After HP acquired Poly, my role expanded to include enhancing the interaction between Poly headsets and HP commercial PCs. This shift allowed me to focus on collaborating with multiple teams to create a seamless integration between the two product lines, improving compatibility, and elevating the overall user experience. 

I worked hand-in-hand with a group of portfolio product managers, diving deep into their world to fully grasp the unique details of their products and industries. This collaboration gave me valuable insights that helped guide a larger mission: to merge and harmonize the various product backend platforms. By understanding the nuances of each product, I was able to identify key opportunities for integration that would streamline operations and align with the broader business unit strategy. It was a process of discovery, innovation, and teamwork, ultimately leading to a stronger, more unified approach across the whole portfolio and the entire business.

I took the lead in driving the software product roadmap for the headset business unit, ensuring every milestone aligned seamlessly with the company’s larger goals. It wasn’t just about planning for the next feature or update, it was about strategically guiding the product’s evolution to meet both immediate needs and long-term objectives. By working closely with stakeholders and keeping a pulse on market trends, I ensured that each decision moved us closer to our vision while staying true to the broader business strategy. This approach allowed the roadmap to become more than just a plan—it became a path to continued growth and innovation.

Product Manager

Poly

Driven by a desire for improvement, I led a series of key initiatives that completely reshaped the software release cycle. By streamlining processes and introducing more efficient methods, we doubled the release cadence per year. This newfound speed allowed us to deliver critical updates and new features, ensuring we stayed ahead of customer demands. The impact was significant—faster feature deployment, improved user satisfaction, and a stronger, more agile development team ready to tackle new challenges.

Developed and launched an entirely new software strategy for the headset group, designed to introduce cutting-edge features, functionalities and processes. The strategy was built with a focus on enhancing every aspect of the user experience, including strengthening our relationship with customers. Through a careful blend of innovation and execution, we successfully integrated these improvements, making the headset more dynamic and user-friendly. The outcome was transformative: users now enjoy a smoother, more engaging experience, and the headset product became a key player in their everyday routines. This marked a significant leap forward in both functionality and customer satisfaction.

NICE inContact

Led the strategy for launching five new digital channels, carefully crafting a plan that would not only meet market trends but also cater to evolving customer needs. From concept to execution, I guided the development process, ensuring each channel was built to enhance the product and offer a better user experience. The successful implementation of these channels marked a turning point, as they seamlessly aligned with both market demands and customer expectations, driving meaningful improvements and boosting the product's overall value.

I worked closely with the curriculum team to bring a new training initiative to life. Together, we developed and delivered a series of internal training videos for a new product, designed to improve staff proficiency. The collaboration was key, by combining their expertise in education with my product knowledge, we created engaging and effective training materials. The result was a more confident and capable team, fully equipped to understand and support the new product.

Product Manager II

I designed tailored onboarding and training plans for a diverse range of customers—SMB, mid-market and enterprise. Each plan was carefully customized to address the unique needs of each client, ensuring they had the tools and knowledge necessary for a smooth platform launch of NICE InContact. By focusing on their specific challenges and goals, I was able to help them hit the ground running, setting them up for long-term success right from day one.

I conducted hundreds of in-depth training sessions, both live and remote, engaging with various departments to empower our customers. Each session was designed to provide them with the essential skills needed to navigate and utilize the platform effectively for their unique needs . With each interaction, I could see how their newfound skills transformed their approach, enabling them to leverage the platform to its fullest potential.

Customer Onboarding Manager

I organized and led an intensive three-week technical support training program, bringing together partners eager to enhance their skills. Each day was filled with hands-on exercises, engaging discussions, and real-world scenarios, all designed to equip them with the knowledge they needed. By the end of the program, the partners emerged certified as tier 1 support providers, ready to offer exceptional service to their customers. It was a proud moment for everyone involved, knowing we had set them on a path to success.

I set out on a collaborative journey, working alongside various departments to tackle a common challenge: the high volume of trouble tickets from newly onboarded customers. Together, we brainstormed and implemented strategies, sharing insights and expertise from each team. It was a collective effort, fueled by our shared commitment to enhancing the customer experience. Slowly but surely, we began to see the results of our hard work. Through proactive measures and streamlined processes, we successfully reduced trouble tickets by an impressive 40%. This achievement not only eased the burden on our support team but also brought greater satisfaction to our customers, who felt more confident navigating our services.

