RESULTS-DRIVEN CUSTOMER Success and Support MANAGEMENT PROFESSIONAL.
I am a leader with over 20 years of experience leading the post-sale client-facing teams at software companies, including Customer Success, Implementation, Professional Services, Customer Support, and Account Management. With a proven record of accomplishment of building successful, efficient, and highly productive Customer Success & support teams, I have been able to drive revenue and retention for Software as a Services (SaaS) industries. I showcase a unique blend of inspiring leadership, an unwavering customer-centric focus, exceptional business acumen, and an unyielding passion for delivering extraordinary customer experiences.
Overview
18
18
years of professional experience
Work History
Head of Customer Success and Support
FulcrumApp
06.2022 - 11.2023
Responsible for all company metrics / KPI’s pertaining to Customer Success & Support consisting of gross and net revenue retention, logo churn, NPS, revenue growth, product adoption, increased volumes, customer feedback loops, budgets, NPS, onboarding, and product training to successfully support our sales team within a land and expand model
Supported a customer base of more than 19 million ARR and growing
Improved retention numbers by 12%
Setup cadence for customer touch and QBR
Introduced customer Tier level
Setup cadence for customer on-boarding and adoption
Introduced a LMS for seamless customer on-boarding
Oversaw effective delivery of process-driven solutions for all customer technical and non-technical issues
Collaborated with the Development team to create self-service software tools that reduced support tickets
Improved support SLA from 80% to 98%
Decreased support cases and improved overall CSAT & NPS scores
Held weekly triages with internal teams and enterprise customers
Updated all knowledge base articles and introduced 90 second videos for customer learning
Introduced brown bag program between technical and QA teams for knowledge transfers.
Consultant Part-time
IntelloLabs USA operations
11.2021 - 06.2022
IntelloLabs offers AI based solutions in the AG/Food space, I manage all current and future customers including POC requirements and testing
Some of the larger customers I have worked with are Grimmway and PFG to drive our solution and have successful POC
In this role I am managing 5 contractors all over the Americas including Sales and technical staff.
Head Of Customer Success and Support
Kespry (Acquired)
01.2021 - 09.2021
Reporting directly to the CEO for all metrics pertaining to Customer Success & support metrics consisting of net revenue retention, logo churn/at-risk accounts, NPS, revenue growth, product adoption, CSAT scores
Introduced LMS to improve customer education and overall adoption for continued sales growth
Supported a customer base of more than 21 million ARR and growing
Improved retention numbers by 12%
Setup cadence for customer touch and QBR
Introduced customer Tier level
Setup cadence for customer on-boarding and adoption
Introduced a LMS for seamless customer on-boarding
Oversaw effective delivery of process-driven solutions for all customer technical and non-technical issues
Collaborated with the Development team to create self-service software tools that reduced support tickets
Improved support SLA from 80% to 94%
Decreased support cases and improved overall CSAT & NPS scores
Held weekly triages with internal teams and enterprise customers
Updated all knowledge base articles and introduced 90 second videos for customer learning
Introduced brown bag program between technical and QA teams for knowledge transfers.
Director Of Customer Support and Success
HARVESTMARK / TRIMBLE (Acquired)
11.2011 - 05.2019
Being one of the first hires in post-sales and reporting directly to the CEO, I built and implemented a playbook responsible for the success of the company
I developed a very holistic view of our customer journey, this included customer profile, plan types, on-boarding, renewals and VOC program for continued growth
Built and set up support teams in the US, South America, China, and India
Helped design Hardware and Software solutions for customers
Oversaw effective delivery of process-driven solutions for all customer technical and non-technical issues
Collaborated with the Development team to create self-service software tools that reduced support tickets
Contributed substantially to creation of a new patented solution
Improved documentation by effectively supporting engineering, tracking, and identifying repetitive issues and bugs
Decreased support cases and improved customer satisfaction by driving continuous improvement initiatives in support of all desktops, mobile and web-based applications
Improved customer retention by building collaborative cross-functional teams with partners in Engineering, Quality Assurance, Finance and Sales
Built stronger global teams by developing and delivering training presentations and materials for all new hire, product and soft skill learning
Increased revenue by upselling and managing Customer Loyalty team and supporting key accounts including Driscoll’s, Tesco and Sam’s Club, US foods and Zespri
Increased new business revenue by traveling globally to facilitate proof of concept presentations, solution deployments and customizations onsite
Monitor SLA performance and prepare a variety of reports for the sales team and sales management
Ensured health of company, overall product and customer satisfaction
Met and exceeded company objectives by driving SLA to 96% and retention to 95%
Increased efficiency by automating support activity by introducing Salesforce CRM
Created Salesforce rules for a quicker and dependable deployment process with documentation
Developed a new process when a bug was identified, Jira, which was a bug filling and tracking process
Improved employee performance by introducing a mentoring program to provide cross-functional training.
Senior Support Manager
Tiburon Inc (Acquired)
06.2010 - 11.2011
Directed support functions for customized software applications serving emergency first responders, including Computer Aided Dispatch (CAD), Records Management System (RMS), Automated Reporting System (ARS)
Managed a team of 12 Customer Support / Inside Sales staff supporting 240 accounts in the USA, Guam and Japan
Improved after-hours call response times from 85% to 96% SLA through enhanced QA training for staff
Met with QA teams to better understand what could be done to avoid issues and network threats
Contributed to design and implementation of a well-maintained escalation process and flow through
Conducted root cause analyses of issues affecting the performance of interfaces, databases, and mobile setups, all support tickets were reviewed with senior staff to get to root cause and future failures
Maintained stringent SLAs through efficient staffing, backup scheduling, training and escalation processes for 24 x 7 environment, personally created a rotational scheduling that met all requirements
Facilitated deployment of installations, updates, service packs, and hot fixes with minimal down time
Provided onsite training for customers and developed a variety of presentations, manuals, and materials.
Support Manager
@Road/TRIMBLE (Acquired)
03.2006 - 06.2010
Managed a team of 80+ in US, India and Australia supporting GPS-based Mobile Resource Management (MRM) applications for service and delivery vehicles, enabling real-time dispatching, speed and stop monitoring
Provided hands-on support for key fortune 500 accounts AT&T, Waste Management, Telstra, and Embarq
Reduced vendor dispatch costs 27% by creating in-house processes prior to dispatching third party vendors
Handled technical support issues, including remote testing and interfacing with US / Asian cellular carriers
Served as conduit between Project, Implementation Management, Solution Support and Engineering teams
Trained all support teams locally and overseas in India, Australia and Arizona on product and process
Setup support processes and drafted escalation documentations for a global 24/7 support environment
Analyzed technical data and generated a variety of database reports for Executive Management.