William Ross Email and Phone Number
Customer Success professional with 12 years of experience (8 years in SaaS) in developing and maintaining client relationships, successfully managing the retention/renewal process, and exceeding growth/expansion targets. Well versed in project management, proposal writing, negotiation, implementation/onboarding, and team leadership. Seeking a new opportunity where I can showcase my skillset and positively contribute to the goals of my next employer.- Client Relationship Tools (CRM): Salesforce (Basic), NetSuite (Intermediate), HubSpot (Basic), Everest (Basic)- Data Management & Analysis: Power BI (Basic), Tableau (Intermediate), SQL (Basic), Excel (Intermediate)- Project Management: JIRA (Intermediate), Confluence (Basic), Trello (Intermediate)
Quire
View- Website:
- openquire.com
- Employees:
- 13
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Client Success ManagerQuire Oct 2024 - PresentDoylestown, Pennsylvania, United States -
Group LeaderBenchmark Gensuite® Mar 2023 - Dec 2023Mason, Ohio, United States- Elevated to Group Leader to oversee multiple units with a global portfolio of 21 Enterprise customers representing $12M in Annual Recurring Revenue (ARR).- Strategized client roadmaps in collaboration with C-level executives securing 100% customer retention while exceeding CSAT (Customer Satisfaction) and NRR (Net Retention Rate) targets.- Collaborated with Product, Development, and Sales teams to create targeted growth campaigns leading to an additional 15% growth through API… Show more - Elevated to Group Leader to oversee multiple units with a global portfolio of 21 Enterprise customers representing $12M in Annual Recurring Revenue (ARR).- Strategized client roadmaps in collaboration with C-level executives securing 100% customer retention while exceeding CSAT (Customer Satisfaction) and NRR (Net Retention Rate) targets.- Collaborated with Product, Development, and Sales teams to create targeted growth campaigns leading to an additional 15% growth through API integrations, application expansions, data warehousing, et al.- Launched strategic planning initiatives and cross-functional realignment realizing $80k in measurable cost savings.- Reduced manual workload by 35% using LEAN principles to streamline/automate overburdened processes and eliminate waste. Show less -
Unit LeaderBenchmark Gensuite® Dec 2021 - Mar 2023Mason, Ohio, United States- Promoted to create and lead a team of Client Relationship Managers while administering a portfolio of 14 diverse clients representing $8M in ARR.- Maintained regular cadence with key stakeholders to monitor support tickets, application updates, project timelines, and SLA targets resulting in a 15% increase in product adoption and utilization.- Presented various feature extension options, application customizations, and product demonstrations generating a 25% increase in cross-sell and… Show more - Promoted to create and lead a team of Client Relationship Managers while administering a portfolio of 14 diverse clients representing $8M in ARR.- Maintained regular cadence with key stakeholders to monitor support tickets, application updates, project timelines, and SLA targets resulting in a 15% increase in product adoption and utilization.- Presented various feature extension options, application customizations, and product demonstrations generating a 25% increase in cross-sell and upsell opportunities. - Conducted client implementations bridging gaps between sales and ongoing support through requirements gathering, MSA interpretation and application, and creative problem-solving reducing time-to-value by 20%.- Nurtured 3 “At Risk” customers to a “Referenceable” state mitigating churn through client engagement, feedback/data analysis, and conflict resolution. Show less -
Senior Client Relationship ManagerBenchmark Gensuite® Aug 2020 - Dec 2021Mason, Ohio, United States- Managed a portfolio of 8 clients with a combined ARR of $4M as Senior POC supporting Environmental, Health, and Safety (EHS), Quality, and Security applications.- Established regular weekly, bi-weekly, or monthly meetings with all clientele to review support items, product roadmaps, and application enhancement options resulting in 100% client engagement.- Innovated the proposal lifecycle facilitating cross-functional brainstorming sessions, creating ballpark estimates and negotiating… Show more - Managed a portfolio of 8 clients with a combined ARR of $4M as Senior POC supporting Environmental, Health, and Safety (EHS), Quality, and Security applications.- Established regular weekly, bi-weekly, or monthly meetings with all clientele to review support items, product roadmaps, and application enhancement options resulting in 100% client engagement.- Innovated the proposal lifecycle facilitating cross-functional brainstorming sessions, creating ballpark estimates and negotiating Statements of Work (SoWs) for projects worth $125k.- Demonstrated successful project management leadership working with multiple teams and beating timelines on 25% through mindful resource allocation, - Steered 3 implementations/onboarding projects through installation, configuration/customization, User Acceptance Training (UAT), Go Live, and product adoption through to ongoing support. Show less -
