Joseph Loria Email & Phone Number

Carmel, IN, US

RetentionCX is a fractional, hands-on offering, collaborating with executive leadership and CX teams to put in place the critical building blocks that boost net revenue retention and generate exponential growth.

Addison, Texas, US

Executive team member responsible for a global team (US, Europe, and India) owning the post-sale customer experience, including customer success, professional services, training and enablement, technical support, and technical account management.- Progressed fledgling customer success practice beyond basic renewals processing toward strategic customer.

Indianapolis, Indiana, US

Leader on key client engagements, acting as senior project manager and account manager, responsible for ensuring project success and securing add-on and expansion work.- Rescued failing middleware projects, securing resourcing, devising objectives, scrum-mastering, and elevating strategic client discussion. Result: Secured significant incremental billable.

Fishers, IN, US

As part of Emplify's executive management team, I led the Customer Success function focused on net retention, which involved all post-sale customer services, including program management, account management, and professional services.- Executive team member and core contributor to vision, strategy, and core values creation and execution, growing the.

Indianapolis, IN, US

I operated all aspects of the organization. I directed and oversaw sales, account management, implementation, education, technical support, infrastructure, product development, accounting, and finance.- Started up account management practice; in 2 years, following five years of no revenue growth, achieved 26% growth in total income and 34% growth in net.

Indianapolis, IN, US

I managed all post-sale customer services, from initial implementation through ongoing support and account management. I led a multi-disciplinary team, including project management, data conversion, customer education, website development, technical support, and account management. From 2009 through 2012, WebLink saw 94% revenue growth, while total expense.

Norfolk, Virginia, US

I managed client delivery of all software and services, leading a large team focused on project management, configuration, installation, data hygiene and enhancement, and educational services, including in-person and on-demand learning. I managed revenue and expense for the professional services business, creating forecasts and delivering recognized.

Norfolk, Virginia, US

I created the professional services business and then managed it, holding responsibility for client delivery of all software and services. I managed a geographically diverse team focused on project management, consulting, installation, configuration, and training. I managed monthly forecasts and delivered recognized revenue against budget.- Wrote business.

Norfolk, Virginia, US

I managed the training practice, including regionalized training staff, development and standardization of training offerings, and consistent delivery of in-person, onsite training against objectives.