Casey Speaker Email & Phone Number

• High performing Client Success Manager with proven track record of delivering value directly tied to growth and retention• Responsible for managing between 65 clients from 40K-160K• Partner with clients to support their performance within four key priorities (optimizing efficiency and performance, empowering businesses through data, controlling spend and maximizing profitability, & spurring sustainable growth)• Storyteller-ability to create a beginning, middle, and end as a way of building deep, lasting trust with clients • Work cross functionally with dedicated sales partners, implementation, and client success consultant teams to ensure clients success across lifecycle with Concur• Completed extra projects including: o Developing and launching new content for client presentations based on four key priorities (optimizing efficiency and performance, empowering businesses through data, controlling spend and maximizing profitability, & spurring sustainable growth) o Performing in client facing video series & webinars o Presenting to all colleagues on opportunity generation panel o Deliver training to new colleagues as part of their onboarding program (classes include reviewing a client call together and utilizing Tableau to drive client success via real time data) o Developed territory planning dashboard metrics to embed into CRM, Gainsight• Serve as a mentor to several colleagues in both career and onboarding capacities, mentorships typically range from six months to a year plus• Use data analytics tools daily to track personal and team progress• Proficient in technology platforms including Salesforce, Gainsight, Tableau, Outlook, Teams, Smartsheet• Regularly partner across SAP Concur to bring knowledge to Client Success (examples include learning about third party partners and partnering with marketing to elevate knowledge and drive success for all of Client Success)

St. Louis Park, Mn

• Successfully managed over 100 clients throughout their purchase and lifecycle of Worksite Health solutions • Managed a large vendor relationship for third party benefit tool• Worked across HealthPartners organization to further integrate with other products and services resulting in a more streamlined client experience in relation to HealthPartners services• Analyzed client data and delivered insights and best practices on a quarterly basis• Developed and delivered client presentations regularly

• Developed, coordinated, and implemented HealthPartners well-being benefits for one large school district client on-site• Presented program information at all site locations across the district• Developed annual plans based on client health data • Regularly evaluated industry trends to make proper recommendations to client• Partnered with district, broker, and HealthPartners to provide streamlined approach to well-being programming and develop clients trust as a valuable partner

Master Of Arts (M.A.), Educational Leadership

Bachelor Of Applied Science (B.A.Sc.), Psychology