Requests
12
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Network Power<100 people
Roles
🧨100%
Consulting
💸50%
Marketing
🏦50%
Finance
Geos
🇺🇸50%
United States
Work Background
Self-EmployedFractional CSM
Dec. 2024United States, OmahaAs a fractional Customer Success Manager, I partner with businesses to manage their client portfolios, ensuring strong relationships, long-term retention, and measurable growth. My approach focuses on aligning client needs with the company’s offerings while identifying opportunities to increase value and enhance the overall customer experience.
Key Responsibilities:
• Serve as the primary point of contact for clients, guiding them through onboarding, adoption, and ongoing engagement.
• Foster trusted relationships to drive client satisfaction, loyalty, and retention.
• Identify and implement opportunities for account growth through strategic cross-selling and upselling of features, services, or solutions that meet client needs.
• Collaborate with internal teams to address client challenges, facilitate new feature adoption, and ensure seamless integrations.
• Monitor key client metrics, such as usage, revenue, and churn, and develop actionable strategies to improve outcomes.
• Conduct regular client check-ins, quarterly business reviews, and success planning to align client goals with company objectives.
Expertise Includes:
• Managing customer relationships for small and mid-sized businesses across a wide range of industries, with deep expertise in payroll, HRIS, and SaaS platforms.
• Supporting diverse client needs by tailoring solutions to industries such as hospitality, labor services, and professional services.
• Developing and executing customer success strategies to improve client satisfaction, retention, and growth.
• Driving account expansion through cross-selling and upselling features, services, and solutions that align with client goals.
• Proactively addressing client challenges with innovative, results-driven solutions to ensure ongoing success.
Self-employedIntuitive Cannabis Coach and Brand Voice Innovator
Sep. 2023Omaha, Nebraska, United States · RemoteAs an Intuitive Cannabis Coach and Brand Voice Innovator, I create narratives that resonate within the cannabis community, focusing on authenticity and engagement. My mission: empower businesses and individuals to express their unique stories and values in the cannabis space. Coaching Services: Personalized Cannabis Journey: Tailored coaching for individuals exploring cannabis, emphasizing safety, informed decisions, and conscious use. I adapt to each person's needs, whether for wellness, therapeutic, or recreational purposes. Educational Empowerment & Wellness Integration: My coaching goes beyond usage, educating and empowering clients for clear, confident cannabis choices. I integrate cannabis into lifestyles for overall wellbeing, aligning with personal values. Copywriting and Brand Strategy Services: Brand Strategy: Developing strategies reflecting your cannabis business's essence, blending market insights with tailored brand identity principles. Copywriting: Producing adaptable, engaging content for cannabis websites, social media, and marketing materials, navigating communication nuances unique to cannabis. Customer Engagement: Creating programs that build customer loyalty and advocacy for your cannabis brand. Cannabis Industry Passion: I'm dedicated to cannabis education and advocacy, aiming to dispel misconceptions and provide respectful, accurate information. I help cannabis brands create educational content that positively shapes the industry image. Let's Collaborate: Seeking intuitive cannabis coaching or innovative brand strategies? Let's work together to craft a holistic cannabis experience. Connect to transform your cannabis story into a journey of success and authenticity.
WürkCustomer Success Manager, Mid-Market
Mar. 2022 - Jul. 2023Skills: Relationship Building · Communication · Customer Success · Customer Satisfaction · Customer Retention · Customer Engagement · Customer Service
WürkCustomer Success Manager, SMB
Jul. 2021 - Mar. 2022RemoteSkills: Relationship Building · Communication · Customer Success · Customer Retention
WürkCustomer Support Specialist
Feb. 2021 - Jul. 2021Würk’s responsibility is to protect the people and businesses of the cannabis industry so they can focus their energies on making social change in the world we live.
Listeners On CallListener
Jul. 2020 - Feb. 2021
TheramuAccount Manager
Mar. 2020 - Feb. 2023Arizona, United StatesOur family of products feature a proprietary blend of emu oil and pure CBD isolate working together to provide superior bioavailability. Simply put, emu oil is proven to be a near perfect carrier for CBD – and we have the patent to prove it!
American AirlinesPayroll Specialist
Apr. 2019 - Nov. 2020Phoenix, Arizona AreaAssessed all US-based Union and non Union employees with various payroll processing questions and concerns including garnishments, pre and post tax deductions, retirement contributions, federal and multi-state/local taxes, funds disbursement and direct deposit.
ADPClient Support Consultant
Aug. 2017 - Apr. 2019Tempe, AZAssisted small business clients with their payroll and human capital management needs. Processed multi-state payroll, calculating and processing manual checks, setting up garnishments, LOA, PTO, retirement, retro pay, federal, state, and local taxes, amendments, invoices, time & attendance, employee handbooks, and new-hire onboarding. All while providing outstanding customer service!
GoDaddyWeb Design Project Lead
May. 2017 - Aug. 2017Scottsdale, AZWeb design consultant and project lead for small business clients.
Mills Business Alumnae Consulting GroupGrowth Strategies Consultant
Jan. 2017 - Jul. 2017A professional business advisory team of women providing guidance, analyses, research and growth support services to Bay Area entrepreneurs and small/medium enterprises facing barriers to growth. Our team members, all students and graduates of the Lorry I. Lokey Graduate School of Business at Mills College, bring an extensive range of experience and expertise to the group, allowing us to share with our clients a rich mix of perspectives.
Cliff ConsultingAssistant
Oct. 2016 - Apr. 2017Berkeley, CAAssisted CEO, People Operations, and Finance Manager by conducting research and providing recommendations of products and services to best meet business needs. Provided regular CRM upkeep and support. Managed various ad hoc projects. Created and maintained databases and reports including asset management, client outreach, and business development.
Waste ManagementMBA Project - Organizational Development
Sep. 2016 - Dec. 2016San Leandro MRFInterviewed and observed various stakeholders within the organization. Reviewed daily activities, policies, and procedures.
Provided recommendations to management on how to increase employee engagement and satisfaction.
The Clorox CompanyMBA Project - Marketing Research
Aug. 2016 - Dec. 2016The Clorox CompanyAnalysed program data and researched current market trends using Excel, SPSS, and Google Trends. Presented findings and provided recommendations to Program Manager and additional stakeholders on how to increase program engagement of current users and how to attract and retain new users.
Wells FargoDispute Resolution Work Director
Nov. 2003 - Apr. 2012Portland, Oregon AreaOversaw daily operations for teams of credit card customer service and dispute resolution representatives. Developed sales and productivity incentives which regularly exceeded department goals and improved employee engagement. Conducted weekly individual feedback, coaching and mentoring to representatives, reviewed current statistics, created professional development plans and long-term career goals. Presented metrics weekly to team and discussed strategies to overcome current obstacles. Held monthly team building events focused on employee recognition, team accomplishments, and building trust and morale.Delivered onboarding training and coaching to new-hire classes. Managed escalation process, handling complex customer issues and inquiries.
Reviewed representatives dispute cases and phone calls for quality assurance to meet customer service, compliance, and regulation guidelines.
Intch is a Professional Networking App for the Future of WorkSee more people like Lorrie on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
650037 people
17
Assistant manager
16
Customer service specialist
15
Human Resources @ UB Greensfelder
136055 people
17
Assistant manager
15
Human Resources @ UB Greensfelder
15
Data Analyst