
Timeline
About me
Associate Revenue Systems Manager
Education

University of phoenix
-Bachelor of business administration (b.b.a.) with a concentration in small business management
University of phoenix
-Associate of arts in accounting
Experience

United states air force
Jul 2001 - Sept 2007Financial analyst supervisor military pay
Southwest airlines
May 2011 - May 2019Reservations specialist
Quantum strategic consulting
Jun 2019 - Mar 2024Owner
Houghton mifflin harcourt
Sept 2021 - now• Configuration and Customization: Configure and customize the Gainsight platform to align with the organization's customer success strategy and goals.• Data Management: Manage and maintain customer data within the Gainsight platform, ensuring accuracy and completeness.• Workflow Automation: Design and implement workflows within Gainsight to automate processes related to customer onboarding, lifecycle, retention, and expansion. • Integration: Collaborate with IT and other relevant teams to integrate Gainsight with other systems and tools used across the organization.• User Training: Provide training to users on Gainsight functionalities, ensuring the team can effectively leverage the platform for customer success initiatives.• Reporting and Analytics: Develop and generate reports and analytics to track key customer success metrics and provide insights for decision-making.• Platform Maintenance: Monitor the health and performance of the Gainsight platform, troubleshoot issues, and implement updates as needed.• Collaboration: Work closely with cross-functional teams, including customer success, sales, and marketing, to understand their requirements and tailor Gainsight accordingly.• Best Practices: Stay informed about industry best practices related to customer success and Gainsight administration and implement these practices within the organization. 收起 • Assists in the administration and optimization of the Gainsight platform to enhance customer success initiatives • Support configuration, management and maintenance of Gainsight including rules, reports and dashboards, workflows and other configurable parts of the application for end users • Collaborate with cross-functional teams to gather business requirements that impact Gainsight and the CRM, and configure the system to meet those needs (partnering with other operations teams as needed) • Participate in integrating Gainsight with various systems, ensuring data accuracy and consistency • Help monitor and report on customer health scores, usage data, KPIs and success metrics • Assist in management of documentation and training materials for Gainsight processes and practices • Provide technical support to team members and assist in user training • Proactively offer recommendations to improve efficiencies through development and adoption of best practices and standardized procedures for CS • Collaborate on project management and planning activities, focusing on continuous improvement and implementation of new features within Gainsight • Aid in the rollout of new features and updates in Gainsight • Maintain expertise in Gainsight and other relevant software by staying up to date on new features, trends, and related technologies 收起 In support of the Project Manager, coordinated project schedules for team of 25, resources & information. Created electronic filing management system & maintained comprehensive project documentation, implementation plans, & reports. Monitored program/project implementation progress & completion of team’s actions using customized combination of Smartsheet & JIRA. Coordinated with project teams to support gathering project requirements, scope and objectives. Prepares decks & agendas, takes & distributes meeting minutes. 收起
Associate Revenue Systems Manager
Mar 2024 - nowAssociate Business Intelligence Analyst
Apr 2022 - Mar 2024Project Coordinator
Sept 2021 - Apr 2022
Licenses & Certifications
- View certificate

Gainsight nxt reports & dashboards certificate (level 2)
GainsightDec 2023 - View certificate

Cert prep: salesforce certified administrator
LinkedinSept 2021 - View certificate

Microsoft teams essential training
LinkedinSept 2021 - View certificate

Gainsight nxt associate administrator certificate (level 1)
GainsightJun 2022 - View certificate

Microsoft teams quick tips (2019)
LinkedinSept 2021 - View certificate

Note-taking for business professionals
LinkedinSept 2021 - View certificate

Iiba® member
IibaJun 2023
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