Patrick Schaefer Email & Phone Number

Mesa, Az, Us

Menlo Park, California, Us

New York, Ny, Us

Customer Success Manager | SaaS Platform- Main point of contact for customers, driving platform adoption and employee well-being.- Manage Customer life cycle from implementation through renewals- Delivers a first-class implementation to ensure the success of the program for each customer- Craft and deliver QBRs, resolve technical issues, and develop targeted campaigns from customer feedback.- Collaborate cross-functionally to boost platform usage, renewals, and overall satisfaction.- Successfully onboard diverse clients, from small businesses to enterprise accounts.- Owns customer retention and upsells, fostering lasting partnerships.- Establish regular check-ins with reporting metrics to keep customers informed and engaged.- Drive improvements in productivity and stress reduction through increased platform usage.- Work with HR leaders to strategize and enhance awareness of the Journey Live Benefit.- Utilize customer feedback to influence platform enhancements.- Analyze customer data for insights and implement tailored success plans.- Generate comprehensive reports tracking engagement and performance.

Atlanta, Georgia, Us

- Led a high-performing team of Customer Success Managers, driving adoption, renewals, expansion, and advocacy for assigned accounts.- Analyzed customer data to anticipate churn and implement effective corrective actions, enhancing overall customer experience.- Provided valuable insights on client interactions, improved product support, and handled customer requests and complaints.- Collaborated with customers to ensure optimal utilization and value from Allbound services.- Fostered cross-functional collaboration to deliver exceptional customer experiences.- Efficiently managed time to prioritize activities ensuring customer satisfaction, account renewal, and growth.- Achieved business objectives, contractual service levels, and customer solutions.- Tracked and reported quality and performance metrics, driving continuous improvement.- Supported Customer Success Managers' career development and interpersonal growth.- Negotiated contracts, securing favorable terms and conditions for clients.- Engaged in brainstorming sessions, contributing innovative ideas.- Facilitated seamless collaboration and communication across departments.- Nurtured positive relationships with team members and external stakeholders.- Dedicated to driving customer success and achieving business excellence

Atlanta, Georgia, Us

- Spearheaded customer retention and up-selling efforts using Allbound's PRM platform.- Collaborated with customers to optimize platform performance and enhance partner engagements.- Acted as a liaison between clients and the product team, advocating for new features and improvements.- Monitored and improved customer service performance, ensuring high levels of satisfaction.- Utilized effective problem-solving skills to swiftly address and resolve customer complaints.- Developed and executed strategies to enhance customer satisfaction and retention.- Collaborated with cross-functional teams to meet and exceed customer needs.- Generated insightful reports, tracking customer service trends and metrics.- Established robust client relationships, guiding their successful journey.- Managed customer accounts, delivering ongoing support to ensure lasting success.

Atlanta, Georgia, Us

- Proactively managed customer renewals, ensuring seamless transitions and continued success with the Allbound platform.- Engaged with customers to understand their evolving needs, aligning platform solutions to drive retention and renewal decisions.- Collaborated with internal teams to streamline the renewal process, delivering timely and efficient outcomes.- Built strong rapport with clients, providing exceptional support and guidance throughout the renewal journey.- Executed strategic renewal plans, leveraging insights and data to showcase the value of Allbound's offerings.- Drove customer advocacy and satisfaction, fostering long-term partnerships and repeat business.

Tucson, Arizona, Us

- Led full-cycle sales, acquiring new business across multiple verticals while growing existing accounts.- Served as the main point of contact for both prospective and current clients, fostering strong relationships.- Advised and collaborated with management, including C-level executives of Fortune 500 companies, to secure new and ongoing business.- Negotiated terms of agreements, upselling, and cross-selling using a consultative approach to meet client needs.- Worked closely with multiple internal teams, ensuring seamless operations and exceptional service delivery to clients.- Maintained Senior Account Manager responsibilities, ensuring consistent and effective account management practices.- Managed escalations, resolved issues, and addressed client concerns, elevating overall client satisfaction.

Tucson, Arizona, Us

- Proactively upsold, retained, and ensured overall client satisfaction for enterprise-level language services, including over-the-phone interpretation, video interpretation, and translations.- Orchestrated sales efforts to maintain a consistent sales rate at each customer location, aligned with company and territory goals; surpassed assigned quota to expand service sales.- Collaborated with CyraCom's home office staff, ensuring seamless account activity and achieving sales objectives while prioritizing customer satisfaction.- Strategized implementations and worked closely with clients to address their specific needs effectively.- Managed key company accounts assigned by the VP of Sales, nurturing long-term partnerships.- Conducted ongoing training and supported customer personnel in utilizing CyraCom products and services efficiently.- Conducted quarterly business reviews with clients to ensure alignment and progress.- Proactively managed territory expenses within budget constraints.- Provided regular updates to clients, keeping them informed of implementation progress