Technical Support Engineer II

Total Protection Inc

Lead Security System Technician

Hi, I’m Kody, and I’m seeking my next opportunity as a Product Manager at a B2B SaaS company.

As a customer-obsessed, technically proficient Product Manager, I excel at deeply understanding my product to create exceptional customer experiences that drive retention and loyalty.

My path to Product Management wasn’t traditional—I started in Customer Support, where I onboarded hundreds of users and gained extensive technical expertise. I used to think Product Managers just attended meetings and acted as Subject Matter Experts. That changed when a Director in the product encouraged me to apply for an open Product Manager role. Initially, I was skeptical, and so was the hiring manager, who questioned why we were even meeting since I didn’t have a PM background.

But after our conversation, he saw what I could bring to the table and said, “You’ve been customer-facing for four years and know the product inside and out. I can teach you product management, but I can’t teach someone to be naturally customer-focused. And you are exactly who we need.”

Since then, I’ve devoted time and energy to learning and driving continuous improvements in customer experience and retention—and I absolutely love it! 

Now, I’m eager to connect with customer-driven SaaS companies or fellow PMs to explore new opportunities and share stories on how to innovate product management.

Let’s connect!

Kody Davis

Agillitics

• Implement the change from Jira project management platform to Clickup.  Facilitate seamless adoption and operational integration.
• Establish the initial support and success department to improve customer service operations.
• Maintained SLAs for 24/7 support including well below the 30 minute first reply time for P1 issues. 
• Define and execute program requirements from inception to completion.
• Manage customer systems, processes, and policies to ensure consistent and efficient operations.
• Collaborate with cross-functional stakeholders to maintain effective communication and project alignment.
• Monitored and reported on key platform expenses, such as Snowflake, providing regular financial insights to leadership.
• Optimized client request queues to boost response efficiency and service throughput.
• Produced detailed monthly reports analyzing SaaS expenditures and highlighting significant trends.
• Concluded tenure following company-wide downsizing, impacting numerous positions.

Client Success Manager

Next Reason

• Drove a remarkable 75% team expansion to address organizational requirements and achieve optimal operational capabilities effectively.

• Streamlined operations and enhanced productivity - such as decreasing a weekly report time by 98%

• Collaboratively facilitated the transition to Milestone Based Billing with a Fortune 500 Client, resulting in a 200% quarterly revenue and enhanced financial predictability for both parties.

• Focused on Self-Serviceability and Scalability. 

• Decreased the time to Onboard Applications with process improvements & Self-Service Ability Options.

• Worked across team lines and became the Business Owner for Next Reason Adopt. 

• Naturally dug deeper when a customer presented a problem — working to understand the deeper root and underlying causes. Then focusing on ways to prevent the same question or issue from arriving in the future – with things including user education, product advances, and more.

• Translated broader business objectives into clear and achievable project milestones.

• Fostered and grew relationships across Product and Engineering functions for complex technical issue prioritization and resolution, knowledge building, incident engagement, new feature readiness, and product feedback.

• Oversaw Application Onboarding Pipeline, managed team capacity, monitored the Application Onboarding Process Quality and facilitated regular service reviews.

• Laid off due to company-wide financial restructuring affecting multiple employees; performance was not a factor.

Onboarding Manager

Hanso Home

• Enhanced customer satisfaction, doubling CSAT scores in a 9-month period through the introduction of effective customer success strategies.
• Successfully reduced refund rates to below 10% within a month, exceeding the target timeframe by over two months.
• Directed the transition to a new CRM system, ensuring seamless integration and provided comprehensive performance reports to executive leadership.
• Engagement ended upon contract fulfillment.

Head of Customer Experience

Springboard Benefits

• Lead internal initiatives to drive adoption/performance of new processes/strategies in order to reduce reply time and improve efficiency. 
• Advanced Customer Support programs, including omnichannel support, KPI reporting, knowledge base, etc. Improving Customer Experience, allowing them to self-serve, and gathering the data related to the improvements.
• Understood the customers, their use cases, jobs required in deployment, common pain points, and how business messaging/ user education can address customer needs. In order to improve the in-app experience, educate users, and create campaigns to best support them.
• Identified areas of potential improvement and led process change -both in processes and in-app. 
• Represented the customer in cross-departmental meetings to ensure the customer is considered in business decisions. 
• Coordinated across teams to confirm and successfully achieve communications for customer satisfaction and retention. 
• Developed relationships across the entire Customer Experience organization, the Sales, Customer Success, Product, and Engineering departments to advocate for the best customer experience possible.  
• Supported and shielded the Dev Team, digging into issues and researching the source in the backend. Freeing the dev team from investigating, keeping them aligned on the current sprint while working on a resolution for the client.
• Performed audits on data. Ensuring all data was accurate before being communicated with the client or carrier partner.
• Assisted with the internal / backend system changes with a new vendor.
• Participated and documented progress with our EDI File Feed conversion project. Ensuring we could generate files with accuracy.
• Worked closely with engineering to prioritize tasks and plan improvements to the platform. 