Service Delivery ManagerCalero-Mdsl Nov 2016 - Aug 2020Rochester, New York, United States- Led a team of 12 direct reports supporting the Telecom Expense Management (TEM) and Mobile Device Management (MDM) operations for 17 Enterprise and Mid-Market clients representing $25M in ARR.- Increased responsibility by over 75% in my time with the company and, at peak, represented 25% of the entire Enterprise division.- Monitored invoice loading/processing, portal/vendor management, audit/optimization, support ticket management, EDI maintenance, and al escalations leading to 94%… Show more - Led a team of 12 direct reports supporting the Telecom Expense Management (TEM) and Mobile Device Management (MDM) operations for 17 Enterprise and Mid-Market clients representing $25M in ARR.- Increased responsibility by over 75% in my time with the company and, at peak, represented 25% of the entire Enterprise division.- Monitored invoice loading/processing, portal/vendor management, audit/optimization, support ticket management, EDI maintenance, and al escalations leading to 94% retention.- Led Quarterly Business Reviews (QBR) presentations to executive client leadership communicating milestone achievement, Return on Investment (ROI), and collaborating on strategic growth objectives netting an additional $150k year over year.- Executed value-added internal projects such as an overhaul of Standard Operating Procedures (SOPs), re-designing and streamlining QBR processes and documentation, and creating KPIs leading to a 20% increase in productivity for the division. Show less -
Technical Account ManagerStreakwave Wireless Jul 2011 - Nov 2016Cincinnati, Ohio, United States- Served as a Technical Account Manager for a Value-Added Distributor specializing in wireless broadband networking equipment, telecommunications solutions, IP surveillance/security, and green/solar technologies.- Consistently achieved sales quotas managing over 300 buying partners with a Top 50 focus - Increased sales annually between 20-30% totaling over $4M in my final year with the company by spearheading client communication, cultivating relationships with key channel partners… Show more - Served as a Technical Account Manager for a Value-Added Distributor specializing in wireless broadband networking equipment, telecommunications solutions, IP surveillance/security, and green/solar technologies.- Consistently achieved sales quotas managing over 300 buying partners with a Top 50 focus - Increased sales annually between 20-30% totaling over $4M in my final year with the company by spearheading client communication, cultivating relationships with key channel partners, solidifying rapport with multiple vendors, and strategically expanding the resale channel.- Created technical deployment proposals by performing RF propagation modeling, link calculations, and proof of concept to ensure 100% connectivity. Show less
William Ross Education Details
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Liberal Arts And Sciences/Liberal Studies -
Lakota East High SchoolCollege/University Preparatory And Advanced High School/Secondary Diploma Program
Frequently Asked Questions about William Ross
What company does William Ross work for?
William Ross works for Quire
What is William Ross's role at the current company?
William Ross's current role is Customer Success Manager | Implementation Manager | Software Project Manager.
What schools did William Ross attend?
William Ross attended University Of Cincinnati, Lakota East High School.
Who are William Ross's colleagues?
William Ross's colleagues are Scott Richardson, Andrew Quire, Brian Tennity, Kim Snyder, Hetna Millet, Elizabeth Hansen, Alan Biehn.
Not the William Ross you were looking for?
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William Ross
New York, Ny -
1indeed.com
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William Ross
Retirement 2.0 L Senior Vice President Sales And Marketing : Strategist I Executer I Motivator I Developer I Negotiator I Innovator I Sales Coach I Growth Accelerator I Out-Of-The-Box Thinker I Endlessly CuriousNorris, Tn3frontiernet.net, fiberondecking.com, tamko.com -
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William Ross
New York, Ny3jefferies.com, gmail.com, jefferies.com1 +141533XXXXX
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