Heather Rubio Email and Phone Number
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As a Senior Account and Customer Success Manager, I have built, scaled, and led the integration of Customer Success people, processes, and technology to maximize team efficiency, accelerate business outcomes, and drive growth across diverse industries. I am recognized as a leader in embedding best practices through the creation of new tools, processes, and frameworks to capture net new business, advance product revenue, and enable a top customer experience.As an innovative leader, I have built a reputation for guiding the customer experience through the strategic direction, development, and management of Account Management and Customer Success teams. I strive to provide hands-on leadership to elevate team performance, maximize customers’ business value from products, and ultimately drive customer adoption, renewal, and retention. I offer hands-on experience managing a portfolio of client engagements, building strong C-level relationships, and serving as a trusted advisor to understand business needs and deliver custom solutions. I am also recognized for leveraging the voice of the customer to ensure an exceptional pre- and post-sales customer journey.CAREER HIGHLIGHTS:✓ Embedded key Voice of the Customer tools, processes, and systems to drive adoption, satisfaction, and revenue growth for an SaaS platform. Tracked customer usage and implemented strategies to drive increased value for customers.✓ Built, onboarded, coached, and led sales team, inspiring a culture of inclusion and performance. Groomed team into next-generation leaders through training, development, and market insights.✓ Drove growth for some of the company’s largest accounts and exceeded personal sales goals.✓ Influenced collaboration, knowledge sharing, and data-driven decision making to inspire product enhancements, uncover strategic opportunities, accelerate deal closure, and advance the business.AREAS OF EXPERTISE:Customer Success Leadership | Account Management | Product & Service Adoption | Customer Lifecycle | SaaS | Expansion & Renewals | Voice of the Customer | Cross-Functional Collaboration | Marketing | Strategic Partnerships | Client Engagement | Negotiating & Closing Deals | Project & Program Management | C-Level Relationships
Housing Connector
View- Website:
- housingconnector.com
- Employees:
- 42
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Housing ConnectorAustin, Texas, United States
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Account Manager | Operations ManagerThe Landmark Group, Real Estate May 2022 - Jun 2023Recruited by the founder of the organization to play a key role in building the organization from the ground up. Defined innovative strategies to manage the customer lifecycle during real estate transactions, onboarded clients, facilitated photoshoots, and managed listings on the MLS. Nurtured customer relationships and coordinated weekly updates. Worked cross-functionally to implement data-driven ideas, initiatives, and SOPs while moving forward key projects. Select Achievements:➥ Tapped to develop strategic plans to drive growth while influencing leadership in forward planning by leveraging analytics to attack inefficiencies, maximize the budget, and expand the customer base.➥ Enable long-term growth by strengthening operations infrastructure and developing new SOPs.➥ Boost profitability by negotiating and managing vendor relationships. ➥ Advanced internal systems, workflows, and processes to streamline the customer journey, increase retention, improve lifetime value, and deliver an amazing customer experience.➥ Quickly accelerated sales results by collaborating with Sales team to analyze performance and real estate trends, uncover lucrative opportunities, and implement sales strategies.➥ Enhanced the customer experience, maximized efficiency, and reduced costs by defining and improving SOP’s.➥ Increased new business development by identifying and closing 13 new transactions.➥ Served as Transaction Coordinator, managing the Escrow process; worked with clients, Agents, and Title Company to sign documents, communicated updates, and maintained transaction files.➥ Boosted brand awareness and growth by working with a vendor to build the website and all content. -
Customer Success ManagerRex Mar 2022 - May 2022Austin, Texas, UsDefined market strategies, goals, processes, incentives, and led 1:1 meetings to boost sales and performance. Managed customer lifecycle, owning delivery, adoption, and ongoing engagement to maximize value of company products. Worked cross-functionally to implement new ideas and leveraged customer data to capture expansion and renewals.Select Achievements:➥ Built, onboarded, coached, and led sales team, inspiring a culture of inclusion and performance. Groomed team into next-generation leaders through training, development, and market insights.➥ Collaborated with Sales Operations Managers to analyze performance and real estate trends, uncover opportunities, and implement innovative new strategies within the sales team.➥ Boosted revenue capture by owning sell-through, transaction economics, and analysis.➥ Defined and improved SOP’s while implementing automation and continuous improvement to enhance the customer experience, maximize efficiency, and reduce costs.➥ Captured exponential revenue growth with a 60% conversion rate. -
