Haley Meek Email & Phone Number

San Luis Obispo, Ca, Us

Customer Success Manager - Enterprise Accounts

Responsible for the full lifecycle of our top customers as their needs relate to payments.

San Luis Obispo, California Area

• Evaluate and analyze financial results for a growing startup company with 800+ employees• Create reports based off of Sales and attrition data as well as sales lead data• Work alongside department heads and senior managers to analyze their budget numbers and set up processes to stay within goal for the fiscal year.

San Luis Obispo, California Area

• Researched SaaS competitors and create comparative spreadsheets for sales associates to use to produce leads• Reported monthly on our sales and attrition statistics which gave higher management a better understanding of our current statistics, which brought more awareness and in turn helped to improve sales and decrease attrition numbers• Assisted the head of our Business Intelligence department with one-off projects, such as creating/editing board slides

• Assisted business owners daily to help with MINDBODY software questions and make sure the software was set up in the best way for their unique businesses• Helped train clients to use MINDBODY financial and sales reports, and process and collect payments through the software.• Became a super-user in the software helping to train new technical support hires on my team• Worked alongside the MINDBODY copy editor to create articles in the MINDBODY User Guide

Paso Robles, Ca