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Customer Success Manager

Location:
Chicago, IL, 60605
Posted:
February 16, 2024

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Resume:

David J. Harvey

**** *. ****** ***., **** ****, Chicago, IL 60605 • 312-***-**** • ad3oqx@r.postjobfree.com OVERVIEW

A results-driven employee with strong customer-facing work experience across multiple industries, looking to continue his career as a Solutions Consultant or Customer Success Manager within a growing company.

PROFESSIONAL EXPERIENCE

RWS Group - Chicago, Illinois2018 - 2023

RWS provides intellectual property support services, and high-level technical, legal, and financial translation services, and develops and sells computer-assisted translation software. Solutions ConsultantDecember 2018 - October 2023

● Formally SDL (acquired by RWS in 2020)

● Delivering technical consultancy services to corporate clients in the North American region during pre-sales and post-sale engagements with RWS On-Premises and SaaS/Cloud localization environments.

● Created and provided live customized demonstrations to highlight the value to prospects using Teams.

● Work with sales reps in developing and implementing complex solutions and creative workarounds to fulfill non-standard localization requirements.

● Manage and execute proof of concepts (POCs).

● Respond to RFI/RFP/Cybersecurity Assessments.

● Resolving client inquiries or product troubleshooting.

● Beta testing the newest Translation Productivity offerings by RWS.

● Conducting advanced training webinars on select RWS products and best practices.

● Attending all roadshows and conferences, conducting live demonstrations and Q&A sessions.

● Trained and managed my Customer Success Manager successor.

● Experience with AWS, Salesforce, Zoho, Confluence, and Jira. Customer Success ManagerMay 2018 - December 2018

● Handled incoming client software issues via phone or email. Diagnosed problems and worked with customers and the support team to identify solutions.

● Onboarded new clients. Demonstrated software to new customers via web conference.

● Informed current clients when new technology features were added.

● Created software trials for interested prospects.

● Followed up with trial customers throughout their evaluation period.

● Flagged low-usage clients and asked the sales team to quickly re-engage them to avoid churn. Page Vault - Chicago, Illinois2016 - 2018

An award-winning cloud-based SaaS startup, specializing in the collection and preservation of web content for legal professionals.

Customer Support / Customer Success / CustomerProjects LeadOctober 2016 - May 2018

● Handled incoming client software issues via phone or email. Diagnosed problems and worked with customers and the tech team to identify solutions.

● Onboarded new clients. Demonstrated software to new customers via web conference.

● Responsible for quoting and collecting all incoming web collection job requests.

● Monitored and identified power user firms for upsell opportunities for the sales team.

● Flagged low-usage clients and asked the sales team to quickly re-engage them to avoid churn.

● Created customer support videos using Versionista to limit repeated support issues.

● Researched and created lists of new leads for the Sales Team.

● Constantly worked with the tech team to improve the UX of the backend and customer-facing aspects of the software.

Sales Development RepresentativeJanuary 2016 - October2016

● Responsible for identifying and contacting the person who handles software within a given law firm, law enforcement agency, or special investigation unit. Maintained in ZoHo CRM.

● Set up web demos with qualified leads for the company product specialist.

● Spearheaded the first direct mail campaigns to prospects for the company. Later implemented on a large scale by the marketing department.

● Transitioned to Customer Support / Customer Success / Customer Projects Lead StickOutSocial - Chicago, Illinois2015

A small startup specializing in website, web/mobile application development, and online marketing management.

Account Executive

● Sold web design, social media management, Google AdWords/PPC, and email campaign services to clients. 2-5 new clients acquired per month. Maintained in ZoHo CRM.

● Relentlessly acquired new clients through multiple sales tactics including cold calling, lead generation, and monitoring of various online freelance job posting platforms.

● Negotiated pricing terms and timeline of deliverables.

● Worked as project manager on various accounts depending on client needs. First Western Properties - Chicago, Illinois2012-2013 A small Chicago-based commercial real estate firm located in the west loop, handling over 150 listings in Chicagoland and Northwest Indiana.

Real Estate Associate/Broker

● Provided customer support - answered most inbound inquiries on listings. Maintained in Salesforce.

● Interacted with prospective tenants to schedule and show new listings.

● Worked with tenants and landlords through the negotiation process of lease or sale terms. Total Quality Logistics - Chicago, Illinois2010-2011 The nation’s 4th largest freight brokerage firm. Specializing in arranging the transportation of full truckload shipments for thousands of companies across the country and various industry segments. Logistics Account Executive

● Handled all the logistics with customer transportation routes, including finding the carrier to transport the products. Was available to service client needs 24/7/365.

● Negotiated rates with both the client and the carrier.

● Tracked and updated clients on at least a daily basis of the transportation process.

● Handled client accounting/invoices. Tasked with bringing in all invoices over 30 days old. Lind-Waldock - Chicago, Illinois2009-2010

One of the premier futures brokerage firms for individual investors for over 40 years. Providing quality futures brokerage service to individual and institutional traders. Market Strategist

● Solicit prospective clients and existing self-directed customers to participate in the Lind Plus Premium Consultation program.

● Conducted futures market analysis, developed trade strategies, and handled client orders. Wilshire Quinn Capital - Cleveland, Ohio2005-2009

A small investment startup established by industry veterans to give clients better access to alternative investments.

Market Strategist / Asset Manager

● Opened 3-5 accounts per month, with management over $250,000 - $600,000 in equity depending on market conditions.

● Provide trade recommendations and market analysis for high-net-worth and middle-income clients. EDUCATION

Miami University, Oxford, Ohio • Bachelor of Arts, Political Science

• Thematic sequence in Entrepreneurship (Management and Marketing) National Futures Association (NFA)

• Series 3 licensed • Certified for Single Stock Futures • Registered Commodity Trading Advisor



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