Max Woolf

Max Woolf Email and Phone Number

Helping companies of all shapes and sizes realize their full potential @ Intivo Consulting
san francisco, california, united states
Max Woolf's Location
San Francisco, California, United States, United States
About Max Woolf

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.

Max Woolf's Current Company Details
Intivo Consulting

Intivo Consulting

View
Helping companies of all shapes and sizes realize their full potential
san francisco, california, united states
Employees:
2
Max Woolf Work Experience Details
  • Intivo Consulting
    Principal Consultant
    Intivo Consulting Jan 2020 - Present
    San Francisco Bay Area
    www.intivoconsulting.com
  • Modern Health
    Senior Director, Renewals And Onboarding
    Modern Health Feb 2022 - Jul 2024
    San Francisco, California, United States
  • Modern Health
    Director, Client Success Onboarding And Renewals
    Modern Health Oct 2020 - Feb 2022
    San Francisco Bay Area
  • Fountain
    Head Of Global Customer Success And Support
    Fountain Nov 2018 - Dec 2019
    San Francisco
    Fountain 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.
  • App Annie
    Director, Customer Success
    App Annie Dec 2016 - Nov 2018
    San Francisco Bay Area
    Director, 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
  • Radius Intelligence
    Enterprise Customer Success Manager
    Radius Intelligence Oct 2015 - Dec 2016
    San Francisco Bay Area
    Radius 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.
  • Birst
    Customer Success Manager | Creating Customers For Life
    Birst Apr 2014 - Oct 2015
    San Francisco Ca
    Consult 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.
  • Windstream Communications
    Senior Account Manager
    Windstream Communications Sep 2010 - Apr 2014
    San Francisco Bay Area
    Drive 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.
  • Paetec
    Account Representative-Business Support Group
    Paetec Sep 2008 - Sep 2010
    Rochester, New York Area
    Co-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.
  • Dave Lane'S Stereo Shop Henrietta
    Manager
    Dave Lane'S Stereo Shop Henrietta Aug 2005 - Sep 2008
    Rochester, New York Area
    Team 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

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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