Kate Egan Email & Phone Number

California, United States

San Francisco, California, Us

- Pioneered the Customer Success Management department at Finley, establishing frameworks thatenhanced customer engagement and identified customers at risk- Developed and managed the customer journey & lifecycle across all customer segments includingimplementation, onboarding, renewal, and expansion- Led the integration of post-sales tools, increasing cross-functional efficiency and improvingcollaboration across key teams such as Customer Success, Engineering, Product, Sales, and SolutionsEngineering.- Developed the first iteration of customer health scoring in collaboration with Product and SolutionsEngineering; Incorporated the use of data-driven insights- Developed and delivered on post-sales KPIs in collaboration with our CEO- Led recruitment, training, and supervision of Customer Success and Solutions Engineering teams

San Francisco, California, Us

- Strategically managed the full customer life cycle from implementation, onboarding, adoption, and renewal for over 2k customers and $32M ARR- Managed a team of 7 direct reports across 2 segments- Collaborated cross-functionally with operations, marketing, finance, growth, and product to fit the needs of the US customer and US team members

London, Gb

- Oversaw the full customer lifecycle from onboarding, training, adoption, support, renewal, and upsell of the US customer base- Managed a team of 5 direct reports, including Account Managers and Customer Success Managers- Improved Net Dollar Retention from 83% to 92% from Feb 2020 through Aug 2021 by introducing individual outreach and activity standards and reframing the focus of the CSMs and Account Managers to focus on adoption strategies - Reduced Churn rate from 3% in 2019 to 1.3% in 2021 with the introduction of annual contracts and a refocus of rep activities- Received "Top Sales Leader" Award in 2020- Collaborated cross-functionally with operations, marketing, finance, growth, and product to fit the needs of the US customer and US team members

London, Gb

Oversaw the onboarding, training, and adoption of the US and Canadian customer baseManaged a team of 5 direct reports

London, Gb

Acted as a player-coach for the 6 CSMs across onboarding and retention, while maintaining a portfolio of 20 new customers / month for onboarding

London, Gb

Oversaw the implementation and training of our SMB to Mid-Market customers, 40 new customers/monthAs the first in the role globally, I helped determine the behaviors and activities to define the success of partners in their onboarding period, and how to best execute their success plan

London, Gb

Washington, District Of Columbia, Us

- Delivered service and quality assurance for two high profile hospital and health systems with a total contract value of over $9M- Developed strategic relationships with hospital executives and staff to effectively drive value across each organization. - Commercial responsibilities included creating and negotiating renewal contracts, managing at-risk client relationships, and growing new business through coordination with a dedicated sales team.

Washington, District Of Columbia, Us

- Developed content knowledge of the healthcare industry to execute strategic outreach and communication methods to target prospective members- Managed all external and internal scheduling for a Senior Director in a unique marketing structure• Assisted with collateral development, marketing strategy, and pipeline management• Recruited Alpha members for a new technology platform

Ventura, Ca, Us

Conducted an industry bench-marking research project in March and April, 2014

Carlisle, Pennsylvania, Us

Fundraised for the Dickinson Annual Fund by contacting alumni and parents

Hunt Valley, Maryland, Us

Provided recommendations to the CIO for their new flavor advisory service, FlavorPrint on how to both be more sustainable and market the service to the millennial generation.

San Francisco, California, Us

A PR firm based in San Francisco that represents clients in the technology field. Here I wrote blog posts, reached out to reporters for clients, managed social media pages for both Upraise as well as our clients, monitored client competition, found speaking opportunities for clients and Upraise, and more.

The Cameroon branch of Harambe focuses on social entrepreneurship and youth empowerment.

Market research, worked in the Consumer Trends department, wrote article for monthly publication

Bachelor'S Degree, International Business And Management

High School, General Education