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Conference Room

Portfolio

Onboarding

  • Facilitated standard implementation with 2 added IT integration components in under 10 months for 5,000+ retail stores.

  • Managed 50% of a 2 tiered dynamic enhanced integration with a simultaneous onboarding of 3,500 new sales.

Keyboard

Relationship Management

  • Improved client and partner satisfaction by streamlining milestones in transition project playbooks.

  • Lifted average portfolio health scores by 2 points implementing a feedback loop with marketing enhancements and continued product education.

Business Deal

Partner Success

  • Increased expansion revenue by 3% via regular success-planning touch points and EBR annual cadence over 12 months.​

  • Identified challenges and successfully cross sold products to increase retention and ARR.

Upward Curve

Tooling

  • Hub Spot, Sales Force, Pipe Drive

  • Atlassian Software

  • ZenDesk, SupportBee

  • Microsoft Office 365, Canva

  • WordPress, MailChimp

Computer Office Work
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