Skills:
• Working across team lines
• Leadership
• Project planning
• Non-coding platform build-outs
• Documentation
• Client and Account Success
• B2B SaaS

Director of Client Support | Project Management 

Pigeonhole Software

Overview:
• Coordinated across teams to confirm and successfully achieve communications for customer satisfaction and retention.
• Partnered closely with Product and Engineering teams to help shape our product direction on behalf of customers.
• Created and maintained the Knowledge Base.
• 1:1 Support for School Admins for demos, implementations, and follow-up questions.
• Oversaw the analysis, reporting and delivery of key program performance metrics of program to leadership, and cross functional stakeholders.
• Acted as a trusted advisor in addressing our customer's needs.
• Worked to track issues & project management with Azure and Trello.

Skills:
• Documentation build out and updates
• Customer Support and success
• Soft Sales with Demos for interested schools
• Implementation and project management
• Updating the CRM
• Outreach to potential clients
• Customer Feedback - bubbling up the feedback and being the voice of the customer 


Tools:
• Azure 
• Calendly
• Groove
• Close
• Loom

Customer Success Expert

First Class Flyer

Overview:
• Acted as the Voice of the Customer.
• Partnered closely with Product and Engineering teams to help shape our product direction on behalf of customers.
•Analyzed and synthesized data from multiple sources to understand customer support case drivers and the underlying causes.
•Utilized Full Story to proactively find pain points or areas of confusion for our clients.
• Anticipated and addressed customer pain points prior to feature launches.
• Identified areas of potential improvement and leading process change -both in processes and in-app.
• Represented the customer in cross-departmental meetings to ensure the customer is considered in business decisions.
• Achieved a high CSAT score averaging over 90%, while maintaining the 4-hour SLA during business hours.
• Modified the Dunning Campaign which decreased the time required by 75%.
• Created new training videos for new CS hires.
• Updated and created internal & external Help Desk articles – including internal SOPs, external FAQs, and more.
• Supported members via Zendesk. Averaging 107 tickets a week, with a 2.2 business hour median for first response.
• Created the process to gather reviews and implemented it on top of other daily responsibilities. Exceeded the goal of 100 reviews in the first month.
• Managed projects including but not limited to new features, new processes, and building marketing email funnels.
• Investigated technical issues and reported to the engineering team.
• Reported to C-suite metrics including but not limited to: KPIs, weekly ticket overview, project updates, CSAT, success stories, and more.
• Handled the full lifecycle of customers. Including onboarding, adoption, instructional training, renewals, upsells, churn, retention, and account management.



Skills:
• Project Management
• Working closely with Devs on Sprints

 



Tools:
• Asana
• WordPress and WordPress Admin
• Pingdom
• MailChimp
• ChargeDesk
• Recurrly 
• Stripe
• Zendesk
• RingCentral
• Active Campaign
• FullStory

Customer Support Manager

Genius Education (Formerly DDC)

Overview:
• SaaS Academic Account Manager for EdTech Company
• Documented existing and new features for schools and parents
• Worked closely with the product team to help improve the user experience -- including mobile UX
• Personalized platforms for individual schools, using SQL in the backend
• Project management and implementing Clients onto the software
• QA'ing new software builds before release
• Internal and external training





Skills:
• Documentation
• B2B SaaS
• B2C Saas
• Customizing SaaS
• Implementing Clients
• Project Management
• QA
• UX feedback - making things mobile friendly




Tools:
• Contentful
• Zendesk 
• Jira
• SQL Server 
• Figma
• Loom
• Zoom

Customer Support, Account Manager, & Documentation 

ClassDojo

Overview:
•	Established an average of 20+ tickets per hour when working in the inbox. Maintained a high CSAT score. Replied to questions in the Mentor's Facebook Group within an hour.
•	Triaged and resolved email requests from students, parents, teachers, Mentors, and School Leaders. Averaged over 500 tickets per week.
•	Assisted training new team members and assisted other team members with complex problems both internally and externally. 
•	Monitored and helped manage social media groups: Groups I supported included students, parents, 45,000+ teachers, 15,000+ Mentors, and 2,000+ school leaders. 
 


