iorad

Customer Success Manager

the old girls club

Member

Lavender 💜

Senior Customer Success Manager

Promoted into the Customer Success Manager, Scaled role, I was responsible for creating the company's first roadmap for scaling existing customers.

I increased ARR by ~$20k in < 3 months by identifying upsell opps based on customer usage data, proactively noting cost-saving measures for customers through early renewals.

I also created a 365 day success plan for all customers, setting expectations and deliverables for first 30 days, 60 days, and quarterly check-ins.

Customer Success Manager, Scaled

As a team of one in User Success, I was responsible for the day-to-day management and resolution of any inquiries or troubleshooting requests from our users. Using Intercom as our primary communication tool for support, I was able to:

- Increase CSAT to 96% by resolving ~20 inbound support tickets per day
- Create 75+ custom responses for the AI chat agent, answering ~90% of customer questions, and resulting in ~50% resolution without teammate involvement, increasing support bandwidth
- Save the company approx. $32k in operating costs by reducing median resolution time by an average of 30 minutes
- Manage audit of Knowledge Base articles, editing 80+ existing articles, and creating 10+ new articles

User Success

NationBuilder

As the account manager for 50 Enterprise customers, I was committed to their success, satisfaction, and retention. Using my relationship-building skills and empathy for the common challenges faced by my customers, I guided them in leveraging the platform effectively, translating their goals into achievable milestones.

I drove adoption by providing technical troubleshooting and strategic coaching on a daily basis, while actively contributing ideas to enhance the effectiveness of the global team. I identified and addressed potential risks to customer retention, and advocated for customers by representing their needs to the Product and Engineering teams.

Highlights include:
⇢ Exceeded growth and revenue retention targets (203% and 132% averages) through strategic identification of customer growth areas.
⇢ Generated $850k in renewals revenue by providing strategic solutions, generating customer ROI, showcasing lifetime value, and ensuring optimal product performance to minimize churn.
⇢ Developed and implemented a first-ever custom online learning course, encompassing 15+ modules, 75+ topic lessons, 100+ content pieces, and 200+ edits.
⇢ Expanded product adoption by creating 150+ materials of use case-focused documentation, webinars, and blogs, enhancing customer education and marketing efforts.
⇢ Collaborated on post-sales implementation deliverables for 20 customers, translating technical concepts for non-technical audiences.
⇢ Partnered with Revenue Operations to close 100% of new bundled upsell opportunities and deliver ROI-driven add-ons to maximize customer satisfaction and product adoption.
⇢ Administered and analyzed 100+ pieces of user feedback, providing revenue-driven recommendations for product enhancements, including API offerings.
⇢ Skills: Google Suite (Gmail, Drive, Docs, Sheets, Slides) | Slack | Coda | Trello | Jira | Intercom | Asana | Any.do | Canva | Adobe | Dropbox | 1Password | 15Five | Zoom | Loom | Tango | Scribe | Coassemble | Notion

Customer Success Manager (Enterprise Account Manager)

Habitat for Humanity of Wake County

Highlights include:

⇢ Developed strategic roadmap to grow 50+ enterprise account investments, managing $1.45M+ in annual revenue and leading programmatic engagement.

⇢ Identified engagement and adoption gaps across 30+ opportunities. Utilized cost-benefit analysis to iterate and enhance strategic plans for FY20 and FY21.

⇢ Successfully lead the transition from in-person events to virtual format in March 2020. Adapted, produced, and hosted the organization's inaugural Virtual Women's Build program through live events featuring community stakeholders, key accounts, and partners.

⇢ Created compelling communications to grow activation from funders, stakeholders, and internal audiences while promoting the organization's brand and core principles.

Skills: Google Suite (Gmail, Drive, Docs, Sheets, Slides) | Microsoft Office (Word, Excel, Powerpoint) | Blackbaud (Raiser's Edge) | Classy | Constant Contact | VolunteerHub | Canva | Adobe

Director of Partnerships (Corporate Relations)

The V Foundation

Working with the V Foundation under a Contract Consultant role, I oversaw all aspects and strategies of community engagement and outreach for The Victory Ride to Cure Cancer annual fundraiser. The 2019 fundraising goal is over $400K and the event has trended evenly YOY from 2018.

