Responsible for helping 480+ Clients accounting for $3.9 Million in ARR by building and maintaining customer relationships that promote retention and loyalty. Work closely with customers to ensure they are satisfied with the services they receive and to improve upon areas of dissatisfaction resulting in a 98% retention rate. Develop and maintain long-term business relationships by serving as an internal advocate and client liaison. Building out referral initiatives and cultivating up-sell opportunities. Heavy phone and email communication with clients. Provide consultation on products and services and troubleshoot to resolve product issues and concerns. Document and update customer records based on interactions. Develop and maintain a knowledge base of the evolving products and services. Successfully implemented a payment SaaS for 200+ projects that range in size from a single school site to district wide with 100+ schools. Documented a new onboarding process and successfully trained 8 new employees. Serve as the primary point of contact during implementation providing guidance, best practices and advocacy for the product as part of a customer focused experience.

Assisted in tour planning and maximizing registrations for 100+ school teachers and administrators through all aspects of trip development. Responsible for business meeting planning, preparing program materials and retention. Duties included itinerary development, proposal writing, program pricing, preparing invoices, and follow-up on outstanding payment while maintaining a long-term professional relationship with each Program Leader through consistent and meaningful contact.

Responsible for observing and maintaining job site safety daily; mobilized materials and installed waterproofing while communicating in a team setting to complete jobs on scheduled timelines. Directed teams of 5+ in proper procedures, safety documentation, oversaw management of projects and scheduling of material deliveries.