Account Manager Team LeadRex Jul 2021 - Mar 2022Austin, Texas, UsPromoted to build, develop, motivate, and lead a top team of Account Managers inspiring a culture of inclusion, performance, and growth. Coached team to execute sales plans, deliver product solutions, and drive sales growth. Defined strategies, training, and incentives to accelerate growth. Oversaw quarterly and annual reviews. Identified and communicated market trends, automation opportunities, and updates to management and staff.Select Achievements:✓ Served as client support and product subject matter expert resolving escalated issues and delivering a customer experience that enables retention, growth and satisfaction.✓ Continually analyzed team performance and delivered actionable insights and data-driven improvements to improve processes and workflow, accelerate deal closure, and increase sales.✓ Influenced cross-functional collaboration and knowledge sharing to inspire product enhancements, uncover strategic opportunities, and advance the business.✓ Drove growth for some of the company’s largest accounts and exceed personal sales goals.
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Account ManagerRex Oct 2020 - Aug 2021Austin, Texas, UsDrove sales and revenue growth for a real estate technology startup offering a disruptive digital platform that eliminates traditional agent commissions. Provided exceptional support to sellers and buyers to ensure long-term engagements. Served as expert in real estate sales transactions managing lenders, appraisers, and inspectors. Prepared addendums and agreements, reviewed pricing, managed escrow projects, and posted detailed home listing to REX’s website.Select Achievements:✓ Exceeded aggressive revenue goals by managing complex sales cycles, developing robust pipeline, and capitalizing on changing markets and digital disruption to help clients implement technical transformations.✓ Built strong relationships with key decision makers generating excitement and enabling a consultative approach to deliver the value proposition and close lucrative deals.✓ Strengthened position and recognition as market leader and serve as trusted advisor solving complex customer problems and translating business requirements into deliverable technical solutions.
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Senior Auction DirectorConcierge Auctions Jan 2019 - Mar 2020New York, New York, UsDeveloped and implemented processes to identify clients’ unique goals, recommend auction strategies, and formulate detailed project plans. Managed several simultaneous full cycle projects. Served as an internal client advocate and played a pivotal role in driving customer success, loyalty, and retention. Quickly initiated solutions to complex issues.Select Achievements:✓ Expanded business development and increased return business through relationship development and project leadership.✓ Oversaw successful execution of all projects aligning each initiative with internal goals and brand.✓ Improved client engagements by streamlining existing processes and tools.✓ Analyzed auction outcomes and provided data-driven insights for improvement. -
Business ManagerFashion Forms Aug 2015 - Sep 2018UsManaged 800+ boutiques and specialty stores with a dedicated team of Customer Service and Warehouse Staff. Increased product line and sales growth by coordinating unique product offerings. Executed line reviews and collaborated with cross-functional internal teams to analyze and meet customer needs. Oversaw strategic planning initiatives with the leadership team to expand business and account growth.Select Achievements: ✓ Increased new business development and sales 3-5% YoY. ✓ Launched 12 new products and opened 30+ new accounts annually. ✓ Partnered cross-functionally (design, logistics, and distribution) to execute new product launches and achieve on-time delivery. ✓ Developed lucrative long-term relationships with key business executives and stakeholders. -
Account ExecutiveFashion Forms Apr 2013 - Aug 2015UsManaged 800+ boutique and specialty stores in the United States and internationally. Provided daily support to ensure sales growth and customer satisfaction. Coordinated and attended 6-8 trade shows in New York, Las Vegas, Paris, and the UK each year.Select Achievement: ✓ Exceeded sales goals YoY by developing and executing strategic sales and business development plans.
