Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity instantly surfaces all of your team's data and shows you who is best suited to make the crucial introductions you need to close your next big deal. Using AI and natural language processing, Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow.

PitchBook is the leading financial data platform that covers the global venture capital, private equity and public markets. PitchBook is an essential tool for Limited and General Partners, helping them perform market analysis, research companies, source partners, and find deals, funds, investors, and service providers across the entire private market investment lifecycle.As a Customer Success Manager, I am focused on strategically aligning with our clients to demonstrate the value of PitchBook and drive engagement. Responsible for onboarding new clients, building relationship with key contacts, and ensuring long-term success by helping them achieve their goals; bridging the gap between the client and PitchBook, to drive account retention and growth. - Achieve Net Renewal Rate goals while providing excellent support to clients - Act as the go-to product expert for dedicated portfolio of Enterprise clients to ensure they derive value from PitchBook - Onboard new clients and conduct training sessions, designed to meet the individual business needs - Proactively go above and beyond to ensure client satisfaction and success throughout the entire client lifecycle - Conduct formal business and solution alignment reviews with each client designed to measure renewal probability, client achievement of pre-set goals, client satisfaction and provide continual product education - Serve as advocate for clients by analyzing account health and usage data to identify trends and opportunities to improve adoption - Build PitchBook champions at all levels of seniority at client firm - Conduct client demonstration sessions designed to highlight how PitchBook addresses the needs of the account and individual end users with a consultative approach - Comprehend and demonstrate why and how each of our client types engages with PitchBook and our data

Skilljar’s award-winning customer training platform enables you to successfully onboard, engage, & retain your customers & partners. Our cloud learning management system (LMS) makes it easy to create courses, distribute to web & mobile devices, & track results. Skilljar helps you accelerate product adoption, automate onboarding workflows, reduce support costs, and increase long-term customer satisfaction.

As a CSM for our Majors segment, I managed a set of large Healthcare based accounts in order to drive a high level of customer satisfaction, successful product use, and customer retention. As the primary point of contact for our key customers, my goal was to understand solution success criteria, address questions, resolve issues, deliver value, and over time serve as a trusted advisor. As part of my role, I perform initial on-boarding of accounts with enterprise level customers, ensuring strong adoption and ongoing engagement throughout the customer’s lifetime.

2016 President's Club

My primary role is to help resellers integrate domains into their already existing sales channels and purchasing path using sales strategies that help them increase revenue through the adoption of new TLDs and Value Added Services.• Increase customer retention and service adoption through outbound sales initiatives on our main reseller site www.enom.com• Meeting and maintaining sales/performance goals.• Utilize customer service skills to listen to customer needs, suggest best products and services and foster relationships with existing and new customer base.