Emily Robertson Email & Phone Number

San Mateo, Ca, Us

• Led seamless onboarding of new partners into the Tuition.io platform by conducting in-depth needs assessments, designing tailored integration plans, and overseeing implementation, resulting in faster time-to-value and improved partner satisfaction.• Spearheaded cross-functional internal initiatives, enhancing infrastructure to improve operational efficiency, streamline processes, and support scalability; implemented strategic improvements that boosted team collaboration and response times.• Acted as a technical consultant in high-stakes technical conversations with stakeholders, offering deep subject matter expertise and problem-solving insights to resolve challenges, accelerate decision-making, and ensure successful platform adoption.• Collaborated with partners to design and optimize their Tuition Reimbursement and student loan repayment plans, tailoring solutions to meet employee needs & budgets, leading to increased employee retention rates and stronger long-term partnerships.• Cultivated trusted relationships with senior stakeholders, leveraging deep product knowledge to identify and present upsell opportunities; expanded existing partner relationships, driving additional revenue growth and increasing platform usage.• Led initiatives to optimize Tuition.io’s Salesforce instance, automating workflows, enhancing reporting capabilities, and reducing manual tasks for Sales and Partner Success teams, which resulted in significant time savings and improved data accuracy.

San Francisco, California, Us

• Gained deep understanding of customer motivations, business drivers, and strategic objectives to craft personalized success plans that helped customers achieve key outcomes and meet KPIs, resulting in higher satisfaction and increased contract renewals.• Played a critical role in trial success and initial deployment for customers, ensuring seamless onboarding and implementation, leading to multiple upsell opportunities and expanding client engagements within the first few months of deployment.• Standardized the customer onboarding and implementation process across the organization, introducing best practices that streamlined internal workflows, enhanced customer experience, and accelerated time-to-value for new customers.

• Drove digital transformation by implementing Mira’s AR hardware and software solutions to boost the productivity and safety of a globally distributed workforce, ensuring seamless onboarding, integration, and training for customers across multiple industries.• Established and built the Customer Success function from the ground up, collaborating in the recruitment, onboarding, and training of both Sales Executives and Customer Success Managers (CSMs), laying the foundation for long-term client satisfaction.• Created and delivered training programs for new CSMs, focusing on best practices in customer engagement, technical troubleshooting, and product optimization, increasing team proficiency and improving customer onboarding experiences.• Designed a standardized customer journey and onboarding process used company-wide, ensuring consistent customer experiences and accelerating time to value for new clients, boosting customer retention rates and overall satisfaction metrics.• Enhanced customer satisfaction through personalized coaching, data-driven insights, and proactive adjustments to customer strategies, resulting in a significant increase in net promoter scores (NPS) and long-term contract renewals.• Streamlined manual touchpoints by introducing automated processes and optimizations, reducing response times, increasing customer engagement, and creating a more scalable and efficient customer success framework that improved client outcomes.

Toronto, Ontario, Ca

Softchoice is one of the largest IT solutions and managed services providers in North America! We are an influential, growth-oriented organization determined to enable our people, our clients, our partners and the communities we serve to realize their potential. Our unique culture fosters a friendly, open-minded workplace where employees are encouraged to bring their whole selves to work. From in-person consultations to advanced solution design, delivery and implementation services, we’re redefining the level of service customers have come to expect from a trusted technology advisor like Softchoice.Selling SaS solutions paired with services.

Milwaukee, Wi, Us

• Collaborated with OEM customers to reduce design, development, and delivery costs by offering strategic automation solutions, increasing operational efficiency, and driving a 25% growth in the overall account package, enhancing bottom-line profitability.• Leveraged cutting-edge IoT technologies to help customers differentiate their machines and integrate more seamlessly with end-user environments, creating competitive advantages that improved product-market fit and drove customer retention.• Took a customer-centric approach to understand key performance indicators (KPIs) for each client, enabling the design of tailored solutions that aligned with their strategic goals and delivered measurable business outcomes, fostering deeper partnerships.• Recruited, hired, and mentored Sales Engineering Interns, providing hands-on coaching and professional development, ultimately helping shape the next generation of talent within the organization.

Milwaukee, Wi, Us

• Developed and executed commercial plans with distribution that gained access to new customers and competitive buying influences• Worked with distributor outside sales and technical teams to target new business at unassigned accounts • Helped implement discipline selling process with distributor partners• Facilitated the implementation of new product launches and promotional programs through the direction of all channel team resources, including the distributor’s personnel

Milwaukee, Wi, Us

• Updated customers on new Rockwell Safety products throughout Southern California• Utilized engineering background by wiring and trouble shooting Configurable Safety Relay demos• Evaluated & identified customers’ needs and provided them with information and support for implementation ofnew safety products

• Responsible for external affairs of the club• Execute & run general club meetings and executive board meetings• Delegating work and handling any issues if they arise

· Increase interest in SEC and Sales Engineering amongst Cal Poly students· Organize and run recruitment events, advertise for events and general meetings· Match up students with club's company sponsors

Milwaukee, Wi, Us

• Focused on customers in Power & Energy industry reached out via cold-calling • Qualified opportunities & experienced entire sales cycle• Identified & documented customers’ needs, acting as a Rockwell Account Manager

Denver, Colorado, Us

· Edited and published the chapter’s quarterly newsletter, "The Ivy"· Updated the chapter’s blog and Facebook· Publicized Alpha Phi throughout the community and campus, and managed press releases

· Developed a virtual guidebook to aid users in operation and maintenance of a Haas CNC mill via an iPad

San Luis Obispo, Ca, Us

· Assisted handicapped students in Calculus 4, Linear Analysis, and Dynamics by providing detailed notes and aid in the class

Paso Robles, Ca, Us

· Collaborated with peers to apply skills and knowledge of Process Improvement Fundamentals · Implemented a more efficient layout for the factory · Facilitated time, work and method studies to become more familiar with the muda the factory currently has