About
Customer Success Manager with 2+ years driving retention, product adoption, and expansion revenue across a 70-account Mid-Market portfolio on the Intuit Enterprise Suite (IES), backed by 5+ years of B2B SaaS sales, business development, and client-engagement experience.
Skilled at leading executive business reviews, diagnosing adoption barriers, and partnering cross-functionally with Sales, Product, and Support to reduce churn and grow accounts.
Known for turning deep product and industry knowledge into trusted-advisor relationships that convert satisfied customers into long-term, referenceable accounts.
What I'm looking for
Looking for customer success manager roles for the mid market or enterprise space within SAAS company.
Experience
Customer Success Manager, Mid-Market (Premium Services)
Intuit — Enterprise Suite
Sep 2024 – Present
Serve as primary strategic advisor for a 70-account Mid-Market portfolio on the Intuit Enterprise Suite, owning renewal, retention, and expansion outcomes.
Sustained 70%+ adoption of four or more core features across the book of business, directly protecting recurring revenue and reducing churn risk.
Lead recurring executive business reviews (EBRs), translating product capability into measurable ROI to reinforce renewal and expansion decisions.
Partner cross-functionally with Sales, Pre-Sales, Product, and Support to resolve technical and workflow adoption barriers, building deep fluency in IES architecture, integrations, and API touchpoints.
Surface customer feedback to Product and Marketing and collaborate with Account Executives to qualify, nurture, and convert accounts into long-term premium relationships.
Intuit Enterprise SuiteAPI integrationsPipeline GenerationDiscovery CallsERP Platforms
Senior Business Development Representative
Tiny Technologies
Sep 2020 – Aug 2024
Ran full sales-cycle motion (prospecting, qualifying, discovery, advising) for a SaaS platform serving small-business owners across domestic and global markets; recognized as a top performer for two consecutive years.
Led consultative discovery calls that uncovered value, created urgency, and removed buying barriers — foundational skills now applied to customer retention and expansion conversations.
SaaS SalesConsultative DiscoverySales Cycle Management
Contract Compliance Officer
St. Louis International Airport
Mar 2017 – Aug 2018
Administered the Disadvantaged Business Enterprise certification process for airport construction firms, including data analysis, compliance audits, and dispute resolution.
Delivered contract compliance and regulation training to local and national construction firms.
Compliance AuditsData AnalysisContract Training
Education
University of Georgia
Bachelor of Arts · Journalism
California State University, Monterey Bay
Master of Business Administration (MBA)
Certifications
PreHired Certification in Software Sales
PreHired
Skills
customer successaccount managementChurn MitigationNRR/GRRStakeholder ManagemenVoice-of-CustomerSalesforce CRMCustomer Health ScoringEBR/QBRProduct Adoptioncross salesupsellAccount Expansionfin techsaasrenewalCustomer Retentionretentionsales