The V Foundation and The Victory Ride to Cure Cancer are advancing and bolstering community awareness, engagement and activation through the strategic development of grassroots outreach plans. My highest focus was on cultivating and mobilizing corporate and community partnerships to create multiple fundraising sources. Our reach goal was to boost team participation to a minimum of 20 teams combining a minimum of 740 participants.

Consultant - Community Engagement and Outreach, The Victory Ride

Lahey Health

With Lahey Health I was an integral part of the team that directed fundraising and stewardship activities through affinity programs. I engaged nearly 15,000 constituents that supported philanthropy of the Lahey Health system.

Highlights include:
•	Grew annual recurring revenue by $350K+ in under 6 months through acquiring, activating, and managing 15K+ clients across engagement programs.OY. 
•	Developed and executed onboarding material and training on SaaS platform, translating technical elements by creating 10+ bespoke manuals and evergreen how-to guides for internal and external partner use.

Skills: Google Suite | Raiser's Edge | Teamraiser | Luminate | Blackbaud | Adobe Suite

Associate Director, Philanthropy Programs (Affinity)

Phillips Academy

With Phillips Academy I returned to an Alumni Engagement role, overseeing a larger territory. I managed 10 accounts of active alumni volunteer committees, comprised of 15+ members, and engaged constituencies in the three largest regions: NYC, Northern California, & Southern California.

I executed 60+ unique events to drive customer engagement and new revenue generation opportunities that impacted over 6,000 constituents and achieved a benchmark 10% increase in unique engagement through the execution of bespoke, complex programs and targeted outreach through digital and social media communications.

The highlight of this experience was the opportunity to develop and complete multiple regional Head of School events each year, engaging the alumni community around the Academy’s leadership. When the Academy launched a new $400M capital campaign my team and I developed and executed 3 campaign launch events in a single quarter. These events hosted the Head of School as the guest speaker to promote the new campaign.

Skills: Microsoft Office Suite | Datatel | EverTrue | Graduway | EventFarm | Cvent

Assistant Director, Alumni Engagement

Greater Haverhill Chamber of Commerce

Familial obligations required my return to MA. I was connected to the Greater Haverhill Chamber of Commerce, who needed a part-time Membership Coordinator. This role was mutually beneficial as I was able to help boost their revenue while fine-tuning my sales and networking skills and exposing myself to the local business community.

In my tenure, I personally closed 80% of new memberships, boosted retention and performed membership-to-benefit analysis; increased revenue for Chamber, and brand awareness and value for clientele.

Requiring full-time work, I accepted a role in the education industry again and remained a volunteer with GHCC.

Membership Coordinator

Occidental College

Seeking a different application for engagement, I moved to LA and accepted a role with Occidental College as the Assistant Director of Alumni and Parent Engagement. The goal for this role was to create and maintain involvement and a sense of ownership among Alumni and student-body parents of the College. 

We developed and implemented nationwide, strategic engagement plans for more than 22,000 constituents from 10 regional alumni chapters and 12 alumni affinity groups. This required the recruitment, training and management of a team of over 20 volunteer leaders who, in turn, executed engagement events. A point of pride for me was the creation of 10 identity-based groups to support on-campus collaboration and scholarship fundraising efforts. These groups were vital to increase visibility, awareness, and engagement among the diverse alumni body and offering more opportunities for inclusion.

Skills: Google Suite (Gmail, Drive, Docs, Sheets) | Microsoft Office (Word, Excel, Powerpoint) | Smartsheet | iModules | WebEx | Cvent | Perfect Venue | Adobe Suite

Assistant Director of Alumni And Parent Engagement

With 15+ years of diverse experience in non-profit, education, SaaS, and media, I bring a ton of valuable insights and diverse viewpoints to customer success, advocacy, and enablement. I'm a pro at communicating across different platforms and connecting with people wherever they are. In conversations, I always bring empathy into the mix. It's not just about explaining what's important, but also why it's crucial for both the customer *and* the company.

My boundless curiosity has made me an exceptional relationship builder, a colleague who cares deeply for others, and an enthusiastic collaborator who is obsessed with all things Customer Experience.

Whether I’m talking to a customer or collaborating on a project, my mission is to:
⇢ Quickly understand the end goal
⇢ Uncover the pain points
⇢ Get creative on strategic solutions
⇢ Empower others

I was the first non-cheerleader in my high school history to be named “Most Spirited” in the yearbook superlatives.

