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Certified SCRUM Master + SaaS  + PaaS + B2B + B2C + B2B2C + Salesforce + Jira/Confluence (Jira Certified) + Python + Linux + Capacity Management + Demand Forecasting +  GSuite + Microsoft Office + Azure Devops + MS Project + Unified Communication  + Multimedia Systems + Media Proposals/Plans + Programmatic Advertising + Analytics + Data on-boarding 

Director, Global Program Management | 01/2019 to Current Dentsu Aegis Network (Carat/Microsoft) - New York, New York
  • SCRUM Master and AGILE leader developing continuous improvement across all LOB's on Microsoft business
  • Create + Maintain systems + Processes that drive efficient delivery of analytics outputs
  • Develop Azure Devops / MS  environment with SCRUM task boards, capacity plans, forecasting + risk management
  • Create + Manage Global delivery calendar & work with global market leads to manage escalations
  • Manage MTA Project with Microsoft + Carat + Conversion Logic
  • Drive strategic solution initiatives + analyze incidents
Director, Program Managament | 01/2018 to 01/2019 Marketing Evolution - New York, New York
  • Defined program governance and evaluation of integration needs, develop workflows + escalation process
  • Increased cross-team JIRA adoption by 70%, Made all work transparent
  • Developed enterprise account delivery Triage processes across departments
  • Managed functionally + built capacity management tools 
  • Leads with project management oversight, report on team compliance
  • Managing Executive level needs, stakeholders' communication; Reporting issues, failures, recommending best practices and change management efficiencies
Enterprise Customer Success Manager | 05/2017 to 11/2017 PebblePost - New York, New York
  • Developed enterprise client on-boarding process, managed implementations, enhance Atlassian Jira and Confluence process infrastructure and adoption
  • Exceeded annual delivery goals with client renewal rate above 75% for all enterprise accounts, maintained customer delivery schedule and reporting cadence
  • Managed BOB of $1.2 Million quarterly delivery rates, strategic up-selling and campaign optimization strategy working with the campaign operations team
  • Clients: Gap, Urban Outfitters, Houzz, Crate & Barrel, Fossil, Office Depot, Talbots, Anthropologie
Senior Project Manager, Client Services | 08/2016 to 05/2017 Flux Branding - Los Angeles, California
  • Improved legacy project management system by implementation of SCRUM methodology,
    increased efficiency in E2E process by 75% and maintained delivery schedule
  • Managed DSP's and vendor relationships for different programmatic campaigns
  • Managed client web development projects cross-functionally acting as the digital liaison
Project/Account Manager (Contract) | 07/2015 to 05/2016 LabRoots, Virtual Events - Los Angeles, California
  • Managed client webinar and web-conferencing life-cycle with budgets ranging upwards of
    $300k+ (based on up-sell and renewals) with successful delivery
  • Worked with clients to define KPI's and goals for sponsored messaging
  • Managed Unified communication webinar and virtual event content + strategic ad placement,
    speaker management, provided technical support as needed
  • Clients: GE Healthcare, DiaSorin, Lexogen, Beckman Coulter, Abbot Diagnostics, Thermo-Fisher
Multimedia Specialist (Contract) | 12/2014 to 07/2015 Capital Group, American financial services - Los Angeles, California
  • Provided in-depth reporting analysis on 4-year roster of webinar attendees, determined
    qualified leads for sales development and marketing efforts
  • Evaluated and enhanced reporting infrastructure and guidelines in development of new
    reporting system implemented and adopted company wide
  • Developed and implemented webinar template needs, guidelines, verbiage, quality assurance
    practice, schedule cadence, best practices and program process excellence
  • Produced quarterly investment review conferences, webinars, QBR's , adobe webinars and all unified communication systems 
Web + Print Production Manager, Client Services | 08/2013 to 08/2014 Healthy Living Magazine, Publisher - Beverly Hills, Ca
