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Qualified professional with over 9 years’ experience in Customer Success. Specializing in building a record of success, by working with organizations to achieve their overall goals. Well-versed in managing multiple projects and priorities while always continuing to meet strict deadlines.Core knowledge and expertise include: Client Success, portfolio management, team leadership, training & employee development, relationship building & management, new business development, problem solving, and revenue & profit enhancement.Proficient in Churn Zero, Salesforce, Gainsight, Microsoft Office, & Microsoft Teams
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Senior Customer Success ManagerOnboardGreenwood, In, Us
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Senior Customer Success ManagerOnboard Apr 2023 - PresentIndianapolis, Indiana, Us- Continuing the role of a Customer Success Manager but within a Senior Role- Managing more accounts with higher CV- Maintaining leadership role as a Senior Rep -
Team LeadOnboard Apr 2023 - Apr 2024Indianapolis, Indiana, Us- Taking a leadership role in a temporary new team structure while maintaining my role as Sr. CSM- Creating reports for my team- Conducting 1:1 meetings with my teammates- Holding Team Meetings and relaying important information from ELT- Helping teammates with every day questions, & brainstorming solutions to problems- Setting goals to achieve outside our KPIs
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Customer Success ManagerOnboard Apr 2022 - Apr 2023Indianapolis, Indiana, Us- Managing 200+ Organizations within the Healthcare Industry (8+Million in CV)- Assisting Admins with integrating Board Management software for their Boards & Committees- Portal training for Board Members & Admins- Troubleshooting issues at hand- Completing Annual Reviews at renewal time- Assessing needs and presenting solutions- Completing Quarterly Business Reviews- Building Training Schedule for new hires in CS
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Dual Ads Client Success ManagerAngi Nov 2021 - Apr 2022Denver, Co, UsAssuming same responsibilities as Client Success Manager II, along with the addition of the following responsibilities:- Managing Clients who advertise on Angi Leads (Previously known as HomeAdvisor)+ Angi Ads(Previously known as Angie's List) -
Client Success Manager Ii - MentorAngi Oct 2019 - Apr 2022Denver, Co, UsAssuming same responsibilities as Client Success Manager II, along with the addition of the following responsibilities:- Work with new employees on developing a good skill set for their current role- Setting personal and business goals with a men-tee to work to achieve
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Account Manager/ Client Success Manager IiAngi Jun 2015 - Apr 2022Denver, Co, Us- Manage over 700 active advertising accounts ranging from $3,600-$24K/ year- Build and maintain a working relationship with all clients - Problem solve for Clients in an effort to keep their ROI in line throughout the relationship- Communicate daily with clients regarding any issues they might have with their account- Optimize current advertising package while building pipeline of opportunities- Identify new advertising markets and propose products to serve them- Draw up contracts for advertising work and collect payments due- Process all correspondence and paperwork related to accounts- Build Ecommerce offers to help promote advertisers services- Work with Salesforce & Gainsight technology on a daily basis
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Client Success Manager Ii- Team LeadAngi Oct 2019 - Aug 2021Denver, Co, UsAssuming same responsibilities as Client Success Manager II, along with the addition of the followingresponsibilities:- Providing guidance, instruction, direction and leadership to teammates daily- Making calls to escalated pros in order to help find a solution and maintain their business- Mentoring co-workers by setting personal goals and putting steps in place to achieve those goals- Creating incentives to help further productivity and positivity throughout the work place- Listen to feedback from teammates and provide solutions to any problems- Taking a managerial role, in the absence of the manager
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Intake SpecialistHensley Legal Group, Pc Jun 2013 - May 2015Indianapolis, In, UsTaking calls, signing up clients, mailing documents, following up with clients, and keeping spreadsheets up to date. Receptionist duties, forwarding calls, sorting mail, and greeting guests.
Kelli Thomas Skills
Kelli Thomas Education Details
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Indiana University IndianapolisCommunication And Media Studies
Frequently Asked Questions about Kelli Thomas
What company does Kelli Thomas work for?
Kelli Thomas works for Onboard
What is Kelli Thomas's role at the current company?
Kelli Thomas's current role is Senior Customer Success Manager.
What is Kelli Thomas's email address?
Kelli Thomas's email address is ke****@****ist.com
What is Kelli Thomas's direct phone number?
Kelli Thomas's direct phone number is +131747*****
What schools did Kelli Thomas attend?
Kelli Thomas attended Indiana University Indianapolis.
What skills is Kelli Thomas known for?
Kelli Thomas has skills like Customer Service, Communication, Account Management, Social Networking, Event Planning, Customer Satisfaction, Teamwork, Time Management, Advertising Sales, Microsoft Excel, Sales, Profile Development.
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