Oliver Albee Email & Phone Number

New York, United States

Bellevue, Washington, United States

Bellevue, Washington, United States

Bellevue, Washington, United States

vcita helps business owners and entrepreneurs around the world manage the fundamentals of their business: money, time, clients, and marketing. As Customer Success Manager, I manage a portfolio of hundreds of SMBs in the home services, tax prep, marketing, coaching/consulting, beauty, and healthcare industries. My role involves increasing product adoption by targeting the business’s operational and financial goals, resulting in reduced churn and higher retention for vcita.• Manage the full post-sale client journey for hundreds of SMBs, including onboarding and goal discovery, product adoption, and expansion through upsell opportunities including in-app purchases and subscription plan upgrades• Analyze adoption data reports and make recommendations to users based on various usage statistics• Meet and oftentimes surpass individual KPIs including first time adoption, payment adoption, and month over month adoption• Advocate on behalf of clients by submitting feature and enhancement requests and Jira tickets• Represent the voice of the customer by collaborating with the marketing, product, and development teams to solve client issues, develop new features, improve product education and knowledge, and implement easy self-service guides and tools• Train newly hired CSMs on vcita’s advanced work processes including onboarding prep, adoption strategies, and use of various software• Led group webinars and workshops to review product features and collect user feedback

Seattle, Washington, United States

• Built a multitude of professional relationships while juggling different internal and external work processes/environments with tech/banking Midmarket and Enterprise companies including Microsoft, PwC, Envestnet | Yodlee, MX, U.S. Bank, Q2, and more• Managed 150+ speakers and run-of-show event details for international in-person and hybrid events• Facilitated introductions and 1-to-1 meetings for sponsors, VIPs, and demo clients

Seattle, Washington, United States

• Built/edited components of Informa’s event platform and website that increased exposure and interactions with demo clients• Streamlined pre-event timelines and task checklists, and coordinated presenter materials for 70+ demoing companies simultaneously

Greater Seattle Area

Seattle, Washington, United States

• Managed technological/administrative services in the 5 largest auditoriums on campus• Provided customer service and event support to 100+ clients and UW faculty/staff including microphone and audio/visual setup and other duties• Trained/supervised new hires

Bachelor Of Business Administration (Bba), Business Administration And Management, General

Bachelor Of Arts (B.A.), Comparative Literature - Cinema/Media Studies