Senior Customer Success Manager | Upgrade Project
Developed and executed proactive engagement initiatives for IB/PE accounts, partnering with marketing and account teams to drive product adoption and usage growth.Monitored and evolved IB/PE account profiles in Salesforce, managed geographic and user segmentation, and delivered tailored training sessions to increase client understanding and usage.Ensured a seamless transition for IB/PE clients moving from CapIQ to the CapIQ Pro platform, collaborating with internal teams to meet migration timelines and address client needs.Regularly analyzed IB/PE client feedback and usage metrics to support renewals, upsell opportunities, and continuous service improvement based on client business trends and enhancement requests.