Years of experience: 11

Associate PartnerStartup FounderAssociateClient Relations SpecialistITCustomer Retention Specialist

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Terra's Career Path
Customer Success OperationsJan. 2024 -
Present
ArticulateCustomer Success Operations
Remote• Implemented robust and consistent data governance practices, ensuring accuracy and consistency across CRM and analytics platforms. • Managed recurring account assignment data, leveraging SOQL and Looker to ensure accuracy and efficiency. • Initiated training sessions and office hours for CSMs and CESs to proactively address questions, share best practices, and drive adoption of new tools an...
Operations ManagerJan. 2023 -
May. 2023
Peak ExperiencesOperations Manager
• Applied Lean practices to analyze and optimize operational processes across seven departments and two locations to result in cost savings and a 20% increase in productivity • Developed and executed strategic initiatives to significantly enhance the company's ROI and market presence, resulting in a 40% increase in Q1 sign-ups compared to the previous year • Significantly improved customer sa...
Client Success ManagerApr. 2020 -
Jan. 2023
Arrive LogisticsClient Success Manager
Austin, Texas Metropolitan Area• Led and developed a high-performing team of twenty Account Executives, resulting in an average monthly recurring revenue of $10 million • Championed process improvement initiatives within cross-functional departments, leading to a 10% reduction in operational costs • Implemented new procedures with cross-functional teams that boosted KPI performance by 30% within six months • Served as the ...

Terra's Posts

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    How I can help you

    Enhance operations with proven processes and agile workflows. Ensure data reliability with clear steps. Leverage extensive experience in customer success and manage ambiguity in fast-paced settings.

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    People I am looking for

    Ideal clients include startups, expanding businesses, and firms new to account management or customer success. Seeking those ready to optimize operations and data governance.

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    Experience & Cases

    Achievements include improving retention and trust scores through revamped structures, cleaning data for 300,000+ accounts, and founding a new CS department. Past clients: Articulate, Arrive Logistics, Peak Experiences, Cargobot.

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    How to contact

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    About myself

    With 8+ years in customer success, I excel at building and maintaining client relationships, fostering team collaboration, and driving growth. My strategic mindset and data-driven insights have enhanced onboarding and retention at Articulate, utilizing KPI dashboards and analytics tools like Looker.

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    Job Description

    Seeking opportunities that embrace a nomadic work style, allowing for flexibility and remote collaboration, while continuing to leverage my skills in customer success operations to drive impactful results.

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    How to contact

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