Max Woolf Email and Phone Number
Leader in designing and implementing solutions that achieve customer goals. Experienced in the management and growth of complex technical accounts and teams. Excel at establishing executive objectives, and executing program plans that drive results and engagement. Willing and capable participant in the full customer and product lifecycle from initial solutions development, to proposals, commercial negotiation, and long-term account management. Drive operating cost reduction, increase overall efficiency, and mitigate risk by proactively consulting with customers to provide customized solutions to further cement relationships resulting in excellent cross-sell, upgrade, and retention.
Intivo Consulting
View- Website:
- intivoconsulting.com
- Employees:
- 2
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Principal ConsultantIntivo Consulting Jan 2020 - PresentSan Francisco Bay Areawww.intivoconsulting.com -
Senior Director, Renewals And OnboardingModern Health Feb 2022 - Jul 2024San Francisco, California, United States -
Director, Client Success Onboarding And RenewalsModern Health Oct 2020 - Feb 2022San Francisco Bay Area -
Head Of Global Customer Success And SupportFountain Nov 2018 - Dec 2019San FranciscoFountain is the leading hiring platform for the deskless workforce. Built for multi-location franchise operators and on-demand companies.Owned the retention and cross sell/upsell responsibility for the entire account base, achieving ~90% retention in 2019 with 140% net negative churn for two consecutive quarters.Implemented company-wide processes and tools for processing and reporting on all sales activities.Provided guidance, strategic, and tactical leadership to up-level people management team.Launched new compensation structure, designing and instituting the company’s first performance-linked bonuses for CS.Led customer onboarding redesign, reducing go-live time from ~3 months to ~4 weeks. Re-defined customer health objectives and enabled early warning system to detect and mitigate churn risk.Created customer feedback system to collect, prioritize and act on product feedback requests.Led Salesforce cleanup project and scaled current implementation for all post sales function. -
Director, Customer SuccessApp Annie Dec 2016 - Nov 2018San Francisco Bay AreaDirector, Customer SuccessLead and develop a team of Customer Success Managers tasked with driving value into a base of world class customersCreated playbooks to define and optimize Customer Lifecycle - implement best practices, map customer journey, identify opportunities for listening points and interventionsManaged Customer Success Activities – track and measure KPIs, project milestones, client advocacyMeasured Effectiveness of Customer Success team - refine operational metrics for the team, create reporting and review cadences, status executive teamSenior Manager, Customer SuccessLead a team of Customer Success ManagersDefined and Optimized Customer Lifecycle - implement best practices, map customer journey, identify opportunities for listening points and interventionsManaged Customer Success Activities – track and measure KPIs, project milestones, client advocacyMeasured Effectiveness of Customer Success team - refine operational metrics for the team, create reporting and review cadences, status executive team -
Enterprise Customer Success ManagerRadius Intelligence Oct 2015 - Dec 2016San Francisco Bay AreaRadius is a predictive marketing software that transforms how marketers discover new markets, acquire customers, and measure performance. This role is responsible for engaging and growing Radius’ largest and most strategic accounts via both tactical and strategic processes which I helped develop in a rapid growth environment. Lead discovery sessions with executives, business users, and technical users to obtain department-specific KPIs.Drive adoption by creating customized success plans allowing customers to execute on their goals. Meet 100% of retention goals by becoming a trusted advisor and maintaining a true partnership with the customer base .Created Enterprise Account Executive/Customer Success engagement process.Built Red Account process in order to identify at-risk accounts both pre and post-sale. -
Customer Success Manager | Creating Customers For LifeBirst Apr 2014 - Oct 2015San Francisco CaConsult with customers to ensure onboarding, drive user adoption, retention and overall success.Marshal organizational resources to promote the successful adoption of solutions and ensure customer issues are resolved quickly. Act as a liaison between different customer departments; including executive sponsors, IT, and end users. Lead training sessions for newly released products and value-based workshops. Track accounts to identify churn risk and work proactively to eliminate that risk. Interface and collaborate with operations, product, and engineering to help improve each version of Birst. -
Senior Account ManagerWindstream Communications Sep 2010 - Apr 2014San Francisco Bay AreaDrive revenue by consulting with an existing customer base to evaluate business needs and propose solutions that result in faster, more reliable and secure networks. Project manage change orders and liaze with back office departments, vendors, and customer to ensure proper execution and implementation. Proactive account management via phone calls and face to face appointments. Also by receiving and processing orders with possible vendor coordination.Final billing reviews with the customer for post new service installation, service moves, adds and changes and renewal processing to ensure accuracy of invoicing. -
Account Representative-Business Support GroupPaetec Sep 2008 - Sep 2010Rochester, New York AreaCo-managed a nationwide account base billing $65 million in annualized revenue. Exceeded in this fast paced environment based on sales and renewals by providing top tier customer service and immediate resolution to questions and concerns regarding customer accounts. Gained a competitive edge by investing time with pre and post sales engineers to increase my technical knowledge allowing me to speak on a superior at a technical level with customers ultimately allowing me to build a trusting rapport with them.
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ManagerDave Lane'S Stereo Shop Henrietta Aug 2005 - Sep 2008Rochester, New York AreaTeam leader that helped train, coach, and develop a highly successful sales team while promoting a culture of outstanding customer service. Also assisted and directed in store policy and procedures.
Max Woolf Education Details
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English And Mass Communications
Frequently Asked Questions about Max Woolf
What company does Max Woolf work for?
Max Woolf works for Intivo Consulting
What is Max Woolf's role at the current company?
Max Woolf's current role is Helping companies of all shapes and sizes realize their full potential.
What schools did Max Woolf attend?
Max Woolf attended Suny Oneonta.
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