Client-facing expertise in customer success, project management, implementation, and enablement in the SaaS and software industry. Track record includes managing the end-to-end implementation processes, successfully guiding customers through the onboarding journey, providing expertise, leading conversations to drive value and solving problems to ensure users fully embrace the product and achieve measurable results. Global enterprise clients included financial services, technology services, telecommunications, and professional services, with an annual ARR book of business between $3-5 million dollars. Strategic Relationship ManagementAs a trusted advisor, built and nurtured strong stakeholder relationships, by conducting regular check-ins and executive business reviews, to ensure customer needs were understood, challenges were addressed promptly, and KPI goals were met effectivelyProject ManagementDetail-oriented and proactive, with a track record of managing multiple projects simultaneously in fast-paced environments executing and monitoring programs to ensure they are completed on time, within budget, and to scope.Customer Success Strategies Develop and implement successful customer success plans, using best practices in adopting solution features and enable client go-live readiness on new software, with measurable goals and KPIs.Data AnalysisIdentify and monitor utilization, performance and revenue metrics, providing data-backed recommendations to add value, promote opportunities for optimization and enhancement and deliver measurable results to stakeholders.AREAS OF EXPERTISEAdoptionLed software customers through onboarding by creating, educating, and delivering rollout plans and driving change management to ensure they fully embrace the product, to ensure clients become enthusiastic advocates and references. Articulated business value by sharing knowledge depth of products and services in customer conversations, identifying how they deliver value, growth opportunities, recognizing risks and defining mitigation plans as needed.EnablementConducted detailed hands-on training for users and client stakeholders globally to 100+ users, ensuring adoption, improving productivity and reducing resource time commitments.Revenue GrowthCoordinated with sales teams to provide insights into customer health to ensure a successful annual recurring revenue and support expansion within existing accounts.Contact Info: jecopley@gmail.com
Listed skills include Program Management, Accounts Payable, Team Building, Account Management, and 6 others.