Caitlin Mclaughlin Email and Phone Number
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Relationship-driven Customer Success professional with 10 years of experience working in the SaaS startup industry, specializing in partnering with high-growth, mid-market customers to evolve digital process experience. Proven track record of success supporting stakeholders of all levels including end users to Directors, VP, and Executives. Expertise in supporting high-touch books of business, pioneering roles and programs, and guiding individuals through change and transformation for the betterment of their work lives. Also skilled in training & mentoring peers, implementing process changes at an organizational & departmental level, and proving value through relationship building and continuous discovery.
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Customer Success Manager, GrowthAcuitymd Jul 2024 - PresentBoston, Ma, UsHelping to accelerate access to revolutionary medical technologies.
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Customer Success ManagerEnvoy Sep 2023 - Jul 2024San Francisco, California, UsManaged a portfolio of 80+ accounts of mid-market to enterprise size across Technology, Manufacturing, SLEd, Financial Services, and more industries totaling annual revenue of $2.8+ million; directly contributed to $300K+ in expansion revenuePartner with stakeholders in IT, Security, Workplace, and Facilities departments to design tailored processes for Return to Office initiatives, including safely welcoming visitors, creating desk hoteling processes, and analyzing occupancy & RTO analytics -
Customer Success ManagerGem Feb 2022 - Dec 2022San Francisco, California, UsManaged a portfolio of 30+ dedicated accounts of mid-market to large enterprise size across Health Tech, Financial Services, & Software totaling annual revenue of $2+ million; contributed to $200K in upsell opportunitiesPartnered with Talent Acquisition and Recruiting departments to design a streamlined, automated way of sourcing candidates and delivering hiring analytics, including diversity analytics -
Customer Success Manager, High TouchSlack Feb 2020 - Sep 2021San Francisco, California, UsHelped make people's working lives simpler, more pleasant, and more productive.Managed a portfolio of 12-15 dedicated accounts of mid-market to large enterprise size totaling annual revenue of $5+ million; contributed to $3 million in won upsell opportunities, plus $200K+ in professional servicesPartnered with executive stakeholders and IT to discover organizational needs for information security and enterprise-wide collaboration in order to design a company-wide communication system during the pandemic -
Principal Enterprise Customer Success ManagerWorkiva Jan 2019 - Feb 2020Ames, Iowa, UsActed as the Program Manager for the Enterprise Customer Success team with a heavy focus on scaling the team through training & development, metric creation & tracking, and many other leadership driven priorities. -
Enterprise Customer Success ManagerWorkiva Nov 2016 - Jan 2019Ames, Iowa, UsBuilt strong customer relationships and explored opportunities for growth. Assisted in identifying Wdesk adoption opportunities within the framework of the organization-wide strategy. Spent a significant portion of time on-site with customers to develop an in-depth understanding of the customer's overall business requirements and act as a consultant to determine how the various Wdesk solutions and features met their needs. Partnered with other Workiva teams on initiatives that address customer needs, product utilization and improving departmental efficiencies to help meet company goals. Served as a customer advocate while effectively collaborating with internal, cross-functional teams including Product Management, Sales, Marketing, Engineering and Finance. Developed methods of account management that allow for continuous improvement in customer satisfaction. Onboarded customers and drove the initial implementation and integration of Wdesk while effectively managing customer expectations and requirements.
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Sr. Customer Success ManagerWorkiva Sep 2016 - Nov 2016Ames, Iowa, Us• Trusted resource and leader for Customer Success in the areas of product knowledge and customer advocacy• Assumed a leadership role for the Chicago Customer Success team in the absence of the Chicago Team Lead
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Customer Success ManagerWorkiva Jun 2013 - Sep 2016Ames, Iowa, UsAs a member of the CS Team at Workiva I strived to ensure my customers' success by acting as an extension of their financial reporting team. My customers called me directly for any help they needed, including filing 10-Ks, 10-Qs, 8-Ks, and other compliance documents directly to the Securities & Exchange Commission. I worked closely with the Product Marketing, Product Management, Quality Assurance and Development teams at Workiva to ensure I'm up-to-date on the latest product improvements, and that customer feedback is integrated into product development.Workiva, formerly Webfilings, is a leading provider of complex business reporting solutions and is used by more than 60 percent of the Fortune 500. The company's Wdesk cloud-based product platform is a collaborative, real-time work space where teams can streamline the entire reporting process with the accountability and confidence they need for critical business reports.
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Employee Administration AssistantWorkiva Dec 2012 - Jun 2013Ames, Iowa, UsPerform employee administrative focused tasks centered around new hire requirements, learning expanded compliance with a growing start up, continue to implement new HRIS system, and learn more about the business and departments.
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Employee Administration InternWorkiva Sep 2012 - Dec 2012Ames, Iowa, UsPerform general human resources administrative assistance at a fast growing start-up. Specialized in new hire onboarding, helping to implement an HRIS system (ADP), and reside in the executive building around C-level, Accounting & Finance, Talent Acquisition, & more departments.
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Human Resources InternImagine The Possibilities, Inc. (Formerly Dac, Inc.) Jun 2011 - Aug 2011Maquoketa, Iowa, UsMission: “Empower people to reach individual achievement across the spectrum of life”Imagine The Possibilities is committed to providing quality Community based Services to people with disabilities. People served will be assured individually designed services that enhance capabilities in environments that tolerate only dignity and respect for all. The primary focus is to enhance each persons quality of life through “Individual Achievement”
Caitlin Mclaughlin Skills
Caitlin Mclaughlin Education Details
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Iowa State UniversityGeneral
Frequently Asked Questions about Caitlin Mclaughlin
What company does Caitlin Mclaughlin work for?
Caitlin Mclaughlin works for Acuitymd
What is Caitlin Mclaughlin's role at the current company?
Caitlin Mclaughlin's current role is Customer Success | Mental Health Advocate | Humanize Technology.
What is Caitlin Mclaughlin's email address?
Caitlin Mclaughlin's email address is ca****@****gem.com
What is Caitlin Mclaughlin's direct phone number?
Caitlin Mclaughlin's direct phone number is +188827*****
What schools did Caitlin Mclaughlin attend?
Caitlin Mclaughlin attended Iowa State University.
What skills is Caitlin Mclaughlin known for?
Caitlin Mclaughlin has skills like Human Resources, Microsoft Office, Customer Service, Leadership, Microsoft Excel, Financial Reporting, Wdesk, Account Management, Business Process Improvement, Communication, Teamwork, Software As A Service.
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