Streamlined and managed processes for the revenue orgs (CS, Marketing, Sales) through automation in HubSpot and Salesforce. I also worked closely with department leaders to drive efficiency and increase effectiveness towards company objectives.• Collaborated on and managed HubSpot implementation for the entire organization.• Administered HubSpot and Salesforce, in addition to managing the company tech stack.• Built dashboards and analytics for the company within Salesforce, HubSpot, and PowerBI.• Engineered the Onboarding process in HubSpot from scratch, where we saw churn decrease by 1% within a few months of being implemented.

I worked closely with the go-to-market (GTM) teams to develop new processes, and provide reporting to executive leadership to gain visualization and insights into department performance. I worked cross functionally with the GTM teams on different projects, and drove those projects to completion.• Partnered in the development of the company’s Enterprise prospect and customer lifecycle.• Developed, optimized and overhauled new and existing business processes through system workflows, configurations or customizations.• Oversaw lead distribution and routing to ensure accurate lead delivery through HubSpot and Salesforce.• Engineered new analyses and data models to assist critical decision making.

Managed a book of over 150 clients. Consistently near or at the top of the company for revenue retention and expansion each month. Implemented customers and maintain relationship through the lifetime of the customer. Strategized and consulted with clients on best data practices. Troubleshoot, reported bugs and improvements with the product team. Team member on multiple, high level projects. Assisted in developing a new onboarding process that significantly reduced MRR churn.• Brought in an additional $160K in annual revenue• Highest average retention out of fifteen Customer Success Managers, ended one month with 191% retention.

• Managed distribution of private emails and oversaw a team of 12 employees ensuring work completion, to maintain a 98% service completion level• Manage the daily display of information and real time statistics to the Member Services teams• Analyze, manage, and manipulate daily, weekly, and monthly reports for managers• Collaborate with and directly support multiple managers and supervisors and coordinating multiple projects• Completed Project Management course and shadowed Project Managers with SelectHealth. I learned the fundamentals of Project Management and was introduced to Agile and SCRUM methodologies.• Completed two Advanced Microsoft Excel courses through Expand Learning Solutions. Developed and utilized advanced formulas, formatting, pivot tables, and macros to develop complex reports from large sets of data.

• Created training manuals for the Facilities department• Summarized Employee Opinion Survey results for division leaders• Created a more efficient way to quantify survey results through Excel• Completed Presidents Club Awards Gala program• Assisted with I-9 compliance• Gathered new hire paper work and verified employment through E-Verify• Shadowed Employee Relations Consultant in exit interviews, leader trainings, and different compliance meetings• Assisted team leaders with a variety of projects