InterfolioSenior Director - Professional Services Operations
Mar. 2019 - Jan. 2021Washington, District Of Columbia• Managed and Mentored Teams: Led teams of Client Success Managers and product support professionals, providing guidance and support to ensure the successful delivery of services and support to clients.
• Process Improvement: Contributed to the development and implementation of new processes to enhance client support, streamline operations, and drive efficiency across the organization.
• Client Community: Worked cross-functionally to establish the Interfolio Client Community, providing clients with a platform to engage, share best practices, and gain insights, ultimately strengthening client relationships and fostering a sense of collaboration.
• Performance Management: Developed a robust set of key performance indicators (KPIs) focused on professional services, ensuring alignment with company-wide objectives and enabling more effective performance tracking and management.
• Acquisition Assistance: Collaborated with various teams to facilitate the seamless integration of new technologies and platforms, including Researchfish and Faculty180, into company operations, driving operational efficiency and scalability.
• Systems Administration: Served as a Salesforce administrator, enhancing system functionality and usability by creating and updating custom fields, reports, and dashboards tailored to the needs of multiple teams within the organization.
• Process Improvement: Led the creation, dissemination, and enforcement of new support processes and customer reference tracking methods.
• Renewal Management: Contributed to a significant increase in the renewal book of business, supporting its growth from $7M to over $13M, while achieving a renewal rate exceeding 97%.
• Service Offering Enhancement: Created, launched, and expanded new service offerings, resulting in a $500K increase in renewable services sales in 2019.