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Sr. Production And Merchandising ManagerFashion Forms Sep 2012 - Apr 2013UsExecuted product purchases for replenishment; oversaw new item roll-outs for international distribution; and handled cross-functional planning, communication, and product testing requirements. Select Achievements:✓ Improved company control over pricing, marketing, sales, and distribution by creating and launching private label programs in collaboration with account executives.✓ Managed new item set up, inventory control, and forecasting initiatives; ensured forecasting accuracy, timely deliveries, quality control, and a smooth transition from product conception to retail floor.
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Product CoordinatorRobert Talbott, Inc. Apr 2007 - Sep 2012As Project Coordinator and Inventory Control Manager, guided vendor communication, oversaw order placement and product receipt, and production purchase order delivery. Handled inventory costing, trafficked flow of receiving process, and submitted shipping documents to accounting. Coordinated purchasing for fabric, finished goods, and findings; handled bulk production; and worked cross-functionally (design, sales, logistics, distribution, and accounting) for on-time delivery and invoicing. Created production reports, monitored WIP and sales orders, and processed and tracked vendor charge-backs.Select Achievements:✓ Established operational processes that ensured accurate/timely shipments and established daily communication with worldwide vendors to monitor WIP, EX dates, and purchase order ETA.✓ Reduced purchasing costs and established best-selling products through monthly and yearly inventory reporting and analysis. ✓ Analyzed product costs to ensure a healthy operating project margin.
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Admissions ManagerNational Steinbeck Center 2005 - 2006Salinas, Ca, UsManaged museum retail store and staff, oversaw admissions department operations, and coordinated over 70 volunteer staff. Interpreted sales metrics reports, admissions statistics, capture rate, and sales statistics; reported results to CEO and museum director. Collected grant-writing data and coordinated group tours, school field trips, and major events. Select Achievements:✓ Increased store revenue by sourcing and purchasing books and souvenir merchandise.✓ Improved sales and contributed to long term business goals by developing and recommending new in store products. -
Product DeveloperFashion Forms 1998 - 2005UsAs Production Manager, Purchasing Coordinator, and Product Developer, managed logistics for new item roll-outs, product purchases for replenishment, and product testing requirements for retailers. Guided cross-functional communication with manufacturing and retail management. Oversaw production processes such as manufacturer selection, purchasing, receipt of goods, packaging, distribution, and delivery to trading partners. Negotiated pricing, mandated product specifications, liaised with international vendors, and contributed to sample selection, lab dips, textile testing, production sample approvals, and product procurement.Select Achievements:✓ Improved forecasting accuracy and quality control; facilitated the transition from product concept to retail floor by contributing to internal strategic planning.✓ Enhanced business growth and development by creating informational presentations and managing all market setups and presentations in NYC.✓ Improved company control over pricing, marketing, sales, and distribution by creating and launching private label programs (with account executives).✓ Coordinated product development and packaging design projects in collaboration with designers and vendors which were presented to major retailers for private-label programs.
Heather Rubio Education Details
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Sonoma State UniversitySociology
Frequently Asked Questions about Heather Rubio
What company does Heather Rubio work for?
Heather Rubio works for Housing Connector
What is Heather Rubio's role at the current company?
Heather Rubio's current role is Customer Success Manager ➯ Account Manager ➯ Senior Team Leader.
What is Heather Rubio's email address?
Heather Rubio's email address is he****@****lth.com
What is Heather Rubio's direct phone number?
Heather Rubio's direct phone number is +130377*****
What schools did Heather Rubio attend?
Heather Rubio attended Sonoma State University.
Who are Heather Rubio's colleagues?
Heather Rubio's colleagues are June Kissel, Kelley Johns, Erin Steffen, Jolynn P., Chara Mcgill, Ramsey Ferguson, Msw, Kasey Mandich.
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