Overview
Work History
Education
Skills
Languages
Timeline
Generic

Limor Finkel

Mill Valley,CA

Overview

10
10
years of professional experience

Work History

Customer Success Manager

Andavi Solutions
09.2023 - Current
  • Champion client success for a diverse portfolio, ensuring smooth onboarding, adoption, and satisfaction with Andavi’s software solutions.
  • Analyze customer data to improve engagement, mitigate churn, and maintain a 98% renewal rate.
  • Consistently exceed goals through retention, upselling, and cross-selling, achieving 100% of ARR and services targets.
  • Innovate analytics tools like Customer Health Dashboards and usage insights, driving a 15% increase in client sales.
  • Lead the cross-selling and seamless implementation of a new AI tool, with a 75% success in customer cross sell.
  • Develop tailored strategies to align with client objectives, maximize ROI, and boost satisfaction.
  • Collaborate with internal teams to address needs, escalate issues, and prioritize enhancements.
  • Build and sustain strong client relationships through regular business reviews and performance evaluations.

National E-Commerce Sales Manager

VINTUS
03.2022 - 09.2023
  • Founded and led VINTUS’ national e-commerce division, generating $1.4M in revenue through new and expanded accounts.
  • Designed a customer segmentation strategy to identify key players and growth opportunities in wine e-commerce.
  • Built strong partnerships with stakeholders, aligning strategies to drive long-term success.
  • Collaborated with technology vendors to implement features, resolve issues, and enhance customer experiences.
  • Delivered data-driven insights to optimize account performance, achieving measurable growth and satisfaction.

Northern California Sales Manager

VINTUS
05.2021 - 09.2023
  • Managed Northern California accounts, achieving 105% of sales and distribution goals in the first year.
  • Drove $850K in new account growth through strategic relationships and tailored customer success initiatives. Oversaw budgets, inventory, pricing, and programming to ensure seamless operations and customer satisfaction.
  • Built and sustained strong multi-channel client relationships, aligning solutions with business objectives.

Regional Sales Manager

Winebow
06.2019 - 05.2021
  • Managed a 15-state sales territory, collaborating with distributors, sales teams, and key accounts to drive market expansion, successfully pivoting during COVID-19 to generate $750K in new account sales within 6 months.
  • Led onboarding and market launches for new producers and products, coordinating cross-functional teams, educating salesforces, and ensuring alignment with strategic objectives to maximize portfolio performance.

Area Sales Representative

Chambers & Chambers Wine Merchants
01.2017 - 01.2019

Marketing and Sales Manager

Dashe Cellars
03.2015 - 01.2017

Education

Masters of Business Administration -

Sonoma State University
Sonoma, CA
05.2023

Bachelor of Arts - Anthropology & Spanish

Bates College
Lewiston, ME
05.2011

Skills

  • Customer Relationship Management
  • Strategic Planning
  • Product Utilization
  • Cross-Functional Team Leadership
  • Customer Journey Mapping and Optimization
  • Account Management and Customer Retention
  • Emotional Intelligence
  • Project Management (Atlassian, Asana, Zendesk)
  • Enterprise Sales
  • Curiosity
  • Microsoft Office
  • Google Suite
  • Salesforce
  • Customer relationship building
  • Customer retention

Languages

Spanish
Native or Bilingual

Timeline

Customer Success Manager

Andavi Solutions
09.2023 - Current

National E-Commerce Sales Manager

VINTUS
03.2022 - 09.2023

Northern California Sales Manager

VINTUS
05.2021 - 09.2023

Regional Sales Manager

Winebow
06.2019 - 05.2021

Area Sales Representative

Chambers & Chambers Wine Merchants
01.2017 - 01.2019

Marketing and Sales Manager

Dashe Cellars
03.2015 - 01.2017

Masters of Business Administration -

Sonoma State University

Bachelor of Arts - Anthropology & Spanish

Bates College
Limor Finkel