client success manager resume example with 8+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • :

Introduction Ambitious, results-driven Financial Professional with the initiative to succeed in the financial industry, guided by a strong commitment to personal and professional growth. A college-graduate recognized as an award-winning student and honored for academic and entrepreneurial excellence. Business experience includes a proven history of generating revenue, exceeding sales quotas and developing exceptional client growth.

Highly focused Client Success Manager knowledgeable in customer lifecycles and building lasting relationships. Looking for a similar role with a company where exceptional determination and a dedication to excellence will be appreciated.

  • Academic
  • Account management
  • AI
  • Automotive
  • B2B
  • Book
  • Consulting
  • Conversion
  • Credit
  • Client
  • Clients
  • Client relations
  • Database
  • Directing
  • Fast
  • Financing
  • Financial
  • Financial planning
  • Graphs
  • Marketing strategies
  • Market
  • Microsoft Office Suite
  • Publisher
  • Network
  • Optimization
  • Processors
  • Real estate
  • Real-time
  • Relationship management
  • Selling
  • Sales
  • Unique
  • Website
  • Customer retention
  • Status updates
  • Materials and documentation
  • Report creation
  • Proficient in [Software]
Client Success Manager, 03/2019 to Current
Core Scientific Inc.Dalton, GA,
  • Facilitate client relationships through the use of dynamic proprietary technology by leveraging deep domain expertise in conversational commerce designed for the automotive industry.
  • Gubagoo's platform adds value as a data-driven, lead-generating revenue driver.
  • Gubagoo has been recognized as one of North America's fastest growing technology companies on Deloitte Technology's Fast 500 for 2018 list.
  • Optimize and personalize the concierge account management experience and Gubalytics (web-based analytics portal) for 100+ clients utilizing Gubagoo's patented B.E.A.S.T.
  • AI behavioral engagement system which scores and profiles web visitors based on their unique behavior.
  • Explain dealership performance utilizing real-time analytics and interactive graphs to enable optimization of client ROI.
  • Conduct live webinars on ChatSmart, ResQ, Virtual Retailing, Text+, Publisher and GLive solutions for automotive dealership communications to facilitate lead generation and conversion.
  • Communicate and problem solve with co-workers to optimize client results and add value through upselling.
  • Assessed monthly reports to review client activity and identify opportunities.
  • Resolved issues concerning software and hardware for clients.
  • Worked in tandem with clients to cultivate and implement strategic processes, offering vital tools to promote success.
  • Communicated effectively with clients through phone calls and online meetings to maintain satisfaction and keep all parties current with changing environment.
  • Assessed client data from reports to better understand possible renewal risks.
Credit Advisor / Account Manager, 10/2015 to 11/2018
Cdk GlobalElk Grove, IL,
  • Salesforce, All D&B Data Systems, SIC Code Database.
  • This position is an outward facing business advisor, where the key task is developing client relations and connecting those contacts with our silos of business.
  • Working with a wide variety of businesses sharpens my understanding of more industries from an operational and planning standpoint.
  • Best practices are demonstrated both for sales/revenue growth opportunities, as well as directing client success.
  • Sales MVP award winner in 2017.
  • The advanced role of Account Manager demands growth on a book of business comprised of 150+ companies.
  • These clients have outsourced the full responsibility of maintaining and growing their report/data with the company, furthering the necessity of developing those client relationships to establish long term success.
  • In this expanded role, I also manage the coordination of 5 separate teams to ensure tasks are done in the most efficient manner.
Account Executive, 12/2014 to 10/2015
Trustone FinancialGreenfield, WI,
  • Executed sales and marketing strategies for a nationally recognized company in a territory covering northwest New Jersey and the Pocono Mountains.
  • Exceeded all sales quotas by 200%, utilizing personal established business network.
  • By strategizing with commercial real estate partners, new B2B pipeline was successfully grown directly resulting in new sales.
  • Specialized in cross selling and upselling in an initiative to grow market share, where I grew my client base by 85%.
Mortgage Consultant, 04/2006 to 11/2008
Priority Mortgage GroupCity, STATE,
  • Calyx Point, Microsoft Office Suite.
  • Ensured growth in sales, mortgage consulting, and financial planning functions for fast-paced, financial services companies.
  • Utilized various loan programs (conventional, FHA, VA, etc.) based on the individual customer's needs.
  • Averaging approx.
  • 500,000 in total sales per month.
  • Motivated and collaborated with Peers to build a website to identify ancillary leads, directly resulting in growth for our new business channels by 83%.
  • Obtained/analyzed customer financial and credit data in order to consult with real estate agents, lenders, appraisers, loan underwriters, and loan processors.
  • Professionally always driven to provide the customer with the best financing option for their particular circumstances, that was familiar/established by deepened relationship management.
Education and Training
B.S: Dual, Finance and International Business, Expected in 2014 to DeSales University - Center Valley, PA
GPA: 3.8, Delta Mu Delta International Honor Society in Business, Kappa Xi Chapter Member, Inducted March 2014, Recognition for outstanding academic achievement and top 10% of graduating class.
Activities and Honors
  • Salesforce

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • DeSales University

Job Titles Held:

  • Client Success Manager
  • Credit Advisor / Account Manager
  • Account Executive
  • Mortgage Consultant


  • B.S

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: