Mar 2023 – Feb 2026 · 2 yrs 11 mos · Remote

• Responsible for enhancing customer engagement through a digital email platform that supported 10,000 customers. By designing frameworks for onboarding and adoption, I ensured that our customers received timely and relevant communications. My collaboration with CS Analytics allowed us to create targeted campaigns based on data-driven insights, significantly improving our engagement strategies.

Mar 2021 – Mar 2023 · 2 yrs · Remote

• Developed tailored customer success plans that aligned business objectives with platform capabilities, identifying key milestones.
• Delivered data-driven quarterly business reviews to C-suite executives, emphasizing platform value and user satisfaction.
• Collaborated with cross-functional teams to enhance workflows and address feature requests, driving continuous improvement.
• Monitored portfolio health and trends to refine engagement strategies, supporting revenue growth through upsell opportunities.

Jan 2021 – Mar 2021 · 2 mos · Austin, Texas, United States · Remote

• Served as Technical Account Manager for top-tier strategic accounts, leading complex platform migrations.
• Managed high-touch professional services engagements to ensure successful delivery and adoption.
• Focused on long-term value realization for clients, enhancing their overall experience with Checkmarx.

Jul 2019 – Jan 2021 · 1 yr 6 mos · Austin, Texas, United States · Remote

• Managed the entire post-sale customer experience at Checkmarx, focusing on entire lifecycle from license activation to forecasting renewals.
• Achieved Checkmarx certified engineer certification to deepen customer engagement with the application security portfolio.
• Collaborated with solution architects to provide strategic guidance, enhancing clients' security maturity and identifying expansion opportunities.
• Implemented proactive risk management strategies that significantly improved customer loyalty and retention.

Mar 2017 – Feb 2019 · 1 yr 11 mos · Austin, Texas Metropolitan Area

• Evernote is a place for individuals and teams to capture, nurture, and share ideas in any form. The Evernote app is available across platforms on desktop, mobile, or on the web, meaning your ideas are always with you, always accessible, and always in sync. We believe that no idea is too big to manage or too small to matter, and continually develop a service and reputation based on innovation and trust.

Apr 2015 – Mar 2017 · 1 yr 11 mos · Austin, Texas Area

• SMB Account Executive offering modern cloud services for ERP, EPM and HCM.
• Oracle Cloud’s SaaS delivers modern cloud applications that connect business processes across the enterprise. Covering everything from Customer Experience to Enterprise Resource Planning, Enterprise Performance Management and Human Capital Management

Jun 2013 – Mar 2015 · 1 yr 9 mos

• Manage a book of business of SMB clients to help engage and adopt our portfolio of IP products. Consult and educate on IP federal registration through United States Patent and Trademark Office.
• Deliver quarterly presentations to teams and C level executives to cover milestones and strategic steps to achieve KPI's. Manage
• Collaborate with third parties to help clients with website design, e-commerce and increasing trademark approvals by 42%.
• Manage renewals, expansions and upsell opportunities with our full portfolio of products, including living wills, corporate filings, business licenses, and small business resources
• Day-to day time management and oversight of client engagements, facilitate attorney conferences and collaborate with third party vendors.
• Serve as peer mentor/trainer in sharing best practices, implementing process improvements into CRM and paving the way for new Account Manager Success

Jul 2011 – May 2013 · 1 yr 10 mos

• Manage several accounts daily from online activity, provide detailed education on Legal Zooms business development process, present full understanding of state and federal laws
• Convey a mastery of all products and services offered, initiate cross and upsell opportunities, leveraging resources to maximize revenue
• Proven track record of consistently maintaining monthly sales quotas of 80-100k through strong presentation and solution selling

Oct 2009 – Jun 2011 · 1 yr 8 mos · Woodlands, Tx

• Optimized business while working in a high performing, service-specific healthcare enrollment environment, analyzing and quickly resolving issues, keeping client service levels above 85%
• Answered a high volume of inbound calls; acted as Subject Matter Expert, researching healthcare laws that helped clients and employees understand eligibility and HIPPA regulation
• Provided best in class customer experience that fostered relationships and improved organizational performance
• Created, monitored and prepared reports by collecting, analyzing and summarizing metrics and trends; ensured quality research, investigation and resolution of customer comments, sharing best practices, seeking and taking action on improvement opportunities
• Communicated with management, stakeholders and segment leaders regarding focus on building internal capacity of the company

Jan 2009 – May 2009 · 4 mos · Greater Houston

• Accelerate student testing techniques by using research based methods, effective instruction, and motivational learning
• Coordinate and organize bi-weekly study sessions for sophomore and junior students with in class and after school
• Assist district coordinator to organize and plan after school programs for elementary children to promote healthy living and lifestyles.