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Senior Sales Director
Customer success leader at Homewood Health who managed 150+ enterprise relationships and achieved 95%+ customer retention.
CanadaSenior Sales Director at Homewood Health
Managed customer retention, renewal, and revenue targets across a portfolio of 150+ enterprise and public-sector clients representing $5M–$8M in multiyear contract value, achieving 95%+ retention and approximately 98% customer satisfaction. Led executive business reviews and monitored customer KPIs to identify retention risks and strengthen relationships.
Customer RetentionExecutive Business ReviewKPI MonitoringPerformance AnalyticsCross Functional CollaborationStakeholder ManagementEscalation ResolutionSalesforceMicrosoft OfficeMicrosoft TeamsGoogle WorkspaceHubSpotTableauPower BIJiraAsanaSlackRFPIOLoopioDocusign
Advised clients on group benefits solutions, aligning recommendations with organizational objectives, employee needs, and long-term value. Built trusted relationships with clients and internal partners, coordinating solutions and addressing service challenges.
Relationship ManagementInsurance Industry KnowledgeGroup BenefitsClient AdvisoryStakeholder Management
Managed strategic relationships with approximately 65 enterprise and public-sector organizations, supporting a portfolio representing approximately $5M in multiyear contract value. Partnered with customers and internal specialists to educate on digital health, absence management, and disability solutions, supporting product adoption.
Strategic Account ManagementExecutive PresentationCross Functional CollaborationRFP ProcessCustomer EducationDigital HealthAbsence ManagementDisability Solutions
Managed relationships with approximately 80 organizational clients, supporting group insurance renewals, customer satisfaction, and long-term account retention. Analyzed claims experience, plan performance, and renewal information to identify trends and recommend program improvements.
Group InsuranceRenewalsClaims AnalysisCustomer RetentionConsultative ApproachStakeholder Management
Coordinated and led a large-scale employee assistance program transition supporting 300+ organizations and approximately 1.5 million members within four months. Coordinated multiple implementation activities, internal teams, and external partners simultaneously, applying strong multi-tasking and teamwork skills.
Program ManagementEmployee Assistance ProgramsTransition ManagementMultitaskingTeamworkStakeholder AlignmentProcess Improvement
Managed a diverse portfolio of corporate and public-sector clients, reaching approximately 350 groups and $2M in annual revenue. Led client reviews, analyzed program utilization and engagement trends, and recommended strategies to improve service awareness, adoption, and organizational value.
Account ManagementClient ReviewsUtilization AnalysisEngagement Trend AnalysisRenewalsCross Functional Collaboration
Completed the Value Realization Best Practices for Customer Success Management course on LinkedIn Learning in 2026.
Completed the Value Realization Best Practices for Customer Success Management course on LinkedIn Learning in 2026.
Completed the ITIL Foundation 4 First Look course on LinkedIn Learning in 2026.
Completed the ITIL Foundation 4 First Look course on LinkedIn Learning in 2026.
Completed the Service Metrics for Customer Service course on LinkedIn Learning in 2026.
Completed the Service Metrics for Customer Service course on LinkedIn Learning in 2026.
Completed the Customer Success Foundations course on LinkedIn Learning in 2026.
Completed the Customer Success Foundations course on LinkedIn Learning in 2026.
Completed the Life Licence Qualification Program (LLQP) examinations in British Columbia in 2024.
Completed the Life Licence Qualification Program (LLQP) examinations in British Columbia in 2024.
Bachelor of Arts in Psychology from the University of British Columbia, completed from 1998 to 2002.
Bachelor of Arts in Psychology from the University of British Columbia, completed from 1998 to 2002.