
Customer Success Manager with 10+ years of experience across B2B SaaS, nonprofit technology, hospitality, and telecommunications. A customer adoption and retention specialist who excels at guiding SMB customers through maturity journeys, driving measurable outcomes, and identifying expansion opportunities. Proven expert with a track record of +110% portfolio growth, 97% retention, 93% contract optimization, and consistent quota performance of 130% to 133%.
Owned customer onboarding, adoption, and lifecycle management across multiple SaaS platforms.
Managed customer portfolios with a focus on retention, expansion readiness, and value realization.
● Retention Strategy: Transitioned 93% of customers from monthly to annual agreements, improving renewal stability and reducing churn risk.
● Expansion Enablement: Identified upsell opportunities through usage analysis and collaboration with leadership on ROI driven campaigns.
● Operational Excellence: Maintained accurate Salesforce records and coordinated across Strategy, Marketing, and Customer Success teams.
Owned post-onboarding success, health monitoring, and customer outcomes.
● Customer Lifecycle Management: Managed $1.5M+ book of business and achieved 130% average quarterly attainment through retention and expansion efforts.
● Customer Maturity: Built strong stakeholder relationships that increased adoption and platform utilization across accounts.
● Voice of Customer: Shared customer feedback with Product and Strategy teams to improve platform performance.
Supported onboarding alignment and long-term adoption during complex SaaS sales cycles.
● Retention and Growth: Maintained 97% retention by aligning onboarding expectations to long term customer outcomes.
● Revenue Performance: Achieved 133% quota and generated 32% engagement rates through targeted outreach.
● Cross Functional Collaboration: Partnered with Implementation and Success teams to support customer readiness post sale.
Delivered customer onboarding, and supported system adoption initiatives.
● Customer Enablement: Ranked in top 5% regionally by guiding customers through technology adoption and service activation.
● System Implementation: Led pilot rollout of a new point of sale platform and trained staff to ensure full adoption.
● Data Discipline: Supported accurate customer records and operational reporting.
● Customer Adoption and Maturity
● Retention and Expansion Strategy
● SaaS Onboarding and Enablement
● Salesforce and Customer Health Metrics
● Stakeholder and Risk Management
● Cross Functional Collaboration