Customer Success professional with over 9 years of experience driving client retention and operational excellence within SaaS environments. Proven track record in relationship management and account management, successfully retaining $5.2 million in revenue through strategic problem-solving. Expert in executing high-volume client interactions while maintaining strict safety and compliance standards.
Experienced with identifying customer needs and providing tailored solutions. Utilizes effective sales strategies to close deals and increase client satisfaction. Track record of building strong client relationships and delivering consistent results.
Work History
Salesperson
3 Months
Cinderella Cleaning | 07.2026 - Current
Developed cleaning service proposals aligned with client needs and site requirements.
Managed inbound sales inquiries and scheduled consultations for residential and commercial prospects.
Presented service options, pricing structures, and package recommendations to close contracts.
Built long-term client relationships through consistent follow-up and responsive communication.
Negotiated agreements that balanced customer expectations with operational capacity.
Coordinated with field teams to confirm service details, timing, and special instructions.
Worked to build relationships with customers and built potential for additional sales.
Developed relationships with clients for increased loyalty and repeat business.
Boosted sales by consistently engaging with customers and addressing their needs effectively.
Provided exceptional customer service, resulting in numerous positive reviews and referrals.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Contributed to event marketing, sales and brand promotion.
Recorded accurate and efficient records in customer database.
Monitored service after sale and implemented quick and effective problem resolutions.
Associate Clerk
1 Year 5 Months
SPEEDWAY/ 7-11 CORP. | 02.2025 - 07.2026
Execute high-volume financial transactions using POS systems while maintaining 100% accuracy in cash handling and fiscal reporting.
Promote exceptional customer experiences and utilize relationship management skills to resolve diverse client needs and maintain high satisfaction scores.
Apply rigorous time management and prioritization techniques to manage multi-faceted operational tasks in a fast-paced environment.
Monitor facility safety protocols to ensure strict adherence to emergency management and crisis prevention compliance standards.
Operate advanced office technology and software, including Microsoft Excel and Microsoft PowerPoint, to facilitate reporting and administrative operations.
Senior Order Management Specialist
1 Year 6 Months
INTUIT | 11.2023 - 05.2025
Established clear client retention goals and executed strategic plans to maximize SaaS product utilization and brand loyalty.
Educated customers on software navigation and SaaS platform features to ensure successful adoption and long-term customer success.
Promoted product value through targeted upselling of complementary services, aligning software solutions with individual client business needs.
Reviewed customer feedback and concerns to implement process improvements that elevated the overall customer support experience.
Senior Order Management Specialist
1 Year 7 Months
PRO UNLIMITED | 09.2021 - 04.2023
Developed and managed diverse client portfolios, serving as a trusted advisor to ensure sustained business growth and account management excellence.
Analyzed customer data and utilized project management methodologies to identify opportunities for optimizing the client experience.
Executed improvements to the client onboarding process, significantly reducing time-to-value for new software adopters.
Mediated between clients and internal departments to resolve complex escalations, demonstrating superior customer support and relationship management.
Customer Transaction and Retention Specialist
5 Years 2 Months
INTUIT | 01.2016 - 03.2021
Achieved top 2% ranking for client satisfaction by managing high-volume transaction records, successfully retaining $5.2 million in SaaS revenue.
Leveraged Salesforce, Siebel, QuickBase, and Paymentech to execute data-driven solutions for complex customer billing and technical issues.
Served as lead quality auditor and monitored transaction compliance to ensure organizational standards were consistently met.
Negotiated mutually beneficial resolutions and concessions, effectively balancing stakeholder interests with long-term relationship management goals.
Education
No Degree - Psychology
PIMA COMMUNITY COLLEGE | Fort Huachuca, AZ | 01-2006