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Customer Success Lead Resume Example

Resume Score: 80%

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SG
CUSTOMER SUCCESS LEAD
Career Overview

Implementation professional & customer advocate with experience in implementing, developing, & supporting SaaS software products. Possesses strong product & technical knowledge, as well as excellent communication & organizational skills. Talented at successfully educating people, of all technical backgrounds, on features of software. Demonstrated ability to work both independently & as a team leader.

Qualifications
  • SaaS Implementation
  • Project Management
  • Customer Advocate
  • Process Improvement
  • Vast Technical Knowledge
  • Efficiency and Scalability-Oriented
Work Experience
03/2020 - CurrentCustomer Success LeadBonusly | New York, NY

Customer Support

  • Lead support for incoming support requests; implementation, troubleshooting, configuration, integrations, & feature requests
  • Assist customers through the onboarding process, ensuring a smooth implementation and post launch success
  • Resolve tickets escalated from CSMs and CSAs
  • Daily syncs with CS team to review cases and trends
  • Work with external vendors/partners to ensure customer satisfaction
  • Respond to online reviews via Capterra and G2 on behalf of Bonusly
  • File/manage bug reports & feature requests with the engineering team

Internal Team Support

  • Provide Sales team and CSMs with real time support throughout the day, equipping them with the most up to date and accurate knowledge of product features, capabilities, and future enhancements
  • Supervise a support shift with each non-executive member of the Bonusly team 1:1 quarterly to ensure transparency and awareness of current customer needs, usage, and requests
  • Conduct security reviews, identifying opportunities for improvement in security processes, and serving as an escalation point/sanity check for CSMs and CSAs
  • Review internal processes, attending external/internal product trainings when available to keep informed of enhancements, and adopting/upgrading tools as needed as our customer base and our offerings evolve to ensure support is operating with optimal efficiency
  • Identify potential product/experience enhancements, synthesizing information from multiple sources, and file/manage feature requests to communicate to product/engineering teams

Education and Knowledgebase Management

  • Create and update customer facing help center articles on complex product functions and best practices in collaboration with Customer Education team
  • Create and update internal support knowledgebase to ensure CS and Sales teams have up-to-date resources
  • Maintain up-to-date internal onboarding material and assist in the hiring and training of new CS team members

Programs utilized include: Intercom, G-Suite, Aircall, Slack, Zoom, Canny, Stripe, SendGrid, ExaVault, Gainsight, Asana, Nuclino, Guru, Pivotal Tracker, Clubhouse, Capterra, G2

08/2018 - 08/2019ConsultantCannaBuisness | Oakland, CA
  • Assist software startup clients with internal implementation processes & procedures for company wide adaptation
  • Assist software clients with interview processes & procedures
  • Educate CS/Implementation software teams on best practice in using tools such as Salesforce, Zendesk, Intercom, G-Suite, Confluence, Jira in order to encourage proper internal documentation, alignment, & project management of clients in onboarding & success phases
  • Consult on enhancing interdepartmental communications internally to ensure customer success
  • Assist retail clients with SOP's and best practice processes
  • Assist retail clients with vendor/brand relationships to encourage the client carries premium retail items
  • Act as a liaison between retail client & vendor/software partners to assist with software procurement and ensure successful implementation
  • Act as a liaison between retail client & interior design partners to assist with design of retail spaces
  • Attend national conferences & expos to aid in building client base
  • Travel up to 50% nationwide
05/2017 - 05/2018Implementation ManagerVIEVU | A BRAND OF THE SAFARILAND GROUP | New York City, NY
  • Lead training and implementation projects for high profile/large scale client on-site
  • Successfully organize and ensure on-time deployment of VIEVU products during roll-out stages for the clients 76 locations throughout the 5 boroughs of NYC
  • Act as a communication bridge between client & all departments internally to ensure the flow of information and efficient use of resources.
  • Expert resource to client in all functional and content areas associated with the implementation project.
  • Onsite/remote technical customer set up and support which includes completion of site assessments, stress test, equipment maintenance, etc
  • Maintain web-based training materials customized to clients needs
  • Programs utilized include: AnyConnect, NetSuite, Microsoft Office, PuTTy, CMD Tools, Confluence, Skype, HipChat, Slack, & proprietary tools
01/2015 - 05/2017Senior Implementation SpecialistUltraLinq Healthcare Solutions, Inc. | New York, NY
  • Solely responsible for the on-boarding/implementation of all new UltraLinq clients
  • Assessed the needs of the client to better understand how to build and customize our product to their needs
  • Configuration of medical imaging scanning devices such as ultrasound machines, nuclear devices, CT machines, X-ray devices, servers, and computers
  • Trained all users remotely via LogMeIn Rescue & RingCentral
  • Maintained business documentation as product evolved
  • Programs utilized include: RingCentral, Google Hangouts, GoToMeeting, Join.Me, Microsoft Office, Zendesk, GDrive, Gmail, Chrome, Mozilla, Explorer, Safari, Windows XP/7/8/10, Mac OS, Salesforce, Docusign, LogMeIn, LogMeIn Rescue Lense
    Certifications
    • THCU: Cannabis Business Certification 07.2019-07.2021
    • THCU: Cannabis 101 Certification 07.2019-07.2021
    Education
    2005Bachelor of Arts: Music Business
    Columbia College Chicago | Chicago, IL
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    Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

    Resume Overview

    Companies Worked For:

    • Bonusly
    • CannaBuisness
    • VIEVU | A BRAND OF THE SAFARILAND GROUP
    • UltraLinq Healthcare Solutions, Inc.

    School Attended

    • Columbia College Chicago

    Job Titles Held:

    • Customer Success Lead
    • Consultant
    • Implementation Manager
    • Senior Implementation Specialist

    Degrees

    • 2005 Bachelor of Arts : Music Business

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