Brian M. Email & Phone Number

Boston, Ma

Develop and execute comprehensive engagement strategies and joint-success plans across assigned accountsMake data-driven decisions to mitigate risk, increase adoption and uncover new opportunitiesServe as a product expertAct as a strategic partner, guiding customers to outcomes-based value with the platformAlign to and document customer use cases that support business critical functions and/or competitive advantagesSeek out and develop relationships with customer… Show more Develop and execute comprehensive engagement strategies and joint-success plans across assigned accountsMake data-driven decisions to mitigate risk, increase adoption and uncover new opportunitiesServe as a product expertAct as a strategic partner, guiding customers to outcomes-based value with the platformAlign to and document customer use cases that support business critical functions and/or competitive advantagesSeek out and develop relationships with customer executivesPerform Quarterly and Executive Business ReviewsBuild relationships and drive positive change across internal teams, working closely with Sales, Support, Product and Training as a catalyst for continuous improvement and customer advocacyMeet or exceed quarterly goals (e.g. Net Dollar Retention) and MBOsBe a thought leader - helping improve and scale the business while providing mentorship to emerging CS talent Show less

Champion for customer success through viewing the customer journey from the customers’ perspective, ensuring mutual value realization. Manage the renewal process for recurring services and identify areas for upsell within the client’s organization.• Build long-term customer relationships leveraging knowledge and insight into customer’s business • Craft and deliver customer success plans focused on customer goals and priorities while driving internal knowledge sharing and action… Show more Champion for customer success through viewing the customer journey from the customers’ perspective, ensuring mutual value realization. Manage the renewal process for recurring services and identify areas for upsell within the client’s organization.• Build long-term customer relationships leveraging knowledge and insight into customer’s business • Craft and deliver customer success plans focused on customer goals and priorities while driving internal knowledge sharing and action planning to ensure customer value and positive business impacts • Build effective partnership with Sales team and convey client expectations • Onboard customers through orchestrating an organized kickoff experience requiring readiness and alignment with ecosystem partners ensuring customer confidence and clarity regarding implementation • Prioritizes customer needs through monitoring overall customer metrics including usage data, health indicators, renewal dates while managing customer engagement priorities leveraging digital and automated touchpoints • Actively drive customer engagement strategies involving customer cadence calls, site visits, technical and executive business reviews, customer education and training activities • Effectively delegate tasks to support roles and ecosystem partners Show less

Waltham, Ma

• Managed client relationships to secure additional business and protect existing revenue• Primary point of contact for client through the sales lifecycle, product advocate to upsell and execute account plan and strategy for account growth• Provided consultative strategy on behalf of stakeholders, coordinated internally through the sales life cycle, mitigating client churn risks

Waltham, Ma

Responsible for achieving and exceeding monthly sales quota while providing the best client experience throughout the sales life cycle. Provided client presentations on new technologies and offered solutions to meet their business needs. Qualified new leads and prospective clients while maintaining existing relationships.• Designed, developed and presented sales proposals and presentations• Served as an escalation point to downstream teams for seamless client support• Served as… Show more Responsible for achieving and exceeding monthly sales quota while providing the best client experience throughout the sales life cycle. Provided client presentations on new technologies and offered solutions to meet their business needs. Qualified new leads and prospective clients while maintaining existing relationships.• Designed, developed and presented sales proposals and presentations• Served as an escalation point to downstream teams for seamless client support• Served as training lead and mentor for new team members • Met or exceeded monthly, quarterly and annual quotas• Accurately forecasted upcoming sales opportunities and maintained client account strategy for the wider team Show less

Waltham, Ma

Trusted advisor to key accounts, client stakeholders and executive sponsors. Responsible for overall relationship and account health for key strategic accounts.• Communicated progress of monthly and quarterly business initiatives to internal and external stakeholders• Served as main point of contact for client needs and satisfaction• Onboarded new clients and maintained relationship in coordination with Sales Team• Liaised with internal teams on behalf of client

Norwood, Ma

Determined need for automobile financing based on customer feedback and explored payment options. Assessed customer creditworthiness by reviewing application, credit reports, analysis and comparison to finance standards. • Prepared transaction documents by completing loan agreements, DMV registration and related forms• Confirmed sales contract information by disclosing data, provisions, finance charges and interest rates for customer agreement and understanding• Responsible for… Show more Determined need for automobile financing based on customer feedback and explored payment options. Assessed customer creditworthiness by reviewing application, credit reports, analysis and comparison to finance standards. • Prepared transaction documents by completing loan agreements, DMV registration and related forms• Confirmed sales contract information by disclosing data, provisions, finance charges and interest rates for customer agreement and understanding• Responsible for selling additional services including extended warranties, anti-theft devices and protection packages Show less

Burlington, Ma

Exceeded monthly quota by selling a wide range of solutions including Colocation, Security, Professional Services, Managed Services, Bandwidth and Equipment.• Supported field sales by targeting top accounts and building relationships at the C level• Prospected, developed and qualified new leads through cold calling• Networked and hosted customer contact events to further deepen relationships and opportunity for additional sales

Waltham, Ma