(I can’t point to any records specifically, but there aren’t any records refuting it either, so…)

I guess you could say my enthusiasm for customer success and advocacy is just a part of my DNA. (But I’ll also bring the pom-poms to meetings, just in case.)

If you’re looking for someone who can communicate value, translate customer feedback into actionable insights, loves strategizing on how to make the most of a product, and isn’t afraid to ask lots of questions - let's connect!

--

Some recent achievements:
⇢ Exceeding growth and retention targets (203% and 132% averages) for a portfolio of 40+ B2B and B2B2C global enterprise customers
⇢ Building and managing 15+ learning modules and 75+ topic lessons; writing 100+ pieces of content; and executing 200+ edits for an enterprise customer's custom online learning course.
⇢ Increasing global product adoption by creating 150+ pieces of segment-focused documentation, customized workflows, and onboarding training decks for both technical and non-technical audiences.

Other highlights:
⇢ Give-first mentality
⇢ Epic trivia teammate
⇢ If Googling things was a professional sport, I’d be Serena Williams
⇢ High EQ - I *can* read vibes through Slack messages and Zoom calls

✨Opinions/views are my own✨

Ashleigh Bergh Duggan ✨

Meagan Glenn

Founding Member

On the Goga

Built by people who hate burnout, On the Goga delivers employee wellbeing solutions that inspire connection, ease stress, and save HR loads of time.

𝐏𝐫𝐨𝐝𝐮𝐜𝐭 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩
Driving product enhancements and process improvements while fostering cross-functional collaboration. My focus is on delivering customer-driven product features, optimizing internal workflows, and ensuring the team is aligned and effective.

🏅 𝐌𝐢𝐥𝐞𝐬𝐭𝐨𝐧𝐞𝐬
⚡️ Revamped Release Notes: Transitioned to Notion for better accessibility and clearer communication, setting a new company standard.
⚡️ High-Quality Research: Delivered a comprehensive competitor analysis in Notion, enhancing strategic feature positioning and competitive differentiation.
⚡️ Improved Engineering Collaboration: Established rapport with engineering, facilitating task weighting and process improvement, including the development of a product wiki.
⚡️ Updated Product Roadmap: Managed and maintained the product roadmap aligning with Q4 OKRs and paving the way for a productive quarter.
⚡️ Feature development and delivery: Spearheaded for multiple features. 
⚡️ Peer Inclusion in Product Development: Strengthened cross-functional collaboration, integrating diverse perspectives into product features.
⚡️ Optimized Meeting Cadence: Initiated daily standups and adjusted meeting formats, leading to better alignment and smoother operations.
⚡️ Process Improvement Initiatives: Proactively identified ticketing system gaps and implemented new processes, setting the stage for ongoing product enhancements.

Founding Product Manager

✨ Company highlight ✨ 
Hired as a founding team member (first non-sales/eng hire), employee #7. 

𝐏𝐫𝐨𝐝𝐮𝐜𝐭:
Focusing on customer feedback to shape our product roadmap. 
Collaborating closely with go-to-market to guide product development.
Monitoring product analytics and refining the product to meet customer needs.
Goal = build a product our customers want! 

🏅 Milestones 
⚡️ Created a quarterly Gantt chart to monitor goals and KPIs
⚡️ Conducted an average of 2.5 user interviews a week in Q1/Q2
⚡️ Utilized Mixpanel to inform product decisions, including creating dashboards to share across the org
⚡️ Built and manage a public roadmap in Productboard, resulting in 112% increase in user feedback
⚡️ Developed processes for beta testing and gathering data for product development
⚡️ Launched surveys and user feedback initiatives
⚡️ Collaborated with Design, GTM, and Engineering on a revolutionary redesign, inclusive of new product features and enhancements. 


𝐒𝐮𝐜𝐜𝐞𝐬𝐬:
Leading a team of CSMs and Success Specialists. 
Helping to develop new strategies, increase retention, and reduce churn. 
Oversee CS Ops.
Goal = keep customers, build new processes, and expand key accounts.

