LucidworksHead of Customer Excellence Operations
Nov. 2018 - Oct. 2019San Francisco Bay AreaAt Lucidworks, I elevated the operational and strategic aspects of both the Customer Success and Professional Services teams, harnessing growth opportunities and curating pathways for customer-centric innovation. Strategic Formulation & Implementation: As the torchbearer for customer excellence, I devised a holistic strategy that blended essential processes — from ensuring customer satisfaction, fostering advocacy, to finetuning retention mechanisms. This strategy was the foundation of our customer-focused ethos, always adapting to the ever-changing needs of our client base. Operational Excellence: I orchestrated initiatives spanning from customer onboarding intricacies, progressive product adoption methods, tailored communication pathways, to efficient renewals. The dual objectives: craft a consistent, enhanced customer journey and align seamlessly with sales and finance operations. Data & Analytics Leadership: Recognizing the transformative power of data, I championed the advancement of our business intelligence capabilities. Meticulous data accuracy oversight, combined with enhanced reporting tools like Salesforce, Gainsight, and Smartsheet, ensured we were at the forefront of actionable, data-informed strategies. Cross-Functional Collaboration: Throughout my tenure, I acted as a unifying force. Bridging the divides between customer success, sales, and finance, our teams operated as interlinked cogs in a larger mechanism. This synergy not only augmented our internal efficiencies but promised our customers a harmonized, value-laden journey. Reflecting on my chapter at Lucidworks, it stands out as a transformative journey. Together, we navigated challenges, converting them into opportunities for innovation, setting new standards in customer success. Speaker: Gainsight Pulse 2019