Kathleen Schubach

Kathleen Schubach

Customer Relationship Manager

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location of Kathleen SchubachRochester, New York Metropolitan Area

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  • Timeline

  • About me

    Sr. Customer Success Manager driving customer outcomes and revenue | Trusted Advisor | Superior Customer Experience | Onboarding & Implementation | Retain, Renew & Grow

  • Education

    • State University of New York College at Brockport

      -
      BS Communications
  • Experience

    • CA Technologies

      Oct 1999 - Jun 2004
      Customer Relationship Manager

      Provided oustanding service to clients. Resposible for the relationship and technical health of a client site. Gain understanding of clients business needs, goals and future technology plans. Acknowledged by clients for superior performance, professionalism and problem solving skills. Received several Client Recognition Awards from the CA User Group.

    • Excellus BCBS

      Jun 2004 - Oct 2005
      Account Manager (Small and Medium Groups)

      Retained customer base of 1200 small businesses as Small Business specialist. Promoted to Medium group sales in six months, retained customer base of 400 groups. Promoted Excellus health, dental and wellness programs.

    • LTC Solutions, Inc.

      Oct 2005 - May 2008
      Account Manager

      Group Insurance Sales. Education based approach to maintaining current clients and cultivating relationships in the group long term care market. Generated and maintained business in territory of NY, NJ, OH and MI. Conducted enrollment meetings to clients and staff. Public speaking at various association meetings.

    • Abbott Vascular

      May 2008 - Mar 2010

      Responsible for promoting, marketing and driving utliziation of Abbott's DES Xience V in the Buffalo, Rochester and Syracuse market. Delivered Abbott Vascular's objectives and messaging through presentations of clinical superiority data and patient programs via Abbott Marketing. Promoted in hospitals, cardiology practices and cardiac rehabs. Ranked number one in region for implementing Patient Education Library. Primary Care Sales Rep, Cardiovascular Disease state, Territory Rochester South. Responsible for promoting best-in-class lipid therapies. Developed key relationships with physicians and staff, implemented strategies with team to achieve territory goals, completed all adminstrative tasks in timely fashion. Recognized for winning Knowledge Bowl. Achieved 145% of Simcor goal January 2009. Participated in product launch of Trilipix January 2009. Ranked #3 in region for Tricor October 2008.

      • Field Therapy Rep (Contract)

        Jul 2009 - Mar 2010
      • Primary Care Sales Rep (Contract)

        May 2008 - Jun 2009
    • C1Search

      Jul 2010 - Aug 2012
      Account Manager

      c1search, a consilium company, is a full service staffing firm. We specialize in direct hire, contract, and contract-to-hire placements. The functional areas we recruit for include: Information Technology, Sales, Marketing, Engineering, Manufacturing, Telecom, Financial Services, Higher Education and more. Generated over $400K in revenue, maintained customer base while securing new customers in Rochester territory.

    • CloudSmartz, Inc. (formerly IPLogic, Inc.)

      Aug 2012 - Mar 2015

      Team lead for organizing and executing various technology focused events to drive sales.Successfully execute email campaigns to help drive and support sales team initiatives.Cultivated relationship with manufacturer teams (Cisco, NetApp, Avnet, Faction/Peak) to generate revenue and leads.Successfully managed marketing development funds (MDF), resulting in company receiving maximum annual funding dollars.Effectively led cross-functional communication to explain process, expectations and desired outcomes. Show less

      • Marketing Project Manager

        Jun 2014 - Mar 2015
      • Sr. Territory Representative

        Aug 2012 - Jun 2014
    • Finger Lakes Technologies Group, Inc.

      Nov 2015 - Sept 2017

      Inside support, responsible for renewing current customer base and supporting the sales team. Successfully generated $400k+ in renewals to date. Customer operations specialist focused on customer experience, maintaining accurate data and streamlining internal processes. Account Executive providing best-in-class fiber, phone and internet connectivity as well as Cisco solutions for your business needs. FLTG is a 5th generation, family owned business providing seamless and reliable solutions for your voice, data, internet, cloud, co-location and managed services needs.

      • Customer Support Specialist

        Aug 2016 - Sept 2017
      • Account Executive

        Nov 2015 - Aug 2016
    • Bio-Optronics

      Sept 2017 - Oct 2021

      Responsible for customer satisfaction, retention, increasing utilization and promoting the value of using additional modules in the platform.Bio-Optronics (acquired by Advarra March 2021) provides healthcare organizations with innovative software solutions designed to enhance clinical trials, healthcare scheduling, and patient safety with a user-focused approach to healthcare technology. We provide a robust Clinical Trial Management System (CTMS) that cuts out the complexity in clinical trial software with tools designed to work for clinical trials. Show less

      • Sr. Customer Success Manager

        Jan 2021 - Oct 2021
      • Customer Success Manager

        Sept 2017 - Jan 2021
    • CluePoints - The #1 RBQM Platform for Sponsors & CROs

      Oct 2021 - Jan 2023
      Director, Customer Success

      Responsible for expanding existing relationships across my portfolio of accounts using our RBQM platform and created the organization's customer reference library to help drive sales. CluePoints provides Sponsors and CROs a better way of detecting and managing risks that may impact the outcome of clinical trials. Our solutions, all of which are underpinned by Central Statistical Monitoring, a technique that’s being investigated by the FDA for selecting sites for inspection, are deployed to drive a Risk-Based Quality Management strategy, as advocated by ICH and FDA. Show less

    • Gencove

      Jan 2023 - May 2023
      Sr. Enterprise Customer Success Manager

      Responsible for executing strategic account management across enterprise accounts with our low pass sequencing platform. Successfully provided system demonstrations and onboarding as well as be key the liaison between customer and internal team. Gencove provides a high-throughput, cost-effective platform for genome sequencing and analysis, enabling the most ambitious applications of genomics across industries for global health and sustainability.

    • Greenphire

      Sept 2023 - now
      Customer Success Manager

      Greenphire is the leading provider of global financial lifecycle management solutions for clinical trials, delivering the most complete data and workflow automation from budgeting through analysis to drive business insight and smarter trials. We continue to set the standard for regulated global payment workflow automation in clinical trials. We deliver proven performance, resulting in more efficient and more successful trials. While simultaneously breaking down barriers for greater patient access, participation and improving the patient experience. Show less

  • Licenses & Certifications

    • VSP5

      Aug 2012
    • Cisco Sales Training

      Jan 2013
    • Customer Success Manager Certified Professional

      Pulse Academy by Gainsight
      Mar 2022
      View certificate certificate
  • Volunteer Experience

    • Finance Council Chair and Parish Council Member

      Issued by St. Catherine of Siena on Jan 2014
      St. Catherine of SienaAssociated with Kathleen Schubach
    • Assistant Coach / Coordinator

      Issued by Honeoye Falls Youth Soccer - Summer League on Mar 2014
      Honeoye Falls Youth Soccer - Summer LeagueAssociated with Kathleen Schubach
    • Assistant Coach

      Issued by HFL Girls Youth Lacrosse on Apr 2013
      HFL Girls Youth LacrosseAssociated with Kathleen Schubach