Results-oriented finance professional with over 9 years of experience in publicly traded and privately held
enterprises. Proven track record in complex and capital-intensive global industries, delivering value and innovation in
Finance, Strategy, and Corporate Planning.
Forecasting & Planning
CRM & Lead
ImprovementTraining & Development
Expert Skills in MS Suite Tools
Salesforce.com & NetSuite
Recognized as a "Top Performer" based on renewal percentage and customer service at Marketo
Awarded the highest "Platinum Tier" recognition for exemplary sales and service performance based on new accounts, sales and customer service at Bank of the West.
Recognized as a top performer in managing and acquiring a large clientele at 5S Media Inc
Senior Customer Success ManagerFeb 2016 to Current Illumeo, Inc － San Jose, CA
Managed and collaborated with Engineering, Marketing, Customer Success Team and sales team to ensure customer success and ROI.
Developed promotional email marketing campaigns to generate awareness and retain user adoption.
Identified and monitored churn risk and worked cross-functionally to address and eliminate risk.
Developed custom reports to highlight KPIs for internal management or for delivery to customers to keep them informed and engaged.
Increased revenue by reinforcing contractual agreements and negotiated out of scope fees from self-created statements of work.
Trained Sales, Marketing, Production, and Executive teams on ERP usage (NetSuite) and best practices.
Customer Success ManagerFeb 2016 to Aug 2016 San Jose, CA
Proformative (Acquired and Re-branded to Illumeo, Inc Developed and owned client specific onboarding, training, adoption, growth and retention process.
Conducted surveys with existing customers and prospects to understand their learning needs and motivations.
Developed long-term relationships while uncovering opportunities for account expansion.
Contributed to the development of strategies and messaging to drive faster adoption and higher engagement.