
Timeline
About me
Customer Success Manager at Workvivo with expertise in Key Account Management and Customer Success
Education

William angliss
2011 - 2014Associate's degree business administration and management, general
Experience

Telstra
Apr 2011 - Sept 2015Sales trainer
Samsung electronics
Sept 2015 - Mar 2019Account manager• Spearheaded comprehensive sales initiatives within the designated segment, employing strategic planning and market insights to drive significant revenue growth.•Proactively identify and secure new business partnerships within the assigned territory, effectively expanding the company's market reach and brand visibility.•Demonstrate exceptional organizational prowess by managing a high volume of accounts and sales, ensuring each client receives personalized attention and optimal service.•Utilize a keen understanding of client needs and industry trends to close lucrative opportunities within existing accounts. Simultaneously, focus on cultivating new client relationships, driving sales and contributing to the company's revenue streams. Show less

Hotdoc
Mar 2019 - Sept 2022Enterprise customer success manager• Collaborate with new and existing clients to facilitate onboarding, identify partnership goals, and devise effective success strategies to enhance value.• Oversee customer onboarding processes and conduct regular business review presentations.• Analyze usage data, address challenges, and proactively identify and mitigate potential risks.• Identify additional opportunities to enhance client workflows and address their business challenges.• Maintain regular communication and updates with stakeholders, ensuring alignment with strategic success plans.• Collaborate closely with customer-facing teams and liaise internally with Sales, Product, and Marketing to share success stories, insights, and key Objectives and Key Results (OKRs) that drive product advancement.• Deliver key documents and presentations, including success plans, value adoption assessments, Quarterly Business Reviews (QBRs), escalations, and Customer Advisory Board (CAB) meetings. Show less

Westcon-comstor
Sept 2022 - May 2024Global account director•Proactively identify and analyze opportunities for revenue growth within the existing client account. This includes conducting thorough assessments of the client's current and future needs, market trends, and potential areas for expansion. Implement strategic initiatives to capitalize on these opportunities, such as introducing new products or services, optimizing existing solutions, or identifying cross-selling opportunities.•Establish and cultivate strong relationships with key decision-makers and influencers within the client organization. Act as a trusted advisor by understanding their business priorities and challenges. Regularly engage with clients to gather feedback, address concerns, and ensure their satisfaction. Collaborate with internal teams to implement strategies that enhance the overall customer experience and loyalty.•Serve as a liaison between the client and internal Westcon teams to ensure seamless collaboration and alignment with partner and vendor requirements. Facilitate effective communication and coordination among sales, marketing, technical, and support teams. Proactively identify and resolve any internal challenges that may impact the successful delivery of products and services to the client.•Develop comprehensive account plans that outline specific objectives, milestones, and strategies aligned with both the client's unique needs and Westcon's global business strategy. Conduct regular reviews and updates to account plans, adapting them to evolving market conditions and client priorities. Ensure that the execution of account plans contributes to the overall achievement of Westcon's organizational goals and enhances the company's position in the Australian and New Zealand markets. Show less

Digital.ai
May 2024 - Oct 2024Enterprise customer success manager
Workvivo - by zoom
Oct 2024 - nowCustomer success manager
Licenses & Certifications
- View certificate

Sales: customer success
LinkedinMay 2022 - View certificate

Key account management
LinkedinMay 2022
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