Samson Mathews, Cim® Email & Phone Number

Calgary, AB, CA

Calgary, AB, CA

Calgary, Alberta, Canada

• Amplified client portfolios by $73K and boosted ARR to $2 million by adeptly managing 60+ HOA management company accounts across the U.S. and Canada, ensuring consistent engagement and tailored support.
• Cultivated robust relationships with clients' leadership teams, serving as the primary contact for inquiries and conflict resolution, achieving a 94% GRR rate last year. Strengthened relations for strategic business.
• Spearheaded the implementation of HubSpot CRM company-wide within 20 days. Enabled teams to automate marketing, lead generation, sales funnels, and onboarding processes, preventing data duplication and loss.
• Trained over 2000 community managers across North America utilizing AI tools, resulting in a 97% B2B NPS.
• Diagnosed and addressed gaps in AI models affecting customer adoption rates. Orchestrated intent migration, doubling the AI Engine's performance and facilitating real-time client participation in the onboarding process.
• Mentored and led a team of 16, guiding members to achieve their professional and personal goals.

• Conducted data analysis to uncover trends and opportunities for process improvement. Implemented actionable solutions, such as feedback systems, increasing NPS from 70% to over 85%, maintaining it throughout tenure.
• Negotiated SaaS contracts, ensured timely service delivery, and reduced vendor costs by 30% while utilizing high-quality tools.
• Identified and documented clients' technical and business needs, effectively communicating with Dev teams to create AI bots, improving onboarding efficiency and saving $300 per client by efficiently utilizing Dev.
• Planned and executed onboarding for significant clients, demonstrating effective project management and leadership skills.
• Maintained strong relationships with all stakeholders, providing comprehensive training and sustainable project plans and materials.
• Hired and trained 19 team members, successfully establishing three departments: Customer Success, Customer Onboarding, and Customer Operations. Guided two team members to leadership roles.

 Improved communication between property managers and homeowners, reducing response times by 70%. Implemented property management web apps (Condo control, Vantaca, Yuhu, Buildium, BuildingLinks, Yardi) resulting in a 15% boost in operational efficiency. Conducted effective technology and process training for managers, enhancing productivity..

Toronto, Ontario, Canada

 Actively managing a brand-new high-rise condominium consisting of 919 units and 32 rental units. Successfully managed all administrative tasks, including work orders, service requests, rent and expense payments, property maintenance and vendor compliance requirements. Actively involved in the process of interim occupancy, identifying deficiencies, and.

Kochi, Kerala, India

 Involved in portfolio analysis, asset management and other investment and portfolio initiatives. Created and maintained financial models using Excel software for cash and income forecasting, asset management, and various variance and sensitivity analyses. Assisted in preparing investment committees, board memos, and asset plans as required. Tracked.

Bachelor Of Commerce, Finance And Taxation

Post-Graduate Certificate, International Business