Peter Emerson

Account Executive

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Greater Chicago Area

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Timeline
About me
Customer Success Leader | 10+ Years of SaaS/Software Experience | Full Customer Lifecycle || Dedicated to Securing Customer Renewals Through Relationship Development, Change Management, & Problem-Solving
Education
- Northwestern University
  2015 - 2016
  Master's degree Communication
  Northwestern's Masters of Science in Communication (MSC) is a comprehensive communication management and leadership program designed for working professionals, drawing emerging talent and senior-level managers alike from for-profit, non-profit, and government sectors. The MSC program focuses on communication and leadership skills that go beyond traditional management. Taught by dual faculty from both Northwestern’s Kellogg School of Management and the School of Communications, the curriculum… Show more Northwestern's Masters of Science in Communication (MSC) is a comprehensive communication management and leadership program designed for working professionals, drawing emerging talent and senior-level managers alike from for-profit, non-profit, and government sectors. The MSC program focuses on communication and leadership skills that go beyond traditional management. Taught by dual faculty from both Northwestern’s Kellogg School of Management and the School of Communications, the curriculum covers a range of communication management skills including change management, organizational behavior, ethics, managing information for innovation, strategy in the global economy, current issues in law, technology, and strategy, the design of digital organizations, persuasion, visual communication, managing global teams, and understanding and leveraging networks. Show less
- Colby College
  1994 - 1998
  Bachelor of Arts (B.A.) English Language and Literature/Letters
Experience
- Beeby Clark+Meyler
  Sept 2007 - Aug 2009
  Account Executive
- Morningstar
  Nov 2010 - Oct 2018
  As point of contact and relationship principle, I guided key strategic institutional data and software clients to achieve success while delivering multiple innovative products.My key achievements include the following:➢ Increased value-add activities, highlighted new business opportunities, and monitored risk while consistently communicating mutual KPIs with client to gauge process.➢ Conducted regular business reviews that provided updates on Morningstar initiatives and developments➢ Hosted effective conversations with senior executives and enterprise customers, including identifying lucrative opportunities for new licensed data feeds and other compelling upsell opportunities Show less
  - Relationship Manager, Enterprise Client Management
    May 2018 - Oct 2018
  - Manager, Customer Success
    Apr 2015 - May 2018
  - Customer Success Manager Team Lead
    Apr 2014 - Apr 2015
  - Inside Sales Associate
    Aug 2013 - Apr 2014
  - Product Consultant
    Nov 2010 - Aug 2013
- Tradeshift
  Oct 2018 - Jan 2019
  Enterprise Customer Success Manager
  A team player, I transitioned to represent a new product based on organizational needs.My key achievements include the following:➢ Built close relationships with major customers that resulted in essential feedback on product functionality.➢ Collaborated to streamline post-sale customer relationship framework as customer success representative at corporate headquarters Executive Business Review
- Flexera
  Jan 2019 - Jan 2020
  Enterprise Customer Success Manager
  With a book of business that included 20+ clients (9 of which were key accounts), I ensured success through opportunity identification and customer advocacy, reducing time to value while achieving adoption of Flexera solutions. By conducting quarterly business reviews, I ensured strategic alignment with executive stakeholders.My key achievements include the following:➢ Reduced churn within highly technical space by working with engineers to provide success plans and cost savings.➢ Led major nationwide dental insurance provider to achieve KPIs by leveraging customer success framework of weekly touchpoints, technical expertise, and product enhancement advocacy. Show less
- Eviden
  Jan 2020 - Jan 2024
  Senior Consultant - CloudCare Client Success Manager
  By providing product training, delivery, technology adoption consulting, and process transformation workshops focused on Google Workspace collaboration tools, I empower clients to optimize their cloud technology investments, leading to high levels of renewals and levels of customer satisfaction.My key achievements include the following:➢ Foster and sustain post-sale relationships with 20 Enterprise clients across Central US.➢ Retain at-risk clients by developing strategic and cross-functional save plans that pair deep-dive technical analyses with increased customer advocacy.➢Strengthen customer relationships by bundling consulting with solutions purchases➢ Drive value-add and ROI through strategic road mapping, curated updates, and constant communication situated in client-vendor relationships focused on excellence, communication, and solutions➢ Spark process improvements by creating bi-weekly CSM War Room calls focused on helping team identify areas in need of improvement and developing customer success practices.➢ Secured renewals as primary point of contact. Show less
Licenses & Certifications
- Google Cloud Certified
  Google
Volunteer Experience
- Food Repack
  Issued by Greater Chicago Food Depository
  Associated with Peter Emerson
- Program Leader
  Issued by Bangor YMCA
  Associated with Peter Emerson