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Work Background
AccountKitClient Success Manager
Jan. 2025Sydney, New South Wales, Australia- Onboard and manage a portfolio of accounting firm clients, ensuring seamless adoption of tools. - Maintain high Net Promoter Scores (NPS) by delivering exceptional customer service. - Proactively identify client needs and resolve issues, escalating complex cases as necessary. - Drive revenue growth by upselling tools and features aligned with client goals. - Collaborate with the Customer Experience Manager to refine onboarding and engagement strategies. - Partner with the Business Development Manager for smooth client handoffs. - Contribute insights to improve internal knowledge bases and client success frameworks. - Develop scalable engagement processes, including automation and efficiency templates. - Build client advocacy through strong relationships and success stories. - Foster teamwork and accountability across teams to deliver outstanding results.
LawmaticsAccount Manager
Dec. 2023 - Oct. 2024San Diego, California, United States
LawmaticsImplementation Specialist
Jul. 2022 - Oct. 2024San Diego, California, United StatesLawmatics is the #1 automation platform for law firms, offering legal client intake, CRM, marketing automation, billing, and much more, all in one easy-to-use software. With Lawmatics, law firms streamline their operations, impress clients, and win more business. To learn more, visit www.lawmatics.com.
Cearna Inc.Executive Assistant
Aug. 2020 - Feb. 2021San Diego, California, United States
KapvistaInvestor Relations Manager
Jul. 2020 - Jul. 2022Sydney, New South Wales, AustraliaKapVista is a global platform for private investment opportunities, showcasing emerging companies across 15+ countries to over 16,000+ high net worth, professional and International Investors, including Family Offices, Brokers, and Industry participants. Through an investor-focused website and tailored matchmaking, private companies will be able to showcase their company to potential investors, advisors, and board members. KapVista also provides a marketplace to find potential co-founders, team members, advisors, board members, and individuals who can help grow the start-up ecosystem.
Life Time Inc.Membership Services
Oct. 2019 - Jul. 2020Greater San Diego Area
Wholesale InvestorRelationship Manager
Jun. 2018 - Feb. 2019Sydney, Australia
Renovation trainingPersonal Trainer
Dec. 2017 - Apr. 2018Plymouth, MN
spa810 Laser, Skin & Massage FranchiseOffice Associate
Jul. 2017 - Apr. 2018Roseville, MN
UNRLBrand Representative
Apr. 2017 - Dec. 2017Greater Minneapolis-St. Paul AreaAssist in social media marketing, promotional events, product development, and team building strategies.
Under ArmourSales Associate
Jun. 2014 - Sep. 2014Eagan, MNI was a sales associate at Under Armour at the new Eagan Outlet mall. I enjoyed learning the ins and outs of the job and interacting with customers as I am a social person. It also sparked personal interest in fitness apparel manufacturing and retail buying being I have a passion for the health and wellness industry and studied visual merchandising.
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