Initially hired as a Senior CSM, managing high-profile accounts such as UNIQLO, David's Bridal, and Jockey. Later transitioned to a founding member of the GTM enablement team, where I took on leadership responsibilities and successfully scaled the team to include product and professional enablement, technical writing, and a fully dedicated onboarding and everboarding (training) function

As Client Success Operations Manager at Updater, I was responsible for driving the operational excellence of the customer success team. This included administering key platforms such as Intercom, Gainsight, and Zendesk to monitor and enhance client health, designing and maintaining comprehensive onboarding and everboarding programs, and managing scalable, impactful 1:many communications with our customer base.

As a Senior Customer Success Manager at Updater, I was responsible for managing relationships with key enterprise clients, ensuring their success and satisfaction with our services. I developed and executed customized success plans for each client, regularly communicated with them to provide updates and gather feedback, and identified opportunities for growth and expansion of our services.

As an early member of Policygenius' Client Services team, I played a key role in developing and managing the company's customer support operations. I implemented and managed important business systems like Zendesk, Olark, and Five9 to streamline our processes and improve response times, resulting in increased customer satisfaction ratings and an increase in revenue from applications.In addition to overseeing day-to-day client support and application management, I created and executed comprehensive training programs for new hires and provided ongoing coaching and support to my team to ensure their success. I'm proud to have been part of the team that helped grow Policygenius into the successful company it is today.

Led sales growth and development at the Chris Tighe State Farm Agency by creating and executing territory plans, consulting with team members on sales and marketing strategies, modeling and coaching customer-focused practices, and identifying opportunities for market acquisition and retention.Expert in product features and benefits and adept at utilizing reporting tools and resources. Successfully recruited and developed new team members by identifying candidates, building a quality pool, and mentoring and preparing them for appointment.