
Timeline
About me
Customer Success Manager at ENACT Systems Inc. | Certified ScrumMaster®
Education

Uc san diego
-Bachelor of arts - ba psychologyActivities and Societies: Alpha Kappa Psi Professional Business Fraternity
Experience

Pacific gas and electric company
Jan 2010 - Jan 2018➤ Managed the day-to-day operations of a $6M gas repair and replacement program targeted towards low-income customers, including customer success, project budgeting, contractor relations, safety and compliance. ➤ Partnered with contractors and internal teams to review documentation to ensure program compliance and eligibility, optimize service coverage & maintain high levels of operational efficiency.➤ Obtained commitments from partner contractors related to costs, resources, schedules, contingencies, and communication plans to ensure customer projects are properly executed.➤ Addressed and resolved customer complaints to ensure high levels of customer satisfaction. Show less ➤ Enlisted 30+ customers to participate in the Step Up and Power Down initiative through behavioral campaigns, behavioral audits, sustainability education courses and customer training. ➤ Assisted these companies including UCSF, Saleforce and Oracle in identifying over 4K MWh in energy and $1.5M in monetary savings.➤ Spearheaded comprehensive energy and behavioral audits to identify potential savings for customers.➤ Developed a step-by-step process to help customers engage in the campaign, which included activating over 40 program elements following a defined timeline.➤Created regular and ad hoc reports to measure customer engagement and campaign outcomes. Show less ➤ Developed and implemented customer outreach strategies by working with over 50 employees to educate over 25,000 large and small business customers on their new electric rates and resources.➤ Helped businesses avoid an additional $5M in annual energy charges.➤ Fostered relationships with 50 community-based organizations, including the Chamber of Commerce and multiple Rotary clubs.➤ Facilitated events for both the business and residential community to discuss electric rates and their impacts.➤ Identified untapped no-cost channels to communicate with customers, including radio and TV advertisements.➤ Developed, refined, and coordinated the residential outreach strategy at local service centers.➤ Proposed and executed new approaches to engage with a greater range of customers. Show less
Customer Experience Program Manager
Jan 2017 - Jan 2018Customer Engagement Manager
Jan 2016 - Jan 2017Customer Outreach Specialist
Jan 2010 - Jan 2016

Clearway energy group
Jan 2018 - Jan 2020Customer success analyst➤ Transitioned $50M in account billing of solar subscriptions for commercial customers including Wholefoods, Arizona State University, Kaiser and Target. ➤ Implemented client satisfaction strategies that reduced past due balances by 95%, from $1M to $50k.➤ Increased customer case documentation by 300% by automating the creation of cases from customer emails, enabling the development of a self-service customer portal.➤ Reorganized Salesforce cases allowing for the accurate portrayal of customer support activities.➤ Facilitated the client onboarding process, from requirement gathering through account management.➤ Crafted creative solutions for internal and external process improvements of the customer experience.➤ Triaged and troubleshooted client issues through cross-functional collaboration with internal teams.➤ Reviewed contracts to clarify and resolve billing discrepancies on behalf of customers.➤ Served as a solar SME by promptly answering technical and non-technical customer questions. Show less

Enact systems inc.
Feb 2021 - Oct 2023Customer success manager➤ Provided ongoing training to 100+ international installers on the effective use of the company's solar software leading to the creation of $100M in solar project proposals.➤ Set up 500+ mobile app accounts and resolved bugs using LogRocket and Jira and constant communication with customers and the product and engineering teams.➤ Managed $5M in projects from site visits to installation, system activation and app setup.➤ Directed all aspects of billing, ensuring accurate invoicing, timely payments, correct installer compensation, and the collection of past-due payments.➤ Developed the tracking mechanism in ZOHO CRM for billing, commissions and referrals.➤ Led cross-functional teams to establish and document fair and consistent project pricing.➤ Supervised two direct reports, ensuring effective team collaboration and performance. Show less

Mehana homes
Nov 2023 - nowBusiness owner (hospitality provider)➤ Started business to create an alternative income source during job search.➤ Researched over 100 regional markets to identify rental properties similar to other successful AirBNB listings.➤ Became adept at using software - AirDNA & Mashvisor - to do property research.
Licenses & Certifications
- View certificate

Customer success management fundamentals
LinkedinMar 2021 - View certificate

Certified scrummaster® (csm®)
Scrum allianceSept 2020
Volunteer Experience
Member
Issued by Rotary Club of Los Altos Sunset
Associated with Vince BitzChapter Advisor
Issued by Alpha Kappa Psi, Santa Clara University
Associated with Vince BitzFounder
Issued by Newark Memorial High School Alumni Scholarship
Associated with Vince Bitz
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