Versatile, strategic and results-driven Customer Success & Account Management Professional with over 5 years of experience managing high-value client portfolios. Expert in driving customer retention, adoption, revenue growth, and lead generation through proactive engagement, process optimization, and data-driven decision-making. Skilled in prospecting, building trust-based relationships, resolving escalations, and delivering exceptional client experiences. Adept at leading remote teams, improving workflows, and leveraging CRM tools to ensure long-term customer satisfaction and business expansion.
CORE COMPETENCIES
Customer Success & Account Management
• Client Onboarding, Adoption & Retention
• Portfolio Growth & Relationship Management
• Customer Lifetime Value Optimization
• Renewals, Upselling & Health Monitoring
• Empathy-Driven Customer Engagement
Sales & Client Retention
• Lead Generation & Prospecting
• Cold Calling & Appointment Setting
• Performance Tracking & Sales Reporting
• Sales Pipeline & Revenue Expansion
Revenue Growth & Process Optimization
• Account Expansion & Forecasting
• Process Automation & Workflow Improvement
• CX Enhancement & Escalation Resolution
• Cross-Team Collaboration & Insights
Operational & Professional Skills
• Documentation & Record Management
• Conflict Resolution & Negotiation
• Team Coaching & Performance Mentorship
• Time Management & Prioritization
• Adaptability in Fast-Paced Environments
TOOLS & PLATFORMS
• CRM and Helpdesk Systems: Hubspot, Zoho CRM
• Lead Generation and Outreach: Lemlist, Apollo
• Project and Task Management: Trello, Asana
• Document Control: Docs, Sheets, Word, Excel
• Automation and Integration: Zapier, Make
• Communication Tools Gmail, Slack, Teams
• Collaboration Tools: Drive, Dropbox
• Scheduling: Calendly, Google Calendar, Pick Time
• SLA Time Tracking: Clockify, Time Doctor
• Data Entry and Analytics: Google Sheets, Excel