Patti Zimmerman Email & Phone Number

OneStream Software is a leading provider of corporate performance management (CPM) solutions designed to streamline financial close, consolidation, planning, reporting, and analysis. Our unified platform empowers organizations to modernize finance, simplify complex processes, and accelerate decision-making. By delivering a single, extensible solution, OneStream enables finance teams to unleash their true potential, drive business growth, and achieve greater efficiency.

• Spearheaded the identification and management of project risks, implementing robust mitigation strategies that safeguarded project success; reduced potential delays and budget overruns, ensuring timely and cost-effective delivery• Delivered 98% of projects on time and within budget through effective cross-functional team leadership, leading to enhanced client relationships and increased referral business.• Maximized client satisfaction by implementing robust change management processes, resulting in smooth transitions and minimal disruption to clients adoption of new finance software solutions.

Reno, Nevada, United States

Karbon is the premium work management platform for the accounting industry and has become indispensable for firms around the world to support their team and navigate the sudden shift to remote work. Karbon brings planning, clients, work, and communication together in one place where it belongs.-Utilized customer satisfaction scores, churn rates, and response times to drive actionableinsights, resulting in a 15% decrease in churn and increased overall satisfaction levels.-Led the successful execution of strategic planning initiatives that resulted in a 10% growthin revenue from key accounts within the first quarter, contributing to overall businessexpansion and success.-Addressed 90% of customer issues effectively, leading to a 15% boost in overall customersatisfaction scores and improved customer loyalty

- Drove retention rate exceeding 85% while managing a $2.5M key account portfolio,consistently surpassing renewal targets, contributing to strong customer loyalty andlong-term relationships.Had a 10% rise in customer engagement and a 5% improvement in customer lifetimevalue, positively impacting revenue.

Reno, Nevada Area

Successfully managing distributed Corporate Customer Success Team. Working cross-functionally to resolve escalated risks and issues within client accounts. As well as assist in the development of internal procedures and processes to increase the effectiveness of product knowledge, account retention and the overall level of service provided

Reno, Nevada Area

• Built strong client relationships with proactive outreach driving engagement, and strong user adoption • Maintained an understanding of products communicating the most relevant features and functionality expanding the footprint in existing accounts• Responsible for 1.1 million quota attainment for quarterly renewals while meeting and exceeding churn mitigation goals of less than 15%• Achieved Customer Success Manager of the quarter, 2018

Reno, Nevada Area

• Implemented new approaches, policies, and procedures contributing to continual improvements in the efficiency of the department • Provided support and direction to the inside sales team• Ensured accurate and complete information was captured in the customer relationship management (CRM) system. Provided data quality checks• Reported to senior management on sales metrics, opportunities, and threats• President’s Club award in 2013, 2015, and 2016

Reno, Nevada Area

• Prioritized daily workflow, including all inbound calls, quotes, and sales-related inquiries• Answered customers' questions regarding products, prices, and availability• Emphasized product features based on the analysis of customers' needs• Managed the Northern California Territory with Outside Sales Executive exceeding annual sales quota • Named Independent Sales Representative of the Quarter for Q2 2013

Reno, Nevada Area

Assist employees with Health BenefitsAnswer and return calls, respond to email inquiriesExplain company website navigation to employees over the phoneComplete special projects for the COBRA team

Answered, screened and directed inbound phone callsPerformed general secretarial duties, including-scheduling meetings, appointments, faxing and mailingReceived and sorted letters and packages distributed to appropriate staffAssisted clients with general information and dataHandled delicate situations, such as client complaintsPerformed basic customer service practicesMaintained the reception area, equipment, office supplies, furniture and brochures

Supervised daily operations of both the front of house staff and back of house staffConducted interviews, orientations and training for front of house staffPrepared and maintained new employee files and training filesProduced weekly schedules for several front of house work groups Managed weekly costs and inventory for the bar and bakery

Managed front of house and back on house staff on a shiftily basisLead training for all new front of house staff membersImplemented new training program for the restaurant