Dawn Craft Email & Phone Number

San Francisco, California, US

San Francisco, California, US

As a dedicated Customer Success Manager at Okta, I take pride in cultivating strong, long-lasting partnerships with enterprise clients. My mission is to ensure seamless strategic alignment between their business objectives and Okta's innovative capabilities. By leveraging my in-depth understanding of both the clients' unique needs and Okta's cutting-edge.

• In this role, I manage a $100mm annual pipeline of residential loan transactions for a top producer/VP. This includes conducting an in-depth analysis of consumer data and loan packages to determine credit risk and.
• Analyzed income, financial, and credit risks, providing valuable customer feedback to drive the loan process.
• Developed an upfront workflow that slashed new customer origination time by 50% and eliminated errors.
• Launched a system that detailed 30+ touch points throughout the loan process, enhancing customer service and minimizing completion time.
• Controlled over 40 active files monthly, ensuring contract dates and other milestones met by final contract date.
• Assisted more than 1K families achieve homeownership.

Boise, ID, US

• In this position, I devised analytical and technical tools to stimulate customer success for this B2B software as a service (SaaS) company. I created accounts and facilitated onboarding and follow up sessions for new.
• Hired on with the company as a start-up and played an integral role in its transformational growth, resulting in the acquisition by publicly-traded Bankrate.
• Spearheaded a new client onboarding process that decreased set up time by 25% and increased the six-month retention rate by 15%.
• Maintained excellent account documentation and recordkeeping, providing sales reps with valuable data.
• Functioned as the main point of contact for customers and as liaison for engineering stakeholders for complaints, increasing client satisfaction.
• Developed the organization’s first user guide, new website, and virtual walk-through of the platform, slashing demonstration time for the sales team and advancing sales.

Boise, ID, US

As a Data Acquisition Specialist I retrieved, translated and uploaded time sensitive data provided by financial institutions. This included processing guideline information and maintaining a pricing database, correcting mistakes and identifying new loan programs or errors. As a Pricing Specialist I also piloted the use of macros for a more streamlined.