
What company does Andrea Schwartz work for?
Andrea Schwartz works for Safesend
What is Andrea Schwartz's role at the current company?
Andrea Schwartz's current role is Global Customer Success Leader | Building, Transforming and Optimizing SaaS Customer Success.
What is Andrea Schwartz's email address?
Andrea Schwartz's email address is an****@****tex.com
What is Andrea Schwartz's direct phone number?
Andrea Schwartz's direct phone number is +140767*****
What schools did Andrea Schwartz attend?
Andrea Schwartz attended University Of Phoenix.
What skills is Andrea Schwartz known for?
Andrea Schwartz has skills like Vendor Management, Crm, Leadership, Process Improvement, Management, Project Management, Customer Service, Strategy, Change Management, Call Center, Training, Saas.
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