🏅 Milestones 
⚡️ Set team wide OKRs for a team of 3 CS professionals
⚡️ Merged a CX/CS team to create one aligned department. Restructured in Q2 to maximize bandwidth. 
⚡️ Defined health scores and created dashboards to help proactively monitor existing accounts
⚡️ Created trigger based playbooks, for both Scaled and Enterprise CS initiatives
⚡️ Worked with the team to provide customer education materials, including interactive demos, videos, and written articles 
⚡️ Developed new processes (Sales > CS handoff, renewals, QSCs)
⚡️ Created a customer journey, including 6 new value points for each customer
⚡️ Led the implementation of our CSP, Vitally

Senior Program Manager, Success & Product

My goal at Lavender was to focus on the success of our users. This success was reflected throughout the business but primarily focuses on Marketing, Product, and CS. Examples of where I spent my time in this role: beta testing new features, iterating onboarding, 1:1 customer feedback, optimizing email campaigns, elevating our UX, and optimizing customer education content.

🏅 Milestones:
𝐏𝐫𝐨𝐝𝐮𝐜𝐭:
⚡️ Evaluated, tested, and purchased a no-code onboarding solution. 
⚡️ Built our first no-code onboarding, reducing TTFV by 14 hours. 
⚡️ Collected 250+ beta testers for a new environment and successfully tested new features.
⚡️ Assisted our Design team in user testing, collecting helpful feedback. 
⚡️ Utilized Mixpanel to track product usage data and monitor feature adoption. 
⚡️ Led a PMF survey to gather data and understand our position. 
⚡️ Ran internal projects and data collection for pricing updates. 
⚡️ Created a public roadmap and backend feature board with Productboard.  

𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠:
⚡️ Developed and executed two onboarding campaigns for trialing and paying users in Customer.io, achieving a 52% open rate and an average 3.1% CTR.
⚡️ Built a re-engagement campaign that successfully brought 704 users back to Lavender.
⚡️ Built and managed many trigger-based campaigns. 

𝐒𝐮𝐜𝐜𝐞𝐬𝐬 + 𝐒𝐮𝐩𝐩𝐨𝐫𝐭:
⚡️ Built workflows, macros, and our first help center in Intercom.
⚡️ Answered 3,700 conversations in 2023, with an average CSAT of 96%. 
⚡️ Led a churn committee in 2023 to reduce voluntary churn by 6.1%
⚡️ Implemented a feedback initiative in 2023 to increase our user reviews by 10%. 

𝐂𝐒 𝐎𝐩𝐬/𝐆𝐞𝐧 𝐎𝐩𝐬:
⚡️ Setup Notion/Asana workspaces for my team. Constructed first SOPs.
⚡️ Set OKRs and KPIs for my team.
⚡️ Completed all internal invoicing for contracted accounts.
⚡️ Followed up on past-due accounts for collection. 
⚡️ Created alignment between CS and our ENG team.

Newchip Accelerator

Selected to become a mentor to Series A, Seed, and Pre-Seed startups.
Mentoring 2-3 startups at a time, averaging 4-6 meetings per month. 

About Newchip:
🚀 The #1 Online Accelerator: 
👩🏻‍💻 We provide founders with all of the tools and skills necessary to build, scale, and fund their startups. 
🌍 2500+ Portfolio Companies 
📈 $2.2B+ Raised by Alumni

Startup Mentor

arileau

Supporting job seekers with mock interviews, resume reviews/rewrites, and LinkedIn profile optimization. 

🏅 Milestones:
⚡️ Conducted market research to identify a business need and ICP. 
⚡️ Utilized business planning to outline initial ideas.
⚡️ Tested multiple CRM options and landed on using Hubspot for daily management. 
⚡️ Built our website from scratch.
⚡️ Consulted with 100+ job seekers on their journey.

Co-Founder

Inverge 

✨ Company highlight ✨ 
Hired as a founding team member (first non-eng hire), employee #7.

My goal at Inverge was to build a CX department from the ground up. Focusing on building our Support department out to prioritize the current CX. From there, I improved Onboarding workflows and automation. After improving those, I worked on finding opportunities to build out a CS department.

