Customer Success Professional with Expertise in Relationship Management and Client Communication Results-oriented Customer Success professional with 6+ years in customer-facing roles. Skilled in customer relationship management, SaaS product optimization, and building and maintaining key client relationships. Proven track record of enhancing product utilization, collaborating with cross-functional teams, and driving customer satisfaction and retention. Experienced in pre-sales support, account management, and effective escalation management to support business growth.
• Primary contact for clients, managing support via email, chat, and Zoom.
• Resolved complex technical issues affecting client workflows by working closely with engineering.
• Troubleshot and coordinated resolutions related to API and SFTP integrations.
• Assisted with onboarding and implementation of third-party products (Flex benefits, 401k, Workers’ Comp).
• Tracked key performance metrics: CSAT, SLA, and Quality for continuous process improvement.