Timothy Gregory Email & Phone Number

• Designed and implemented custom solutions for enterprise clients, increasing customer satisfaction scores by 25% through strategic alignment of technical requirements with business objectives. • Engineered comprehensive customer onboarding processes, incorporating solutions that increased adoption rates by 25% and reduced time-to-value by 15%. • Leveraged deep technical product expertise to solve complex customer challenges, ensuring seamless product utilization to significantly improving reporting capabilities, which led to more precise insights and optimized workflows for clients. • Collaborated across departments to identify and develop data-driven business opportunities that aligned with client goals and industry trends, while shaping product roadmaps through actionable insights and client feedback to meet evolving market demands. • Delivered customized product demonstrations and technical presentations to audiences ranging from power users to C-level executives, effectively showcasing platform capabilities and advanced analytics solutions to drive engagement and adoption.

• Established and executed the strategic vision for the Account Management organization, emphasizing product adoption, enhancing customer experience, and fostering growth through gross renewals and net retention improvements. • Defined and monitored key metrics, health scores, and KPIs for clients as well as internal teams, while overseeing the tracking mechanisms for these metrics, ensuring comprehensive adoption. • Provided strategic guidance to a portfolio of top-tier, Enterprise clients, averaging $500,000 ARR, to maximize solution ROI and application engagement, while averaging a quarterly Net Revenue Retention rate of 110%. • Fostered relationships with senior level executives by utilizing a strong understanding of client's business and marketing objectives. • Partnered with clients as a trusted advisor through the development of strategic account and portfolio plans that utilize data analytics and customer insights to drive incremental revenue, while achieving a 95% retention rate on $7.5 million book of business. • Conducted regular business reviews with key stakeholders, analyzing customer data and identifying opportunities for upselling and cross-selling. Implemented a successful account onboarding process for new clients, reducing onboarding timeline by 50%.

• Responsible for overall customer wellbeing by monitoring the health of the relationship between 60+ customer accounts and MemberSuite. • Achieved 95% retention rate (80% target) of $3 million book of business. • Developed and implemented customer success strategies, including onboarding, adoption, and renewal plans, to ensure customer satisfaction, retention, and revenue growth. • Evaluated how customers managed investment and identified efficiency and effectiveness gains by producing customer programs, providing proactive communications and coordinating with appropriate internal teams, while acting as an escalation point for customer issues.

• Conducted 100+ personalized client consultations per month, using a consultative and solution-based sales approach to uncover customer needs and provide tailored, cost-effective solutions, resulting in a 25% increase in conversion rates. • Strategically generated new business by prospecting leads through cold calls, targeted drip campaigns, referrals, and field canvassing, generating $1M+ in new revenue annually. • Led individual and team sales efforts, accurately managing sales funnels and providing upper management with 95% accurate sales forecasts, consistently exceeding quarterly sales targets by 20-30%. • Delivered exceptional results in a fast-paced, high-volume environment by driving continuous value through the introduction of new products and services, improving client ROI by an average of 15% year-over-year.