  • Exceeded quarterly print + programmatic advertising goals with client renewal rates by 75%
  • Launched iTunes digital app, implemented e-commerce system nurtured brand partnerships
  • Built out and managed client servicing team, implemented project management system and quality assurance practice. Cultivated client relationships and customer success standards
  • Managed printing deadlines, content strategy, media plans raised social media following by 40%
Senior Production Manager, Client Services | 12/2010 to 06/2013 TalkPoint a PGi Company, Unified Communication Saas - New York, NY
  •  Managed accounts ranging from $20k/mo.- $200k mo. subscription service with Cisco Systems partnerships
  • Managed webinar life-cycle, satisfied client KPI's, live conferencing management, managed webinar reporting analysis needs, training and custom customer reporting requests
  • Clients: Fortune 500's, Financial, Pharmaceutical + Publishers
The Art Institute of Atlanta - Atlanta, GA Digital Media, 2008
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Bachelor of Arts: Psychology The University of Tennessee, Knoxville
21st Mortgage Corporation Knoxville, TN Land/Home Coordinator - Closer 09/2019 to Current
  • Balance closing disclosure with the title company
  • Assist borrowers in understanding the process and fees associated with closing
  • Maintain open lines of communication between the title company, dealership, and borrower
  • Ensure files close with minimal errors
21st Mortgage Corporation Knoxville, TN Land/Home Coordinator - Pre-Closer 09/2019 to 01/2020
  • Prepared and audited file for closing
  • Reviewed title commitments and appraisals to ensure file was clear to close
  • Provided support to borrowers and dealerships
  • Drove the process to ensure files closed on time
Appfolio, Inc Richardson, TX Customer Success Manager, Queue Lead 05/2019 to 09/2019
  • Managed a team of 7 support representatives
  • Represented the company at conferences and customer visits
  • Drove continuous support improvement
  • Handled manager escalations
  • Led meetings across offices using GoToMeeting software
Appfolio Inc. Richardson, TX Associate Customer Success Manager 07/2018 to 04/2019
  • Managed dedicated account base for clients over 500 units
  • Provided exceptional support which led to a 95% average NPS score at 6 months
  • Obtained certification as a product expert at 9 months
  • Mentored new team members, assisted them with learning the product and handling cases with ease
21st Mortgage Corporation Knoxville, TN Associate Credit Manager 03/2014 to 03/2018
  • Reported to multiple credit managers assisting them in their day-to-day tasks
  • Aided in underwriting loans and assisted first time home buyers in understanding the underwriting process
  • Interviewed potential customers and took applications to ascertain their credit worthiness
21st Mortgage Corporation Knoxville, TN Team Leader 08/2015 to 10/2016
  • Led a team of Financial Counselors and assisted them in making their goals each month
  • Traveled every month to field call customers
  • Kept detailed records of assistance offered to customers and account trends
  • Helped to foster an enjoyable work environment
21st Mortgage Corporation Knoxville, TN Financial Counselor 03/2014 to 08/2015
  • Managed over 1100 accounts each month
  • Utilized budgeting skills to help customers that were struggling due to financial burden
  • Assisted customers with completing payments and working out payment arrangements when necessary.
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Professional Summary
Customer focused professional with a key-eye for understanding customer needs, wants and requirements prior to their own understanding. My goal is to help businesses grow through scaling infrastructure and processes and by using Compensation as a step in better Employee Engagement. Loving finding ways to overcome objections and get customers in the right product and service fit for their needs moving forward. Passionate about coaching talent and newer team members to help them see success. I thrive in a dynamic environment and can't wait to use my comfort with ambiguity to impart change in my next venture.

