First Name Last Name
Denver
Summary
Client Success Solutions Implementation Manager with 8 years of experience driving technology deployments, ensuring client success, and delivering measurable business outcomes. Skilled at leading cross-functional implementations from planning through post-launch support, with a researched approach to diagnosing installation, maintenance, and troubleshooting challenges to determine effective solutions.
Proven success in growing revenue, expanding market share, and building profitable account portfolios across diverse organizations. Adept at cultivating strong client relationships and guiding top-performing teams to exceed objectives while aligning with organizational mission and standards.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Senior Specialist – Cash Management
CoBank
- Orchestrated large scale implementation rollouts and directed multi-phased onboarding for users.
- Identified and capitalized on sale opportunities while securing client trust. Offering product recommendations based upon customer’s requirements.
- Spearheaded implementation rollout for a customer with 47 nationwide locations and achieved a fully functional account transacting $30M within the first week of operation.
Sales Consultant – Cash Management
CoBank
- Directed and implemented marketing and sales initiatives for eCommerce and cash management services.
- Identified and executed sales opportunities. Drove sales opportunities within complex B2B customers in business units, offering holistic understanding of product from sales to implementation and account management.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Sales Analyst – Cash Management
CoBank
- Delivered ongoing support to B2B cash management customers in Agribusiness and Corporate Finance divisions.
- Prepared analysis and formulation of proposals and presentation materials.
- Conducted analyses to monitor profitability and market penetration by division.
Partner Success Manager
Aztec Software And Technology Services
02.2025 - Current
- Hosted daily status calls and weekly ad hoc meetings with clients to promote client satisfaction and keep all parties abreast of changing environment.
- Evaluated customer problems, implemented resolutions, and followed up with clients to manage additional problems and maintain satisfaction.
- Performed troubleshooting of software and hardware to resolve issues and escalated situations to technical department.
- Reached out to accounts regularly to check on needs, understanding business operations and offer services.
- Developed marketing campaigns to enhance clients' return on investment.
- Amassed $[Amount] in new business in single quarter.
- Participated in strategic planning meetings to align department objectives with broader company goals related to client success management efforts.
- Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards.
- Conducted regular reviews of account performance, identifying opportunities for upselling and expansion of services.
- Streamlined communication between clients and internal teams for smoother project execution.
- Collaborated with cross-functional teams to develop innovative, client-centric strategies and drive business growth.
- Managed a diverse portfolio of clients, ensuring timely delivery of products and services to meet their unique needs.
Enterprise Customer Success Manager
HireQuotient
08.2024 - 02.2025
- Building and leading a high-performing customer success team focused on exceptional experiences and predictable revenue.
- Optimizing customer success processes to ensure customer lifetime value through defined milestones and quarterly business reviews.
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Established strong relationships with key customers, resulting in increased customer loyalty.
- Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
- Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
Customer Success Manager, Premier High Tech segment
Forrester Research, Inc.
10.2022 - 08.2024
- Achieved 110% wallet retention (FYE 2023) and leveraged data to identify/mitigate renewal risks.
- Achieved an 80% customer retention rate across existing book of business.
- Achieved Tier 1 client health score >75% for the Premier High Tech CS segment (compared to 62% segment averages).
- Led a cross-functional engagement that helped a $1.7 billion CRM provider establish a Revenue Management Council and achieve a 2-year revenue transformation.
- Built strong relationships with VP economic buyers and secured their support for a key early renewal, expanding contract value by $170k through the consolidation of 3 global contracts.
- Sourced $208,580 of CV through expanded closed-won leads using client health data and account intelligence.
- Proactively and prescriptively drive post-sale activities to ensure clients receive maximum value from their license.
- Strong interlocking relationship with Sales, Research, and Operations to develop a comprehensive client success plan, drive that rhythm of engagement and help create the right conditions for renewals and expansion.
- Worked collaboratively with cross-functional teams to design and implement a data-driven retention lifecycle framework.
Design Operations Manager
Fresh Sends, Inc.
- 10.2022
- Managed a team of 12 designers, exceeding output by 300% through a novel production strategy.
- Supported high-profit business accounts with custom orders, fostering customer retention.
- Increased company social media marketing reach with implementation of MailChimp and Loom.
Education
Bachelor of Arts - Political Science
University of California
Skills
- Account performance monitoring
- Cross functional team leadership
- Customer engagement strategies
- Software implementation
- Executive presentation expertise
- Stakeholder management
- Bridging business and technology
- Project leadership
- Project lifecycle management
- IT infrastructure proficiency
Certification
Forrester Accelerating B2B Marketing
Timeline
Partner Success Manager
Aztec Software And Technology Services
02.2025 - Current
Enterprise Customer Success Manager
HireQuotient
08.2024 - 02.2025
Customer Success Manager, Premier High Tech segment
Forrester Research, Inc.
10.2022 - 08.2024
Senior Specialist – Cash Management
CoBank
Sales Analyst – Cash Management
CoBank
Design Operations Manager
Fresh Sends, Inc.
- 10.2022
Sales Consultant – Cash Management
CoBank
Bachelor of Arts - Political Science
University of California
Personal Information
Work history
01-2021
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