Customer Success Manager
Celtx Inc., St. John’s NL February 2021 – November 2022
- Worked one-on-one with customers via email and conferencing to provide training, assistance in developing workflows, and identifying and resolving pain points with their current tech stack
- Onboarded high ACV users and offered support in implementing a new software
- Managed client relationships in the early, exploratory stages of learning a new software.
- Worked closely with internal teams when bringing forward feature requests to improve the user experience
- Advocated for the client to exceed expectations and resolve any on-going issues or concerns
- Investigated issues and whether these are technical issues or user confusion
- Worked with our support and sales teams to ensure our clients are comfortable and happy with our software and our relationship
- Used Salesforce to manage the customer journey
Business Development Specialist
Vision33 Inc., St. John’s NL May 2019 – February 2021
- Worked in the eGovernment division, which was focused on selling and implementing Community Development solutions into government agencies throughout North America
- Conducted lead generation using email campaigns, LinkedIn, and other methods
- Followed up with leads and contacts to book sales meetings and demonstrations
- Developed relationships with decision makers within the institutions
- Helped prep and coordinate software demonstrations as part of the sales cycle for prospective clients
- Maintained and reported on the sales pipeline in HubSpot
- Managed the Request for Proposal (RFP) process and ensured effective win themes are conveyed
- Prepared RFPs for multi-million-dollar public sector opportunities in the Community Development software space
- Wrote, edited, and critically revised high quality proposals, service agreements, and quotes for presentation to clients
- Developed accurate and compelling case studies, references and consultant biographies
- Tracked milestones for submission under tight deadlines
- Assisted in the review and preparation of client final reports
Customer Success Lead
Fytics Inc., St. John’s NL November 2017 – May 2019
- Managed multiple customer accounts
- Developed customer relationships to continuously promote retention and loyalty by ensuring satisfaction and maximum utilization of the product sold
- Assisted in solving customer queries and generating solutions for improving the customer’s experience
- Conducted software demos to prospective clients
- Continuously monitored restaurant waste metrics to provide recommendations for improvement
- Developed work processes and aids for on-boarding and training clients
- Provided 24-hour support and conducted on-site client visits regularly
- Supported recruitment and selection processes for all positions