🏅 Milestones:
⚡️ Built automated workflows in Hubspot to nurture users through the sales cycle. 
⚡️ Constructed onboarding pipelines and workflows based on 3 separate personas. 
⚡️ Implemented KPIs and OKR tracking. 
⚡️ Began construction of our first SOPs
⚡️ Conducted user research, documenting our customer journey and user pain points along the way.
⚡️ Increased user engagement by 23% through the successful launch of a newsletter
⚡️ Led the transfer of our Support department from Hubspot Service Hub to Intercom resulting in a 20% reduction in response time.
⚡️ Used Google Analytics to track website traffic and make data-based improvements.

Head Of Customer Experience

#GirlsClub

Girlsclub is a 6-month-long leadership program that ends in certification.

Protege

Brand30

Brand30 is a cohort-based course that has taught over 3,500+ students the fundamentals of digital personal branding.

Thinking about signing up? Ask me about my referral link!

Demio

✨ Company highlight ✨ 
Hired as an early team member, employee #26.

🏅 Milestones:
⚡️ Led a new customer education program from initiation to close.
⚡️ Worked collaboratively on identifying expansion opportunities in the customer journey. 
⚡️ Implemented a new CSAT initiative in Q4 of 2021 and a new coaching initiative in Q1 of 2022. 
⚡️ Utilized Heap to build data scorecards for customers in Adoption.
⚡️ Maintained a customer satisfaction score of 100%.
⚡️ Maintained between 15-30 Enterprise accounts at any given time. 

As a Customer Adoption Manager, I was the first point of contact after a contract signature. I performed onboarding and ensured proper implementation of the Demio platform by the users. 

I worked on many internal projects to improve the customer experience and worked closely with the Customer Success team to ensure the long-term success of all customers.

I used analytics via Heap to drive projects to increase engagement, improve automation, and promote early product adoption.

Customer Adoption Manager

🏅 Milestones:
⚡️ Raised our trial conversion rate by 1.8%.
⚡️ Shaped a brand new role, with the help of my leader.
⚡️ Mentored and trained two new AE's on the Demio product.
⚡️ Worked collaboratively on migrating users to new Demio plans.

As the Head of Demio Experience it was my role to drive process improvement for trial conversion.

Head of Demio Experience

🏅 Milestones:
⚡️ Received an average of 97% CSAT scores. 
⚡️ Average of 1 minute and 9 second response time. 
⚡️ Received 450, 5-star survey results. 

I spent my time providing high-quality technical support to those in need. When about to go live to their audience, my job was to be there and "cure their crisis" as many of them would say.
I accomplished many side projects as they came in for my manager, which helped support my team.

Customer Success Specialist

Pana

🏅 Milestones:
⚡️ Held 9 direct reports. 
⚡️ Facilitated biweekly retrospectives and arranged biweekly status reports. 
⚡️ Worked directly with high value accounts such as Meta, Netflix, and SpaceX.
⚡️ Completed a 6 month project within scope. 

My group was brought in to help staffing levels and teach new practices to current staff. In doing this we developed new training materials and trained staff on new tools.

This role was contracted out to a SaaS company, Pana.

Team Lead

Singles Travel International

🏅 Milestones:
⚡️ Planned and executed the first chatbox on the company website. 
⚡️ Performed negotiations, with vendors, for 25+ large contracts. 
⚡️ Managed communication with stakeholders from website launch date to travel date.

Operations Manager

🏅 Milestones:
⚡️ Designed the first NPS system for the company. 
⚡️ Hit 150%+ of quota for 9 months. 
⚡️ Reduced ticket response times by 48 hours.
⚡️ Planned 25+ trips for groups of 50-150 people - all traveling from different destinations, all single travelers.

Vacation Specialist

User Success @ Lavender | Mentor 🤝 | Helping startups create exceptional user experiences.✨

Hi there 👋 I’m Meagan, and I'm passionate about sharing my journey working at 𝐬𝐭𝐚𝐫𝐭𝐮𝐩𝐬 and breaking into 𝐥𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩. What can I say? I thrive on chaos and geek out over OKRs. 

I've spent the last 4 years working at tech startups and it's changed my life. Here's why 👇

𝑫𝒐𝒊𝒏𝒈 > 𝒂𝒔𝒌𝒊𝒏𝒈
Early stage startup = no processes. You get to solve it on your own and see if it works. If you fail, learn from it. If you succeed, document it. 