Contract Negotiation 

Customer Focused

Analytical Thinker
Process improvement

Complex Problem Solving 

Salesforce, Zoho CRM

Powerbi, Conga

GoToMeeting,  Zoom 


Microsoft Outlook & Office

Work History
Customer Success Manager, Team Lead, 01/2016 to Current
PayScale, Inc Seattle, WA
  • Passionate about creating better interactions between Professional Service teams and Customer Success Management Teams get customers to value 
  • Constant Experimentation of new processes and ways of scaling the team as Payscale continues to grow 
  • Developing, training and motivating my team of direct reports
  • Collaborate with multiple cross functional teams to ensure best possible customer service
  • C-Level interaction encourage renewal of current contracts,  drive buy-in of PayScale company-wide
  • Contract renewal and upsells in complex sales cycle
  • Change management strategy and planning for CSM team and customer base 
  • Presidents Club for 2016 Top Sales and Account Retention 

Customer Success Manager, 09/2015 to 01/2016
Porch Seattle, WA
  • Managing a portfolio of small to large business accounts
  • Exceeded all goals and quotas by more than 120% including account retention, revenue and profile completion
  • Trained and mentored new team customer success managers
  • Onboarded new accounts while building relationships to ensure future account and revenue retention
  • Built client relationships by acting as the liaison between the customer service and sales teams.
Account Manager, 08/2015 to 12/2015
Lowe's Loyalty Program Strategic Account Manager, Sales Seattle, WA
  • Managed all Lowe's Loyalty Program Accounts that Lowe's sponsored VIP accounts for Porch's services and platform to engage their top customers and increase spend at Lowe's
  • Built relationships with mid-market size companies to increase engagement and retention
  • Exceeded goals for account retention and renewal at the end of the 6 month sponsored trial
  • Goal of replicating business partnership with other mid-market businesses 
  • Coordinated with cross functional teams and multiple departments to increase program visibility.     
  • Analyzed and reported on weekly and monthly customer activity, business trends, KPI's, customer stories and key learnings
General Manager , 08/2010 to 08/2013
The Liquid Lime Kirkland, WA
  • Interviewed, hired, fired and trained all new staff
  • Coordinated large events for 200+people including all planning, promotion and social media marketing
  • Built strong relationships with clients and local community businesses to ensure business growth
  • Responsible for all inventory, ordering and costs associated with running the bar
  • Increased sales by over 50% from 2010 to 2011 as manager
  • Created and implemented a complete menu/concept overhaul to attract new customer base
Sales Representative & Account Manager, 11/2008 to 07/2009
Score Solutions Kirkland, WA
  • Began as cold calling opening dialer, promoted to sales closer within 1st month
  • Sold debt consolidation options and loan modification negotiation to individuals Exceeded goals and quotas by 150% within 90 days 
Office Manager & Negotiator, 06/2007 to 12/2008
R.E. Solutions Bellevue, WA
  • Created and developed all marketing materials for startup company including website content, brochures, business cards based on business goals Organized all financial systems including tracking and accounting in QuickBooks Extensive use and knowledge of ACT CRM for customer tracking and growth Negotiated Short Sales and Loan Modifications.
Lead Negotiator & Transaction Coordinator, 06/2005 to 06/2007
The Foreclosure Group LLC Kirkland, WA
  • Negotiated Short Sales and Loan Modifications exceeding closing ratio expectations
  • Stopped properties from foreclosure auction through negotiation with Mortgage Companies and Trustees,with a 98% success rate in 2006-2007
  • Public handled all hard money loan document signing and real estate transaction signing
  • Designed Marketing fliers and Listing information for all properties
  • Built close business relationships with Title, Escrow, Mortgage, Trustees and Attorneys to expedite transactions.
Bachelor of Arts: Business Administration & Marketing, 2005
University of Washington - Seattle
  • Member of Sales Club
  • Coursework in International Business and Finance
  • Dean's List
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Account Management and Marketing professional with a successful track record of developing, implementing, and maintaining marketing strategies that align with business needs and increase bottom-line revenue.
Professional Experience
09/2018 to Current
Key Account Manager
02/2017 to 09/2018
Account Manager G5 Bend, OR
  • Understand specific needs/business objectives of Key Accounts and guide clients through G5 products and services that can help achieve those objectives
  • Developed trusted relationships with Key Accounts to consultatively recommend new G5 products and services resulting in new upsell opportunities
  • Developed, tailored, and maintained successful marketing strategies to meet varying business needs
  • Align cross-functional teams on recommended strategy adjustments (SEO, Digital Advertising, and CX)
  • Identify and mitigate at risk revenue
  • Understand and articulate industry-specific marketing strategies, competitive threats and G5's points of differentiation
  • Established and maintained a high degree of recognition and influence with senior-level client contacts in conjunction with sales team
  • Drove adoption of G5's product and services
05/2016 to Current
Sales Development Rep / Customer Success Manager Amplion, Inc. Bend, OR
  • Manager of the company's entire account base: mid-to-large pharma and diagnostics companies
  • Led all of the company's outbound lead generation efforts, increasing the pipeline volume by 5x over 6 months
  • Led all account-based-marketing (ABM) efforts
  • Led all customer success efforts, and organized and held quarterly business reviews (QBRs) with all active customers
06/2013 to 04/2016
Inside Sales Account Manager Zasio Enterprises, Inc Boise, ID
  • Manager of ~300+ accounts, from small organizations to Fortune 50 corporations
  • Project manager for all RFPs, RFQs, and RFIs
  • Provide software demonstrations for mid-level management to C-level executives
  • Directed all digital marketing campaigns and product promotion efforts
08/2014 to 06/2015
Director of Online Presence Wu-Tang Management LLC Remote
  • Manager of 6 social media administrators
  • Built and maintained relationships with industry-related news sources -- print and digital
  • Served as liaison between Online Presence Management team and Vice President of Operations
Bachelor of Science: Political Science & English Northern Arizona University Flagstaff, AZ