Years of experience: 21

CRM PlatformsCustomer Data ManagementCRM managerBusiness AnalystConsultingMarketing

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William's Career Path
Regional Manager of Customer SuccessJan. 2022 -
Present
CDK GlobalRegional Manager of Customer Success
- Leadership: Directed a team of 15 customer success managers across Eastern U.S., guiding them through the transition to a comprehensive customer success model for CDK DMS and layered applications. - Revenue Management: Oversaw the retention and growth of approximately $56 million in monthly recurring revenue (MRR). - Strategic Implementation: Spearheaded key strategies to enhance customer r...
Lead Customer Success Manager - Enterprise AccountsDec. 2016 -
Jan. 2022
CDK GlobalLead Customer Success Manager - Enterprise Accounts
Valdosta, Georgia- Account Leadership: Successfully managed a large enterprise account for six years, overseeing the entire client lifecycle from initial implementation to ongoing growth and satisfaction. - Team Management: Directed a team of dedicated field and support associates, ensuring seamless service delivery and client support. - Data Management: Utilized SQL database expertise to develop custom repor...
Solutions ArchitectJan. 2015 -
Dec. 2016
CDK GlobalSolutions Architect
Destin, Florida, United States- Data-driven solutions that allowed the dealer to grow their business - Focus on top billing and enterprise accounts such as Lithia, MileOne, Hendrick, Penske - Our team organized and led the successful roll-out of Hendrick Automotive onto Elead1One solutions - Trained other departments throughout the organization - Learned to troubleshoot issues and provide solutions using Microsoft SQL, XS...

William's Posts

  • 2

    How I can help you

    Addressing SaaS churn with process optimization in automation, customer journeys, and internal workflows. Focus on enhancing GRR and NRR through strategic improvements. Collaborate with customer success teams to streamline operations and drive retention.

  • 2

    People I am looking for

    Seeking clients like CDK Global, with experience in managing substantial ARR. Expertise in overcoming challenges to achieve 101% NRR. Ideal for businesses aiming for growth and increased retention.

  • 2

    Experience & Cases

    14 years in CRM SaaS, managing 85+ accounts. Experience spans small to over $1 million ARR. Worked with SMBs and startups, delivering tailored solutions for diverse client needs and driving measurable results.

  • 2

    How to contact

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