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Work Background
INXEPTIONHead of Customer Success
Oct. 2023 - Aug. 2024Cupertino, California, United States*Directed a team overseeing end-to-end account management, including reporting, client meetings, operations, and QBRs, effectively managing a large portfolio of annual recurring revenue. *Enhanced customer engagement strategies and implemented effective account management practices, leading to a high client retention rate. *Led the onboarding of new clients, customizing the SaaS platform to meet specific requirements and service levels. *Conducted comprehensive training sessions, significantly increasing client proficiency and satisfaction, which resulted in a marked reduction in support tickets. *Utilized AI-driven strategies to create extensive help center content for the SaaS platform through a structured project plan. *Optimized workflows to accelerate time-to-value, enabling clients to quickly realize platform benefits. *Capitalized on upsell opportunities during implementation, driving additional revenue
INXEPTIONDirector of Implementation & Project Management
Jan. 2022 - Oct. 2023Cupertino, California, United States
INXEPTIONOnboarding Lead
Mar. 2021 - Jan. 2022Brisbane, California, United States
INXEPTIONOnboarding Specialist
Jan. 2021 - Mar. 2021Brisbane, California, United States