Jennifer Patton Email & Phone Number

Pleasanton, California, Us

I partner closely with customers to achieve maximum value with their Workday subscription. I engage in value discussions and adoption roadmap planning exercises to ensure the right resources are aligned to support clients' strategic objectives.

Irvine, California, Us

After the merger of two product lines (Mavenlink and Kimble), I managed a team of 7 CSMs working with +$20 million in recurring revenue. We transitioned from managing renewals / upsells to a customer health and adoption focus. I collaborated on key projects such as designing a framework to connect business value metrics to product adoption, creating smooth handoffs between teams, and improving the Support experience for large customers. I also helped scale account coverage by implementing strategies to move smaller accounts to an off-shore team with a pooled Customer Success model.

Irvine, Ca, Us

I achieved strong Gross Retention (+80%) and exceeded expansion targets within $17 million portfolio. When clients faced challenges during the pandemic, I helped develop strategies to mitigate revenue loss and successfully managed customer escalations.

Irvine, Ca, Us

As one of the first CSM Managers at Mavenlink, I established the key processes for client onboarding, stakeholder engagement, new feature adoption, and at risk account strategies. I helped drive key initiatives for operationalizing the client journey and introducing new technologies like Gainsight. I successfully hired +7 CSMs and promoted 4 into advanced roles. I was recognized as Top Performing CSM Manager in 2019.

Irvine, Ca, Us

I transitioned from Sales into a CSM role and was one of the first team members in Customer Success. I managed a book of 200 clients and partnered with them through the entire customer journey (implementation, adoption, expansion, and renewal). I received an award in 2016 for being a strong client advocate and trusted advisor to strategic accounts. My responsibilities included negotiating +80 renewals in excess of $1 million per year and bringing in additional revenue through upselling and cross-selling.

Irvine, Ca, Us

As a BDR, I focused on outbound lead generation and proactively engaging C-level prospects to generate interest in Mavenlink's solution. I successfully booked an average of 15 demonstrations per month that resulted in $1.6 million of new revenue. I received #1 Outbound BDR award in December 2016 and was ranked #2 (out of 17) for number of appointments held, with over an 86% qualification rate.

Irvine, Ca, Us

As one of the original 50 employees at a small-startup, I joined the Sales team and was one of the first SDRs. My focus was responding to inbound leads and qualifying prospects with the goal of booking a product demonstration. I was recognized as the top performing inbound Sales Representative in February and April 2015.

Phoenix, Arizona, Us

While studying for my Masters in Global Management, I engaged with the local SHRM chapter to plan speaker events and networking opportunities for students interested in careers in HR and leadership.

Phoenix, Arizona, Us

During my Masters program, I guided group of 22 students through orientation by leading team-building exercises and advising students on academic and professional direction. I worked with team of 15 to plan and execute the orientation for over 200 incoming students.

After successfully completing the Quarter in Washington program, I recruited new participants and guided them through the application process. I presented to hundreds of students and designed targeted marketing materials. I helped place students in internships by conducting mock interviews and conducting workshop for cover letter and resume writing.

As a part of a prestigious academic program through the University of California, I completed an internship for a small non-profit organization in Washington, DC. I researched strategic issues and compiled reports highlighting areas for cooperation between the non-profit, think tanks, and legislative offices.

Master’S Degree, Global Management

Bachelor Of Arts, Global Studies And German

Education record