Casey Baldin Email & Phone Number

Tysons Corner, Va, Us

Vancouver, British Columbia, Ca

Olive is an end-to-end technology evaluation platform that helps consultants and company leaders streamline the solution selection process. - Created, owned and managed the post-sale customer lifecycle including onboarding, training, customer success, customer support, upsells and renewals- Created and owned customer health metrics, forecasts and processes for customer lifecycle- Consulted with customers on project creation, requirements gathering, best practices and RFX management- Established a 1:many monthly webinar for product updates, customer questions & best practices- Worked with VP of Product on product usage health scores, adoption timelines to create in-app walkthroughs, "just-at-the-right-time" product messaging and Customer Help Center with FAQs, feature walkthroughs, training sessions and webinars- Managed the Professional Services team for Olive's largest clients- Worked on a cross-functional team with Sales & Marketing to identify and promote customer case studies- Worked with Olive's BDR team on targeted outreach strategies and customer referrals- As a member of the Olive senior leadership team, met weekly to discuss operations, forecasts and topics related to ongoing business

Milwaukee, Wi, Us

Zywave leads the insurance tech industry, fueling business growth for our partners with the most expansive portfolio of cloud-based sales management, client delivery, content and analytics solutions. By offering an all-on-one platform full of robust data and the most comprehensive content library available, we empower our partners to make smarter business decisions throughout the entire customer lifecycle in service of greater health, wellness and safety.- Part of the Digital Customer Success team designing and building engagement models for over 15,000 partners totaling over $40m in ARR- Worked cross-functionally with Product, Sales, PSO and Support teams to create and implement 1:Many programs to scale across all partner segments in 2022- Implemented a 1:Many webinar program to increase product adoption and partner success. Participants had 500% increase in product engagement within first six weeks. - Previously managed $3.5m (ARR) book of business over 90+ partners- Managed the entire partner lifecycle from implementation to renewals- Actively engaged with partners to shorten time-to-value and increase ROI - Leveraged best practices and business strategies in order to ensure partner growth and goal achievement as well as footprint expansion with additional Zywave products.2021: CS&S Top Performer

Orlando, Fl, Us

Responsible for generating new leads and account growth for top strategic clients through online and offline sources.Grow accounts through a high volume of daily outbound sales interaction and execution of effective event programs.Liaise with management and marketing teams to develop, implement and track effective strategies to increase leads and sales. Achieve monthly quotas of qualified leads, revenue and closed business.

Orlando, Fl, Us

Developed and created the customer success process map and executed in building out its infrastructure with the implementation of Intercom.Managed the Customer Success team and mentored customer success managers on best practices and empowered them to make decisions to mutually benefit customers and Kapow.Created and trained on corporate policies and procedures to internal and external stakeholders including cancellation, venue requests, payments and booking process.Managed support functions essential to sales productivity, including process optimization, cross-department communications and reporting.Ensured the appropriate objectives, priorities and enhancements were enabled within the department and were supported and prioritized with other internal stakeholders.

Orlando, Fl, Us

Managed team of 14 client account managers across six markets.Drove team to meet monthly sales and production goals; region was consistently ranked #1 in sales, revenue and NPS.Trained and mentored client account managers with Kapow best practices, suggestions for improved performance, internal process and client educationWorked with internal teams to streamline operations and improve role efficiencies with new technology and programs.

Orlando, Fl, Us

Responsible for relationship building and account management of Kapow's top clients including some of the world's largest technology firms and resellers, financial services and professional consulting companies.Negotiated with venues/vendors to ensure lowest costs and highest quality of service and executionDetermined client event needs and objectives to developed appropriate event concepts with client budgetsProvided support throughout the entire event life cycle including add-ons, changes in headcount, date/time, menus, etc.

Chicago, Il, Us

Market manager for Office of the Chairman, Institutional Sales and Trading, Public Finance, Sale-Leaseback Capital and Credit Tenant Lease Finance groups. Responsible for the development and execution of marketing strategies in support of business goals and objectives.Responsible for developing and managing internal communication strategies, including corporate intranet, internal affinity groups and programs. Managed complete life cycle of the firm's client events including defining audience and event purpose, budgeting, site selection, contract negotiation, catering and event logistics.Developed and managed internal event calendar and programs designed to foster healthy competition and collaboration across business units.Responsible for managing and executing the firm's social media strategy across platforms.

Chicago, Il, Us

Market manager for Office of the Chairman, Institutional Sales and Trading, Public Finance, Sale-Leaseback Capital and Credit Tenant Lease Finance groups. Responsible for the development and execution of marketing strategies in support of business goals and objectives. Managed complete life cycle of the firm's client events including defining audience and event purpose, budgeting, site selection, contract negotiation, catering and event logistics.Developed and managed internal event calendar and programs designed to foster healthy competition and collaboration across business units.

Chicago, Il, Us

Managed the company's charitable giving process, printed materials, trade shows and promotional items.

Chicago, Il, Us

Marketing research for consumer packaged goods.

Chicago, Il, Us

Bachelor Of Arts - Ba, Marketing Communications

Finance/Pre-Law