Tucson, Arizona, Us

Account Manager | Language Services- Spearheaded upselling and customer retention efforts within healthcare, business, insurance, and financial institution clients, maintaining consistent sales rates at each customer location aligned with company goals.- Established and nurtured relationships with administrators, department managers, clinical staff, key personnel, decision-makers, and influencers utilizing language services and products.- Strategized sales initiatives, exceeding assigned quotas and expanding service sales in line with territory objectives.- Collaborated with office staff to ensure exceptional customer satisfaction, seamless account activity, and successful achievement of sales targets.- Facilitated efficient information flow and communication between CyraCom and established customers.- Leveraged expert knowledge of Account Management to deliver tailored solutions addressing specific client needs.- Provided ongoing training and support to customer personnel, ensuring proficient usage of CyraCom products and services.- Offered public relations support when required, including public speaking engagements, promotional opportunities, and local publications outreach.- Ensured the proper application of point-of-usage signs and other collateral materials.- Maintained clients informed of implementation progress, promoting transparency and alignment.- Scheduled and arranged travel to client healthcare facilities as needed.- Presented a professional image and demeanor when representing the company in meetings with clients

Tucson, Arizona, Us

- Oversaw the coordinated management of the On-Site interpretation service line, ensuring smooth operations and exceptional service delivery.- Managed the On-Site team, providing leadership and support to optimize performance and productivity.- Successfully expanded On-Site Interpretation services to multiple states and cities across the United States.- Played a key role in assisting with RFPs to expand On-Site interpretation business into future industries and markets.- Collaborated closely with sales, On-Site, and recruitment teams to analyze new and existing interpretation markets, identifying opportunities for business growth.- Conducted comprehensive research on prospective markets' geography and census data to assess serviceability potential.- Coordinated with the recruitment team to meet the On-Site team's specific needs, including languages, locations, and compliancy, to exceed client expectations.- Addressed and resolved customer-related issues, ensuring exceptional service delivery and client satisfaction.- Effectively handled invoicing and payment-related matters, ensuring accuracy and prompt resolution.- Served as the point of contact for active interpreters, testers, and instructors, addressing inquiries and providing support on protocol, payments, and general concerns.- Managed the Over the Phone Independent Contractor Pool, maintaining regular communication with contractors and ensuring language needs were met.- Collaborated with various internal departments to align with company goals while upholding high-quality standards for the independent contractor pool.- Acted as a subject matter expert in On-Site interpretation delivery and Independent Contractor Management, providing valuable insights to the organization.

Tucson, Arizona, Us

- Led full-cycle recruitment and acquisition of Independent Contractors, ensuring a qualified and diverse pool of talent.- Conducted comprehensive analysis of prospective Independent Contractor applications and resumes, verifying references to ensure suitability.- Coordinated the qualification process for Independent Contractor candidates, streamlining recruitment efforts.- Implemented regular functional analysis of Independent Contractor recruitment, identifying areas for improvement and developing effective programs to enhance the process.- Collaborated with internal departments to assess Independent Contractor recruitment needs and align with company objectives.- Tracked, maintained, and managed all Independent Contractor contract renewals, ensuring compliance and continuity.- Served as a subject matter expert in Independent Contractor-related matters, providing valuable insights and support to the organization.- Assisted the Human Resources department with special projects, contributing to HR initiatives and objectives.- Worked closely with internal departments to ensure assessments were up-to-date and aligned with company competencies.- Expertly managed a pool of over 1000 independent contractor interpreters, fostering strong relationships and ensuring a reliable workforce.- Handled all quality-related issues, including Quality Monitoring, Complaints, and Commendations, maintaining high service standards and customer satisfaction.

Phoenix, Az, Us

- Provided efficient and safe valet parking services, promptly handling guest vehicles with utmost care.- Strictly adhered to loss prevention policies, ensuring proper issuance and collection of claim checks for vehicle keys, and maintaining the security of the parking lot.- Complied with all established revenue collection and control procedures to support efficient operations.- Demonstrated strong self-motivation and the ability to work independently with minimal direct supervision, ensuring reliable service.

Tucson, Arizona, Us

- Coordinated and provided assistance for various projects based on departmental needs and intern assignments.- Conducted comprehensive research on legal, regulatory, and other relevant topics within the functional area, providing valuable insights.- Developed and updated reports and presentations to support decision-making and communication.- Effectively communicated project status and results to staff and management, ensuring seamless collaboration and alignment.- Performed essential administrative functions, contributing to smooth operations and project management.- Assisted in recruiting efforts, identifying potential candidates, and supporting the hiring process.- Developed a comprehensive internship agenda for the upcoming year, fostering a structured and meaningful learning experience for interns.

Bachelor Of Science - Bs, Business Management

Study Abroad, General Education

Education record