- Organize ongoing nurture and education campaigns as well as one-time send campaigns to promote customer success on the platform and reduce overall subscription churn and contraction- Create and manage functional reference program to connect prospects with existing customers- Manage advisory board program to create an efficient product feedback loop with customers and R&D- Serve as liaison between Marketing and Customer Success, ensuring that communication and strategy are aligned- Act as owner of customer communication dissemination across the CS org and cross-functionally with Marketing and R&D

Achievements: - Carta Revenue Leadership Program - Totango Ambassadors Task Force - Member of the Quarter - Q1 2022- H1 2022: 146% Quota Attainment- Owned the success and health of my assigned clients by developing strategies aimed to increase engagement and revenue, while mitigating churn- Served as a trusted advisor; developed consultative relationships with assigned territory of customers by delivering value, sharing best practices and acting as the voice of the customer internally- Drove product adoption and usage of Carta throughout the customer journey- Achieved monthly expansion & upsell targets along with accurate renewal forecast- Leveraged technology to proactively engage with customers at scale regarding Carta’s values, upsell opportunities, and upcoming renewals- Negotiated win-win outcomes for customer and Carta- Identified upsell and cross-sell opportunities through customer interactions and developed a specific strategy to align with customer business objectives

-Developed and Coordinated monthly virtual summits with 55+ speakers -Drove business development opportunities with high-level executives, business owners, and -influencers -Managed technical analytics -Co-developed and managed daily content creation system; Social Media Leadership Team

-Completed immersive inside sales training program -Established, cultivated, and maintained relationships with high-profile executives and sponsors -Built sales pipeline of opportunities-Drove C-Level attendance to conferences to meet attendance targets-Responsible for all client-facing aspects of the conferences-Ensured the attendee and sponsor experience was excellent-Cross-division collaboration with Content Creation Team and Client Services Team

-Identified and connected with prospective clients, both inbound and outbound-Identified industry standards and trends and collaborate with Marketing and Design Teams to better address customer needs-Managed a short/medium/long-term sales pipeline -Met directly with CFO to analyze, measure, and adjust workflow best practices -Worked closely with Direct Manager to address specific account needs

-Assist in building and expanding book of accounts via new clients and new products with existing clients-Follow up on customer supply, maintain reorder schedule, assist with any questions or issues during sales cycle-Send clients updated product information, pricing, and any new product opportunities

-Maintain customer relationships via phone or email to inquire about supply and reorders-Send clients product information and answer any questions they have-Work with internal design department to facilitate artwork requests for client's projects-Complete order processing using Salesforce and Conga-Utilize Salesforce for CRM to document client information and interaction

-Managed incoming vendor shipments with Microsoft Access and using quality assurance procedures-Generated daily confidential reports with integrity-Sorted, packaged, and labeled inbound products for restocking-Regulated inventory of products to ensure efficiency and organization-Processed, assembled, and shipped daily outgoing customer orders-Assisted with customer service emails and phone calls and maintained office supplies

-Supervised student staff of 40+-Managed schedules and breaks, maintained high level of organization at each work station, worked directly with full-time staff to implement new procedures