Time out to travel and ski between roles. Hit amazing snow across CO, UT, WY, MT, ID, CA,and BC.

Mentor to executives at start-ups

-Responsible for leading the Nationwide Customer Success team comprised of more than 75 team members across multiple segments and geographic regions-Built the team and processes to ensure Unite Us can effectively scale during a period of explosive growth, while delivering an exceptional customer experience

Unite Us is a technology company that connects service providers across the continuum of care. We’re addressing every determinant of health by building coordinated care networks that span clinical, behavioral, and social services. To learn more about how Unite Us is improving community health outcomes across the country, visit www.UniteUs.com.At Unite Us, I manage the team responsible for the implementation and ongoing success of the Unite Us customer portfolio.

-Evaluated and led the Customer Success team in a contracting capacity -Helped the leadership team determine what the team needed in a leader long-term-Created a blueprint for team management and KPIs

Spent time with my partner skiing various mountains in the US, then headed to Switzerland for a European tour before our plans were interrupted by COVID. Spent the spring recharging, reading and determining what role I wanted next.

-Created model and process for implementing and managing new customer portfolio -Partnered with Head of User Engagement to drive product adoption and company revenue -Determined team KPIs, hiring plan, and definition of success across our customer base -Defined and managed end-to-end recruiting process at a critical phase in company’s growth

-Promoted to lead and coach a team of CSMs managing $30M+ in ARR across 50+ customers nationally-Responsible for moving “problem accounts” from “Red” to “Green” status; leadership frequently moved such accounts into my region’s portfolio to increase customer health-Consistently pushed the organization to put the customer first, as part of this, led effort to revamp CS team’s toolkits including QBR materials, playbooks and renewal process -Member of multiple tiger teams representing CS org, collaborating with product leadership and biz ops to improve product, analytics and processes -Voted into President’s Club 2016 as MVP by sales team

In addition to Account Executive/CSM responsibilities, managed a team of Account Executives/CSMs

-Managed $10M in ARR across a variety of industries with clients including Google, CalPERS, Microsoft, Adobe, Providence Health Systems, Dell and Safeway -Directly led sales cycle of $xM+ in added ARR in my first full year; doubling revenue in a top customer-Responsible for all aspects of client lifecycle post-implementation including account strategy, ongoing support, QBR delivery, upsells and renewals

-Owned revenue (renewals and upsells) and strategy for company's largest enterprise customers-Managed team of direct reports - provided coaching, strategic direction and escalation support-Led the implementation for company’s first international customer, working directly with CEO

Managed all aspects of client lifecycle for 12+ enterprise customers/$3M in ARR including implementation, renewals, upsells, account strategy, data analysis and reconciliation; increased ARR by 15% through upsells and discount recaptureSupported C-Suite HR contacts by preparing analytically-based presentations on clients’ annual trends, benefit programs, outcomes, strategic direction

-Responsible for implementation and management of the company's most strategic and highest value customers including Coca-Cola, SunTrust and Nielsen-Collaborated cross-functionally on initiatives to improve customer experience -Managed a team of account managers-Recruited, onboarded and mentored new team members-Improved user and customer experience by creating new materials for CS team to use for QBRs and Implementation kick-offs, and by initiating collaboration with Product and User Engagement teams

-Responsible for implementing, managing and renewing customer portfolio-Advised on program design, communications and member engagement-Created and revised team resources as company scaled

-Prospected into existing accounts across C-suite and VP-levels to increase contract value; tripled revenue within 30 months-Engaged with portfolio customers on consulting projects to reduce costs and increase efficiencies within telecommunications network; served as part-time, on-site FTE within customers' IT department to identify and implement best practices

-Prospected into expanded territory both on the phone and in-person -Consistently achieved monthly quota

-Prospected into assigned territory by cold calling business owners both on the phone and in-person-Consistently achieved and exceeded monthly quota targets resulting in promotion within one year