Kacy Trumbo Email & Phone Number

• Develop a trusted advisor relationship with customers and executive sponsors to drive product adoption, ensuring that they are using the solution to achieve full business value and solve critical issues.
• Collaborate with cross-functional Planview team members to align account activities with the customer's business case and strategy. Work with the sales team to properly sell and position success services.
• As a platform champion with strong product knowledge, I monitor and identify… Show more
• As a platform champion with strong product knowledge, I monitor and identify adoption and utilization trends, providing creative recommendations based on risk and customer needs.
• Conduct periodic customer health-checks. Prepare and educate customers on new features and releases. Identify renewal risk and partner with internal teams to remedy and ensure a successful renewal.
• Act as the voice of the customer and collect feedback to drive continuous improvement across all areas, including product.

San Francisco Bay Area

• Achieved President’s Club in 2016, 2017, 2018
• Awarded “Best of Staffing” by leadership for providing superior-level service to clients and contractors 2017, 2018, 2019
• Managed recruiting process for a team of full-cycle recruiters including allocation of workload, in-take sessions, candidate sourcing, interview scheduling, candidate interviews, offer development and delivery.
• Ensured all phases of the recruitment life cycle… Show more
• Ensured all phases of the recruitment life cycle including sourcing, screening, negotiation of offers and reference and background checks were properly coordinated, monitored, tracked, and executed.
• Ran weekly meetings with hiring managers and client executives on talent strategy, contributing market insights, workforce planning, interviewing best practices, and process improvement.