Independent Consultant
CurrentConducted a comprehensive assessment of account management processes and tools to enhance alignment with product management and support growth strategies. This project involved:• Evaluating workflows, communication protocols, and technology tools (e.g., CRM systems) used by teams.• Conducting interviews with leadership and stakeholders across operations, product management, IT, sales, and customer success teams to identify inefficiencies and opportunities.• Performing a gap analysis against industry benchmarks to highlight areas for improvement in customer relationship management, collaboration, and performance metrics.• Delivering a detailed report with findings, a gap analysis, and actionable recommendations for optimizing processes, tools, and cross-functional collaboration.• Presenting a recommendation and executive summary to leadership, ensuring alignment with business goals to drive client growth, retention, and satisfaction.