Kelli Leavitt Email & Phone Number

Lehi, Ut, Us

San Francisco, California, Us

San Francisco, California, Us

South Jordan, Utah, Us

Managing a substantial enterprise book-of-business valued at $2.5 million in annual recurring revenue,consistently surpassing revenue targets through a blend of meticulous strategic relationship building and specific business-demand awareness insights.Implementing innovative customer-centric initiatives, resulting in a revenue increase of over 10% within a short six-month period. Consistently overseeing the prompt renewal of high-impact contracts.Collaborating with internal teams to create a smooth onboarding process for new clients. Conducting in-depth training sessions for existing clients, facilitating a comprehensive understanding of product capabilities and adoption of valuable new features and updates.Mitigating churn risks by conducting regular client check-ins and hosting Quarterly Business Reviews (QBRs), addressing potential issues and fostering long-term partnerships.Spearheading a client feedback loop to gather and apply insights, enhancing overall customer satisfaction and maintaining a competitive edge. Continually identifying key upsell opportunities.

Salt Lake City, Utah, Us

Oversaw customer onboarding, fostering over 75 ongoing customer relationships by communicatingappropriate goals and expectations, delivering on positive outcomes, and acting as a strong customer advocate.Coordinated ongoing analysis of customer accounts to anticipate any conflicts or opportunities and maintain continued positive renewal sentiments.Proactively directed renewal discussions, steering conversations to pinpoint add-on sale prospects, ensuring heightened client satisfaction and an enriched user experience.

San Francisco, California, Us

Managed a team of 20 Customer Success Managers with an average activation rate of 75%, resulting in increased revenue & retention.Facilitated the development of a comprehensive restructuring of the Customer Success Department, overseeing the implementation of strategic changes aimed at optimizing departmental efficiency and enhancing team dynamics.Led a strong culture of collaboration over cross-functional partnerships in order to establish unified results on company OKRs.Organized campaigns and initiatives that led to increased company revenue, enhanced morale, and exceeded quarterly KPI output.

San Francisco, California, Us

Lehi, Utah, Us

Directed the establishment of a newly formed sales support team, resulting in significantly enhanced sales rep retention and a notable upswing in production.Created and improved training methods and provided constant career-pathing opportunities for a talented team of 15+ agents.Established a heavy focus on sales rep attrition, leading to a 30% retention rate increase over the course of one year.

Lehi, Utah, Us

Orchestrated "customer-centric" strategies, delivering a tailored and seamless experience by customizing services to individual preferences and requirements for individual sales reps.Proactively identified and resolved sales team concerns with precision and tact.Cultivated robust relationships with the sales team by serving as the primary point of contact for consultations, inquiries, training, and requests.

Lehi, Utah, Us

Implemented a robust strategy to enhance accountability, offering customers a dedicated point of contact throughout the entire process.Managed comprehensive customer escalation procedures, effectively mitigating and containing issues while swiftly and efficiently resolving complaints.Acted as the primary liaison for training initiatives and contributed to the development of reports in Salesforce and Excel.

Lehi, Utah, Us

• Managed team of 10-20 employees by setting weekly goals, coaching team members, conducting trainings, reviewing performance, auditing accounts and enforcing policy• Facilitated direct communication between local team and in-field offices; helped create a fluid process from initial sale all the way to utility interconnection• Created culture that encouraged agents to pursue individual and teams goals resulting in consistently increased department efficiency and achievement