Malinda Lee Email & Phone Number

Chicago, Illinois, United States

• Leading the global CSM function at Relativity (6 Managers with CSM teams based in the U.S., EMEA. and APAC)

Chicago, Illinois, United States

• Led the Law Firm and Service Provider CSM teams at Relativity (12 CSMs, 1 CSM Manager)• Awarded 2023 cross-departmental Collaboration Award for designing new "Verified Outcomes" process for CSMs to drive and track customer wins.• Designed and implemented a new team structure and tiered model in 2023 to accelerate account growth and remove segment silos.

Chicago, Illinois, United States

• Managed the law firm Customer Success Management team; grew team from 6 to 10 CSMs • Collaborated with a team of law firm segment leaders to develop and execute the organization's law firm segment strategy• Created cross-segment methodology for CSMs to establish customer success plans, drive customer return on investment, and prove customer value• Refreshed customer-facing Executive Business Review approach across segments with template materials and process• Built… Show more • Managed the law firm Customer Success Management team; grew team from 6 to 10 CSMs • Collaborated with a team of law firm segment leaders to develop and execute the organization's law firm segment strategy• Created cross-segment methodology for CSMs to establish customer success plans, drive customer return on investment, and prove customer value• Refreshed customer-facing Executive Business Review approach across segments with template materials and process• Built and trained cross-segment CSM team on several new processes to identify and remediate customer health risks• Promoted in November 2021 to Senior Manager of the Law Firm CSM Team Show less

Chicago, Illinois, United States

• Functioned as interim manager of CSM for the Law Firm segment until June 2020, when the promotion was made permanent.• Collaborated with teams of stakeholders across the organization to set 2020 Law Firm segment strategy, define process for CSM to identify/drive customer return on investment, and deliver first-ever segment business review to executive leadership• Developed formalized process and best practice examples for CSMs to share customer wins with the organization.

Chicago, Illinois, United States

• Awarded “CSM MVP” by department leadership in January 2020 for outstanding team and customer contributions in 2019• Managed high-touch law firm accounts (including Relativity's largest law firm customer), working closely with both sales and customer stakeholders to establish, execute, and track annual goals and initiatives • Analyzed data, identified trends, and formulated strategy to drive adoption of key products for accounts (in 2019, increased processing adopters by 100%… Show more • Awarded “CSM MVP” by department leadership in January 2020 for outstanding team and customer contributions in 2019• Managed high-touch law firm accounts (including Relativity's largest law firm customer), working closely with both sales and customer stakeholders to establish, execute, and track annual goals and initiatives • Analyzed data, identified trends, and formulated strategy to drive adoption of key products for accounts (in 2019, increased processing adopters by 100%, more than doubled analytics use at key accounts, and grew existing RelOne subscriptions by total of 29TB)• Served as stakeholder and team co-captain for development of "Product Feedback Loop" process at Relativity, ensuring customer product feedback consistently heard and responded to Show less

Greater Chicago Area

• Managed and grew existing accounts with channel partners (In 2016, grew user seats by ~10%, exceeded analytics subscription quota by ~29%, and increased account Relativity Fest attendance by ~46% YOY) • Planned and ran partner strategy meetings, version overviews, and product trainings • Managed the sales cycle for clients, including product demonstrations, contracts, and account management • Certifications Obtained: Certified Relativity Certified Administrator (RCA) and… Show more • Managed and grew existing accounts with channel partners (In 2016, grew user seats by ~10%, exceeded analytics subscription quota by ~29%, and increased account Relativity Fest attendance by ~46% YOY) • Planned and ran partner strategy meetings, version overviews, and product trainings • Managed the sales cycle for clients, including product demonstrations, contracts, and account management • Certifications Obtained: Certified Relativity Certified Administrator (RCA) and Relativity Certified Sales Professional (RCSP) Show less

Greater Chicago Area

Prior to purchase by ShoreTel in January of 2016, CorvisaCloud was a Silver level Salesforce System Integrator and ISV partner. • Cultivated network of lead referral partners at Salesforce (+55% from Aug 2013 to Aug 2014).• Planned and executed joint marketing events with Salesforce • Created internal guidelines and incentives to meet Salesforce partnership program requirements (Ex: created sales contest increasing sourced revenue credit by over 20% from Aug 2013 to Aug… Show more Prior to purchase by ShoreTel in January of 2016, CorvisaCloud was a Silver level Salesforce System Integrator and ISV partner. • Cultivated network of lead referral partners at Salesforce (+55% from Aug 2013 to Aug 2014).• Planned and executed joint marketing events with Salesforce • Created internal guidelines and incentives to meet Salesforce partnership program requirements (Ex: created sales contest increasing sourced revenue credit by over 20% from Aug 2013 to Aug 2014).• Devised Salesforce communication strategy, facilitated communication between Salesforce and CorvisaCloud, and drafted Salesforce-facing marketing content• Drafted training materials for internal sales team on Salesforce products and processes Show less

Greater Chicago Area

McGraw-Hill Higher Education develops digital learning solutions for the college education market.• Promoted March 2011 to larger territory with $3 million+ base revenue • Achieved 104.7% of bonus goal for 2012 (top rep in district) by strategically managing territory, drafting marketing pieces, collaborating with product teams, consulting with clients, and presenting digital platform demos of Connect and LearnSmart products. • Selected as Peer Mentor to serve as resource… Show more McGraw-Hill Higher Education develops digital learning solutions for the college education market.• Promoted March 2011 to larger territory with $3 million+ base revenue • Achieved 104.7% of bonus goal for 2012 (top rep in district) by strategically managing territory, drafting marketing pieces, collaborating with product teams, consulting with clients, and presenting digital platform demos of Connect and LearnSmart products. • Selected as Peer Mentor to serve as resource, coach, and collaborator to new hires.• Consistently achieved budget, editorial, market development, and productivity goals. • One of 14 “Champion” reps and managers (out of 300+) selected on basis of potential for immediate promotion to attend June 2012 invite-only week of training in branding and marketing at NYC corporate office. Show less

B.A., English Literature, Summa Cum Laude

• Teaching Assistant, American Culture for ESL students • Honors literature study abroad program, Wycliffe Hall, Oxford, UK •.

J.D., Law, Magna Cum Laude

• Teaching Assistant, Legal Writing I and II • Intern, Chicago Volunteer Legal Services • Summer Associate, Schiff Hardin, LLC • Intern.