Quantum Metric helps organizations build better digital products faster. The platform for Continuous Product Design gives business and technical teams a single version of truth that’s fast, quantified, and based on what matters most — your customer’s perspective.

• Manage relationship of 30 Finance Solutions customers, conducting value-driven activities such as process reviews, data analysis, adoption and solution optimization reviews, and QBRs• Achieve 100% customer satisfaction (high NPS), 97% annual sales target (2019) and 105% annual sales target (2018)• Provide Sales partners with usage and solution adoption analysis to help customers realize value in D&B solutions & services• Liaison between the customer and internal D&B resources (Data Advisory, SMEs, Customer Consultants, Customer Service, etc.) to ensure proper utilization of D&B datasets• Conduct custom training sessions and suggest recommended best practices specific to individual customer use cases• Create custom Power BI dashboards to help internal team members track customer engagements, retention rates, account risk management, understand adoption trends, and understand areas to expand customer engagement opportunities

• Manage client and internal reporting for the firm, providing business partners with creative solutions that generate value and increase efficiencies• Provided insightful recommendations to various business departments (executive offices, operations, marketing, product, and portfolio management) to drive client and internal partner satisfaction, gained trust among colleagues as a product expert across 5 different technology platforms• Gathered project requirements, understood workflows, documented specifications, proactively reached out to appropriate cross-functional teams to increase knowledge sharing among peers• Supported over 500 PIMCO employees, responsible for coordinating with IT to roll out new software releases and conducted training sessions to increase platform usage• Project leader for numerous internal technological enhancements and product launches for the firm’s $10+ billion new equity business• Supervised a group of program developers and collaborated with other analysts as lead project manager to ensure timely and accurate implementation of business requirements• Use SQL, CRM, and Microsoft Excel extensively to translate complex data sets into meaningful reports for the business

• Top ranked Western Region Customer Success Manager (2010)• Top Customer Success Manager to engage with 100% of clients via on-site client visits (2010CY)• Promoted to Manager of Customer Success, responsible for managing 15 CSMs and piloting a new-hire mentorship program that was implemented to global offices• Managed 20+ financial clients (~$10M in annual client revenue) and consistently achieved 100% client retention rate• Collaborated with Sales and Product Development teams to promote high renewal rates and support up-sell opportunities

• Awarded top 12 sales associates for exceeding sales goal