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Senior Consultant
Customer Success Executive with CY Benefits and enterprise SaaS experience, driving retention and growth across portfolios up to $25M.
United StatesSenior Consultant at CY Benefits
Returned in advisory/consulting capacity to a start-up healthcare benefits provider delivering customized benefits solutions to employers.
Owned a $25M enterprise portfolio across 5 major hospital systems, managing renewals, expansions, and C-suite engagement. Directed cross-functional teams of 75+ and developed Customer Success playbooks aligned to client KPIs.
Customer SuccessEnterprise Account ManagementRenewalsUpsellingCross SellingQBRsStakeholder EngagementRisk MitigationCSATNPSDigital Transformation
Built and led a high-performing sales team from the ground up, supporting go-to-market initiatives. Directed onboarding programs to reduce time-to-value and negotiated provider contracts to secure competitive terms.
Sales LeadershipTeam BuildingOnboardingContract NegotiationGo To MarketMarketingBrand Messaging
Grew revenue 15% YoY across a $16M portfolio of 12 strategic global accounts during a pandemic year. Built and led a team of 10-12 Global Account Managers, executing EBRs and negotiating complex MSAs.
Account ManagementRevenue GrowthTeam LeadershipEBRMSA NegotiationCross SellingUpsellingGlobal AccountsNPS Improvement
Managed relationships with 30+ Fortune 500 clients and 350+ prospects, driving gains in retention and satisfaction. Launched an M&A services offering and drove regional revenue growth through consultative selling.
Customer Relationship ManagementFortune 500M&ADue DiligencePost Merger IntegrationConsultative SellingRevenue GrowthC level Engagement
Managed and expanded a $20M global portfolio of 25 enterprise accounts across US, EMEA, and APAC, exceeding retention and revenue targets. Led a team of 12 Account Managers across three regions.
Global Account ManagementEnterprise AccountsRetentionRevenue GrowthTeam LeadershipMSA NegotiationCSATNPSExecutive Engagement
Exceeded annual sales targets by 25%+ year-over-year through strategic expansion of enterprise accounts. Directed 24/7 customer service and sales operations, leading a team of 20-24 representatives.
Sales ManagementAccount ManagementEnterprise AccountsTeam LeadershipCustomer ServiceInformation GovernanceeDiscoveryGRCStrategic Partnerships
Completed Leading People & Teams certification from the University of Michigan Ross School of Business in November 2023.
Completed Leading People & Teams certification from the University of Michigan Ross School of Business in November 2023.
Completed Project Management certification from Google in September 2023.
Completed Project Management certification from Google in September 2023.
Bachelor of Arts in International Business from Hofstra University.