Skills:
• Learned SQL to work closer with the Dev team - digging into bugs to help speed resolution time
• Alerting relevant team members when there was site instability or the site was down
• Alerted the team about ticket themes so we could work to address the root cause
• Monitored Social Media to route user issues to the help desk
• Worked with the iOS and Android Beta groups
• Apple and Android customer reviews- replying from the company side




Tools:
• Zendesk
• Asana
• Trello
• Atlatissan
• Sendgrid

Tier 2 Customer Support

The Flex Company

Overview:
•	Maintained a high CSAT score of over 90% both on email and chat support.
•  Answered incoming calls, chats, and email tickets in Zendesk.
• Answered questions about the product, updating or canceling subscriptions.
• Followed FDA protocols related to inquiries.




Skills:
• Assisted with the transition from Intercom to Zendesk
• Empathy
• Tech skills
• Subscription Management
• Refunds 


Tools:
• Intercom
• Zendesk - Talk, Chat, Support
• Social Media - Facebook and Youtube 
• Stripe

Customer Support Specialist

 Natural Earth Laboratory

Overview:
• Handled the Amazon Seller Central messages - including but not limited to questions, refunds, returns, and more
• Worked on the international Amazon Platforms including .CA, .UK, and .Com
• Replied to Reviews left on the product pages
• Managed the social media platforms for the company

Skills:
• Refunds, Messages, and more on Amazon Seller Central
• Social Media Management

Tools:
• Amazon Seller Central
• Remote Desktop
• Facebook and Twitter

Social Media Manager & Amazon Customer Support

Holistic Customer Experience | Customer Success | Support | Self Service Ability & Scalability | Onboarding | SaaS & eCommerce | 🌟 People Connector | 🤓 Technical People Person | ♥️ Empathetic Manager | ENFJ

"Compelling relationship builder - who is an empathetic relator and committed multiculturalist. Collaborator and connector - who is committed to sparking team synergy. "

Instead of stuffy resume words - let's talk about who I am and what I love:

I'm Danielle. A geeky technical people person 🦄

🤓 I love to dig into the technical side of things - like when I learned SQL when I was working at ClassDojo. Since then, I have used SQL to customize SaaS platforms for customers, dig into errors customers were running into, and more! 

🗣 This people person is comfortable with talking to all levels inside & outside the company. I love connecting with customers, client stakeholders, C-suite internally, and more.

💥 One of my superpowers would be how I like to meet people where they are at. I can take complex ideas/processes and break them down in a way that is accessible to everyone. (Maybe this comes from the fact I went to college to be a teacher?)

💫 I have focused on the customer experience side throughout my 12+ years working remotely. This includes Customer Success, Support, Onboarding, and more. I like to proactively work to improve the customer experience and collaborate cross functionally.

🤝 Working at startups has allowed me to flex and learn so much! I love a good challenge & rise to the occasion. Focusing specifically at SaaS or eCommerce startups has been so much fun -- and I am looking to continue in this realm!

💻 I am a big advocate for #growthmindset! I love to learn & am always searching for something new to learn. Specifically, I love digging into other tech things. I have experience with a host of things like Databases, QA or Beta Groups, Data Management, Solutions Deployment, APIs, Datadog, Amazon Web Services (AWS), Intuit Mailchimp, WordPress, and more. ( 😂 I started my website as a fun project when Covid hit!)

🗯 I default to action & like to proactively improve the customer experience. I love using tools like FullStory to see what users are running into & identify areas we can improve. Collaborating with the Product Team is also one of my favorite things to do! Plus, getting ahead of any new features before they ship - so, working closely with engineering to test and document the in's & out's before the release.

🚨 Work smarter - not, harder. I am always on the lookout for a way to improve processes! I get such a thrill out of streamlining and making those types of improvements. 🕛 Remind me to tell you more about the time I took a 7+ hour weekly report down to a 15-minute process.

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The Battle

Kody Davis

Danielle Ansley

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