Egan Callahan -

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Work Background

CX COPILOTFounder & CEO

Oct. 2023

SendosoVice President, Customer & Revenue Operations

Jun. 2023 - Oct. 2023Phoenix, Arizona, United StatesWhile aiding in the growth of the organization, my relentless pursuit of self-improvement and personal growth enabled me to contribute significantly in a variety of roles during my tenure at Sendoso. This journey has equipped me with a substantial wealth of knowledge encompassing Go-to-Market strategies, Customer Experience optimization, and Executive-level leadership acumen. My multifaceted roles have honed my ability to drive market penetration, foster enhanced customer experience, and lead teams with a visionary approach, positioning me as a seasoned executive with a holistic grasp of organizational dynamics.

SendosoVice President Customer Experience

Nov. 2022 - Jun. 2023

SendosoSr. Director, Customer Experience - Strategy & Operations

Sep. 2022 - Dec. 2022

SendosoDirector of Customer Success

Aug. 2021 - Sep. 2022Phoenix, Arizona, United States

SendosoSr. Manager, Customer Success

Feb. 2021 - Aug. 2021Scottsdale, Arizona, United States

SendosoManager, Customer Success

Apr. 2020 - Feb. 2021

SendosoSr. Account Strategist

Jun. 2019 - Apr. 2020Scottsdale, AZ

Integrate Inc.Sr. Customer Success Manager

Nov. 2018 - May. 2019Phoenix, Arizona AreaAs a Customer Success Manager at a B2B Marketing Technology firm, I oversaw a portfolio of around 50-60 Key Enterprise and Mid-Market accounts, ensuring their thriving engagement with our B2B Marketing platform. I unearthed organic avenues for product and service adoption, ensured seamless customer experience and delivered regular business reviews to nurture robust customer relations, satisfaction, and to foster increased retention and growth

Integrate Inc.Customer Success Manager

Nov. 2017 - Nov. 2018Phoenix, Arizona Area

ZenefitsManager, Account Management & Broker Services

Jun. 2016 - Aug. 2017Tempe, AZEnsure team’s success in meeting quarterly and annual goals through effective leadership, employee development and client engagement. - Team successfully manages a book of 300+ clients consisting of 22k+ employees and valued at $5.6 million in annual recurring revenue. - Created and successfully executed team business plan that consists of talent management planning, streamlining processes, employee development etc.. - Consistently met or exceeded retention and sales goals throughout my time leading the team. - Personally closed over $500k in new annual recurring revenue through client referrals over the last 2 quarters.

ZenefitsSenior Account Manager

Nov. 2014 - Jun. 2016Scottsdale, AZEnsure clients have a top notch customer experience and are able to successfully adopt Zenefits products by thoroughly assessing client needs, strategically promoting Zenefits features and educating clients on positive impact on HR efficiency. - Successfully managed a book of key clients that totaled 60+ accounts and over 6,000 employees. - Consistently accomplish sales and retention goals through pro-active account management and successfully managing critical conversations during instances of poor customer experiences. - Participate in team development activities such as interviewing, training, cross-departmental initiatives and regularly invest in the success of my teammates. - Build and maintain successful working relationships with colleagues across all departments. - Regularly provide leadership with constructive feedback and solutions for team and customer experience improvements.

Phoenix NAPManager, Online Sales

Sep. 2013 - Nov. 2014Phoenix, Arizona Area• Invest in the continual development of sales representatives through team and one on one coaching sessions in order to maximize lead conversion, revenue attainment and client retention ratios. • Significant participation throughout the sales and account management process including prospecting, sales presentations, contract negotiations and relationship managemnt. • Developed rep scoring program, bonus structure and sales competitions to successfully motivate and incentivize sales staff. • Built firm working relationships with management of other departments to address and resolve escalated client issues effectively and to client satisfaction. • Regularly solicit and report customer feedback in order to recommend new products, services and customer experience enhancements to the executive board. • Work directly with Marketing department on strategy, promotions, collateral, messaging, email campaigns, website design and branding. • Represent PNAP at tradeshows such as cPanel Conference, HostingCon, AZ Tech Summit.

Phoenix NAPSupervisor of Secured Servers Online Sales Team

Mar. 2011 - Sep. 2013Phoenix, Arizona Area

CPR Savers and First Aid Supply, LLCMarketing Manager

Jul. 2008 - Sep. 2010As Marketing Manager I strategized a marketing plan for the company and oversaw a team of web/graphic designers to execute projects and increase the company’s overall footprint in the marketplace. • Managed 20+ websites ensuring a quality design, exceptional search engine results and user experience. • Successfully executed email campaigns, social media, website promotions, cold call campaigns and regular mail campaigns. • Personally closed over $500,000 through outbound sales activities. • Configured/Implemented and trained 15+ employees on a new point of sale software • Employee of the Year, Multiple time Employee of The Quarter • Regular mgmt. duties: reporting, recruiting, budget, employee relations etc..