𝑻𝒊𝒕𝒍𝒆𝒔 𝒂𝒓𝒆𝒏'𝒕 𝒆𝒗𝒆𝒓𝒚𝒕𝒉𝒊𝒏𝒈
Startups are long games. Ignore the title and focus on serving others. It comes back to you tenfold. 

𝑭𝒂𝒎𝒊𝒍𝒚
There's a lot of heat around this term, but you are one of few at a startup, and your role is often essential. This can mean long hours, and your coworkers become a second family. These relationships you build often will stand the test of time. Don't fight it - embrace it. 💚 💜 

These have shaped my mindset to collaborate extensively, fail fast, and serve others. 

If you want to learn more about 𝐬𝐭𝐚𝐫𝐭𝐮𝐩𝐬 or breaking into 𝐥𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 - let's connect! 🙌

 🤝 𝐇𝐨𝐰 𝐈 𝐜𝐚𝐧 𝐡𝐞𝐥𝐩:
Please check out my resources section under my profile picture! I aim to support job seekers as much as I can. 

✨  𝐌𝐲 𝐌𝐲𝐞𝐫𝐬-𝐁𝐫𝐢𝐠𝐠𝐬 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐭𝐲 𝐓𝐲𝐩𝐞
ENTJ
https://www.16personalities.com/entjs-at-work

💪  𝐒𝐭𝐫𝐞𝐧𝐠𝐭𝐡𝐬
----
𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 
I act when challenges arise and provide solutions for long-term success. 
𝐃𝐞𝐭𝐚𝐢𝐥-𝐨𝐫𝐢𝐞𝐧𝐭𝐞𝐝 
The last thing I want is someone going behind me and needing to clean up my work. I ensure it is done right the first time. 
𝐂𝐮𝐫𝐢𝐨𝐮𝐬 
Gaining knowledge and sharing it with others is something I am passionate about. You will find me learning, growing, and sharing new things often.

💻   𝐌𝐲 𝐓𝐞𝐜𝐡 𝐒𝐭𝐚𝐜𝐤
• 𝐂𝐑𝐌𝐬 - SFDC, Hubspot
• 𝐏𝐫𝐨𝐝𝐮𝐜𝐭 - June, Heap, Mixpanel, Userpilot, Productboard
• 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 - Notion, G-Suite, M365, Tableau, Asana, AirTable, ClickUp, 
• 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧 - Slack, Zoom, Microsoft Teams, Intercom, Customer.io, Apollo, Survicate
• 𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐢𝐧𝐠 - Gcal, Calendly, Hubspot Meetings
• 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 - Stripe, Profitwell, Baremetrics, ChartMogul 
• 𝐎𝐭𝐡𝐞𝐫 - Zapier, Miro/Mural, Totango, Hotjar/FullStory Vitally 
*𝐋𝐢𝐦𝐢𝐭𝐞𝐝, 𝐛𝐮𝐭 𝐬𝐨𝐦𝐞 𝐰𝐨𝐫𝐤𝐢𝐧𝐠 𝐤𝐧𝐨𝐰𝐥𝐞𝐝𝐠𝐞 - MongoDB, Figma/FigJam, AWS, SQL (actively learning)

Senior Program Manager, Success and Product 

𝐏𝐫𝐨𝐝𝐮𝐜𝐭:
Focusing on customer feedback to shape our product roadmap. 
Collaborating closely with engineering and design to guide product development.
Monitoring product performance and refining the product to meet customer needs.
Goal = build a product our customers want! 

🏅 Milestones 
⚡️ Created a quarterly Gantt chart for Product initiatives 
⚡️ Co-led a daily standup initiative to increase communication and efficiency
⚡️ Worked with the team to user-test a new design system
⚡️ Conducted user interviews and live testing 

𝐒𝐮𝐜𝐜𝐞𝐬𝐬:
Leading a team of CSMs and Success Specialists. 
Helping to develop new strategies, increase retention, and reduce churn. 
Oversee CS Ops.
Goal = keep customers, build new processes, and expand key accounts.

🏅 Milestones 
⚡️ Led the implementation of a CSP, Vitally (In progress)
⚡️ Merged a CX/CS team to create one aligned department
⚡️ Led a daily standup initiative to increase communication and efficiency
⚡️ Developed a Sales > CS handoff process that includes collecting success metrics

taplio

The Battle

Ashleigh Bergh Duggan ✨

Meagan Glenn 💜

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