Customer-focused Account Manager & Implementation Specialist with 10+ years of experience in SaaS onboarding, client success, and platform support. Proven ability to guide customers through onboarding, configure systems to client needs, and ensure long-term adoption and satisfaction. Strong background in data accuracy, process improvement, and cross-functional collaboration, with a proactive approach to managing client health and delivering high-quality customer experiences.
Overview
30
30
years of professional experience
Work History
Account Manager / Implementation / Onboarding /Direct Support Professional
Great Exposure/Campuslogin
04.2016 - 03.2026
Led end-to-end customer onboarding, guiding clients through platform setup, training, and adoption to ensure long-term success
Conducted live onboarding sessions and Q&A webinars, helping clients navigate self-service learning and platform functionality
Recommended and supported custom platform configurations based on client workflows and operational needs
Monitored onboarding progress and proactively followed up with clients to maintain timelines and engagement
Performed data validation and quality checks to ensure accuracy and integrity of client information
Managed and responded to customer support inquiries, troubleshooting issues and coordinating resolutions
Built and maintained a client tracking dashboard to monitor onboarding progress, identify risks, and improve visibility
Escalated at-risk accounts and collaborated with internal teams to resolve issues efficiently
Partnered with Sales, Support, and Development to enhance the customer experience and improve product adoption
Identified opportunities to improve onboarding processes and increase customer retention and satisfaction
Director Of Student Finance & Admissions
Everest College
Managed operations in highly regulated environments, ensuring compliance with government and internal policies
Led teams to achieve performance goals while maintaining data accuracy, reporting integrity, and audit readiness
Improved operational efficiency through process optimization and performance tracking
Monitored KPIs and flagged risks to leadership, ensuring proactive issue resolution
Delivered training and coaching to staff, fostering continuous improvement and strong customer outcomes
Achieved top performance metrics including audit results, satisfaction scores, and financial targets