Senior Customer Success Manager, Corporate
May 2017 - Present
May 2017 - Present
- Manage the relationship with 120 Corporate and Enterprise customers through bi-monthly strategy, marketing and sales best practices, and business operations consulting calls
- Assist customers with their sales and marketing operations reporting, workflows, and integrations
- Coordinate with Services and Product Management on customer feedback and product roadblocks
- Maintain a high customer dollar retention through proactive consultation and remediation efforts
Senior Customer Success Manager, Mid-Market
July 2016 - Present
July 2016 - Present
- Managed the relationship with 185 Mid-Market to Enterprise customers through regular strategy and project + campaign execution consultations, contract negotiations, and internal advocacy
- Consistently exceeded monthly revenue retention goals in 15 of 19 months by an average of +14%
- Worked directly with Sales and Renewal Management teams to drive additional revenue through new feature adoption and multi-subscription sales
- Was responsible for training new CSMs and other Services hires on developing consulting skills, strategic data and report analysis, lead conversion rate optimization, and content marketing
- Helped to plan, write, and film HubSpot’s new Content Marketing Certification
- Wrote and delivered trainings on common B2B sales processes and how to drive operational efficiency
- Mentored new hires on the Customer Success Team and helped management review organizational initiatives as a senior member of the team
Customer Success Manager, Mid-Market
May 2015 - June 2016
May 2015 - June 2016
- Maintained relationships with executives and sales and marketing teams at 185 SMB and Enterprise companies with HubSpot subscriptions
- Exceeded monthly retention goals with a +110% retention average in 2015
- Worked with a direct sales team to help them close new business and ensure messaging consistency
- Identified the need for and co-wrote a sales coordination playbook between the Direct and Partner teams
- Completed month long Services New Hire Training focusing on developing consulting plans, Inbound Marketing and Sales strategy, report analysis, negotiation, and relationship management
- Received the Services New Hire Training MVP award [peer voted]
|
|
Associate Applications Sales Representative
July 2014 - May 2015
July 2014 - May 2015
- Provided companies with effective applications that help simplify sales operations; automate marketing, commerce, and social media operations; increase productivity; and prove ROI
- Fiscal Year 2015, Quarter 3 Budget closed at 112%
- Completed a 6 week advanced sales training program focused on customer account management, social engagement, business development, product specialization, and branding – received Top Scholar Award
- Certified to deliver Oracle Sales Cloud Demos
|
|
International Student Orientation Coordinator
Summer 2013
While working as the International Student Orientation Coordinator, Casey fulfilled the following responsibilities:
Summer 2013
While working as the International Student Orientation Coordinator, Casey fulfilled the following responsibilities:
- Prepared the International Assistant Program (see Leadership Page) for the following academic year
- Created a database of personal information of 375 International Students and Assistants
- Coordinated the communication between 75 International Assistants and 300 International Students
- Organized and led the training for International Assistants
- Assisted with the planning and preparation for the International Student Orientation
Counselor/Intern-Naturalist at the Point Reyes National Seashore Association Summer Camp
Summer (2009, 2010, 2011)
While working as a Counselor, Casey held the following responsibilities:
Summer (2009, 2010, 2011)
While working as a Counselor, Casey held the following responsibilities:
- Educate, promote safety of, and model leadership for campers while guiding backpacking and other outdoors trips
- Provide essential assistance to naturalist with environmental education
During the Summer of 2012, Casey attended a program through the National Outdoors Leadership School. More information can be found on that under the Leadership Page.