Managing and nurturing customer relationships, ensuring their satisfaction and success byproviding expert guidance and support while identifying opportunities for account growth and retention. Utilized in-depth product knowledge and proactive communication to drive customer engagement and enhance overall client experience.• Assisting over 60 new and existing customers in getting started with Leadspedia's SaaS, providing them with daily customer support and ensuring full utilization of the software's features and capabilities.• Crafting and executing executive-level strategies to enhance customer satisfaction, retention, and revenue growth by aligning customer success goals with corporate strategy and leveraging industry expertise to foster long-term partnerships and client value.• Attend on average 7 yearly trade shows across the country driving brand visibility and engagementwith industry professionals to support lead generation and product awareness.• Providing dedicated support via phone, zoom, email or in-person meetings to help customers resolve any issues, whether technical or otherwise, that they may encounter while utilizing Leadspedia's software.

Led and advised as main point of contact for clients, insurance carriers and brokers. Oversaw 95%of new business marketing as main Customer Success Manager to help grow, retain, and educate clients on products and services to maximize value to clients.• Strengthened and cultivated relationship growth with over 10 insurance brokers by providing quicker communication, faster processing, and higher success rate in closing business.• Developed new quote comparisons and proposal templates with team based on active listening with markets.• Managed 100+ client accounts from 13 different States. Presented proposals to clients and displayed opportunity analysis on each insurance carrier.• Improved insurance markets and new business opportunities to agency by developing conflict resolution strategies.• Researched prospective accounts in target markets with sales team to grow client base.

Collaborated as median and relationship manager between contractors and surety companies by being main channel of communication. Performed execution of surety bonds and analysis on client financials for over 50 clients. Assisted in training, and overseeing bond department associates.• Helped launched an enhanced new filing system to an online cloud platform. Accomplished faster processing, filing and surety bond execution by using online business strategies.• Cultivated growth of bond department with company by assisting with financial analysis on over 50 companies to gauge a company’s financial strength and reported to hierarchy.• Initiated hand delivering of bonds to display client appreciation and to raise expected standards using best practices.• Gained tactical advantage by designing new format for monthly surety bond renewals to help agency solutions.

• Provided search engine evaluations for individual contracts • Analyzed web pages and designs for accuracy and user friendliness • Tested search words and accuracy of results• Edited and monitored content on the web• Worked in partnership with Leapforce on how to better market certain products• Researched pages and web design for marketing techniques and advice• Researched target audience and their perception of products