-Led the auditing process for the Client Success (CS) team, ensuring meticulous preparation for potential investor reviews.-Assumed responsibility for overseeing and optimizing the Sales Funnel, previously managed by the VP of Client Success. Implemented a systematic dashboard that provided real-time updates to C-level executives, improving visibility into client progress and potential bottlenecks.-Appointed as the main Point of Contact for the Risk Department, fostering a smoother collaboration between Risk and CS. Educated both teams on departmental nuances and user feedback to enhance overall efficiency.-Successfully managed a portfolio exceeding $500 million, handling end-to-end processes from onboarding to upselling. Maintained a client retention rate of [specific percentage], demonstrating a commitment to client satisfaction and business growth.-Acted as a liaison between clients and Product/Risk departments, ensuring seamless communication and alignment of objectives.-Collaborated with the Lead Client Success Manager to enhance processes within the Client Success team, contributing to increased efficiency and productivity.-Initiated and played a pivotal role in launching the Partners Programs in collaboration with the Marketing Team. Served as the primary point of contact for all partners and managed referrals successfully.-Spearheaded the creation of a new system in collaboration with the Risk department to minimize the impact on clients during the funding process. Streamlined steps for quicker funding activation.-Appointed as the Point of Contact for a project with the Product team. Identified gaps between Client Success and Product departments, improving communication and education channels. Provided valuable feedback on client experiences to enhance future product development-Presented engaging and informative webinars and podcasts for the Marketing Team, showcasing expertise and contributing to the company's thought leadership in the industry.

-As the inaugural hire for the Client Success (CS) team, this played a pivotal role alongside the Chief Revenue Officer (CRO) and VP in establishing the team. Developed key processes and structures to lay the foundation for the entire department.-Managed all client communication and relationships single-handedly during the initial stages, ensuring a seamless client experience. Effectively transitioned responsibilities as the team expanded.-Oversaw a substantial Book of Business, handling larger clients with values exceeding $500k. Guided clients through the sales process, facilitated onboarding, and provided ongoing account management, contributing to client satisfaction and retention.-Played a crucial role in generating over $1 million in revenue through effective sales strategies, client retention, and upselling initiatives.-Functioned as a liaison between clients and Product/Risk departments, fostering collaboration and ensuring alignment between client needs and product/service offerings.-Spearheaded the creation of comprehensive training programs and documents for new hires in the Client Success department, contributing to a consistent and efficient onboarding process.-Developed compelling material for marketing and product teams, utilized for website content and advertising campaigns, contributing to brand visibility and client acquisition efforts.-Conducted interviews and played a key role in the recruitment process for new team members, contributing to the growth and development of the Client Success team.-Collaborated with the product team and leadership on a project focused on enhancing client onboarding experiences. Provided valuable user feedback to improve the overall onboarding process.-Contributed to the establishment of 8fig Academy, including the creation of an FAQ page. Empowered sellers with access to information and educational documents, enhancing their knowledge and skills.

-Lead initiatives that led to a notable increase in company revenue and growth. Conducted comprehensive research to identify and target potential clients, delivering tailored strategies aligning with their marketing goals. Successfully implemented both Digital and Traditional Marketing, as well as Public Relations approaches.-Played a key role in developing and implementing a CRM/sales process for the internal Business Development Team. This initiative streamlined operations, resulting in enhanced efficiency and productivity.-Conducted thorough research and engaged with potential clients to assess marketing opportunities. Collaborated with department heads to craft and implement effective marketing strategies, ensuring alignment with clients' goals and needs.-Identified, evaluated, and maintained relationships within the sales funnel, both with new prospects and existing clients. Contributed to the overall success of the sales process by ensuring a consistent and positive client experience.-Managed the complete sales cycle, overseeing strategic marketing campaign development for each client.-Conducted research to establish and cultivate relationships with potential clients, identifying marketing opportunities, and collaborating with department heads to formulate effective strategies.-Identified, evaluated, and nurtured relationships within the sales funnel for both new and existing clients.-Performed account management duties, providing monthly reporting on client services.

-Managed and maintained a client book of business, proactively addressing technical and program issues while devising strategies for program efficiency and behavior change.-Served as the primary point of contact for the book of business, providing account management, reporting, and strategic recommendations.-Discussed, researched, and resolved client issues, identifying upsell opportunities to foster and expand client relationships.-Collaborated with Consultants, Clients, and Third-Party Vendors to enhance program efficacy and contribute to total population behavior change.

-Acted as the right-hand support to the Client Relationship Manager (CRM), overseeing client renewals and collaborating with departments to devise unique strategies.-Resolved program or technology problems/issues for multiple clients, ensuring seamless operations.-Assisted and supported the CRM in managing their book of business.-Aligned with each client's wellness goals, contributing to the creation and execution of strategies aimed at surpassing participation goals.

-Developed integrated marketing strategies in collaboration with the Dallas Mavericks and American Airlines Center to meet client goals in sports marketing.-Drove company revenue through acquiring new business and overseeing growth/renewals of existing clients.-Collaborated across departments to create and execute client campaigns using digital marketing, arena signage, and activations.-Served as the liaison between clients and players for all marketing campaigns.

-Increased company revenue by selling and managing comprehensive radio, digital, and event campaigns, offering clients a full 360 approach.-Developed relationships to boost revenue for both CBS Radio and clients.-Innovated by creating custom campaigns that integrated radio, digital, and event promotions.-Managed all client billing processes and ensured the timely execution of campaigns.

-Oversaw the South Texas Geo-Market (TX – FL), supporting account management, reporting, and integrated sales initiatives for all Baker Hughes service offerings.-Collaborated with Houston and Dallas Sales Teams on potential clients in multiple areas.-Authored and presented Request for Proposals and strategic documents for both potential and current customers.-Participated in the South Texas Sales Leadership Team, representing various product lines.-Maintained client relationships by ensuring timely execution of deliverables, consistent budget adherence, and transparent communication.-Coordinated chemical orders, service scheduling, and field operations in collaboration with customers and Operations.

-Provided support to Account Managers and managed top 5 accounts in the South Texas region.-Established and nurtured trusting customer relationships across multiple Baker Hughes accounts.-Planned, scheduled, and managed customer events to enhance engagement and collaboration.-Developed and maintained reporting tools for customers and Account Managers.-Conducted meetings with customers to understand their reporting and data-sharing processes, ensuring an efficient and reliable relationship between Baker Hughes and the customer.-Contributed to decreasing Days Sales Outstanding (DSO) disputes with customers.