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 •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 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.•Work with internal teams to continually improve the quality, effectiveness, and efficiency of Planview processes and best practices. Show less

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, pre-employment screening and new hire orientation.•Ensured all phases of the recruitment life cycle… Show more •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, pre-employment screening and new hire orientation.•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.•Developed and analyzed recruiting metrics to help guide decision making, measure team productivity, and provide insights to hiring managers.•Performed periodic “Voice of the Customer” reviews to evaluate employee and client satisfaction. Show less