Senior Client Success Manager - Gartner, Inc. - Fort Myers, FL
(2022-01)
- Executes on a strict "Client for Life" methodology, driving end-to-end post-sales lifecycle, strategic client onboarding, and rapid product adoption across $4.7M contract value Canadian territory
- Responsible for managing a high-profile book of business, comprising 30 strategic enterprise accounts, supporting approximately 105 total licensed Gartner users- including 29 C-level executives (CIOs, CTOs, CDOs, and CISOs) across complex, multi-layered Canadian accounts
- Acts as trusted advisor to senior leadership, proactively discussing mission-critical business priorities, deep diving into technology challenges, delivering QBRs, and aligning Gartner's research and product capabilities to deliver exponential value that exceeds the client's investment
- Conducts ongoing client "review & plan" meetings while leveraging primary Salesforce CRM and engagement analytics platform to monitor portfolio health. Actively mitigates churn risks through proactive measures and stimulates deep product adoption and utilization
- Built hyper-active cross-functional partnership with internal product management teams, senior leadership, and sales counterparts to drive robust GTM strategies and uncover upsell opportunities, contributing to a $100M pipeline in 2025
- Achieved Annual Recurring Revenue (ARR) retention: 100% (2022), 95% (2023), 98% (2024); Ranked in Top 15% of CSM globally; Co-sold and secured large contract renewal valued at $800k- Q4 2025
Client Relations Partner - Buyer Intent - Gartner Digital Markets - Fort Myers, FL
(2021-06 - 2021-11)
- Leader of post-sales onboarding plan, responsible for new technology vendor client onboarding and rapid product adoption that delivered measurable ROI within 30 days
- Developed a simplistic client engagement strategy in collaboration with product and sales teams that resulted in a high rate of positive ROI, in addition to contract renewal rates increasing from 50% to 75% in first 120 days
Client Success Manager - Gartner, Inc. - Fort Myers, FL
(2019-09 - 2021-06)
- Managed a complex SaaS-based territory of private and public sector subscribed client accounts, taking accountability for client milestone tracking, license management, & annual recurring revenue
- Led cross-functional optimization projects that propelled product adoption and drove a 10% revenue expansion rate across my assigned portfolio
- Consistently in Top 15% for top performers of global customer success organization, consistently achieving 100% of monthly interaction goals and maintaining over 92% annual account retention metrics
VP - Senior Premier Banker - BMO Harris Bank - Mequon, WI
(2018-03 - 2019-09)
- Executed against a strategic long-term business plan with partnered Financial Advisor to grow new Premier Banking household relationships of $250M-$2MM in investable assets, growing book of business value from $175M to over $300M in 1.5 years
- Led cross-functional business development initiatives with wealth management and commercial bank partners, achieving 105% of performance goals and improving personal customer satisfaction (CSAT) by 15%
VP - Bank Manager - BMO Harris Bank - Mequon, WI
(2016-11 - 2018-03)
- Orchestrated the regional sales strategy of the branch, led resource allocation, operations, and talent development for the branch. Achieved 115% of performance goal targets within first 6 months
- Engineered operational improvements which boosted Net Promoter Scores (NPS) by 8 basis points and customer satisfaction (CSAT) by 30% YoY while maintaining 0% staff turnover
Officer - Branch Manager - Wells Fargo Bank - Menomonee Falls, WI
(2014-09 - 2016-11)
- Directed regional sales strategy, account risk management, and talent development for a top-performing branch, earning the Top 1% regional recognition award across the market
